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Join Microsoft at LegalTech 2012 January 30-February 1, 2012
 
Microsoft is committed to developing technologies that provide law firms and legal departments with low cost alternatives to traditional DMS systems. For our 2012 LegalTech Super Session, we've brought together experts from Microsoft and the legal industry's top Gold Certified business partners to showcase the exciting momentum around content management, document management, unified records management, workflow, data migration, search, and cloud computing. Discover information management solutions that streamline your work and lower your short- and long-term cost of ownership.

Monday, January 30

9:00 - 10:00 AM
Keynote Address: Ethical Business in a Global Economy: Preventing Corruption and Bribery
 
Speakers: John Frank, Vice President, Deputy General Counsel, and Chief of Staff at Microsoft Corporation
Join John Frank Vice President, Deputy General Counsel and Chief of Staff at Microsoft Legal and Corporate Affairs, as he discusses the challenges and opportunities of building effective compliance programs to prevent and detect corrupt payments in a global business. Creating solutions that combine technology, ethics, culture, and business process requires new skills and new approaches that are essential to success in our global economy. This keynote is eligible for an Ethics CLE credit.
10:00 – 11:00 AM
Embracing SharePoint for Legal Business Solutions: Web Services and Scalability
 
Speakers: Sheryl Nolan (Microsoft); Quentin Christensen (Microsoft); Chris Anderson (Microsoft)
Technology is an amplifier, not an impediment, to the practice of law. See how Microsoft's legal department is architecting cross-platform solutions—across mobile phones and slate computers, unified communications and best-in-class collaboration software—focused on building a seamless environment for Microsoft lawyers to engage with their clients and trusted partners. Learn how solutions designers and lawyers collaborate to ensure that "the work is foremost" in practice technologies such as intake and workflow processes, matter management, document & records management, and web content management.
11:00 – 12:00 PM
Using SharePoint as a Document Management System with Epona’s DMS forLegal™
 
Speaker: Keith Vallely (Epona)
Many law firms that are exploring the benefits and challenges of moving their documents and e-mails to SharePoint 2010 are also facing challenges with ease of use, user adoption, and simplicity of design. As a result, firms are looking for an out-of-box solution that enables full integration with Microsoft Office and SharePoint. Learn about Epona's DMSforLegal, a powerful, out-of-the-box solution that seamlessly meets the expectations of legacy DMS users, provides simplicity of use, and integrates SharePoint and Office 2010.
12:00 – 1:00 PM
Success Factors for Legal Portals: Learnings from Microsoft's Legal Intranet Web Team
 
Speaker: Jackie Smith (Microsoft)
Microsoft re-engineered its legal intranet portal to allow legal professionals to redirect hundreds of manhours to its most strategic work, while clients enjoyed immediate access to high-volume, low-risk answers and resources online. By creating SharePoint plug-and-play templates and applying key principles of information design, the department achieved amazing results in productivity and client satisfaction. Learn the success factors and practical tips you can immediately use in building or optimizing your own web presence.
  • Creating plug-and-play templates for easy authoring of elegant, interactive webpages  
  • 5 information design principles that transformed the site
  • Patents team before and after: see how the site redesign solved their biggest pain points, and took client response time from 2 weeks to 2 minutes – while tripling traffic to the site
1:00 – 2:00 PM
Using SharePoint-based DM Solutions to Meet Legal Needs
 
Speakers: Noel Williams (MacroView); James Hoare (MacroView)
This presentation explores how the MacroView Document Management Framework (DMF) enables the successful deployment of document management solutions on SharePoint 2010. We will review the use of MacroView DMF at Winston Strawn, specifically how MacroView DMF customized the Microsoft Word environment to match the capabilities of the firm's previous 'traditional' DM system.
2:00 – 3:00 PM
Leveraging SharePoint and Office 2010 to Create a Robust Legal Information Management Solution
 
Speaker: Doug Horton (Handshake Software)
Law firms and corporate legal departments are constantly challenged by ineffective email and document management solutions, especially their weak matter-centric or client-centric capabilities. Handshake Software explains how to use SharePoint 2010 and Office 2010 to create a firm-wide legal information management solution. Topics include client- and matter-centric intranets and extranets, search (including FAST), workflow, document and email management.
3:00 – 4:00 PM
Microsoft Consulting Services - Document Management Solutions Using SharePoint 2010
 
Speakers: Phil Norman (Microsoft Consulting Services); Giri Tharmananthar (Microsoft Consulting Services)
Microsoft Consulting Services in the UK has been assisting Clifford Chance with the implementation of SharePoint 2010 as their document management solution and collaboration platform. This session will provide insight to the work to date and the offering developed by MCS through its successful work at Clifford Chance.
4:00 – 5:00 PM
Best of Breed Versus The Single Platform
 
Speaker: Terry Coyne (Sword Group)
Sword has delivered extensive SharePoint 2010-based solutions in the Legal community, including document management, workflow, collaborative portals, digital marketing, websites, client extranets and migration methodologies. Find out how these solutions enable the effective transition from 'best of breed' to integrated Microsoft SharePoint and Cloud platform solutions. Excalibur, a SharePoint 2010-based matter centric document management system, will be showcased.

Tuesday, January 31

9:00 – 10:00 AM
Do You Have Content Confidence? Document Lifecycle in the Legal Environment
 
Speakers: Norm Thomas (Litera)
The lifecycle of your documents is the lifeblood of your firm. Document lifecycle management in SharePoint 2010 enables new capabilities and unlocks powerful Office functionality. Learn how to help your firm meet client needs more effectively and have more confidence in their quality of its work. This session explores how document creation, control, cleansing and collaboration take on new dimensions when SharePoint, Office and Microsoft's partner combine.
10:00 – 11:00 AM
Streamlining Legal Document Management with SharePoint, Office 365 and Workshare Point
 
Speakers: William B. Smith (Abramson Smith Waldsmith LLP); Matthew Brown (Workshare); Ryan Soosayraj (Workshare)
Join Microsoft, the law firm of Abramson Smith Waldsmith, LLP, and Workshare, a Microsoft Gold Partner, and hear William Smith, managing partner, as he discusses why they chose to move to the cloud with Office 365 and Workshare Point to address their productivity, cost reduction and confidential matter management needs. Workshare will demonstrate how they helped Abramson Smith Waldsmith, LLP deploy a solution using the same easy-to-use Microsoft Office/Outlook interface, resulting in an integrated, intuitive legal document management and collaboration workflow.
11:00 – 12:00 PM
Assured Compliance Using SharePoint 2010: A Case for Unified Records Management
 
Speaker: Dean Van Dyke (Microsoft); Art Bellis (GimmalSoft); Kurt Thies (Iron Mountain)
Low user adoption rates for traditional records management systems are making organizations struggle to demonstrate enterprise-wide compliance with legal and regulatory requirements. In many cases companies have some control over physical records, but are struggling to manage electronic records and email and to apply consistent policy over both physical and electronic records. Join Gold Certified Microsoft Partners GimmalSoft and Iron Mountain along with Microsoft to see how they are producing a new standard for unified
records management built on the SharePoint 2010 and Office 365 platforms.
12:00 - 1:00 PM
HOW-TO GUIDE: Migrate your IT Services to the Cloud
Speaker: Steve Schwartz, President, Chinook Communications
Join Steve Schwartz, a pioneer of cloud computing, Microsoft Silver Hosting Partner, and owner of a Cloud Service Provider, as he paints a path to the public and private cloud. You will hear the case study about how Allied Law Group transitioned to the cloud, as well as information on cost advantages, key benefits, and an architecture for improved productivity that ensures secure client matter while reducing IT costs.
 
1:00 – 2:00 PM
SharePoint as a Legal DMS: Integrating SharePoint with Outlook to Manage Email and Documents
 
Speakers: Trevor Dyck (Colligo); Guy Wiggins (Kelley Drye & Warren LLP)
Legal professionals live in Outlook. Colligo's email and document management solutions seamlessly integrate Outlook and SharePoint, enabling users to easily move emails and matter content to SharePoint while automatically capturing critical metadata. Colligo solutions also provide offline access to client and administration files from laptops and personal devices including iPads. Work on- premise, in the cloud (Office 365), and in hybrid SharePoint environments. Guy Wiggins, Director of Practice Management at Kelley Drye & Warren LLP, will discuss his experience around improved matter management, reduced risk, and increased productivity using SharePoint and Colligo.
2:00 – 3:00 PM
Delivering the Matter-Centric Dashboard on top of SharePoint and FAST Search
 
Speaker: Guy Mounier (BA Insight)
Attorneys and other legal professionals must deal with an incredible amount of client information from a variety of different content sources and types. Join Microsoft's go-to Enterprise Search partner BA Insight to learn how one of the largest global law firms capitalized on their existing SharePoint and FAST infrastructure investment and delivered a cost-effective, fully integrated matter-centric dashboard, and actionable matter-centric search results. Discuss how you can streamline the process of finding relevant client data by enabling a unified matter-centric dashboard and search interface across all of your firm's document management, records management, email, billing, CRM, and practice management systems.
3:00 – 4:00 PM
Cloud Computing in the Legal Space
 
Speakers: Ilya Gurtenboim (Microsoft); Michael Rosen (Avanade)
Cloud computing has the potential to transform information technology. However, realizing the potential of the Cloud requires a strategic approach that considers long-term agility and innovation as well as near-term cost benefits and technical challenges. This panel explores Cloud computing from a strategic perspective and focuses on the special opportunities and challenges in the legal space. Topics include privacy/confidentiality needs, technology budgetary constraints, and the demand for advanced collaborative capabilities.
4:00 – 5:00 PM
SharePoint as a DMS – Setting up Information Architecture, Content Migration and Security
 
Speaker: Peter Senescu (MetaVis); Jon Taylor (Pannone LLP)
Many law firms still rely on file shares and email to save and share information. But finding information can be a challenge. Join Microsoft Partner MetaVis Technologies and UK-based law firm Pannone LLC for a discussion on how to leverage SharePoint 2010 as a document management system. This session examines how to migrate file share documents to SharePoint, organize them using metadata, and ensure that information is easily found and managed. Topics covered include SharePoint information architecture, content classification, migration, permissions management and Office 365 SharePoint.

Wednesday, February 1

9:00 – 9:30 AM
Legal Technology – A Look Ahead With Microsoft Technologies
 
Speaker: Brian Zeve
The technology landscape is changing – changing the way firms communicate, collaborate, share, identify client needs, and gather insight into the day-to-day practice of law. Technology innovation brings efficiencies, new capabilities and new bottlenecks for managing law firm infrastructure. Join us as we review five transformational technologies–Cloud-based services, consumerization of IT, big data, apps and application delivery, and information accessibility. In this session, we outline common challenges, emerging technology to address these challenges, and Microsoft technologies that help solve your problems and stay ahead of the changing landscape.
9:30 – 10:30 AM
Consumerization of IT
 
Speaker: llya Gurtenboim (Microsoft)
As technology plays an increasingly important role in our personal lives, it is having a profound effect on our expectations for technology in the workplace. This session focuses on how IT can strike a balance between user expectations and enterprise requirements. What is it like to meet a Partner's expectations?
  • Windows-based devices: Use the diverse range of Windows devices to deliver an experience that your people will love—and meet your enterprise requirements.
  • Security and management: Manage the proliferation of devices by using management tools in your own infrastructure or Cloud services.
  • Productivity: Making work and collaborate more fun--from any location, on any device.
  • Application development: Tools that will simplify and enrich the developer experience.
10:30 – 11:30 AM
Leveraging SharePoint 2010 and Office 365 to Expedite Proposal Development
 
Speaker: Rich Westle (ANSOR/Kraft Kennedy); John Sroka (Duane Morris); Cheryl Disch (Duane Morris)
Duane Morris, a worldwide firm with more than 600 attorneys across 12 primary practice areas, has seen a significant increase in the need to deliver a higher volume of unique proposals. In response, the firm has implemented ANSOR Proposal Generation Center, ASNOR Experience Management System, and ASNOR Marketing Content Library. These solutions, implemented on the SharePoint 2010 Server platform and Windows 7/Office 2010 Desktop platform, have helped Duane Morris increase the number of unique and high quality proposals and marketing content as well as delivering new capabilities in collaboration, reporting, workflow, and access to experience content.
11:30 - 12:00 PM
Should You Trust the Cloud?
Speaker: Mounil Patel – Director of Presales and Professional Services – Mimecast North America
For many IT departments, “the cloud” has been a great way to lower IT infrastructure costs. Moving your email management to the cloud can be a first step - but what are the risks? Specifically how is the data kept confidential, what are the protective controls, who has jurisdiction of the data and what assurances can you seek for continuity of service? More important, how does cloud security direct affect email (spam, malware attacks, data leaks, etc.)? This presentation outlines key issues and questions that IT managers should ask when considering the cloud and specifically around managing email from the cloud.
12:00 – 1:00 PM
Streamlining the Onboarding of New Clients and Matters
 
Speakers: William Nagle (K2); Steve Held (Clarity Consulting)
Join us for a demonstration of K2's new matter intake solution that streamlines the onboarding of new clients as well as new work from existing clients. This solution, built by K2 Partner Clarity Consulting, is built on the Microsoft platform and leverages SharePoint and Lync for end-user interaction. We'll also cover the fundamentals of the K2 platform that enable it to be utilized across the legal organization for process automation, including new employee onboarding, document management, legal project management, and more.
1:00 – 2:00 PM
SharePoint for Legal: Considerations in Information Architecture and Migration
 
Speaker: Joe Giegerich (Gig Werks)
SharePoint as a platform provides a rich array of features for any enterprise. By standardizing to SharePoint, legal firms and departments can realize high-value, low risk solutions. Combining SharePoint's existing 3rd party solutions with expert planning allows a phased deployment that maintains a single backend architecture and consistent experience for IT and end-users. At this session Gig Werks explores the wide array of tools available including BA Insight and IGC with a deep focus on Ecspand's ECM capabilities.

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