Vishal Agnihotri has held operational, consulting and leadership roles for over 20 years in enterprise Knowledge Management spanning business research, knowledge technology implementation, training and adoption, and knowledge process outsourcing (KPO). Prior to joining Hinshaw as its first Chief Knowledge Officer, she was the Chief Knowledge Officer at Akerman LLP. Earlier, she led Knowledge Management groups at two Big 4 firms, KPMG and E&Y.
Her focus is to equip practitioners with enabling services, tools and insights. Vishal started her career in Knowledge Management at a boutique research and advisory firm which supported Fortune 500 clients with market perspective that informed and provoked their new product development, new market entry, strategic growth and innovation efforts.
Vishal holds an MBA from the University of Leicester (UK). She frequently speaks on Knowledge Management in the professional services firm, and her audiences have included podcast listeners of Technically Legal, The Geek in Review and the Modern Lawyer and conference attendees at ILTA, AALL, the World Bank KM Forum, the Lex Mundi Roundtables, the Ark Group Knowledge Management in the Legal Profession Conferences, Ark Group Law Libraries Conferences, APQC, E2, IABC's Intranet Global Forum, Digital Workplace Group, and the EY Human Capital Conference.
Catherine is an award-winning innovator who has conceived, designed, built, and created first to market offerings to the legal industry for nearly 30 years. A former corporate counsel and law firm executive, she now teaches and provides training and consulting services in the areas of process improvement, project management, operational and process excellence, innovation, organizational development, and strategy.
A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a Founder of the Legal Lean Sigma Institute, which offers consulting and the first and only process improvement and project management certifications, courses, and workshops designed specifically for the legal profession. Catherine created Legal Lean Sigma®. She also invented the Legal WorkOut®, a collaborative method of engaging in process improvement together that has won multiple awards, including the 2018 Process Excellence Award for Best Business Transformation Project and the ACC Value Champion Award.
Catherine offers coaching, training, and strategic planning consulting services through her practice, FIRM Guidance and is the Chief Enthusiasm Officer of Mocktails LLC, which offers experiential networking training programs for lawyers and everyone else. She is also an adjunct professor at Suffolk Law School and George Washington University (Master’s in Law Firm Management) and a frequent guest lecturer at other academic institutions and highly rated speaker at industry events. She is the author of Lean Six Sigma for Law Firms and the co-author of The Woman Lawyer's Rainmaking Game and The Law Firm Associate's Guide to Personal Marketing and Selling Skills. She is a contributing author to eight books: Business Development for a New Legal Ecosystem, Design Thinking for the Legal Profession; Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability; The Lawyer’s Guide to Strategic Practice Management; The Lawyer’s Guide to Project Management; The Bigger Picture: Driving Client Value Through Collaboration; The Lawyer’s Guide to Process Improvement; and The Procurement Handbook.
Honors and awards include: Fastcase50, which honors “the law’s smartest, most courageous innovators, techies, visionaries and leaders; Fellow, College of Law Practice Management; Legal Marketing Association Hall of Fame (the association’s highest honor); Boston Business Journal’s 40 Under 40; two years on the prestigious MLF 50 (Marketing the Law Firm Top 50) List; and several Legal Marketing Association Your Honor Awards.
Catherine is a founder of the Coalition of Professional Services Providers and the Legal Sales and Service Organization, which presents the annual RainDance Conference. She serves as the 2020 Legal Marketing Association Northeast Region President-Elect and has a long service history with the association, including: International Board, LMA New England Chapter President for two terms, co-chair of the Education and Sponsor Relations Committees, Annual Conference Advisory Committee and on many task forces. She is a member of the Association of Legal Administrators and served on the Standards Review Committee, where she contributed to the development of the Uniform Process Based Management System’s standard code set.
Catherine lives in Boston, MA, USA with her family, which includes three Havanese dogs. She is a sports fan and enjoys cooking and volunteer work, including currently supporting multiple Legal Service Corporation projects involving three legal aid offices.
Sheryl L. Axelrod is a lawyer and President & CEO of The Axelrod Firm, P.C., a woman-owned law firm with offices in Philadelphia and Washington, DC. She provides strategic, results-driven advice and representation to companies concerning their employment, bodily injury, commercial, and appellate litigation matters. In recognition of her litigation skills and ability to assess cases, she is among the less than 130 attorneys in the Commonwealth of Pennsylvania to have been appointed by the judges of the Commerce Court of Philadelphia to serve as a Judge Pro Tempore (JPT) / Settlement Master. She has also been appointed to the elite roster of AAA Arbitration panelists for commercial disputes, so in addition to being available to advise and represent clients in litigation, she serves as a Settlement Master / Mediator, Discovery Master, Arbitrator, and Receiver.
Ms. Axelrod has been rated by her peers as one of the Top 100 Super Lawyers in Pennsylvania. One of her trials, a David versus Goliath commercial litigation victory for her client-defendant, was published in “Pennsylvania Jury Verdict Review & Analysis” which covers the verdicts in the largest cases in Pennsylvania. She is a Fellow in Litigation Counsel of America, a by-invitation-only organization of top trial lawyers that accepts less than one-half of one percent of the country’s lawyers.
She is also an award-winning expert speaker and writer in the equity, equality, diversity, and inclusion space and the creator of the copyrighted, “Axelrod’s Tools to Become A Diversity Champion.” She is the recipient of multiple diversity awards including:
1. The National Association of Minority and Women Owned Law Firms (NAMWOLF) Advocacy Award; 2. Two Diversity Awards from the Diversity Law Institute (DLI); 3. The Temple Law Alumni Association (TLAA) Women’s Champion Award; 4. The TLAA Service Award; and 5. The Litigation Counsel of America Peter Perlman Service Award; and her law firm, The Axelrod Firm, is itself the recipient of a DLI diversity award for its work in the diversity space.
Her articles have been published by the American Bar Association (ABA), the Minority Corporate Counsel Association, the Women Lawyers Journal, and the Forum of Executive Women. Her article on the profitability of diversity remains listed among the ABA’s Top Resources. She serves as Co-Chair of both the NAMWOLF Advocacy Committee and DLI’s Advisory Committee. She also serves on Women Owned Law’s Advisory Board and as Co-Chair of its Diversity & Inclusion Task Force.
Ms. Axelrod is a past President of TLAA and the founder of the TLAA:
• Women’s Initiative (the WLI), • Diversity Committee, • Women’s Champion Award, and • Diversity Leadership Award.
She has been inducted into The League for Entrepreneurial Women of Temple University Hall of Fame. She has been profiled by the American Bar Association, Profiles in Diversity Journal, INSIGHT into Diversity, Women to Watch ™, Ms. JD, by La w360 whi ch feat ured he r in its Female Powerb rokers series, a nd by T homso n Reute rs which profiled her in its “Fearless Persona Campaign,” a nationwide series covering the attorneys who are changi ng t he lands cape of the lega l indus try for the better.
She regularly keynote speaks on GOOD Guys’ programs, teaching men gender equality championing practices.
She served on the ABA’s distinguished Gender Equity Task Force and as an ABA Diversity Fellow.
Ms. Axelrod is a member of the Forum of Executive Wo men on which she serves as Co-Chair of its Inclusion Committee, and she is a member of Women of Influence. She is also a member of the Chancellor of the Philadelphia Bar Association’s Diversity Advisory Panel. She served on the Executive Council of the Pennsylvania Bar Association (PBA) Commission on Women in the Profession (WIP), as Co-Chair of WIP’s Diversity Committee, and on the PBA Diversity Team.
She has undergone ally training, twice.
Ms. Axelrod received her Bachelor’s degree Cum Laude in Economics from Brandeis University in 1990. She received her law degree from Temple University in 1993 after having won the 1992 Samuel J. Polsky Moot Court Competition. Upon graduation from Temple Law School, she clerked for the Honorable Sandra Mazer Moss, a distinguished and award winning (now retired) jurist.
Andrew Baker is Director of Data Analytics at Simpson Thacher. Simpson Thacher’s Data Analytics Group is tasked with leading Firm efforts related to data collection and curation, advanced data analysis, data visualization and information retrieval.
Prior to joining Simpson Thacher, Andrew was a consultant, providing services to both law firms and corporate law departments. In that role, Andrew led projects related to innovation strategy; digital transformation; data strategy; architecture design; dashboard development; and prediction and classification using statistical analysis, machine learning and deep learning.
Andrew holds bachelor’s degrees in Finance and Management Information Systems from the University of Illinois at Urbana-Champaign and a law degree from Illinois Institute of Technology. Andrew is currently working on his master’s degree in analytics from the University of Chicago. He is a certified Scrum Product Owner, a Six Sigma Yellow Belt and a member of the Illinois Bar.
Kyle Day is the CFO for Snell & Wilmer and manages the Accounting & Finance department as he seeks to deliver new tools and capabilities to stakeholders inside and outside the firm. His strengths include accounting specialties related to partnership operations, financial reporting, and tax compliance; and he is focused on budgeting, pricing, and profitability business intelligence tools and analytics.
Previous to joining Snell & Wilmer, Kyle was a manager in PricewaterhouseCooper's (PwC) national Tax Technology practice. As a team, they built an application used for tiered-partnership tax compliance in the Asset Management space (private equity, real estate, venture capital, hedge funds), which served a client base of over $600M in revenue. Kyle served as the liaison between the development team and the broader tax practice and managed relationships with more than 3500 internal partners and staff who represented over 500 of the firm’s largest clients.
In July 2016, Kyle was part of a four person team that won PwC's firm-wide Innovation Competition and was awarded funding for prototyping an algorithm that predicts and prevents tax audits and tax controversy.
Kyle is a licensed CPA in Arizona and was recognized in 2012 for being in the top 10 of all Arizona CPA exam scores. Kyle has instructed at PwC's Tax Leadership Conference (TLC), Arizona's Tax Executive Institute (TEI), and PwC's Americas' School of Mines related to multiple areas of accounting and tax law.
Lucy Bassli is an attorney, author of The Simple Guide to Legal Innovation and the Founder and Principal of InnoLegal Services, PLLC. As a former Assistant General Counsel of Legal Operations and Contracting at Microsoft, she redefined how legal work is done and created one of the first managed service engagements with a law firm. In 2015, she was named to the National Law Journal list of Outstanding Women Lawyers.
Lucy is a highly sought-after legal industry expert working with corporate legal departments and law firms on legal service delivery, automation, smart risk-taking and alternative resourcing models. She educates and consults with lawyers to take best practices in the legal industry to a new level. Lucy has a deep partnership with Dentons, the world’s largest law firm, to deliver legal operations consulting to corporate legal departments; and she is a strategy advisorfor LawGeex, an AI legal start-up that automates contract review services.
Lucy is a frequent writer, often contributing to industry books; and a speaker on legal services innovation, legal technology and legal process outsourcing. She recently developed her own courseware, Modernizing Your Legal Practice, a three-part series designed to help law firm lawyers to turn ideas into actionable business practices.
Peter Geovanes Head of Data Strategy, AI and Analytics
Winston & Strawn
Mr. Geovanes is a data scientist and business executive with over 25 years of experience. He provides a unique hybrid background that combines deep data and analytical capabilities along with proven technical, project management, legal and business consulting skills.
Peter specializes in applying state-of-the-art analytics, business intelligence tools and modeling techniques to generate legal insights and improve firm performance. He leads Winston & Strawn’s Data Strategy & Analytics team with notable accomplishments across early case assessment, pricing & budgeting, business operations and forecasting.
Work Experience: Prior to joining Winston & Strawn, Peter was a Senior Director with Alvarez & Marsal, a Director and Analytics Market Leader with PwC, a Principal for a regional consulting firm, a senior project manager for SPSS and proudly served as a commissioned Officer in the United States Navy.
Peter received his JD from Northwestern Ca University, his MBA from University of Phoenix and his B.S. from the University of Illinois (Urbana) and is based in the Chicago metro Area.
Hunter Goolsby Director of Client & Market Intelligence
Hunter Goolsby is Director of Client & Market Intelligence and leads teams focused on using data to inform strategic planning, firm operations, and business development strategies. He is responsible for the firm’s data analytics and market intelligence and related marketing technology and knowledge systems. Hunter has held various business development and marketing analytics roles throughout his career and is a former practicing attorney.
Nikhil (Nik) leads the Business Analysis team at McCarthy Tétrault LLP, which is responsible for the conducting reporting and in-depth analysis on the firm's revenue, pricing, and profitability. Since joining McCarthy's in 2014 he has implemented new reporting processes resulting in the standardization & automation of hundreds of reports, and has led the implementation of a new Business Intelligence platform to enable self-serve access for the firm's 600+ lawyers to their key performance indicators. Nik also leads the revenue budgeting and forecasting processes for the firm's 7 offices and 10+ practice areas, and his team is also responsible for the annual timekeeper and client rate setting processes, conducting detailed profitability analysis to identify risks and opportunities at the firm, practice/region, client/matter and timekeeper levels, and conducting benchmarking analysis against the other large Canadian law firms.
Prior to joining McCarthy's Nik held several roles in finance and analytics at one of Canada's largest telecommunications companies. Nik has a BBA from the University of Toronto and holds the Chartered Professional Accountant (CPA) designation.
Shawn Hainsworth is a Senior Architect / Developer & Programmer at Cooley, LLP. He has more than twenty-five years’ experience in Legal IT as a business analyst, programmer, and database designer. Since 2015, Shawn has focused on Business Intelligence and Machine Learning. Shawn is a Microsoft Certified Solutions Expert in Data Management and Analytics and is the author of two Pluralsight courses on machine learning, most recently “Creating and Deploying Microsoft Azure Machine Learning Solutions.” He is a presenter at legal technology conferences, blogs as The Legal BI Guy, and creates a podcast entitled The Caffeine Shot: Managing Legal Technology.
As Innovations Manager, Rebecca provides clients, in-house legal teams and colleagues with forward-thinking solutions that improve quality and efficiency.
An experienced data scientist and attorney, Rebecca combines her analytical, business and legal skills with out-of-the-box thinking in a law firm setting. She provides insight into how the firm can stand out to clients through its use of cutting-edge technologies, methods and products. Leading the firm’s Innovation Advisory Team and the associate’s Legal Innovation Team, she encourages attorneys to create a culture of innovation and improve efficiency and quality by developing best practices and leveraging technology.
Rebecca identifies and evaluates innovative ideas and products with clients in mind. She takes a hands-on approach, testing some software and solutions herself. She keeps abreast of advances used at other firms and analyzes technology that can enhance transparency, increase access and create efficiencies to improve client service. She also engages with clients and in-house counsel to better understand their needs, develop relationships and collaborate on innovative and effective solutions.
Seasoned technical leader and planner with more than 16 years of experience impacting enterprise bottom line and performance through expert alignment of technologies with corporate mission. Strong background in IT management combines experience with ability to develop and deploy IT plans that achieve strategic business goals. Improve organizational productivity, efficiency, and infrastructures through skillful development, implementation, and management of advanced systems, and global business units. Build talented teams, continuously providing members with the training, support, resources, guidance, and motivation to exceed organizational objectives.
As a shareholder, Charlotte Main is a legacy member of the award-winning Littler CaseSmart® team. Littler CaseSmart combines groundbreaking technology, redesigned legal processes and alternative staffing to deliver high-quality, predictable and efficient legal services in managing the defense of administrative agency charges and single-plaintiff litigation.
Involved in the platform since its inception, Charlotte was an integral part of the multidisciplinary team that redesigned the process of defending employment matters in response to greater client demands for superior quality and cost effective legal services. Since Littler CaseSmart was launched in August 2010, the platform has been embraced by Fortune 50 and other noteworthy U.S. companies and has been recognized as one of the legal industry’s leading technology innovations.
In her current role on the Littler CaseSmart team, Charlotte leads business development efforts and has been instrumental in the platform’s success. In 2015, Littler CaseSmart experienced significant growth as demand grew by more than 200 percent. In addition, she works to ensure that clients are seamlessly integrated onto the platform, which includes leading current and new Littler clients through a project-managed implementation process and knowledge transfer for the development of each client’s interactive dashboard and client dedicated attorney teams. The proprietary dashboard, which is protected by attorney-client privilege, houses key data and documents on a company’s legal matters, Charlotte K. Main allowing employers to monitor the progress of a single case or an entire portfolio of matters in real time. The dashboard also provides critical data analytics and valuable reports, which help clients manage risk and matters more strategically. In addition to her active contributions to Littler CaseSmart, Charlotte speaks on issues related to innovation and has been published in the International Legal Technology Association’s Peer to Peer Magazine.
Prior to participating in the development and leadership of Littler CaseSmart, Charlotte maintained a successful practice representing employers in a wide range of employment claims, from defending agency charges to trying cases in state and federal courts throughout the country.
Charlotte joined Littler in August 2001. In law school, she was executive editor of the Loyola Consumer Law Review and flexed her former All-American college debate team skills as a member of the National Moot Court Team and the American Bar Association Moot Court Team.
Lisa M. Mayo is an active and adaptive learner with 20+ years of law firm management experience at Am Law 100 firm Ballard Spahr LLP in Philadelphia, PA. As Director of Data & Analytics and a member of the Client Value and Innovation department, Lisa and her team work with fee earners in 15 different offices across the country. Her current areas of responsibility include enterprise data warehousing, business intelligence, data and analytics, and creating operational efficiencies through automation. Most recently, Lisa's latest endeavors involve using technology and design thinking methodologies to promote data literacy for sound, strategic decisions backed by data.
Rob Morris is BLG's Chief Operating Officer. In this role he works closely with the Firm's CEO and is a member of the BLG's Executive Management Committee and Partnership Board, responsible for leading and directing all operational functions and delivering on the Firm's strategy across all areas.
Rob Morris is a senior international executive with experience in global operations, strategic planning, and integration, cost and expense management as well as finance and general management. Throughout his career he has worked closely with senior leaders in law firms and financial institutions to significantly increase profitability and productivity by building, leading and motivating highly effective teams of professionals.
Prior to joining BLG, Rob Morris held similar roles at leading global law firms Baker & McKenzie for 3 years and Clifford Chance for 11 years. He also has 9 years of experience as a management consultant within the financial and legal sectors.
Michelle Murray spent 14 years in institutional fixed income sales on a trading desk at global investment banks before changing paths to become a leader of law firm marketing, business development and communications. Michelle collaborates with a law firm’s executive leadership, management and practice groups to develop and execute strategic business and client-focused initiatives that advance the firm’s objectives.
Michelle counsels law firms to develop actionable business plans based on clearly articulated metrics and revenue targets, implement new sales and relationship management tactics, and create holistic profile-raising strategies, all through the lens of what clients want and need.
Prior to joining PP&C Consulting, Michelle led the marketing, communications and business development departments and initiatives at Boies Schiller Flexner, Cahill Gordon & Reindel, and Connell Foley. In these roles, Michelle directed all aspects of law firm’s branding and marketing strategy, alumni relations, communications and public relations, digital marketing and social media. She tracks market and emerging trends and advises firms on how to implement strategic individual and practice-based business development plans, coaching lawyers on how to differentiate themselves with their clients, which tools to use and how best to use them.
A frequent speaker at national events and a regular contributor to legal publications, Michelle is a recognized source for legal marketing and business development trends. Michelle serves as President-Elect of the Legal Marketing Association’s (LMA) Northeast Region. She previously served as Chair of LMA New York’s Local Steering Committee and Programming Committee. She is a certified White Belt in Legal Lean Sigma and Project Management.
Alexander Niers is Head of Marketing at Clocktimizer. His experience within the legal tech, ad-tech and low-code sectors have given him an extensive understanding of the use of technology in business, and the power data can have on any decision-making process.
Chris Pelkey is a Data Scientist in the finance department at Perkins Coie and has worked in various facets in the legal industry for over 15 years. He first started on the billable side as a paralegal before moving into marketing and finally finding a home in finance. Chris has a dual BA from the University of Michigan in psychology and political science and a MSc in applied mathematics from Northwestern University. He looks forward to talking to you about math, pet dogs, the last podcast you listened to, and your favorite pizza toppings.
Jeff Pierantozzi, CRM, PMP, has over 20 years of experience as a data analytics professional and management consultant, focusing on solving complex problems through intelligent application of technology. He combines the ability to develop and implement policy and governance at an enterprise level with a detailed understanding of technology, enabling clients to build successful enterprise data management and analytics programs. Jeff is adept at all aspects of data analytics, from data quality, governance and stewardship, to designing and building operational analytics solutions to meet enterprise analytics and reporting solutions. Specific projects have included managing data capture and analysis in support of expert testimony for one of the largest Ponzi schemes in history, and managing collection and compilation of historical records for one of the largest utility companies in the United States.
Previously, Jeff has held various roles at large management consulting firms providing information governance, data analytics, and software development services to Fortune 500 companies in various industries including energy, transportation, media, and hospitality.
Jeff speaks regularly on various topics at local and national professional organization conferences (ARMA, AIIM), and has published several articles on various information governance topics. He also serves as an adjunct professor of software engineering at Rowan University.
Jeff has a B.S. in Computer Science from Drexel University. He is also a certified Qlik Sense Data Architect.”
Sumathi Pundit is a trusted leader in the business intelligence domain for professional services firms. In 2004, Sumathi founded Evalueserve Canada, the Canadian agency for global research and analytics firm Evalueserve, where she led the initiative to set up offshore market intelligence teams for the Canadian arms of two of the Big 4 accounting firms. This initiative was key to the optimization and restructuring efforts that the two Big 4 undertook in light of the 2008 global recession.
Following the sale of her franchise to Evalueserve, Sumathi continued to act as an advisor to business development and knowledge management teams across the legal services spectrum. It was at that point in her journey that she learned how technology and innovation are paramount to meeting commitments to client excellence and to, ultimately, helping law firms maintain—and acquire—an edge within the highly competitive legal landscape.
As part of her entrepreneurial efforts to making a difference for lawyers and their client development and business intelligence teams, Sumathi founded Kaitongo, an AI-powered sector, client, and market intelligence platform designed to help law firms turn business insights into meaningful conversations, and, ultimately, fulfill their commitments to client excellence.
Paul V. Saunders Chief Innovation Officer and Partner
Paul is Stewart McKelvey’s Chief Innovation Officer and Partner where Paul leads the Firm’s process improvement, project management, financial dashboards, pricing, profitability and compensation alignment initiatives. Paul worked for 6 years as a Corporate Lawyer focused on Mergers & Acquisitions and Corporate Finance before taking on his current role in 2015. Paul works with the Firm’s senior management, lawyers, staff and clients to respond to the various challenges they face bridging the gap between the practice of law and business tools, disciplines and approaches. Paul is a frequent speaker and writer on innovation, process Improvement, project management, pricing, legal technology, change management, and the future of the legal industry.
Evan Shenkman Chief Knowledge and Innovation Officer
Fisher & Phillips LLP
Evan Shenkman leads the Knowledge Management, Innovation, and Library functions at the 400+ attorney labor and employment law firm Fisher Phillips, Chairs the firm's Innovation Committee, and won the 2020 Legal Innovator of the Year Award (Litera, Changing Lawyer Awards ceremony). Before entering the KM field, he was an AV-rated Shareholder litigating labor and employment matters for a decade. His responsibilities include creating processes, practices, and software to allow firm attorneys to work smarter, faster, and more in sync; harnessing the power of A.I. and data analytics for use in legal; creating internal and client-facing collaborative tools; and helping making the practice of law far more efficient for the firm's attorneys and our clients. Evan frequently writes on KM, Library, and Legal Innovation topics, and has overseen the KM, Marketing, Process Improvement, and Finance tracks at ILTACON for years.
Julie Vaccaro, Director of Profitability & Pricing at Bricker & Eckler and licensed attorney, has over a decade of experience synthesizing financial data to address law firm challenges. She is a forward-thinking and results-driven law firm administrator with a track record of creating innovative and practical solutions to increase efficiency, facilitate collaboration and improve law firm economics. She oversees strategy for the effective management of profitability and pricing by balancing client needs, objective data and subjective subject matter expertise, and regularly advises on profitability performance, portfolio reporting and analyses.
Julie is passionate about building relationships at all levels to drive change and move the needle. She is particularly adept at telling stories with data; bridging the gaps between attorneys, clients and staff; and making complex problems comprehensible and actionable. Specific projects include managing high-volume, nationwide litigation portfolios for large property and casualty insurance providers; leveraging financial performance data to provide one-on-one portfolio assessments for equity partners; and building and directing pricing and legal project management teams at an AmLaw 200 firm.
When she isn’t outside enjoying all that life near Lake Erie has to offer, Julie is reading historical fiction or contemporary memoirs.
Kristen Watson Director of Finance Analytics and Data Management
Perkins Coie LLP
Kristen Watson is the Director of Finance Analytics and Data Management for Perkins Coie. She has worked her entire career in financial reporting for a wide variety of industries, including food and beverage, retail and financial services before finding her home with Perkins and the legal industry in 2011. When Kristen started, analytics were done in spreadsheets. She currently oversees the production of on-demand reporting and operational financial dashboards for Perkins Coie, quite the change from Excel charts pasted into presentations!
Meredith Williams-Range Chief Knowledge & Client Value Officer
Shearman & Sterling LLP
Meredith L. Williams-Range is Shearman & Sterling's Chief Knowledge & Value Officer. She oversees & coordinates global strategy in master data management, conflicts, governance, new business intake, records, legal project management, knowledge management, research services and more. She also oversees many of the Firm's resources that allow Shearman to partner with clients and deliver cutting-edge legal tech. She is widely recognized as a leading authority in innovation, legal tech and the practice of law changes, and is a frequent presenter and author.
Ms. Williams-Range received a Bachelor's of Business Administration with concentration in Accounting followed by a Juris Doctorate from the University of Memphis. She is admitted to practice in the state of Tennessee & New York. Ms. Williams-Range is a member of the Association of Women Attorneys and the American, New York, Tennessee and Memphis Bar Associations. In addition, Ms. Williams-Range is the Immediate Past President of the Board of Directors for the International Legal Technology Association. She is a recipient of the Dean’s Distinguished Service Award from the University Of Memphis Cecil C. Humphreys School Of Law for her volunteer work; ILTA's 2011 Distinguished Young Professional Award; ABA's LTRC's Top 10 Women of Legal Tech 2016; a 2017 Fellow of the College of Law Practice Management; 2018 ILTA Distinguished Peer Award winner; 2019 recipient of the New York Law Journal Trailblazer Award and 2019 Financial Times Innovative Lawyers Intrepreneurs Top 10 Shortlist.
Ms. Williams-Range is a regular speaker, blogger and author. Some recent examples include “The Innovation Advantage - Driving Client Value in the Midst of COVID-19”, LawNext Live, Virtual (May 2020); “Knowledge Management Acceleration”, Litera The Changing Lawyer”,, Virtual (April 2020); “Keynote Address: Addressing the Pillars of Change: People, Process, Tech….and Data,” KM in the Legal Profession ARK Conference, New York City, New York (October 2019); “Social Media Ethics: The Use of Interactive Technology & Data,” ACFE Fraud Conference, Houston, Texas (October 2019); “The New Technologies,” Cornell Tech, New York, New York (September 2019); “Legal Technology at Law Firms and In-House: Moving Forward with Innovation,” Harvard Legal Technology Symposium, Boston, Massachusetts (September 2019) “Impact of Advanced Legal Research Tools,” ” ILTACON, Orlando, FL (August 2019); “New Knowledge For New World Orders,” Janders Dean Horizons, London, England (June 2019); “Innovation, Client Collaboration, and Business Development Through Document Automation,” LegalTech, New York City, New York (February 2019); “Adopting Analytics in Legal Practice,” LegalTech, New York City, New York (February 2019); “Knowledge Management - From Cost Center to Profit Generator, Using KM to Bring Business into Your Firm” KM in the Legal Profession ARK Conference, New York City, New York (October 2018); “Leveraging Technology to Harness Data and Drive Efficiency in Your Firm” ILTACON, Washington, DC (August 2018); “Moneyball Lawyering,” ARK BI Conference, New York City, New York (April 2018); "Building a Better Law Firm — People, Process & Technology," Legal Executive Institute Forum Magazine (January 2018); and "Why Knowledge is Power for Lawyers," Profile (July 2017).
Over the course of my career, I’ve had the opportunity to work extensively with business partners to identify and implement creative solutions to some of the toughest, most intractable problems. I have a strong passion for business and strategy and an unquenchable curiosity for innovation. As the director of digital marketing at Covington, I combine my knowledge of data science, technology, marketing, and business development experience to drive innovation and transform digital marketing. My team and I have implemented a comprehensive digital marketing strategy that includes updating the marketing technology stack, developing tools for robust marketing campaigns, and targeting content to reach key audiences and enhance brand.
We put our clients interest at the heart of our marketing strategy, and have sharpened client service by:
Creating content that resonates with our clients;
Energizing our visual designs to convey key messages in a concise and compelling format;
Leveraging data to provide personalized content on our website and e-marketing campaigns.
We also invested internally in technological and educational programs such as:
Developing a singular knowledge sharing platform that pulls data from multiple places into actionable insights, effectively creating a 360-view of our clients' needs and interests;
Investing in relevant training programs that emphasize the importance of data;
Creating awareness about the power of social selling and encouraging lawyers to use it to amplify their own brand.
Prior to joining Covington, I was a client advisor at LexisNexis, where I worked with key leaders at dozens of AM Law 200 firms to develop strategies and execute tactics that amplify their marketing and business development efforts. Prior, I worked at Orrick alongside the CMO and CCO to advance the firm’s strategic position and redefine a compelling new brand delivered via a comprehensive digital marketing and social business strategy.