synergy2020 legal europe schedule...2020/01/29  · adapt or die: disruption, innovation, and the...

15
Jan 29, 2020 version SYNERGY2020 Legal Europe Schedule

Upload: others

Post on 03-Sep-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

Jan 29, 2020 version

SYNERGY2020 Legal Europe Schedule 

Page 2: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

Jan 29, 2020 version

 

 

SESSION SCHEDULE GRID

TUESDAY, FEBRUARY 25, 2020Today's opening hours: Registration 9:00 – 10:00 • Learning Zone 11:00 – 17:00 • Expo Hall Hours 11:00 – 17:00 • Expo Hall Reception 17:15 – 19:15

10:00

|   

11:00

General Interests

SYNERGY Keynote

Ballroom 1

11:30

|   

12:30

Releases & Roadmaps

3E 2020 Roadmap

Ballroom 1

12:30

|   

13:30

LunchBallroom 2

13:30

|   

14:30

Releases & Roadmaps

3E Partnership Accounting and PartnerCompensation

Plaza Suite 1 & 2

Releases & Roadmaps

3E Data Insights, in Depth

Plaza Suite 8

ROI

3E: Templates, in Depth

Plaza Suite 5

ROI

Paying the Bills: How 3E Deals withAccounts Payable, from Supply to...

Plaza Suite 6

ROI

In Focus - 3E MatterSphere

Plaza Suite 7

Productivity

Panoramic: Plan, Manage, and Executewith Confidence

Plaza Suite 3

Productivity

General Ledger Project Best Practices

Plaza Suite 4

Partner

Creating Engaging Relationships withClients Through Intelligent...

Plaza Suite 9

15:00

|   

16:00

Thought Leadership / Showcase

Adapt or Die: Disruption, Innovation, andthe Future of Law Firms

Plaza Suite 3

Releases & Roadmaps

eBillingHub 2020 Roadmap

Plaza Suite 1 & 2

Releases & Roadmaps

Automation and Efficiency with 3EStandard Workflows

Plaza Suite 4

Releases & Roadmaps

3E: Charting the Course to Cloud

Plaza Suite 8

ROI

Getting the Most Out of 3E MatterSphere

Plaza Suite 6

ROI

New 3E User Interface: Overview & UserExperience Improvements'

Plaza Suite 7

Productivity

3E Bank Reconciliation

Plaza Suite 5

Partner

Driving Visible Business BenefitsThrough Enhancing Your 3E Deployment

Plaza Suite 9

16:15

|   

17:15

Thought Leadership

Data Analytics: Your CompetitiveAdvantage

Plaza Suite 6

Releases & Roadmaps

3E MatterSphere 2020 Roadmap

Plaza Suite 1 & 2

Releases & Roadmaps

3E: Standard Reports and AnalyticalTools

Plaza Suite 3

ROI / Showcase

Driving Firm Profitability with Panoramic:Connecting Pricing...

Plaza Suite 5

Productivity

3E Inter-Company Billing

Plaza Suite 4

Productivity

Tell It Like It Is: How to Get the RightInformation to the Right...

Plaza Suite 7

Partner

Three Key Enablers of Business Growth:How to Use Information and...

Plaza Suite 9

17:15

|   

19:15

Expo Hall ReceptionBallroom 2

Page 3: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

    indicates client participation sessions.

WEDNESDAY, FEBRUARY 26, 2020Today's opening hours: Registration 9:00 – 10:00 • Learning Zone 9:00 – 15:15 • Expo Hall 9:00 – 15:15

10:00

|   

11:00

General Interests / Showcase

Keynote - Reuters Reporters

Ballroom 1

11:30

|   

12:30

Thought Leadership

The Global Legal Market and Closing aDecade of Change

Plaza Suite 1 & 2

Releases & Roadmaps

Alternative Fee Arrangements in 3E

Plaza Suite 5

Releases & Roadmaps

Automation and Efficiency with 3EStandard Workflows

Plaza Suite 6

ROI / Showcase

Intelligent Collaboration andEngagement: Exceeding Colleagues

and...

Plaza Suite 7

ROI / Tech

3E MatterSphere for Developers

Plaza Suite 8

Productivity

Evolving Lawyer Engagement andProductivity

Plaza Suite 3

Productivity

Panoramic: A "Day -in-the-Life"Demonstration

Plaza Suite 4

12:30

|   

13:30

LunchBallroom 2

13:30

|   

14:30

General Interests

3E Favourite Features

Plaza Suite 5

Thought Leadership / Tech / Showcase

Building a Technology Strategy thatWorks Now and into the Future

Plaza Suite 9

Releases & Roadmaps

3E Cloud 2020 Roadmap

Plaza Suite 3

ROI

Recipes for Success: How to MaximiseYour Firm's Chances of a...

Plaza Suite 8

Productivity

Panoramic: Plan, Manage, and Executewith Confidence

Plaza Suite 1 & 2

Productivity

Elevate Your Day-to-Day Practice withPractical Law

Plaza Suite 4

Productivity

Enforcing Client Restrictions - MatterWorking Timekeeper, Matter...

Plaza Suite 6

Productivity

Simplify Your Planning with 3EMatterSphere and WorkPlan

Plaza Suite 7

15:00

|   

16:00

Releases & Roadmaps

3E Budgeting and Forecasting 2020Roadmap

Plaza Suite 3

ROI / Tech

Customising 3E: Integrated DevelopmentEnvironment Tutorial

Plaza Suite 8

Productivity

Putting Time Back in the Lawyers’ Day

Plaza Suite 4

Productivity

Evolving Lawyer Engagement andProductivity

Plaza Suite 5

Productivity

The Importance and Impact of Setups onSystem Balancing

Plaza Suite 6

Productivity

So, You’re Thinking of Moving to 3E:What’s Different...

Plaza Suite 7

Productivity / Tech

Product Unification - A Technical DeepDive into 3E MatterSphere

Plaza Suite 1 & 2

  

Page 4: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

10:00 – 11:00

10:00 – 11:00

13:30 – 14:30

15:00 – 16:00

16:15 – 17:15

SESSIONS LISTED BY TOPICS

GENERAL INTERESTS

TUESDAY, FEBRUARY 25, 2020 

SYNERGY Keynote

Presented by Lucinda Case, Elisabet Hardy, Eric Sugden, and Patrick Hurley

Join us to hear Thomson Reuters management discuss the latest developments for all product lines as well as the world of

technology and how those developments are likely to affect law professionals.

BALLROOM 1

WEDNESDAY, FEBRUARY 26, 2020 

Keynote - Reuters Reporters

BALLROOM 1

 

3E Favourite Features

Presented by Lisa Kenyon and Graham Mills

Join our front-line product subject matter experts to hear some of their favourite features. This is a good session for new

customers getting an understanding of 3E as well as established customers looking for ways to be more efficient with the

system and business processes.

PLAZA SUITE 5

THOUGHT LEADERSHIP

TUESDAY, FEBRUARY 25, 2020 

Adapt or Die: Disruption, Innovation, and the Future of Law Firms

Presented by Simon Jarrett

The traditional law firm is ill-equipped for a future where technological advancement, an increasingly informed, tech-savvy

client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants are disrupting

the old ways of doing law. Simon Jarrett will cover the future of law firms in the 21st century, looking more closely at what

firms can do now to ensure that they not only survive, but adapt and thrive in a brave new world of AI, automation, in-house

legal services and new client demands. We look at how Thomson Reuters can help your firm differentiate itself from the

competition and adapt to this new legal environment.

PLAZA SUITE 3

 

Data Analytics: Your Competitive Advantage

Presented by Paul Odette

Data analytics play an increasing importance in today’s legal firms. It’s used by lawyers, practice groups and firms overall

to improve cost savings, revenue and profits. Join this discussion on how your law firm can gain an edge over the

competition by using data to make better decisions in both the practice and business of law.

PLAZA SUITE 6

Page 5: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

11:30 – 12:30

13:30 – 14:30

WEDNESDAY, FEBRUARY 26, 2020 

The Global Legal Market and Closing a Decade of Change

Presented by Brent Turner, Peer Monitor and Lisa Hart Shepherd, TR Legal Executive Institute/Acritas

Join Acritas and Peer Monitor as they explore the complexities of the ever-evolving global legal market and the

performance during a decade of change. Learn the detailed financial results of large and medium law firms, their brand

performance, and the corresponding sentiment of the corporate clients they serve.

PLAZA SUITE 1 & 2

 

Building a Technology Strategy that Works Now and into the Future

Moderated by Jim Leason and Andrew Powell, McFarlanes

Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage

technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-

point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the

stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across

multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear

from CTOs on how they successfully plan and manage technology for their firms.

PLAZA SUITE 9

Page 6: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

11:30 – 12:30

13:30 – 14:30

15:00 – 16:00

 

RELEASES & ROADMAPS

TUESDAY, FEBRUARY 25, 2020 

3E 2020 Roadmap

Presented by Jerid Dupier

Join this session for a look at plans for 3E in 2020 and beyond, including new modules, user experience enhancements, and

other product updates. This review will be followed by a discussion of 3E's big-picture strategy for evolving the next

generation of law firm financial management.

BALLROOM 1

 

3E Partnership Accounting and Partner Compensation

Presented by Paul Odette

Attend this session for an in-depth understanding of 3E Partnership Compensation, a new module that has been added to

3E Budgeting and Forecasting. Partnership Compensation provides a streamlined compensation management method for

the firm’s leadership. This new module provides such features as the ability to generate Partner Performance reports for the

compensation committee, determine share assignment, profit distribution scheduling and statement creation. This

compensation solution is made possible by the seamless integration between 3E and 3E Budgeting and Forecasting.

PLAZA SUITE 1 & 2

3E Data Insights, in Depth

Presented by Lisa Brown

Attend this Data Insights deep dive and gain a better understanding of where different elements of reporting and analytics

can be found, and how to pull information together to unlock actionable insights.

PLAZA SUITE 8

 

eBillingHub 2020 Roadmap

Presented by Greg Nilsen

Come take a look at the 2020 plans for eBillingHub. You’ll get a peek at new features, new integrations, and other product

updates. Additionally, an overview of the approach eBillingHub is taking to modernize legal e-billing and make it a less

burdensome process for Law Firms and Corporate Counsel alike will be provided.

PLAZA SUITE 1 & 2

Automation and Efficiency with 3E Standard Workflows

Presented by David Prentice

Come learn how to use 3E's standard Workflows to automate common processes to increase efficencies and decrease

errors.

PLAZA SUITE 4

3E: Charting the Course to Cloud

Presented by Ruby Lee, Mark Gendein, and Jerid Dupier

This session is for 3E on-premises client considering the move to the cloud. Bring your questions and concerns about the

migration process and possible impacts on your firm. You’ll find out what 3E in the Cloud is, and the differences between

On-premises and 3E in the Cloud or 3E Hosted in the Cloud. Additionally, you’ll learn about the advantages about moving

to the cloud such as decreased cost, scalability, faster implementation, automated updates, and security and data

protection.

PLAZA SUITE 8

Page 7: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

16:15 – 17:15

11:30 – 12:30

13:30 – 14:30

15:00 – 16:00

 

3E MatterSphere 2020 Roadmap

Presented by Beverley Wedderburn

Join us for a look at what's new for 3E MatterSphere in 2020 and the years ahead, and how MatterSphere integrates with

other Thomson Reuters products to create a new Lawyer Experience.

PLAZA SUITE 1 & 2

3E: Standard Reports and Analytical Tools

Presented by Gerry Lattimer and Greg Nilsen

Calling all 3E standard reports users: this is your chance to learn more about the future capabilities of the core reporting

solutions and additional analytic tools that are available.

PLAZA SUITE 3

WEDNESDAY, FEBRUARY 26, 2020 

Alternative Fee Arrangements in 3E

Presented by Simon Jarrett

Join us to learn how to provide law firm clients with Alternative Fee Arrangements (AFA), from Rate Exceptions and Rate

Exception Groups to simple percentage-based proforma adjustments that can be pre-set at Client or Matter level. Future

development for AFA will also be covered.

PLAZA SUITE 5

Automation and Efficiency with 3E Standard Workflows

Presented by David Prentice and Gerry Lattimer

Come learn how to use 3E's standard Workflows to automate common processes to increase efficencies and decrease

errors.

PLAZA SUITE 6

 

3E Cloud 2020 Roadmap

Presented by Ruby Lee and Mark Gendein

Join us to see how 3E in the Cloud can work for you. Find out what 3E in the Cloud can do to lower cost and IT overhead for

your firm and learn what's in store in for the future.

PLAZA SUITE 3

 

3E Budgeting and Forecasting 2020 Roadmap

Presented by Greg Nilsen

Get an overview of the current functionality in 3E Budgeting and Forecasting, as well as a sneak peak of the coming

enhancements in 2020 and beyond.

PLAZA SUITE 3

Page 8: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

13:30 – 14:30

 

15:00 – 16:00

16:15 – 17:15

ROI

TUESDAY, FEBRUARY 25, 2020 

3E: Templates, in Depth

Presented by Jason Taylor, David Prentice, and Recep Ulgen

Join this session to get an in-depth understanding of 3E Templates. We’ll cover its features and discuss templates, stock

and customized. Additionally, you’ll gain knowledge about the future architectural path for templates and templated-

based document automation.

PLAZA SUITE 5

Paying the Bills: How 3E Deals with Accounts Payable, from Supply to Settlement, in Any Currency

Presented by Simon Jarrett and Kevin Grant

We show you how to set up vendors/payees, and how to post transactions in AP, with specific focus on: 1. Payees whose

invoices will contain hard costs and therefore need to be on hold until those hard costs have been billed to the firm's client

and the client has paid the bill. 2. Payees whose invoices have to go through an authorisation process (unauthorised

suspense) 3. AP Transaction Type masking 4. Posting invoices (vouchers) with hard costs or/and GL expenses 5. Posting

pre-paid invoices (vouchers) for direct payments to suppliers 6. Using models to create recurring vouchers 7.

Reporting/inquiries 8. Multi-currency (with brief reference to realised FX gain/loss treatment) 9. Payment runs 10. Holding

vouchers with hard costs until clients pay their bills (including reclaiming the VAT on counsel fees)

PLAZA SUITE 6

In Focus - 3E MatterSphere

Presented by Beverley Wedderburn

PLAZA SUITE 7

 

Getting the Most Out of 3E MatterSphere

Presented by Beverley Wedderburn and Adam Joblin

Join us for an in-depth look at how MatterSphere can help your firm perform more efficiently. From document assembly to

direct user engagement via the Client Portal, this session will cover key features, user favorites and technical insights that

will help you to make the most of the core product and associated capabilities.

PLAZA SUITE 6

New 3E User Interface: Overview & User Experience Improvements'

Presented by Recep Ulgen, Gerry Lattimer, and Mithat Mese

This session will provide a look at the new 3E User Interface and the changes we made to deliver better user experience.

PLAZA SUITE 7

 

Driving Firm Profitability with Panoramic: Connecting Pricing Professionals with Fee Earners

Presented by Gia Norris

Get an insider peek at why K&L Gates became an early adopter of Panoramic and how the co-design partnership with

Thomson Reuters provided the firm with an opportunity to help develop and adopt a product that provides a common

language for pricing professionals and the fee-earners they support to drive firm profitability. Let’s talk about how

Panoramic can help your pricing and finance team excel in the evolving legal industry.

PLAZA SUITE 5

Page 9: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

11:30 – 12:30

13:30 – 14:30

15:00 – 16:00

WEDNESDAY, FEBRUARY 26, 2020 

Intelligent Collaboration and Engagement: Exceeding Colleagues and Clients Expectations

Presented by Stuart Barr

Client demands for more transparency, quicker response times, greater costs control and increased efficiency are putting

pressure on legal firms. HighQ can help alleviate these daily pressures through streamlined legal service delivery and client

engagement solutions. The HighQ Platform allows staff to transform the way they work with colleagues, collaborate on

projects, and engage their clients.

PLAZA SUITE 7

3E MatterSphere for Developers

Presented by Beverley Wedderburn, Adam Joblin, and Sanjay Kotecha

This session for developers will cover topics like MatterSphere debugging scenarios, creating and distributing custom

controls, code re-use, version control, and other development best practices.

PLAZA SUITE 8

 

Recipes for Success: How to Maximise Your Firm's Chances of a Successful 3E Implementation

Presented by Simon Jarrett and Sue Purdy

Join our experienced consultants in an interactive session where we discuss the elements of a successful 3E

implementation. We address key elements of preparation for a transition to 3E, along with tips, best practices and practical

advice to help your firm with resourcing challenges, change management, data cleansing, business process analysis, user

acceptance testing, and quality assurance.

PLAZA SUITE 8

 

Customising 3E: Integrated Development Environment Tutorial

Presented by David Prentice and Scott Strachan

Come learn how to use the IDE (Integrated Development Environment) to modify QuickFind, Advanced Find, Query Results

and Worklists, turn on the Audit or Attachments features where desired, and add UDFs to processes to make 3E work the

way you want.

PLAZA SUITE 8

Page 10: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

13:30 – 14:30

15:00 – 16:00

16:15 – 17:15

PRODUCTIVITY

TUESDAY, FEBRUARY 25, 2020 

Panoramic: Plan, Manage, and Execute with Confidence

Presented by Brian Quinn

Find out how your lawyers can increase their efficiency, productivity and deliver quality work faster with Panoramic and

other Thomson Reuters legal solutions such as HighQ, Practical Law and Contract Express. These robust workflow

solutions will enable your team to plan, manage, and execute legal matters with data-driven confidence.

PLAZA SUITE 3

General Ledger Project Best Practices

Presented by John Beasley

Come find out about 3E required setups and best practices around converted General Ledger data to obtain balanced Trial

Balances each conversion.

PLAZA SUITE 4

 

3E Bank Reconciliation

Presented by Karen Jakes and John Beasley

This session will cover the Bank Reconciliation process within 3E and its associated tasks. You will learn general tips and

tricks for navigation through the process and gain an understanding of the Bank Reports and where the values come from.

This session will also cover the concept of the Bank Rec initialisation process and discuss considerations that need taken by

during this process.

PLAZA SUITE 5

 

3E Inter-Company Billing

Presented by Karen Jakes and Chris Quinn

This session will cover the setups and considerations when implementing ICB and an overview of the ICB process.

PLAZA SUITE 4

Tell It Like It Is: How to Get the Right Information to the Right People at the Right time in 3E

Presented by Simon Jarrett

Join one of our experienced consultants, Simon Jarrett, to learn how to use stock 3E reports and metrics in combination

with 3E dashboard design to enable “self-service” reporting to your fee earners and management team. You will also learn

how 3E Notify can help your firm to proactively get information to the right people at the right time.

PLAZA SUITE 7

Page 11: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

11:30 – 12:30

13:30 – 14:30

 

WEDNESDAY, FEBRUARY 26, 2020 

Evolving Lawyer Engagement and Productivity

Presented by Paul Odette

See how the 3E product suite can help you meet the needs of your clients with 3E Workspace and 3E Paperless Proforma.

Workspace provides a time-saving solution that enables lawyers and professionals to access the full range of business

management tasks and insight such as time and revenue management, and key performance indicators (KPIs)—in one

user-friendly place. Additionally, lawyers can view, manage, and submit proformas in Workspace due to its seamless

integration with Paperless Proforma – enabling them to reduce error, speed up pre-billing, and get invoices out the door

faster.

PLAZA SUITE 3

Panoramic: A "Day -in-the-Life" Demonstration

Presented by Brian Quinn

Thomson Reuters Panoramic is a cloud-based workflow solution that helps you plan, manage, and execute legal matters

with data-driven confidence. In this session, you will view a demonstration of a "day-in-the-life" experience of a lawyer

using Panoramic. Special emphasis will be given to pricing, budgeting, and timekeeping.

PLAZA SUITE 4

 

Panoramic: Plan, Manage, and Execute with Confidence

Presented by Brian Quinn

Find out how your lawyers can increase their efficiency, productivity and deliver quality work faster with Panoramic and

other Thomson Reuters legal solutions such as HighQ, Practical Law and Contract Express. These robust workflow

solutions will enable your team to plan, manage, and execute legal matters with data-driven confidence.

PLAZA SUITE 1 & 2

Elevate Your Day-to-Day Practice with Practical Law

Learn how using Practical Law at your firm can help increase productivity, efficiency, and response time. Practical Law is

legal know-how that provides practical guidance and wisdom to propel legal research into action. Over 280 dedicated full-

time attorney-editors spend their days creating and maintaining resources they wish they had when they were practicing.

They create these under the framework of helping firms and lawyers quickly understand what’s important, why it’s

important, and how you should proceed.

PLAZA SUITE 4

Enforcing Client Restrictions - Matter Working Timekeeper, Matter Cost Types, Matter Time Types and Time Type Groups

Presented by Karen Jakes

PLAZA SUITE 6

Simplify Your Planning with 3E MatterSphere and WorkPlan

Presented by Sanjay Kotecha

No coding required! Come and see WorkPlan is an easy to use tool that will compliment simply and complex Taskflows.

Supporting the needs of your firm and users with an easy-to-use features and a simple and intuitive UI.

PLAZA SUITE 7

Page 12: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

15:00 – 16:00

 

 

 

Putting Time Back in the Lawyers’ Day

Presented by Andy Wishart, Vice President Drafting Tools & Productivity Solutions

Learn how Thomson Reuters is putting hours back in the lawyers’ day by streamlining automation solutions, Contract

Express and Drafting Assistant, and get a sneak peek at our newest automation initiative coming out in 2020.

PLAZA SUITE 4

Evolving Lawyer Engagement and Productivity

Presented by Paul Odette

See how the 3E product suite can help you meet the needs of your clients with 3E Workspace and 3E Paperless Proforma.

Workspace provides a time-saving solution that enables lawyers and professionals to access the full range of business

management tasks and insight such as time and revenue management, and key performance indicators (KPIs)—in one

user-friendly place. Additionally, lawyers can view, manage, and submit proformas in Workspace due to its seamless

integration with Paperless Proforma – enabling them to reduce error, speed up pre-billing, and get invoices out the door

faster.

PLAZA SUITE 5

The Importance and Impact of Setups on System Balancing

Presented by Karen Jakes

This session will cover the best practices, procedures and consideration for setups within your system to ensure that System

Balancing Requirements are fulfilled for the firm.

PLAZA SUITE 6

So, You’re Thinking of Moving to 3E: What’s Different Between Enterprise and 3E and Why It Matters

Presented by Simon Jarrett

Join one of our experienced consultants, Simon Jarrett, to learn about the key differences between Enterprise and 3E, and

why those differences matter. In this session we will compare the two systems in key areas like Billing, AP, General Ledger,

and multi-currency. Discover the wonders of a world without batch finalisation, and explore the sometimes surprising ways

in which 3E could revolutionise the way you work.

PLAZA SUITE 7

Product Unification - A Technical Deep Dive into 3E MatterSphere

Presented by Sam St Clair-Ford

A technical exploration unpacking the implementation process and use case demonstrations showing practical steps to

integrating with portfolio products.

PLAZA SUITE 1 & 2

Page 13: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

11:30 – 12:30

13:30 – 14:30

15:00 – 16:00

TECH

WEDNESDAY, FEBRUARY 26, 2020 

3E MatterSphere for Developers

Presented by Beverley Wedderburn, Adam Joblin, and Sanjay Kotecha

This session for developers will cover topics like MatterSphere debugging scenarios, creating and distributing custom

controls, code re-use, version control, and other development best practices.

PLAZA SUITE 8

 

Building a Technology Strategy that Works Now and into the Future

Moderated by Jim Leason and Andrew Powell, McFarlanes

Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage

technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-

point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the

stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across

multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear

from CTOs on how they successfully plan and manage technology for their firms.

PLAZA SUITE 9

 

Customising 3E: Integrated Development Environment Tutorial

Presented by David Prentice and Scott Strachan

Come learn how to use the IDE (Integrated Development Environment) to modify QuickFind, Advanced Find, Query Results

and Worklists, turn on the Audit or Attachments features where desired, and add UDFs to processes to make 3E work the

way you want.

PLAZA SUITE 8

Product Unification - A Technical Deep Dive into 3E MatterSphere

Presented by Sam St Clair-Ford

A technical exploration unpacking the implementation process and use case demonstrations showing practical steps to

integrating with portfolio products.

PLAZA SUITE 1 & 2

Page 14: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

15:00 – 16:00

16:15 – 17:15

10:00 – 11:00

11:30 – 12:30

13:30 – 14:30

SHOWCASE

TUESDAY, FEBRUARY 25, 2020 

Adapt or Die: Disruption, Innovation, and the Future of Law Firms

Presented by Simon Jarrett

The traditional law firm is ill-equipped for a future where technological advancement, an increasingly informed, tech-savvy

client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants are disrupting

the old ways of doing law. Simon Jarrett will cover the future of law firms in the 21st century, looking more closely at what

firms can do now to ensure that they not only survive, but adapt and thrive in a brave new world of AI, automation, in-house

legal services and new client demands. We look at how Thomson Reuters can help your firm differentiate itself from the

competition and adapt to this new legal environment.

PLAZA SUITE 3

 

Driving Firm Profitability with Panoramic: Connecting Pricing Professionals with Fee Earners

Presented by Gia Norris

Get an insider peek at why K&L Gates became an early adopter of Panoramic and how the co-design partnership with

Thomson Reuters provided the firm with an opportunity to help develop and adopt a product that provides a common

language for pricing professionals and the fee-earners they support to drive firm profitability. Let’s talk about how

Panoramic can help your pricing and finance team excel in the evolving legal industry.

PLAZA SUITE 5

WEDNESDAY, FEBRUARY 26, 2020 

Keynote - Reuters Reporters

BALLROOM 1

 

Intelligent Collaboration and Engagement: Exceeding Colleagues and Clients Expectations

Presented by Stuart Barr

Client demands for more transparency, quicker response times, greater costs control and increased efficiency are putting

pressure on legal firms. HighQ can help alleviate these daily pressures through streamlined legal service delivery and client

engagement solutions. The HighQ Platform allows staff to transform the way they work with colleagues, collaborate on

projects, and engage their clients.

PLAZA SUITE 7

 

Building a Technology Strategy that Works Now and into the Future

Moderated by Jim Leason and Andrew Powell, McFarlanes

Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage

technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-

point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the

stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across

multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear

from CTOs on how they successfully plan and manage technology for their firms.

PLAZA SUITE 9

Page 15: SYNERGY2020 Legal Europe Schedule...2020/01/29  · Adapt or Die: Disruption, Innovation, and the Future of Law Firms Plaza Suite 3 Release s & Roadmaps eBillingHub 2020 Roadmap Plaza

13:30 – 14:30

15:00 – 16:00

16:15 – 17:15

PARTNER

TUESDAY, FEBRUARY 25, 2020 

Creating Engaging Relationships with Clients Through Intelligent Pricing

Presented by Fraser Mayfield, head of EMEA, Iridium Technology

Effective collaboration is essential for the client relationship and must occur at every stage of a client engagement. In order

to adapt to the procedures that organisations are using when procuring legal services, firms need to build a clear pricing

strategy, driven by real-time data. In this talk, Fraser Mayfield will discuss how to effectively use technology to build a

pricing strategy that keeps both delivery costs and appreciation of value in mind. With transparent access to key data in

your firm surrounding profitability, budgeting, and pricing, you'll be able to present clear pricing to your clients, getting the

new relationship started on the right foot.

PLAZA SUITE 9

 

Driving Visible Business Benefits Through Enhancing Your 3E Deployment

Presented by Lucas Garlepp, Managing Director and Justin Bortnicker, Director of Development, both of CosineSolutions

3E is the most powerful and flexible ERP system for legal and professional services firms today, driving tangible business

benefits through improved operational efficiencies, predominantly to the back office. What if you could improve your return

on investment even further by extending the capabilities of the platform? What if you could deliver those benefits into the

hands of more users at your firm, materially improving your 3E deployment as a result? Join the Cosine team to understand

how we’re revolutionizing the 3E user experience to deliver the power of the 3E platform via an adaptive HTML5

Progressive Web App experience that will delight your end users on any device, whether they are in their office or on the

road. Come take a look at 3E – Cosineified!

PLAZA SUITE 9

 

Three Key Enablers of Business Growth: How to Use Information and Technology More Strategically in A Changing LegalMarket

Presented by Thomas Pauls, Senior Business Consultant and Mike Madden, Senior Consultant, both of Wilson Allen

As firms think about their growth strategies for the next five years, many are no doubt considering how to face a number of

business challenges, such as: • Increased competition from traditional law firm competitors but also emerging competition

from other sectors • Leveraging your experience and institutional relationships to innovate and exploit new opportunities

and drive profitable growth • Clients that are more demanding and focused on the value on the value they can derive from

advisers beyond pure legal advice Firms must respond to these challenges with greater urgency as the pace of change

accelerates – those that don’t continually innovate and adapt are being left behind. In our increasingly digital world, one of

the best enablers of change is the use of information and technology to support business decisions. In this session we will

explore three key areas where both can be applied more strategically: business development, business acceptance, and

business intelligence processes.

PLAZA SUITE 9

 

© 2020 Thomson Reuters