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Join us in Chesapeake Conference Room 12 for our educational sessions at ILTACON 25
Mastering the lifecycle: From creation to disposition – A practical guide to document and asset management and governance in law firms
Law firms create, manage, and retain thousands of documents and assets daily—each one carrying potential risk, cost, and compliance obligations if not properly governed. This session explores the complete lifecycle of a document or asset within a law firm, from initial creation and collaboration to classification, retention, and ultimately, secure disposition.
Join experts from Element Technologies, NetDocuments, and iCompli as they walk through the stages of the document lifecycle and demonstrate how an integrated approach using NetDocuments' cloud-based document management and iCompli’s robust information governance framework ensures control, compliance, efficiency and innovation at every step.
What you’ll learn:
- How law firms typically manage documents and assets—and where gaps and risks emerge
- The stages of the document lifecycle: creation, collaboration, storage, classification, access, retention, and disposition
- How NetDocuments enables secure, organized, and collaborative document management from the start (could include information about Pattern Builder)
- How iCompli applies policy, governance, and defensible disposition across repositories and content types (could include info about the proliferation of data through the use of AI)
- Practical use cases showing how firms use NetDocuments and iCompli together to reduce risk, streamline workflows, and meet client and regulatory obligations
- How Element Technologies supports firms in implementing and optimizing these solutions
Join us for an exclusive client session where you'll hear directly from the LegalRM team about recent progress, what’s ahead for the iCompli platform, and the improvements we’re focused on delivering.
We’ll walk through our 18-month roadmap, highlighting key features, enhancements, and strategic initiatives designed to help your firm manage data more effectively, reduce risk, support compliance, and expand platform capabilities.
This is also a chance to meet the team behind iCompli and ask questions during a live Q&A.
We look forward to sharing what’s next and hearing your feedback.
Explore the evolving landscape of AI initiatives and the critical role Information Governance plays in ensuring ethical and compliant implementation. This session will delve into the best practices for involving IG in AI projects, from the initial planning stages to ongoing monitoring and evaluation. Learn how to balance innovation with regulatory requirements and safeguard your organization's data integrity.
In the age of big data and artificial intelligence, organizations face the challenge of managing data movement and disposition while meeting the demands of knowledge management and AI.
This session will provide insights into strategies for achieving this balance, including data classification, retention policies, and leveraging AI for smarter data management. Discover how to optimize data flow without compromising on compliance or operational efficiency.
Lateral movement is a constant in the legal industry, with lawyers often transitioning with their clients—and their data. This session explores the operational, compliance, and reputational risks law firms face during these transitions and how to manage them effectively.
We’ll look at the challenges of identifying, classifying, and transferring client and matter-related information across platforms like Office 365, iManage, NetDocuments, and physical records. A key focus will be on avoiding the inadvertent transfer of firm-sensitive documents such as internal memos, engagement letters, and competitive bidding content.
We’ll also cover the onboarding side: ensuring new lawyers can begin billing quickly by securely and efficiently receiving only the necessary and cleared client data—while maintaining clear boundaries about what the receiving firm should and should not ingest.
Attendees will see how the iCompli information governance platform supports firms in managing these challenges—from automating classification and approvals, to flagging sensitive content, to enabling secure, policy-driven transfers of data. The session will include practical demonstrations and guidance on how iCompli helps firms reduce risk, improve onboarding efficiency, and maintain compliance throughout the entire matter mobility lifecycle.
Information Governance is not just a standalone function; it must be aligned with the overall firm strategy to drive success.
This session will explore how IG initiatives can be integrated with business goals, enhancing collaboration across departments and ensuring a cohesive approach to data management.
Learn from case studies and expert insights on how to tie IG initiatives together with firm strategy for maximum impact.
Information Governance and Information Security are two sides of the same coin, both essential for protecting organizational data. This session will examine the intersections between these two disciplines, highlighting the synergies and potential conflicts.
Gain a deeper understanding of how to create a unified approach to data protection, leveraging the strengths of both IG and InfoSec to safeguard sensitive information.
