How to Effectively Evaluate New Legal Technology Products

A guide to selecting the most high-value legal tech tools for your law firm


  • 16 November, 2017
  • 10:00 - 10:00

Additional taxes may be applicable




  • Learn the signs a KM or library professional should look for in a product pitch
  • Apply best practices for structuring a product pilot/trial
  • Evaluate key criteria for whether a product pilot/trial was successful or not
  • Understand what to ask trial participants to determine whether the firm should buy/use the tool/platform

This webinar is designed for library, KM, and/or legal technology professionals actively seeking out and evaluating cutting-edge legal technology. It is tailored to those who are focused on homing in on the tools that will give your firm an edge and make you a hero to your attorneys.

Full Description

Legal technology is booming, but separating the signal from the noise can be difficult and time-consuming.  KM professionals and law librarians are often at the front lines of assessing cutting edge products, but may struggle with efficiently identifying any particular product as a “winner.”  As the legal tech industry grows, this will continue to be a more demanding role for KM and library staff.  

This web-based discussion will cover actionable recommendations on how to assess a product from a (1) demo and pitch (2) through a product trial and finally (3) to a usage report and contract.  The webinar facilitators will focus on new, artificial intelligence-based products - though the structure will apply to many other types of technology as well. Attendees will hear from leading KM professionals, as well as a vendor who has worked extensively with KM and library professionals at dozens of firms to develop product trials that accurately demonstrate how the product would perform at the firm.



Top industry speakers

Meredith L. Williams

Meredith L. Williams is Baker Donelson's Chief Knowledge Management Officer. She oversees BakerNet, the Firm's industry-leading intranet, and coordinates strategic growth on behalf of the Firm in knowledge management, data analytics, competitive intelligence and technology. Ms. Williams also oversees many of the Firm's tools that allow us to partner with clients and deliver cutting-edge legal support. She directs the Firm's collaborative, web-based suite of online client services, which includes determining delivery methods and pricing structures. She is also the lead contact for information and pricing on the Firm's wholly-owned subsidiary Mitigated Risks, LLC, which offers online compliance and training resources to companies of all sizes. Ms. Williams is widely recognized as a leading authority in knowledge management issues for the legal field, and is a frequent presenter and author on knowledge management and competitive intelligence.

Evan J. Shenkman

Evan J. Shenkman is a member of Ogletree Deakins’ Knowledge Management Department, serving as the firm’s Senior Manager of Knowledge Management Counsel and Research. In his role, Mr. Shenkman is responsible for creating processes, practices, and software to allow firm attorneys to work smarter, faster, and more in sync. He also focuses on creating internal and client-facing collaborative tools and managing the firm's team of Knowledge Management Counsel and Legal Researchers. Mr. Shenkman manages Ogletree's KM Legal Resources Center, a home for the firm’s vetted model documents and practice guides, and developed IntelliCase, the firm’s Agency Charge Tool. 

Anand Upadhye

Anand Upadhye is Casetext’s Vice President of Business Development. Mr. Upadhye presents Casetext's AI-backed legal research products, including CARA, to leading law firms. In that capacity, Mr. Upadhye, has administered CARA product trials at the largest firms in the United States, working with CKOs, CIOs, senior partners, and Library Directors. Additionally, he assists firms with messaging their technology acquisition to their attorneys and staff, as well as current and prospective clients. Before joining Casetext, Mr. Upadhye was a litigator for six years, first as a prosecutor and then as a litigator at a large firm.