In a profession where data has become a strategic imperative, success depends on far more than mere collection. Today's legal landscape demands precise data extraction, rigorous hygiene, purposeful structuring, and advanced analysis. Law firms must navigate complex governance challenges while fostering data literacy across their organizations to unlock actionable insights and drive meaningful results.

Law Firm Data Strategy & Modernization is a full-day, peer-to-peer forum exploring the critical building blocks of a modern law firm data strategy. Attendees will gain practical frameworks and expert insights on approaches to data lifecycle management, including sessions on responsible data access controls for large language model usage, strategies for developing scalable internal data platforms, and methods for centralizing firm-wide data to eliminate silos.

We hope you will consider joining us for Law Firm Data Strategy & Modernization on June 25th in New York as we explore the transformative potential of data as a cornerstone of law firm strategy. Discover how firms are redefining data practices to break down silos, harness advanced analytics, enhance client value, and strengthen their competitive edge.

Stay Ahead in the AI Era
Understand how AI is transforming legal data strategies and how your firm can adapt to maintain a competitive edge.
Enhance Data Governance
Best practices for establishing robust data governance frameworks that ensure compliance and foster stakeholder trust.
Improve Data Literacy Across Your Firm:
How leading firms are empowering their teams to interpret and apply data insights effectively, fostering a culture of innovation and accountability.
Network with Peers
Engage with a community of legal professionals, including C-suite executives, knowledge and innovation leaders, and data strategists.
Practical Frameworks and Case Studies
Access real-world examples and practical frameworks that can be implemented within your firm to drive data modernization.
Prepare for Future Challenges
Equip your firm with the tools and knowledge to navigate future data-related challenges and opportunities in the legal industry.

Definition
This begins with clearly defining what types of data are permitted versus prohibited—explicitly restricting the use of privileged or client-confidential information unless proper consent is obtained, or documents are fully anonymized.
Governance
Governance is essential; IT, Compliance, and Knowledge Management teams should be tasked with creating and enforcing policies that outline who can use LLMs and what data they are allowed to input. To support accountability, all LLM interactions should be logged, including details such as user identity, timestamps, and the data accessed or submitted. Regular audits should be conducted to verify compliance and quickly address any breaches.
Technical
On the technical side, usage should be restricted to approved teams or secure, private platforms, with options like sandbox environments considered to prevent data from being retained or externally shared.
Education
Finally, user education is critical; Organizations should provide clear guidelines on acceptable use and incorporate real-world examples to help employees understand how to engage with LLMs safely and effectively.

Law firms generate vast amounts of data, but are they using it to drive smarter strategy and decision-making? This panel goes beyond billing to explore how partners and firm leaders can harness key data sources, break down silos, and unlock hidden insights for competitive and operational advantage. Join us as we explore practical steps law firms can take to unlock hidden insights and put their data to work.

Assess the key data sources law firms use from a business and strategy perspective
Evaluate what partner’s and strategy leaders can change tomorrow to unlock more value from the data their law firm currently has
Examine the most under-appreciated sources of data law firms aren’t utilizing
Understand the key challenges law firm leaders face in using these data sources today
Analyze silos preventing a holistic approach to utilizing the data produced by law firms
Identify the holy grail for unlocking the value of these data source

Data is a critical component in driving law firm success, and its quality directly impacts the outcomes that firms can achieve. To harness the full potential of data, particularly when integrating advanced technologies such as artificial intelligence, it is essential that the data collected is clean, well-organized, and accurately tagged. Utilizing unclean or inconsistent data can lead to inaccurate outputs, misinformed decisions, and ultimately diminished returns. As law firms look to improve efficiency, strategy, and client outcomes, foundational efforts in data cleanliness become not just beneficial, but necessary. Industry leaders emphasize the importance of best practices in data collection, hygiene, tagging, and storage as key steps toward maximizing ROI and setting the stage for future innovation.

Where does a law firm begin when building out a “single source of truth”? What shortcuts have short-term appeal, but the potential to hinder scalability down the line? What lessons can we learn from law firms that are further along in their journey and experiencing the impact of decisions made long ago? In this session, the panelists will share the strategic decisions, lessons learned, and the ultimate steps taken to set their firms on a new path with respect to modern data management, analytics, and reporting. They’ll address, among other topics, how they approached the assessment of organizational requirements, determined scope and timelines, defined and targeted different categories of stakeholders, evaluated tools and infrastructure, budgeted, and evaluated partners, all with an eye toward ongoing evolution and scalability that would enable the platform to grow with the business.

The introduction of new technology and AI often faces resistance and apprehension. To foster enthusiasm for change and alleviate fears, it's essential to implement a well-structured communication and education plan. Leadership should spearhead this communication to build trust and encourage buy-in from all users, empowering them to fully leverage new tools for improved performance and productivity. Engaging change advocates can help drive education throughout the transition, while a well-planned training schedule ensures minimal disruption to daily workflows.

Choosing the right technology solution for your organization can be a complex and time-consuming process. Law firms need to clearly identify their needs, explore available options, assess each product, evaluate the onboarding and integration processes, and develop a comprehensive implementation plan. A deep understanding of the firm's requirements is essential, and involving the right stakeholders at every stage is crucial.

Many law firms enter long-term contracts with technology vendors, making it vital that both the software and the vendor relationship align seamlessly with the firm’s goals. Learn from industry experts about best practices for successfully navigating this process, avoiding costly mistakes, and achieving your firm’s objectives.

Additionally, discover effective methods for communicating the selection process with leadership, establishing KPIs, and aligning goals with vendor partners.

Law Firm Data Strategy & Modernization: New York

Stay Ahead in the AI Era

Enhance Data Governance

Improve Data Literacy Across Your Firm:

Network with Peers

Practical Frameworks and Case Studies

Prepare for Future Challenges

Early Bird Registration:

Join the Conversation

Speakers

Tom Baldwin

Morgan Llewellyn

Jeannine Zito

Scott H. Kaiser

2024 Attendee:

2024 Attendee:

2024 Attendee:

Agenda

Definition

Governance

Technical

Education

Venue

Travel / Directions

Accommodation

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