THE CANADIAN LEGAL INNOVATION FORUM
2022 Webinar Series
Canadian Legal Innovation Forum 2022 Webinar Series returns. The webinars + virtual series’ content is comprised of a series of focused, collaborative presentations from experts at law firms, law departments and third party sector service providers focused on key themes related to the intersection of business and law.
The presenters will focus on their innovative approaches to common challenges faced by stakeholders in the sector. They will provide specific examples and case studies of solutions that improve processes, encourage better collaboration and leverage technology to improve legal service delivery.
Webinar Recordings
(Click Link to View):
Structure:
Webinars are are free to attend and accredited for professionalism credits by the LSO and CPD credits from LSBC
Panel discussion format with 3-4 presenters from law firms, in-house counsel and third party partners
Content for the program is highly curated, directed by user demand and provides clear takeaways for end users
Users will be able to access the webinar for free by registering their details
Webinars will be available live or in archived format via Zoom’s webinar platform
Speakers Include:
Webinar Outlines
DISPUTES AND INNOVATION: Delivering better litigation results with technology, legal expertise and enhanced process management (June 1st)
Delivering better litigation results with technology, legal expertise and enhanced processes is complex. To do so, requires coordinated and synchronized interaction and iteration between all three.
On this 60 minute webinar, our speakers will outline their evolving approaches when it comes to disputes.
What kinds of technologies (i.e. intelligent review, predictive analytics, AI driven research) are moving the dial when it comes to disputes?
How are these technologies enhancing outcomes through legal expertise and what processes need to be in place to support them?
How are law firms, their in-house colleagues and their third party partners collaborating in new ways (AFAs, strategy and talent) to deliver results?
Speakers:
Brent Arnold, Partner, Gowling WLG
Kelly Friedman, Senior Counsel and National Leader, Beyond eDiscovery, Borden Ladner Gervais
Jennifer Thompson, Head of Osler Works - Disputes, Osler
Mark Doble, CEO, Alexsei
Chair: Aaron Wenner, CEO, CiteRight
INNOVATION SANDBOXES: How are innovation sandboxes driving change in North America’s legal sector? (June 7th)
Until recently, the term “Regulatory Sandbox” was familiar in other sectors of the economy but was foreign to the legal sector. In the legal context, a regulatory sandbox permits experimentation with technology, people and processes to offer fresh approaches to challenges faced by sectoral participants. And without fear of non-compliance with existing regulatory and policy frameworks set in place by law societies and bar associations.
The introduction of sandboxes allows for controlled spaces where innovators can try new approaches to solve pervasive problems with the appropriate guardrails in place to protect the public. Including the under-representation of many potential end users of legal services.
This webinar will provide a snapshot of the current state of play and future prospects for innovation sandboxes and their potential to foster structural change in North America’s legal sector.
Our speakers will cover the following themes:
Is Canada's legal sector becoming more receptive to change?What are the impacts for legal sector service providers in the private and public sector?
Examples of what innovations sandboxes are delivering to date and what results and lessons are there to build upon? What does the future look like?
What can we learn from other jurisdictions that have implemented innovation sandboxes for the legal sector (i.e the UK)? Does it lead to improved access to justice for market lead solutions where public policy and governmental approaches have failed to break the logjam in the past?
Len Polsky, Manager, Legal Technology + Membership, The Law Society of Alberta
Michele Ross, Designated Paralegal Virgin Hickman / LSBC Innovation Sandbox Approved Participant
Sue Crimson, Executive Director, The Office of Legal Services Innovation, Utah Supreme Court
Will Morrison, Manager, Access to Innovation, Law Society of Ontario
Collaboration is the new innovation: how are legal practitioners enhancing collaboration processes to deliver results? (June 15th)
While not an entirely new concept, the drive for legal practitioners to have an effective collaboration strategy in place is a key pillar to maintaining an edge in a competitive marketplace. Collaboration initiatives in law firms are focused on multiple strands: internal audiences, external (client and service partners) and hybrid combinations. No matter the model, the focus for successful collaboration must be on enhancing the interaction between people and processes and then applying the appropriate technologies to support them.
This 60-minute webinar - with innovation leaders from law firms and the broader ecosystem - will focus on how practitioners can design impactful and effective collaboration strategies and implement them to drive results for internal stakeholders and their clients.
On the webinar, our speakers will consider:
What are key drivers and trends that are changing the collaboration context? And why is it important that law firms and their partners have a collaboration strategy in place?
Delivering internal collaboration initiatives. Internal collaboration at law firms focus on areas such as pricing, matter management and legal project management. How are legal sector services providers pushing the envelope in this space?
Evolving client collaboration. Law firms and their third-party partners are leveraging new approaches to people, process and technology to deliver legal services in better ways for clients. How is this working on the ground and what are the results?
How to choose the right partners and technology to support collaboration
Speakers:
Lisa Chamandy, Chief Knowledge + Innovation Officer, Borden Ladner Gervais
Michael McGinn, Manager, Innovation, Fasken
Brenda Hansen, Senior Legal Operations Consultant, UpLevel Ops
Collin Miller, Managing Director, FTI Consulting
PREVIOUS WEBINARS - AVAILABLE ON DEMAND
ESTATES: How are paraprofessionals driving innovation in the estates ecosystem? February 2nd (12pm-1pm ET)
Managing estate matters represent a key part of many law firms’ practice areas. And paraprofessionals play key roles in supporting the processes underlying estate planning and administration for them. However, as complexity increases around estates many of these processes are outdated and hold the potential for new and innovative approaches in managing them.
On this 60 minute webinar, our speakers will discuss how paraprofessionals are leveraging people, process and technology to better manage the estate planning and administration processes.
Specifically, our speakers will consider:
Estate planning. How are paraprofessionals innovating when it comes to the estate planning process (including wills, planning strategies and trusts)?
Estate administration. How are paraprofessionals innovating when it comes to better managing the underlying processes around probate, trusts and disputes?
How are these approaches helping to drive value and a competitive edge for their law firms?
Speakers:
Rose Kottis, Senior Coordinator, Paraprofessional Services, Borden Ladner Gervais
Tracy McIntosh, Founder, Your Virtual Law Clerk
Jordan Atin, Counsel + Co-Founder of e-State planner, Hull & Hull
Ari Brodje, Founder + CEO, Estateably
Chair: Emma Michael, Partner, Aion Law Partners
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
PARAPROFESSIONALS: How is the role of the paraprofessional evolving in mid-size law firms? February 16th (12-1pm ET)
Paraprofessionals play key roles in delivering value for mid-sized law firms and their clients. They sit on the front line of engagement with lawyers and their clients of multiple files. They provide substantive work at a lower cost. They increase productivity and deliver high-value work for their firms. And they are super users of technology firms are increasingly relying on to enhance client service delivery and gain competitive advantage.
On this 60 minute webinar, our speakers will look at how the role of the paraprofessional in mid-sized law firms is evolving and how innovative law firms are supporting this evolution.
In this webinar, our speakers will consider:
How is the role of paraprofessionals evolving in law firms? What kind of innovative structures are firms putting in place to support this evolution?
How are law firms scaling up the scope of work done by paraprofessionals to deliver value for firms and their clients?
As super-users of legal technology (established and emerging), how are paraprofessionals integrating technology into their workflows and driving adoption within firms?
Speakers:
Monique Sever, Paralegal / Litigation Support & eDiscovery Supervisor, Harper Grey
Douglas Chiu, Partner, Hammerco Lawyers
Brett Surbey, Corporate Paralegal, KMSC Law
Amir Reshef, Co-founder and CEO, dealcloser
Chair: Andrew Bowyer, Founder, The Canadian Legal Innovation Forum
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
DATA: Mastering data governance: increasing risks and strategies to address them.
March 2nd (12-1.00pm ET)
For lawyers and compliance specialists, managing a rapid increase of the volume of data in organizations is leading to increased complexity. Managing this complexity requires interpreting shifting rules around data management and privacy. Implementing robust data governance programs to address these changes. And ensuring these initiatives align with overall organizational strategy. Managing increasing cyber security risks also ranks high on the agenda - particularly when it comes to the risk of breach of both customer and employee data as well data housed with vendors.
For the custodians of organizations’ data - lawyers and compliance specialists - having an effective strategy in place to manage these emerging risks is critical. This 60 minute webinar will focus on how organizations (and the groups responsible for their management) are identifying challenges and implementing effective risk mitigation and strategies when it comes to data governance.
In the webinar, our speakers will discuss:
The dramatic increase in the volume of data for organizations has lead to increased risk. What are the key drivers (privacy rules, increased use of cloud technology, cyber security) leading to the increasing volume of data in organizations and how is this affecting organizations’ risk profiles?
What role do legal and compliance departments play in organizations responding to these challenges? How are they and their external advisors devising strategies to address them effectively?
For an effective data governance strategy to work, having the right people, processes and technology in place is key. What kinds of solutions from third parties are available to organizations for their data governance strategies? And what are best practices in terms of partnering effectively with them to deliver results?
Preparing for and addressing data breaches. How to proactively address the potential for data breaches and manage your organization's response if they happen.
Speakers:
Rob Morris, Chief Operating Officer, BLG
Danielle Young, AVP & Senior Counsel, Privacy, Data and Cybersecurity, Manulife
Ryan Berger, Partner, Lawson Lundell
Sean Lynch, Director, Client Strategy + Outcomes, Ricoh
Chair: Natasha Doucas, Business Development, Ricoh
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
REAL ESTATE: How are lawyers in the Canadian real estate sector innovating? March 8th (12 - 1pm ET)
Financing real estate transactions is complex. And for organizations involved in them - and the lawyers advising them - being able to negotiate arrangements effectively and efficiently, adjust terms and close deals quickly is paramount. For lawyers it is a highly competitive space. And managing the complexity, uniqueness and velocity of financing real estate deals places a premium on having efficient and effective underlying processes in place. Against this backdrop, both challenges and opportunities exist for law firms to gain competitive advantage by leveraging people, process and technology.
On this 60 minute webinar - with our speakers being leading lawyers in the Canadian real-estate financing space - we will look at the key drivers and trends for the space in the context of innovation.
Highlights from the webinar will include:
What are the key drivers and trends at play in commercial real estate sector financing and what role do lawyers play in supporting them?
The business context for law firms involved in commercial real estate financing. How does the competitive landscape look for lawyers involved in the space? How are their roles evolving as trusted advisors for their clients?
Innovating to drive results. How are commercial real estate lawyers leveraging people, process and technology to drive results and gain competitive advantage?
Speakers:
Glen Peterson, Partner, Dentons (Calgary)
Danica Fersovitch, Lawyer, Witten LLP
Tracey Andersen, Senior Paralegal, Warren Sinclair, LLP
Teruel Carrasco, CEO, Lending Assist
Chair: Caitlyn Clark, Lending Assist
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
CHANGE MANAGEMENT: Mastering change management for law firms and legal departments (March 24th)
Innovation initiatives in law firms or legal departments can only be successful if matched with effective execution. This requires organizations to have a well considered and flexible change management plan in place.
Successful change management relies on defining the right challenges in the first place and then harnessing people, process and technology to deliver it.
Beyond strategy and implementation, it also requires practitioners to gain internal consensus and buy-in, adoption, collaborating with the right external providers and being able to iterate quickly.
On this 60 minute webinar, our speakers - leaders from law firms and legal departments - will discuss how to turn an innovation strategy into results through effective change management.
During the discussion, they will review:
Real world examples of effective change management in action. Delivering and iterating on strategy, driving adoption and focusing on the end-user experience. And things to avoid to ensure change management initiatives succeed.
People and process. How to build consensus internally, put the right teams in place, enhance processes and apply metrics to change management.
The role of technology in change management. How does implementing new technology and leveraging existing technology support change management initiatives? And best practices on working with third party partners to deliver results.
Speakers:
Roberto Pont, Chief Strategy + Operations Officer, McInnes Cooper
Brenda Hansen, Senior Legal Operations Consultant, UpLevel Ops
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
KNOWLEDGE MANAGEMENT: How successful knowledge management strategies can drive innovation in your organization. March 30th (12-1PM ET)
For law firms, having an established knowledge management function is a key pillar of a successful innovation strategy. Content is the core output for legal practitioners. And successful operators in the sector must be able to organize, analyze and distribute the right information, at the right time, for the right purpose.
This 60 minute webinar - with knowledge management experts from law firms and automation legaltech founder James Quinn, CEO of Clarilis - will focus on the evolution of the KM function. What practitioners are doing with KM to drive innovation forward in the sector. How they are expanding KM’s mandate with the right people, processes and investment. And how they are expanding their KM technology portfolio to drive change.
On the webinar, our speakers will discuss:
Leveraging the KM function to drive innovation forward in law firms. A look at how KM is providing the springboard to build impactful innovation initiatives on top of.
Taking KM to the next level. What initiatives are leading KM practitioners now embarking upon and why? How are they making the business case for further investment within their organizations? And how are they putting the right teams and processes in place to deliver results?
The role of technology. What technology must be in place for the KM function to thrive? And once it is - what are the next level technologies are firms investing in to build upon these successes and why?
Speakers:
Lisa Chamandy, Chief Knowledge + Innovation Officer, BLG
Robin Porter, Head of Practice Innovation & Change Management, Blakes
Ginevra Saylor, National Director, Innovation and Knowledge Programs, Gowling WLG
James Quinn, Co-Founder + CEO, Clarilis
Chair: Monica Goyal, Director of Legal Innovation + Lawyer, Caravel Law
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
Cyber security risk is at the top of the C-suite’s agenda. Cyber attacks - both from criminal, rogue and state actors - represent a critical risk for all organizations. And - as the ongoing conflict in Ukraine is showing us - having cyber security at the center of organizations’ operating strategies is critical.
In this webinar, we will review how assessing and responding cyber security threats are becoming a critical part of organizations’ strategies. And how lawyers advising organizations play a key role in a rapidly shifting cyber security context.
During the webinar, our speakers will highlight the following:
Review of existing and emerging cybersecurity threats and risks to organizations. And why it’s emerged as a critical risk for organizations in recent times.
How to define, develop and implement an effective cyber security strategy.
How to prepare for, respond to and remediate data breaches
3rd parties and cyber security. How to partner effectively and key risks to manage with both vendors and advisors.
Speakers:
Chair: Tamara Porter, Senior Director, Enterprise Business Development, Ricoh
Accreditation:
Law Society of Ontario: This program contains 1 hour of Professionalism Content.
Law Society of BC: This program is accredited for 1 hour of CPD.
Session 1: Personal injury law firms in Canada - drivers and trends (60 minutes)
For law firms focused on personal injury law in Canada there are a number of drivers and trends at play. In session one of our program, we’ll review how personal injury law firms are evolving their practices in light of changes to rules in different jurisdictions (particularly around motor vehicle injury). Key trends in the evolution of personal injury law and how personal injury law firms are leveraging their talent to move into new practice areas.
Highlights will include:
What are the areas of personal injury law that are evolving as key drivers in the space?
Growing your personal injury practice in a no-fault context for motor vehicle practices in different jurisdictions?
Moving beyond personal injury. As provinces move towards a no-fault operating context for motor vehicles, how are law firms leveraging their talent and expertise to expand into new practice areas?
How to develop your business development and marketing strategy in your personal injury law firm
Speakers:
Morgyn Chandler, Managing Partner, Hammerco Lawyers
Mike Dull, Founding Partner, Valent Legal
Jonathan Burton, Senior Associate + Lawyer, Gluckstein Lawyers
Session 2: Innovation and personal injury law firms (60 minutes).
Drivers impacting the Canadian legal sector - such as people, advanced processes, technology and financial innovation - are also extending to the personal injury space.
Forward thinking firms are focused on leveraging their people (both lawyers and allied professionals) and processes. Technology is being employed to support processes becoming more efficient and impactful. And they are looking at the bottom line in terms of better cash flow management to gain competitive advantage.
In this 60 minute session, we’ll look at how leading law firms in the personal injury space are innovating in new ways through people, process and technology as well as financial.
Highlights will include:
People and process - how are personal injury firms leveraging talent and optimizing processes to get an edge?
Technology - how automation of processes can increase efficiency, reduce internal costs and deliver value for clients.
Financial strategy - how and where are law firms focusing their attention on the bottom line to deliver results?
Speakers:
Charles Gluckstein, Partner, Gluckstein Lawyers
Jasmine Daya, Managing Principal, Daya & Co
Amanda Bafaro, Chief Risk Officer and General Counsel, BridgePoint
Chair: Heather Suttie, Heather Suttie + Associates
Law Society of Ontario: This program contains 2 hours of Professionalism Content.
Law Society of BC: This program is accredited for 2 hours of CPD.
