Session/Event Details
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Title: |
Strategies for Managing the Client File |
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Area of Discipline: |
Business Strategy |
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Description: |
As firms look to deliver solutions for a reasonable cost and develop lawyers as counselors (not just content-providers), advocates (not just process-doers) and professional partners, they bear an increasing obligation to manage a larger volume of information related to the client file. As part of this process, it is critical to understand sources of information, as well as provide the ability to categorize that information in a way that is easily distinguishable for reference and production on request. What technologies exist that can facilitate this process, and what strategies can be employed to ensure that the client file is “complete?" |
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Date/Time: |
8/24/2009 10:30 a.m.
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Location: |
Nat'l Harbor 10&11 |
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Speaker(s): |
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Learning Objectives: |
Identify current market challenges to managing client information; learn a framework for assessing the firm’s readiness to meet the coming challenges; identify practical approaches for engaging firm legal management in a dialog for addressing the challenges; obtain examples of practical strategies and technologies available to address file management challenges. |
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Skill Level: |
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Target Audience: |
CIOs/IT Management/Technology Partners
Executive Directors/Administrators
KM Professionals
Records Management Professionals
Risk Management Professionals |
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Area of Focus: |
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Job Level Target: |
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Documents: |
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