Matter Profiling: Getting Started

When:  Dec 11, 2018 from 3:00 PM to 4:00 PM (ET)


Join the conversation alongside an experienced and exciting group of ILTA-member professionals as they cover all things matter profiling in this first of two virtual roundtables on the subject. We hope you'll come and bring your experience, insight and questions to the table as we discuss the topics below.

Know your ask - Why do you want to profile matters?
What is your goal with matter profiling? How will you measure success?
Experience is a firm-wide tool; what other departments can you include during your design phase?
What approach did your firm take for matter profiling?

Designing your matter profiles
How did you organize profile and data fields?
What questions are you trying to answer? How did you determine data fields and the values included?
What other internal systems can you leverage to profile the life cycle of a matter?

Knowledge management and marketing
KM and marketing take different data; how can you work together, and why?
How can you benefit from this?


Carrie Remhof- Experience and Relationship Management Supervisor, WilmerHale


Alex Jennings - Director of Strategic Marketing Operations, Orrick, Herrington & Sutcliffe LLP
Heather Rivera - KM Program Manager, Wilson Sonsini Goodrich & Rosati
Stephanie Bishop - Business Intelligence Manager, Hunton Andrews Kurth LLP
Kate Cain - Director of Market Intelligence & Operations, Sidley Austin LLP
Marybeth Corbett - Knowledge Manager, WilmerHale
Keli Whitnell - Experience Database Manager, Troutman Sanders
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