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Drivers, Dashboards, and Data Dives: Using Metrics and Process to Optimize Outcomes


Level: Advanced
Runtime: 63 minutes
Recorded Date: March 21, 2023
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Agenda

        • The Importance of Metrics
                - What's all the hype?
                - What type of metrics are there?
        • 7 Keys to building a Metrics Program
        • Examples of Dashboards

Runtime: 1 hour, 3 minutes
Recorded: March 21, 2023

For NY - Difficulty Level: For experienced attorneys only (nontransitional)
For NY - Difficulty Level: Experienced attorneys only (non-transitional)

Description

Monitoring metrics and analyzing data are important ways to ensure litigation support departments are operating as effectively as possible. Join us as we discuss the value of leveraging technology to monitor your team’s performance. Learn how to identify which metrics to track to better understand how your department is operating. Our panel will highlight practical ways to make process changes that will improve communication and outcomes within and across teams.

This program was recorded as part of ALM's Legalweek Conference on March 21st, 2023.

Provided By

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Panelists

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Jenifer Melby

Director of eDiscovery & Client Advisory Technology Services
Bowman & Brooke

Jenifer Melby is a licensed attorney who leads Bowman and Brooke LLP's eDiscovery and litigation support team of 7 full-time professionals, merging technology and legal defense strategy to provide effective and superior solutions in the areas of electronic discovery, project management and litigation support. Her background as a practicing commercial litigator, coupled with extensive experience in all phases of case management give her thorough understanding of the needs and expectations of attorneys, client counsel and vendors. She uses these insights to develop and implement best practices related to managing ESI from preservation through presentation, employing the latest technology to deliver first-class, efficient legal services.

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Benjamin Legatt

Co-Founder & Chief Experience Officer
Agility Blue

Ben Legatt is co-founder and Chief Experience Officer of Agility Blue, and has over twenty years of extensive litigation and trial experience. Throughout his career, he has developed an active electronic discovery consulting practice, and is a certified instructor in several leading eDiscovery software platforms. Ben also has managed litigation and discovery projects for law firm and corporate clients, and is passionate about using technology to maximize teams’ effectiveness and collaboration. Actively involved with the evolution of Agility Blue since its inception, Ben heads Sadie Blue Software’s customer experience team, and focuses on ensuring that Sadie Blue Software’s products and solutions meet and exceed the needs of its customers.

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James Stapleton

Chief Business Development & Marketing Officer
Blank Rome

James Stapleton has been the Chief Business Development and Marketing Officer for three AmLaw 100 law firms, including his current role with Blank Rome. He has been immersed in client satisfaction, client feedback and the client experience since he held international marketing roles at Arthur Andersen and PricewaterhouseCoopers. James is responsible for all sales, marketing, branding and business development strategies and tactics as the first chair marketer supervising a team of 36 professionals.

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JeanMarie Campbell

Head of Client Development
Baker & McKenzie LLP

JeanMarie Campbell serves as Baker McKenzie’s Head of Client Development for the North America region. She leads the business development and marketing function for the firm’s 16 offices in the U.S., Canada, and Mexico. Campbell has more than 25 years of experience in the legal industry, and most recently held the positions of Chief Practice Officer and Managing Director of Clients at Orrick, Herrington & Sutcliffe (New York).

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Melissa Weberman

Counsel
Arnold & Porter

Melissa Weberman is the head of the firm’s eDiscovery & Data Analytics (“eData”) group. She focuses on counseling clients in eDiscovery and data analytics processes and best practices. Ms. Weberman works closely with Arnold & Porter’s lawyers across practice groups to tailor strategies and discovery management plans for clients in numerous industries. Ms. Weberman advises clients on defensible approaches to the preservation, collection, search, and analysis of information and data, and is experienced with technology-assisted review and other methods to enable clients to significantly reduce costs while maintaining defensibility.

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Martha Louks

Director of Technology Services
McDermott Will & Emery

Martha K. Louks manages the Firm’s discovery technology team and consults on a wide array of discovery issues, providing high-value, efficiency-driven solutions to complex data challenges. Martha collaborates with legal teams to develop technology and workflow solutions that align with the overall discovery strategy, prepares discovery plans that reduce costs and improve efficiency, and participates in negotiations regarding ESI protocols.

Martha has extensive experience developing preservation plans capable of withstanding intense scrutiny while simultaneously addressing the flexibility necessary for clients to meet their business obligations. She advises on electronic evidence considerations, working closely with legal teams to incorporate the results of the forensic investigation into legal analysis.

Martha is highly skilled in Technology Assisted Review (predictive coding) and advises clients on the defensibility and effectiveness of varied workflow approaches, as well as strategic considerations related to the disclosure of predictive coding processes and metrics. Clients look to McDermott’s strong experience with leveraging predictive coding and other advanced technologies to get discovery done more efficiently and with more cost savings.

In particular, Martha was instrumental in the AB InBev-Grupo Modelo merger where she worked directly with the US Department of Justice’s (DOJ) Antitrust Division in developing a predictive coding protocol to limit review to only those documents most relevant and responsive to the DOJ’s requests.

Martha is a Certified Relativity Expert, having three concurrent certifications: Relativity Certified Administrator, Relativity Analytics Specialist, and Relativity Assisted Review Specialist.


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