Legal Technology Association Vendors

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Planning Your Office 2007 Rollout Strategy? Think Again
Speaker: Theresa Lundquist,
Chief Learning Strategist

Reaping the Rewards from your Office 2007 Rollout

An Office 2007 rollout provides the perfect storm for exposing the widespread skill crisis that looms within law firms, both large and small. To help law firms stay competitive in the next decade, IT training leaders need to address the growing technical skill gap for legal secretaries and engineer an Office 2007 training solution that will impact the firmÕs ability to be productive, stay competitive, and support improved levels of client service.

This session will challenge law firms to align their Office 2007 rollouts with a strategic learning initiative that will mitigate the risks associated with the growing technical skills gap for legal secretaries. It will also focus on minimizing the disruption of the upgrade, using prescriptive learning plans to guide the training, and following the upgradeÑdelivering compelling data to management that has real business impact.

Social Media Tools
 for Law Firm Competitive Intelligence
by Emily Rushing
 Competitive Intelligence Specialist with the Dallas Office of Haynes & Boone, L.L.P.

Much fun can be had using social media tools, but they also provide significant value to researchers and intelligence workers, particularly in the legal industry. Web 2.0 and social media offer new and improved resources for tracking clients, competitors, and intelligence topics; identifying experts; collecting and disseminating high-quality intelligence; connecting with colleagues; and engaging in discussions on current issues and best practices.

Legal practitioners, law librarians, and CI professionals that can harness this power are very competitive indeed.

Making Learning Stick
Presented by Char LeMaire

A top complaint of many trainers is "I have too much content to cover in too little time!" This fast-paced session will show you how to use quick, one-minute review topics that you can incorporate into your training to make learning stick. You'll leave with a dozen short, quick ways to help training participants learn and remember important information. Plus youÕll have tips you can use to lessen the lecture and increase the learning. Pick up these techniques on how you can make learning experiences short, fun and memorable.

Char LeMaire is Chief Learning Officer and principal of Traveling Coaches, Inc.

Workshare, an information security company, delivers Secure Content Compliance solutions to over 5,500 organizations worldwide. Workshare solutions uniquely combine policy enforcement, management control and user education to ensure safe information exchange without business disruption. Its products include Workshare Professional, Workshare Protect, Workshare Network Protect, and the Workshare Compare Service. For more information, visit www.workshare.com.

Levit & James, founded in 1987 in Leesburg Virginia, is a software company which specializes in document conversion and add-in products for Microsoft Word.
Today, our customers include 60% of the top 200 law firms in the United States, agencies in the Federal, and State and Local government, corporations of all sizes, and a variety of corporations and law firms in the United Kingdom, Canada, Australia and other parts of the world.

Innovaª, the flagship product created by SoftWise¨ Corporation, is a comprehensive document automation platform. Designed to seamlessly integrate with Word 97, 2000, XP and 2003, as well as leading document management systems, contact management programs, and fax server software, Innova provides users with a simple and flexible environment for accelerating the document creation and production process. Innova's interface mirrors the look, feel and functionality of Windows Explorer. Additional "next generation" features include a SQL/MSDE data repository that provides for an unparalleled level of scalability and flexibility in customization. The all-new Dialog Designer is a full-scale, drag & drop GUI development platform for Word. Using Innova's simple GUI interface, administrators can manage maintenance, LAN/WAN database replication and customization tasks without the need for any programming.

Paper-To-Digital

After years of talk about the paperless office, paper still comes in the door. Not only is paper a productivity burden for accounting and human resources, but the disconnection between a firmÕs knowledge platforms and the file room reduces the effectiveness and productivity of its professionals.

KwikTag is a breakthrough paper-to-digital solution for law firms from ImageTag, a software company based in Phoenix. Its paper-to-digital process is so unique that the U.S. Patent Office has awarded it four patents.

Topic:
Adobe Acrobat 7.0 Top 10 Tips and Techniques A discussion of Adobe Acrobat 7.0 new features and commonly asked Adobe Acrobat questions followed by Q&A.

Bio: Ed Sanders is a former Adobe Sales Engineer and Account Manager who played a key role in the development and introduction of Adobe Acrobat.

Contact Information:
PFL Computer Services
2411 Coit Road #150-40
Plano, TX 75075
www.pflinc.net
pflinc@comcast.net
972.692.6767 voicemail
214.457.4360 direct

At Cannon IV, we know documents are important because of the amount of money companies spend every year producing documents. A recent All Associates study revealed that office printing consumes an average of 6% of annual revenues, depending on the type of organization.

Presented by Lisa Hanes and Chris Mullins

Acrobat 8: Top New Legal Features Speaker: Rick Borstein, Business Development Manager for Adobe Systems Incorporated Join us for a free, informative seminar to learn about the new Adobe Acrobat 8 Professional. In this educational seminar you will . . . á Learn how to securely Redact both electronic and image-only PDFs á Use the Examine Document Tool to Quickly Remove Hidden Metadata, Text, and Image Data. á Discover more accurate and faster OCR tools á Activate features for Free Adobe Reader users Including Saving Form Data á Use new built-in Bates Numbering á Assemble a Compressed Package of Documents (Word, Excel, PDF, etc.) for fast & easy distribution á Create, Distribute and Collect Data from PDF Forms á Take part in a Shared review for multi-party commenting on PDFs á Archive email from Outlook and Lotus Notes into PDF Packages About the Speaker: Rick Borstein is a Business Development Manager specializing in the Legal Market for Adobe Systems Incorporated. Rick is a veteran of 18years in the software business, the last eleven with Adobe. During his tenure at Adobe, Rick has had broad exposure to all of Adobe's products including intelligent documents, digital imaging, publishing and digital video. Rick is an Adobe Certified Expert in Acrobat and a member of the American Bar Association and International Legal Technology Association. Adobe Systems Incorporated is a Fortune 500 company with over 5000 employees. The company's popular Adobe Reader software is installed on over half a billion PCs around the world.

DocAuto
Best practices for Matter-Centric Architecture Design in WorkSite 8 as it relates to Records Management.

This presentation will address how a dynamic Matter-Centric environment can increase end-user efficiency and productivity while solving common problems in both DM and RM environments and how well-maintained DM and RM environments go hand-in-hand. In addition, this course presents a well-posed stance on how true matter-centric environments provide law firms and other organizations with new tools and techniques for establishing and maintaining an efficient flexible compliant electronic environment.

Presenter: Donna Bowen, DocAuto, Inc. Donna is the Vice President of Sales for DocAuto, Inc. In this role Ms. Bowen addresses the productivity needs of a thriving Interwoven WorkSite client base, while providing a consultative approach to addressing law firmsÕ critical business issues such as document security, imaging, and the ongoing development of matter-centric architectures for Worksite. Donna has 20 years of legal industry expertise ranging from law firm training and help desk management to legal technology consulting with law firms and corporate legal departments throughout the world. Bowen currently serves as the President of the Dallas Legal Technology Association and she has provided educational presentations for legal networking groups across the country. Donna earned her undergraduate degree in Political Science at Southern Methodist University in Dallas, Texas.

Streamlining the Delivery of Learning Resources

Attorneys and support staff are constantly challenged by the inevitability of change. Such changes can be the result of new legislation, the increasing complexity of legal matters, or new technology being used to deliver legal services. To be competitive, continuous learning is inevitable. The questions to ask yourself are, how painful will the learning process become if the approach to learning is reactive and who is the biggest loser: the client or the firm? Forward thinking firms are taking strategic measures to evaluate how learning occurs in their firms, looking for ways to streamline the delivery of learning resources. The right learning management system provides you with lots of flexibility when it comes to designing educational programs. Come see some of the new tools available in UniversitySite v5 and how it allows you to create guided learning plans that mix classroom and self-paced learning. Specifically we will have a look at several different eLearning models, including training, education and performance support. With it's SCORM 2004 compliant player, UniversitySite can handle just about any eLearning object you can throw at it. Our speakers for this session will be Daniel Wallace and Michael Barshinger of SS Solutions. As Director of Client Services, Daniel has worked with dozens of firms across the US helping them implement learning strategies and programs through UniversitySite, SS SolutionsÕ flagship learning management system. Michael is the founder and lead developer for SS Solutions and responsible for the amazing growth and development of UniversitySite over the last few years.

Topic:
People Are Processes Too

In the complicated world of data, ports and plugs, it is often forgotten that the most valuable process is found in the staff who manage the information. Todd Sons, IT Director at Jackson Walker, shares with us his views on developing and managing teamwork, leadership and work ethic within the Jackson Walker IT Department. All IT Managers are encouraged to attend!

Speaker Bio:
Todd Sons has 10 years of experience in the computing industry. Currently serving as IT Director of Jackson Walker, Mr. Sons is responsible for the daily operations of the firms data environment as well as the vision , strategy, and future direction of the firm's technology. Mr. Sons has spoken at the LegalTech Conference on Maintaining Business Continuity and was also quoted and mentioned in articles published by Business Wire, the Austin Business Journal, and MSNBC. Mr Sons also made a guest appearance on the legal talk network talks show "Coast to Coast" where he spoke about challenges in training attorneys.

Stepping Out of the Training Classroom and Into a Consulting and Coaching Role

Speaker:
Tami Schiller, Training Manager at Jackson Walker

Technology is ever-changing and the rate of change accelerates with each passing year. As technical trainers, we know we have valuable information to share; but the client work is more demanding and time is a precious commodity. There is no time for the traditional 1 to 2 hour classes in the training room. The challenge then becomes finding news way to share our wisdom and knowledge. At Jackson Walker, we are in the middle of an interesting experiment adding coaching and consulting skills to our training methods. Coaching allows the learner and trainer to use time wisely by applying training desk side that is task specific. Consulting allows us the opportunity to recommend the best tools and practices to use to perform a specific business process. It is learning when the learner needs it in manageable sessions that don't monopolize their time.

Acrobat 8: Top New Legal Features

Speaker: Rick Borstein, Business Development Manager for Adobe Systems Incorporated

Join us for a free, informative seminar to learn about the new
Adobe Acrobat 8 Professional. In this educational seminar you will

á Learn how to securely Redact both electronic and image-only PDFs

á Use the Examine Document Tool to Quickly Remove Hidden Metadata, Text, and Image Data.

á Discover more accurate and faster OCR tools

á Activate features for Free Adobe Reader users Including Saving Form Data

á Use new built-in Bates Numbering

á Assemble a Compressed Package of Documents (Word, Excel, PDF, etc.) for fast & easy distribution

á Create, Distribute and Collect Data from PDF Forms

á Take part in a Shared review for multi-party commenting on PDFs

á Archive email from Outlook and Lotus Notes into PDF Packages

About the Speaker: Rick Borstein is a Business Development Manager specializing in the Legal Market for Adobe Systems Incorporated.

Best Authority
Presented by Ian Levit of Levit & James, Inc.

A legal brief can have hundreds of citations, and litigation staffs are under enormous pressure to create the TOA quickly. Best Authority produces a Table of Authorities (TOA), 4 to 8 times faster. Best Authority is not only faster, but more reliable. It allows to format TOA any way desired. Best Authority users will notice a greatly enhanced citation-recognition engine.

Levit & James, Inc. is a leading provider of Document Conversion and add-in products for software Utilities. Since Best Authority was released in June of 2006, over 95 law firms have switched to Best Authority. This includes 28 of the top 200 law firms in the country.

Getting CLE Credit as a Training Bonus for Attorneys and Legal Assistants

Who are the toughest ones to get into the training room and need the training as much as their support staff? Yep, attorneys (and legal assistants). For years we have heard from the attorneys that they would come -- if they could get CLE credit. Good idea and point well taken; however, that CLE credit approval was as allusive as gnat whiskers.

On February 13, we will be sharing the secrets to success in receiving CLE credits for your Firm.

Included in the discussion:

1. Accreditation Standards for CLE

2. Key Words to Use or Not to Use

3. Fill-Out of Application Accreditation of CLE Activity Form

4. Becoming Approved and Unapproved

5. Fees

6. Deadlines

7. Time Frame

8. Where to Apply

If training is not your thing or you arenÕt the one who would be involved in receiving CLE credits, come anyway. Who knows what tomorrow will bring in your life or what someone you know will need to know to help them in their life!

Getting Up to Speed with PowerPoint 2007

Presented by Elaine Lowenkron, Training Director for Attorney Resource

See it in Action, high-impact dynamic presentations with PowerPoint 2007 will introduce you to the interface and new features as well as give you skills needed to create a dynamic presentation. Presentations are very important to legal personnel whether for marketing, firm meetings or trials. PowerPoint 2007 comes with new themes, layouts, and Quick Styles.

Presenter: Elaine Lowenkron, Training Director for Attorney Resource, holds a B.A. and a Master of Science Degree in Education. Elaine blends consulting, education and training in todayÕs technology with people committed to the practice of law.

Certifications - Microsoft¨ Office Specialist Master Instructor in Office 2003, and Office XP as well as a Microsoft¨ Certified Application Specialist in Office 2007.

Attorney Resource is the oldest legal staffing company in the Southwest, being in business more than 35 years and currently has offices in Dallas, Fort Worth, Austin, Houston and Tulsa. The Training Division provides software training and development services to members of the legal profession. www.attorneyresource.com

West LiveNote
Transcript & Evidence Management Software
with Realtime Enablement
Presented by Kelly Hair and Rick Wisniewski

West LiveNote(r) is robust transcript and evidence management software that can also be used in realtime to ensure that you get the most out of every proceeding.

Kelly A. Hair | Account Executive West Court Reporting Services, a Thomson Reuters business

Kelly has been in the legal market for the past 3 years specializing in both court reporting and litigation support services. She has established herself as an invaluable resource to attorneys, paralegals and legal support staff through strong product knowledge and an unwavering focus on client satisfaction and support. Kelly is currently an Account Executive with West Court Reporting Services covering Texas, Oklahoma, Arkansas and Louisiana. She has a B.B.A. from Southern Methodist University in Dallas, Texas.

Rick has a B.A.A from Central Michigan University and a (MCSE) Microsoft Certified System Engineer Certification.

Rick Wisniewski has been a Legal Technology Specialist with Thomson Reuters for 8 years. Specializing in the deployment and implementation of Thomson products, Rick has worked with and developed relationships with the IT Directors and librarians at all of the large firms in Dallas.

Document LifeCycle Management
William Robertson,
Executive Vice President of Client Development

Bill Robertson began his career in technology as an independent consultant. Over time, he augmented his consulting practice to include development services, with a particular focus on the development of custom macros. In recognizing the need for the creation of a forward-thinking, market responsive company that would bring to the legal profession a cost-efficient solution to automate the document creation process and founded SoftWise Corporation in 1991. SoftWise and its flagship product, Innovaª, have comprehensive solutions for managing the document creation and automation process.

LitŽra announced the acquisition of SoftWise Corporation on December 15, 2009 . These products will continue to provide exceptional solutions for clients as part of LitŽra's portfolio of document lifecycle management solutions. Bill joins LitŽra Corp as its Executive Vice President of Client Development.

note: Along with Bill's visit there will be a drawing at the end of the presentation.

WRobertson@Litera.com
www.Literia.com

Transcript Management
And More!
Presented by
Ken Morris
LexisNexis Litigation Specialist

TextMap¨ transcript management software is used to manage transcripts in an electronic format. TextMap allows you to easily search, summarize, annotate, issue-code, and attach notes to important passages. But it does more than just manage your depositions. You can play video deposition synchronized with transcript testimony, easily link transcripts to exhibits, and it provides far superior reporting capabilities.

Ken Morris is a Litigation Specialist with LexisNexis. Prior to joining LexisNexis, Ken spent 14 years as a litigator with firms in Houston and Dallas.

kenneth.morris@lexisnexis.com



In Memory of a Great LTA President
Glenda Rampy