But Wait... There's More - INSIGHT Preview

By Joanne Kiley posted 11-10-2015 13:25



The 10th Annual INSIGHT conference arrives in London on 12 November 2015 with 30+ speakers and topics including the Schrems decision, security, AI, pricing, lawyers as change agents and more. Before the INSIGHT conference I spoke with two panellists, Meredith Williams and Chris Dale. Registration is still available. For details on the sessions and tracks see the Session Grid.

INSIGHT Panellist, Meredith Williams

Meredith Williams, Chief Knowledge Management Officer at Baker Donelson Bearman Caldwell & Berkowitz and President of the Board of Directors for ILTA, will sit on the panel for “Innovation and the New Generation of Legal Services.” I asked her for an overview of this programme at INSIGHT. Panellists will explore the future of legal services for law firms and corporate law departments and how chief information officers and chief knowledge officers are well positioned to drive innovation. They will share their stories of creating, maintaining and growing a culture of innovation in their firms. The four panellists come from law firms in Asia, the United Kingdom and the United States to offer a diverse commentary highlighting their regional challenges and successes in innovation.  Williams’ firm, Baker Donelson, has led innovation and invested in technology to create subsidiaries including BakerManage, a legal project management system. Meredith Williams explains that the nature of the firm and the type of clients the firm has can drive innovation. She feels law firms and law departments must accelerate the pace of innovation to best prepare for and utilise the emerging technologies. Besides sharing their paths to becoming innovative firms, the panel hopes for an interactive discussion on best practices and new ideas for the legal services of today and tomorrow.

INSIGHT Panellist, Chris Dale

Chris Dale runs the eDisclosure Information Project, writes the eDisclosure Information Project blog and speaks across many jurisdictions on the court rules, technology and best practices related to e-disclosure/e-discovery. At INSIGHT, Dale will moderate two panels, “The Continuum of E-Disclosure – Past, Present and Future” and “The Schrems Decision: The Impact on the Legal Profession.” I asked Chris Dale what concerns him most about the state of e-disclosure/e-discovery today.  He said he shares the concerns of Magistrate Judge Andrew Peck of the Southern District of New York, a frequent ILTA speaker; too many attorneys and justices lack technology competency. This hinders their ability to address e-disclosure/e-discovery effectively. In “The Continuum of E-Disclosure – Past, Present and Future”, Dale will speak on technology competency and the rules affecting e-disclosure/e-discovery such as proportionality. He hopes delegates learn that the management of e-disclosure/e-discovery must be a part of good document management practices and not exist in a silo.

Regarding “The Schrems Decision: The Impact on the Legal Profession” panel, I asked Chris Dale what benefits he sees developing from Schrems. He hopes the decision will focus attention on information governance best practices and technology improvements to aid flagging documents at creation for personally identifiable information (PII) and the purpose of use, identifying expiration dates for documents’ purpose and destroying documents at expiration.  We talked further about firms adjusting to the new landscape post-Schrems. He stated that transferring PII has always been unauthorised and too many firms relied on the Safe Harbor Privacy Principles for protection. Attorneys and legal technology professionals should obtain the right technology to work with the data, consider the necessity of the data, anonymise the needed data and seek “unambiguous consent” to use the necessary data. He also instructs attorneys to address PII in the United States courts using “negotiation, articulation and persuasion.” He explained that attorneys can identify the obtainable data for discovery and “seek a protective order to narrow the scope." At INSIGHT, Chris Dale will guide rich discussions with his firm grasp of jurisdictional differences, e-disclosure/e-discovery laws and technologies.

Stay tuned for summaries of some sessions from ILTA’s INSIGHT Conference. If you attend INSIGHT and want to share what you learned, please use the comments section below or contact me at and I will include your input in the next post.