IG1: Information Management in the Age of the New Attorney

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1 IG1: Information Management in the Age of the New Attorney LegalTech New York February 3, 2015 Dan Carmel HP, Moderator Marat Borodovskiy Prudential Financial, Panelist Bill Koch Womble Carlyle Sandridge & Rice LLP, Panelist Usman Nayyar Proskauer Rose LLP, Panelist Glenn O Brien Liberty Mutual Insurance, Panelist Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

2 Agenda Introduction of Panelists Key challenges facing legal industry The new attorney characteristics How are technology vendors responding Panel discussion Audience Q&A

3 Panelists Marat Borodovskiy Marat Borodovskiy is the Director of Information Systems with the Law, Compliance, Business Ethics, and External Affairs Department of Prudential Financial. He has been with the organization since August of 2011, overseeing the implementation of new systems and support of existing ones including Electronic Billing, Matter Management, Document Management, Records Management, Knowledge Management, Universal Search, and Business Intelligence. Prior to joining Prudential, Marat worked at several Fortune 500 companies including Biogen Idec, WellPoint, and State Street. Marat holds a Bachelor of Science Degree in Business Administration and a Bachelor of Arts Degree in International Relations from Boston University, along with a JD and MBA degrees from Suffolk University. Marat has been a member of New York and Massachusetts bars since 2010.

4 Panelists Bill Koch is the Director of Technology Services at Womble Carlyle Sandridge & Rice LLP where he architects and implements technology support initiatives across 14 geographically dispersed locations. With over 10 years of client service and leadership experience within the legal IT profession, Bill oversees the activity and strategic direction of many of his firm s employeefacing technology initiatives ranging from software deployments to mobile device management. Bill Koch

5 Panelists Usman Nayyar is the Director of Applications and Technology Solutions at Proskauer Rose. With 15 years of diverse I.T. experience, Usman is presently responsible for Technology Training, Desktop Engineering, Mobility and Application Systems and Development. He manages and oversees projects related to Finance, CRM, HCM, SharePoint and Web Technologies for Intranet, Internet and Extranets, DR, firm technology strategy, among others. Usman Nayyar

6 Panelists Glenn O Brien Glenn O'Brien is the Director of Electronic Discovery for Liberty Mutual Insurance, where he has worked for over 20 years. In his current position, he implemented large scale, in house ediscovery preservation and collection capabilities. He is responsible for managing all systems and procedures related to Electronic Discovery from identification and preservation through to production. He is also responsible for managing vendor relationships as well as coordination with outside counsel. Prior to this role, Glenn was a Paralegal, Business Systems Analyst and Project Manager in various departments at Liberty Mutual. Before joining Liberty, Glenn was a paralegal at several Boston-based law firms. Glenn is a Veteran of the United States Army. He received a BA in International Relations from Clark University and a Master's in Public Administration from Suffolk University. He has a Master's Certificate in Project Management and is EnCE and EnCEP certified.

7 Key challenges facing legal industry Trends IT Challenge The new attorney Mobile, connected, with high expectations for what technology can do for productivity Users want a single interface to information with consumer-like ease of use across all platforms The new economics Finding new ways to drive productivity and lower capital expenditure How does IT investment enable the organization to innovate and drive productivity while at the same time lowering IT spend? The new client Expectations for data security, new ways to collaborate How does IT enable easy access and client sharing while addressing ever increasing needs for security and governance?

8 The new attorney characteristics What does the new attorney value from IT? Technology aware (and comfortable?) Working with technology their whole adult life Mobile: expects to be able to work from anywhere; online and off-line Impatient: knows how fast and easy things can be Social: comfortable networking online; prefers that to conversations Uses more technology: two screens, multiple devices Requires less admin support Expects rapid access to content from anywhere Expects to be able to access any internal content No patience for slow running or unintuitive user experience Would prefer to than to call need to provide secure messaging, social networking

9 How is software changing to meet these needs Responding to next generation needs by rethinking the core Mobile first interface / consumer experience Intuitive - no training needed All information at their fingertips Analytics and information analysis Search / KM Content analytics Hybrid cloud Agile Governed Information Governance Policy driven

10 Mobility What are you doing to support the mobile attorney? Where is the demand for mobile access greatest? BYOD: What s your policy? What are the advantages and disadvantages of your approach? Have you developed apps for client or internal use?

11 Cloud hosting and apps How are you using the Cloud today? How are your organizations using cloud applications and for what purpose? Are you storing client information in the cloud? What is acceptable to your firm? How do you view public vs private clouds?

12 Collaboration What are you doing to support new forms of collaboration? Sharing large files w/clients What about knowledge management? What about security? What about governance / audit trail / passwords? What about integration with key legal tools?

13 Audience Q&A

14 Summary Times are changing and so are user expectations Consider how to empower the new attorney Mobility, access, responsiveness- Opportunity for the firm to become More responsive to client needs More friendly to new attorneys better place to work More productive overall How to respect client and information security in this new model? How to collaborate in an era of increased security Other changes in physical workplace

15 Thank you

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