
Driving Efficiency, Automation, and Insight as a Legal Operations Leader
Opening Message
Kickoff and
Production Roadmap
Gaining Maturity in
Financial Management
Driving Efficiency
Using Automation
Gaining Insight
with Analytics
Closing Remarks
Aaron Pierce, VP & General Manager of LexisNexis® CounselLink®, kicks off our CounselLink Conference 2021: Fall Session. During this first session, you will also get a taste of what our product roadmap includes for 2022 and beyond from Joanne Irwin, Senior Product Manager.
Presenters: Aaron Pierce, General Manager and Joanne Irwin, Senior Product Manager
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One function of a law department is to help its organization anticipate and forecast legal spending. Those more advanced in this proficiency establish accountability for legal budgets, engage with law firms in the budget process, and have robust processes in place. In this session, a panel of CounselLink customers will discuss processes that have been effective for them and how CounselLink supports those processes.
Presenters: Dave Voelpel, Strategic Account Manager, and Customer Panelists – Amanda Reyes, Cynthia Allen-Whyte, Tamara Bense-Maguire
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Discover ways to: 1. gain financial efficiency using CounselLink’s Multi-Matter Matter Budgeting; 2. streamline invoice review processes with our cutting-edge Combined Invoice Review technology; and 3. deliver tailored communications to your vendors by using the Email Manager functionality.
Presenters: Kim Jamison, Senior Consultant and Jack Conyers III, Implementation Business Consultant
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Take advantage of three ways CounselLink can make your life easier through automation. Legal requests, matter tasks, and report subscriptions can change the way you do business, and we are here to show you how with real-life examples.
Presenters: Neal Buchanan, Senior Consultant and Corina Bogdan, Business Consultant
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CounselLink users may have noticed an Analytics tab that contains a number of analytic dashboards. Join this session to learn about the purpose of each dashboard, tips to navigate and interpret dashboards, and the benefits of utilizing the knowledge you will obtain from them.
Presenter: Kris Satkunas, Strategic Consulting Director
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CounselLink Resources
CounselLink Services
Helpful Guides
Financial Management
- Accruals Implementation Worksheet
- White Paper: Law Department Budgeting and Forecasting
- Alternative Fee Agreements (AFAs)
- Budgeting Implementation Worksheet
Vendor Management
Onboarding and Technical Services
- Meet the Professional Services Team
- Professional Services Plan (PSP)
- PSP Menu – CounselLink Professional Services
- Services Website
Strategic Consulting Group (SCG)
LexisNexis University
- Achieve Maximum ROI
- CounselLink Refresher Training
- Corporate Client Training
- Law Firm Training
- Education Services Website
Account Management
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