Epiq at the CLOC Global Institute

Dive deep into the CLOC Core 12 Financial Management function area in this engaging and interactive 2-hour workshop. Participants will explore practical strategies to tackle real-world challenges in financial management. Through peer discussions and exercises, attendees will gain actionable insights to elevate their legal operations practices.

Key takeaways:

• Building strategic financial partnerships
• Mastering financial management tools and practices
• Enhancing budgeting and cost management skills
• Attendees will receive a certificate upon completion of the course

Presenters:

• David Cambria, Managing Director, Legal Business Advisory, Epiq
• An Trotter, Senior Direction of Ops, Office of the GC/HearstLab Scout Hearst Corporation

Legal Operations directors are navigating cost management pressures, an evolving legal technology landscape, and the need for workload management tools to prioritize tasks effectively. David Cambria and Daniel Katz lead a discussion on advancing legal operations with Gen AI and present a framework for corporate legal departments to categorize tasks, identify the right solutions, and maximize their return on efforts. The Return on Effort Framework leverages Gen AI and other technologies to help legal departments:

• Automate repetitive, time-consuming workflows.
• Delegate work and decision-making to the appropriate individuals and teams.
• Eliminate low-value work that is better served by technology.
• Elevate lawyers to operate at the top of their licenses and add greater value to their organizations.

Practical Takeaways

CLO’s and Heads of Legal Operations need to point lawyer energy in the right places to ensure the most return on their efforts. From this session, the audience will:

• Receive a framework that supports workflow analysis and guides the allocation of people, technology, and services against the total work demands of the legal department.
• Learn about the latest Gen AI technologies that can enhance efficiency and effectiveness.
• Gain insights and examples of how to implement this framework in medium to large legal departments to maximize the value of legal teams.

Speakers:

• David Cambria, Managing Director, Legal Business Advisory, Epiq
• Daniel Katz Professor of Law, Chicago Kent College of Law

Insights from your legal department data can help you better manage legal spend, outside counsel performance, and the impact of the legal budget. Identifying and acting on these cost savings opportunities will not only relieve financial pressure on your legal department – it can also pave the way to funding the next innovation project.

In this session, Sarah Sawvell, Global Director of Legal at Honeywell and Epiq experts will share their experiences with AI-enabled solutions and leveraging data to:

• Decide where to assign work.
• Audit compliance with outside counsel guidelines.
• Reduce the administrative burden of managing outside counsel.
• Find cost savings to fund specific investments and neutralize revenue.
• Clearly and accurately communicate legal department spending.

Panelist:

• Sarah Sawvell, Global Director of Legal Operations - Head of Legal Data Intelligence, Honeywell
• Emily Miniger, Managing Director, Legal Transformation Services, Epiq
• Peter Eilhauer, Managing Director, Legal Operations Solutions, Epiq