Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability

Peter BennettPeter Bennett has been chief operating offi cer (COO) of Bates Wells Braithwaite since 2006. During that time BWB has expanded from £8 million to £25 million with a 225 headcount, converted to an LLP and then to an ABS, and has then become the only law fi rm in the UK to gain the world accreditation for being a socially responsible profi t-making business (B Corps). He is the compliance offi cer for fi nance and administration (COFA), risk manager, data protection offi cer, leads the risk and compliance service, as well as having director level reports in accounting, Human Resources (HR), fi nance and Information Technology (IT). Barbara J BoakeBarbara J Boake is a senior partner at McCarthy Tétrault LLP, practising in the areas of bankruptcy, insolvency and restructuring. With over 20 years of practice experience and having served on her firm’s board of partners and its executive team, Barbara was named one of the `Top 100 Most Powerful Women’ in Canada by the Women’s Executive Network. While a member of her firm’s executive team she was responsible for leading the development and implementation of the firm’s `Dialogue Project Management™’ programme. Barbara speaks regularly on all aspects of project management for the legal profession. Barbara can be contacted via email at McCarthy Tétrault LLP. Toby BrownDirector of Strategic Pricing and Analytics, Akin Gump Wendy ChangA partner at Hinshaw & Culbertson, represents lawyers in all types of complex matters that involve the practice of the law, including risk management counseling, ethics, crises management, fee related issues, discipline defense, hotline counseling, professional liability, and litigation defense. Ms. Chang is a certifi ed specialist in Legal Malpractice Law by the State Bar of California’s Board of Legal Specialization. Ms. Chang is a member of the American Bar Association’s Standing Committee on Ethics and Professional Responsibility, and is an advisor to the State Bar of California’s Commission for the Revision of the Rules of Professional Conduct. She is a past chair of the State Bar of California’s Standing Committee on Professional Responsibility and Conduct. Anthony DavisBest described as a lawyer’s lawyer. Mr. Davis is a member of the Lawyers for the Profession® practice group and his practice focuses on the laws that govern lawyers. He advises attorneys and law fi rms on legal professional and ethics issues, law fi rm creation, merger and dissolution, risk management, and loss control. Mr. Davis is a lecturer-in-law at the Columbia University School of Law, teaching “Professional Responsibility Issues in Business Practice.” As an adjunct professor of law, Mr. Davis taught “Legal Profession” at Brooklyn Law School for many years. Mr. Davis has served as a member of the New York City Bar Professional Ethics Committee and is a former chair of the Professional Development Committee. Sally DysonDirector of Firm Sense Limited, a specialist consultancy providing client relationship evaluation and advice for law firms Chad ErgunDirector, global practice services and business intelligence, Gibson, Dunn & Crutcher LLP Rick A KathuriaNational director, project management office and legal logistics, at Gowlings Aileen LeventonAileen Leventon is a business counselor to the legal industry and a practicing lawyer with over 30 years of experience. She consults with law departments, law firms and individual lawyers on strategies to manage and sustain sound financial performance and continuously improve the efficiency of legal work. In addition to advising, coaching, and training, Aileen has facilitated numerous after-action reviews of closed matters to promote buy-in of legal project management techniques. She has also been embedded in ongoing matters to provide analysis and coaching to bring distressed matters back on course. Catherine Alman MacDonagh, JDCatherine Alman MacDonagh, JD is a Legal Lean Sigma Black Belt and a certified Six Sigma Green Belt. Scott RechtschaffenChief knowledge officer, Littler Mendelson Peter Lane SecorPeter Lane Secor is the director of strategic pricing and project management with Pepper Hamilton LLP. Mr. Secor concentrates on legal project management with a focus on improving effi ciencies through shared management responsibilities, strengthening communication and making value transparent. His expertise includes client/matter profi t analysis and providing partners with performance evaluations from a fi nancial perspective.

• 1.How law departments can use legal project management to enhance performance and add value2.A simple legal project management framework3.Opportunistic approaches to employing Lean Six Sigma4.Re-thinking workflows: re-engineering case management processes5.Data-driven knowledge management – matter lifecycle management6.Taking knowledge management to a strategic level7.Componentized budgets for cost-benefit analysis8.Creating a realistic matter budget9.Managing client intake to increase profitability10.X-raying matters – how to improve matter risk management