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Day 1
24 Sep 2019
Day 2
25 Sep 2019
Day 3
26 Sep 2019

Welcome Reception

Pulse Lounge in the Marriott Marquis
8:00 am - 9:00 am


CounselLink Update

CounselLink is continually innovating to meet the evolving needs of legal departments. Join Aaron Pierce, VP and General Manager for CounselLink, for a review of exciting new enhancements made over the last year, as well as a look at what’s ahead.
Aaron Pierce
10:30 am - 11:00 am


Best Practices: Managing Your Work in CounselLink

At CounselLink, we define work management as the ability to collect, organize, track, audit, and report on the work performed within the legal department.  We will discuss how CounselLink can fit into your work management processes and what best practices we can offer in that space.  We will give a higher touch with practical tips on features such as document management, budgeting, legal request, and analytics.
Kim Jamison

Training: What’s New in CounselLink

Bring your laptop and come learn about the newest functionality CounselLink has to offer.  Feel free to listen or to open up your device and follow along.  A CounselLink trainer will review all the new features and efficiencies CounselLink has introduced in the past year. 
Amy Nelson
12:00 pm - 1:00 pm


Customer Panel: Advancing Legal Operations

Hear from CounselLink clients about the specific projects and initiatives they have put in place to control costs, maximize productivity and make better decisions. Learn how they have been able to advance their department’s maturity to become indispensable business partners.
John Shea
Shona Wemyss
Amanda Reyes
Kris Satkunas

Solution Discovery Workshop

Get inside the mind of the Product Management team in this interactive session where we will “crowd source” some of your most critical legal operations problems, and work together to explore, identify, and validate potential solutions for future development.
Aaron Pierce

Hands on training: Reporting Skills Workshop

Workshop will include both a demonstration and a hands-on training class on the different ways you can leverage your data in CounselLink.
Stephanie Beck
Amy Nelson
4:00 pm - 4:30 pm


Solution Discovery Readout

We will share the solutions discovered and validated by your colleagues to some of your most critical legal operations problems.
Aaron Pierce
8:00 am - 9:00 am


Making an Impact: Leading Change in Your Organization

Legal Ops teams face increasing pressure to demonstrate the legal function’s value to the business. These teams utilize technology to achieve these goals, and need all levels of support to drive internal change. Without internal buy in, the initiative falls flat and the perception is that you wasted valuable money and resources. It becomes more important than ever to proactively manage change when planning your tech implementation. In this session, we will:
  • Identify the biggest reason why tech projects fail
  • Chart your Change Management maturity
  • Tackle the top barriers to change and how to remove them
Donna McCoy
Elena Cutri

CounselLink Trends Report

Get an update on the key metrics every organization needs to know as our Director of Strategic Consulting presents the findings of the latest CounselLink Trends Report. Then dig deeper into how to make benchmarks relevant to your department. Plus, you'll learn about:
  • When to use alternative fee arrangements
  • Managing hourly rates
  • Preferred vendor programs
Kris Satkunas
10:45 am - 11:15 am


Best Practices: Optimizing Legal Operations with CounselLink

In this session, you will learn how you can enhance CounselLink to get a step ahead in your financial and work management journey.  We will outline key functional areas of CounselLink and provide client case studies that describe how the Professional Services team has helped with their optimization efforts.
Neal Buchanan

Training: Budget Basics

Whether you are currently using budgeting or not, this session is for you.  Come and listen or open up your laptop and give the functionality a try.  You are guaranteed to walk away with new ideas for use and efficiency. 
Amy Nelson
12:15 pm - 1:15 pm


Bringing it all Together: CounselLink Case Study

A CounselLink client will present an in-depth case study of their journey with CounselLink. From defining a legal operations role to establishing processes that have dramatically advanced their legal department.
Jenita Gillespie

*Agenda is subject to change.

Insights Bar: Knowledge on Tap

Learn the true power of CounselLink from the Experts. Get the support you need while you’re at the CounselLink Conference 2019 with the help of the Insights Bar. Whether you have questions, issues that need to be resolved, or want to become a product expert, the Insights Bar is where you want to be! Simply schedule an appointment to get a 30-minute session dedicated with CounselLink experts who know the software inside and out.