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"Document assembly applications no longer simply operate as power tools in the hands of skilled professionals. Now, these products are being used by consumers. Large international law firms sell subscriptions to online expert systems that deliver sophisticated analysis without direct human involvement. Corporate departments equip field personnel with do-it-yourself contract assemblers. Courts and legal aid programs provide intelligent forms for unrepresented litigants. Document automation has steadily gained traction in law offices. There are signs of even faster growth, including vigorous competition among excellent products, many qualified consultants, increased expectations from clients, aggressive challengers to the profession and huge opportunities for process improvement in legal work." Marc Lauritsen, "Fall in Line with Document Assembly: Applications to Change the Way You Practice", |
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Christopher Balmford Christopher is an internationally recognised plain language expert whose clients include 8 major national law firms, 10 public listed companies, 5 government bodies, the ASX, the United Nations and the European Central Bank. Christopher provides plain-language training, advises on communication cultural-change programs, provides style guides, and rewrites documents. |
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A solicitor with 30+ years of general practice experience, and a champion of the use of plain language in legal writing. He was the primary draftsman of the NSW Law Society lease and is also the author of Letters for Lawyers - Conveyancing published by Federation Press and the self-published Letters for Lawyers - Powers of Attorney. |
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Ian Burrows is a HotDocs developer who advocates design and planning document assembly systems prior to commencing programming them. With over 5 years experience in developing HotDocs applications, he has been instrumental in designing many of the mechanisms, programming approaches and systems used & delivered by Basha Systems LLC. Ian's focus is almost entirely on complex expert systems with high "people multipliers", allowing high volume or highly complex areas of law to be handled with low ratios of staffing. One of the largest applications delivered with the HotDocs platform (Wealth Transfer Planning by Interactive Legal Systems [http://ilsdocs.com]) utilizes many innovative code designs created by Ian Burrows, such as interactive help that tracks you as you move, on the fly party database style management and dynamic reporting system reporting via additional text. In his spare time, he tinkers with web programming (php and MySQL) and graphical design. |
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Christopher Cogan Christopher has pioneered the concept of integrated practice management systems, designing and writing integrated accounting, marketing and document management software from the 1980s through to the 2000s. He has lived and worked in Canada, the United Kingdom and Australia and is married with two children. Christopher has designed and written practice management and office automation software for law firms in a variety of computer languages. Recognised for his ideas, persistence and capacity to get things done, Christopher is the Managing Director of BHL Axiom. He has tertiary qualifications in Law, Political Science and Public Administration and an MBA specialising in Technology Management. |
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Noric Dilanchian Noric Dilanchian established Dilanchian in 2000. His prior experience as a lawyer was in national and medium sized law firms and before that with Angus & Robertson Publishers. Noric has published over 75 conference presentations, published articles, reports and industry submissions. He keeps up-to-date with developments through his very active involvement in seminars, workshops and conferences. It includes workshops which provide training and innovative approaches to make contract drafting more efficient and effective. |
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Marketing and sales process improvement consultant, who helps firms increase revenues and profitability by simpler and cheaper recruitment of clients, and improving the financial contribution of customer service. |
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Ilya Fisher Ilya worked in several of Australia's largest law firms before establishing Mayfair Legal in 2003. Ilya has been practising in business law and information technology law for over a decade. He started Mayfair Legal because he believed that he could provide a large-firm level of service without the large firm prices. His development of his own automated precedents linked to his practice management system assists in this regard. With qualifications that include a Master of Law, and Bachelor of Science (Computer Science major) it us understandable that information technology and telecommunications contract drafting and negotiation are one of his principal practice areas. |
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Richard Granat Richard Granat is the founder, President and Chief Executive Officer of Epoq, US, Inc., a web-based legal information company, and MyLawyer.com., one of the first legal document web sites for consumers in the United States, which is an Epoq company. He is a recognized expert on the delivery of legal services over the Internet. He is also presently Co-Chair of the ELawyering Task Force of the Law Practice Management Section of the American Bar Association and serves on the Standing Committee on the Delivery of Legal Services of the ABA. Richard is also a member of the Maryland and District of Columbia Bar and most recently, chair of the Law Practice Management Section of the Maryland Bar Association. Richard has been involved in developing innovative legal services delivery systems for over 30 years, first as part of the initial working group that created the National Legal Services Program, and then later as President and Dean of the Philadelphia Institute for Paralegal Training, the first US paralegal school. He was the founding CEO of Automated Legal Systems, Inc., an affiliate of The Philadelphia Institute, one of the first legal software companies to publish legal applications for the personal computer for law firms. Richard has taught at the University of Maryland School of Law, the District of Columbia School of Law, Rutgers School of Law of Law, courses in Computers and the Law and Law Practice Management. Richard is a graduate of Columbia University School of Law (J.D.), the University of Pennsylvania (M.S.) and Lehigh University (B.A.). |
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Kate Hart is the principal of KD Hart Consulting, an independent consulting practice, offering Information Technology consulting services to the legal profession in the areas of litigation support, practice management, application integration and training. Kate commenced working in the legal industry in 1988 as the Brisbane Manager for the litigation support group at Morris Fletcher & Cross (now Minter Ellison). She is now recognized as a leading specialist in litigation support and she has an in-depth knowledge of the legal profession and its unique workplace requirements. Since 1992, Kate has also been providing advice in relation to the installation and management of a broad range of application programs used in the legal profession. More recently, one of her principle areas of focus has been to recommend and oversee the implementation of practice management systems for small to medium sized legal practices. Her management role has involved not only responsibility for the efficient running and integration of systems but also the need to pay close attention to the perceived future requirements of her clients to ensure that they have the opportunity to take advantage of technological developments. Kate speaks frequently on a number of Information Technology and practice related subjects for the Qld Law Society and Australian Legal Practice Management Association (ALPMA). The Queensland Law Society commissioned her to review practice management systems for its member firms. |
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Regarded by many as the "father" of Legal IT & Document Assembly. Amicus is partly based upon his pioneering tools of the late 80's & early '90s. Be prepared to be inspired as some of you were in 1988 and 1992 when his tours enthralled lawyers across Australian and New Zealand for the Law Council of Australia Young Lawyers and Practice Management Sections, as well as the Auckland District Law Society |
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Elizabeth Harris Liz is a solicitor who specialises in advising on all issues relating to client relationships and legal costs, ranging from cost agreements and case estimating, to e-billing and alternative billing strategies. Liz is joint editor of Butterworths Legal Costs Victoria, a member of the Victorian Law Institute Costs Policy Committee and of the Victorian Supreme Court committee considering rules regarding discovery of electronic files. She is also presently re-drafting the Victorian Supreme Court scale of costs. She has appeared in thousands of taxations in all Victorian and Federal jurisdictions, notably: McCabe v British, American Tobacco, The Pyramid litigation, Elliott v National Crime Authority |
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Marc Lauritsen Founder and president of Capstone Practice Systems, which helps law firms and legal departments work more effectively through advanced document automation. Marc has worked in legal technology since 1984. He practised law and supervised in legal services programs, and then served as an instructor, director of clinical programs, and a senior research associate at Harvard Law School. Marc has two undergraduate degrees from MIT and a law degree from Harvard. |
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Simon Lewis Since leaving a large Sydney law firm, he has been the principal of legal technology consulting, publishing and development businesses since 1985. Diverse experience in a range of leading edge legal technologies, including developing litigation support systems for clients such as the Singapore Judiciary and the Australian Commonwealth Attorney-General’s Department. Developing document automation systems and electronic collaboration systems for a range of law firms, government department, and inhouse legal departments. |
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Peter Meyer Peter Meyer is Managing Director of Elkera Pty Limited, a provider of XML document authoring, publishing and content management software and consulting. He was once a partner with a large firm. His interest in IT led him to design the firm's document assembly system around 15 years ago. He also recognised that lawyers were publishers, and as such should make use of SGML and XML document markup applications, particularly with the rise of the internet. |
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Darryl Mountain is a lawyer and expert on disruptive innovations in law who is based in Vancouver, Canada. Mr. Mountain is a member of the e-Lawyering Task Force of the American Bar Association, which examines and responds to the ways in which the practice of law is changing in the Internet age. He has published a number of journal articles on legal technology topics, the latest of which has been the most frequently read article in Oxford's IJLIT for the months of August and September, 2006. He continues to work on projects involving legal document assembly and the Internet. You may contact Darryl via e-mail at darryl.mountain@ontago.com. |
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Michael Perkins Co-author of the recently published Estate Planning, from LexisNexis. He also practises as a commercial lawyer focused on information, service and knowledge based businesses. |
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Seth Rowland Recovered attorney Seth Rowland was named TechnoLawyer Consultant of the Year in 2002 for his contributions to TechnoLawyer on the subject of document assembly and law practice automation, and more importantly, his service to law firms around the country. He is an internationally known technologist whose company, Basha Systems, has helped many law firms and content providers build document assembly applications for both internal use and for resale. Please feel free to visit his blog for the latest on document assembly or the video tours page to see what such a system can look like. Basha Systems currently offers document assembly consulting services in DealBuilder, Perfectus, GhostFill, and HotDocs. |
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Six years with Allen Allen and Hemsley were enough of traditional legal practice and the opportunity to take his family for an all expenses paid two year job with an Australian legal firm in London was too good to pass up. He returned to work with the now defunct CitiNational merchant bank. He has also worked for Custom Resources International, subsequent backers of the less than successful Airport railway (other projects have been more successful) and company solicitor at Channel TEN. For over fifteen years he has been working as a contract database developer for clients including Sydney University, MLC and Children's Medical Research Foundation. He is the developer of Counsel's Companion an accounting program for barristers. |
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Jamie Wodetzki Jamie is Chief Executive Officer and co-founder of Exari. Prior to Exari, Jamie was a Senior Associate with Minter Ellison, where he focussed on copyright, technology and the information industries. He has had a long association with open systems, an adviser/lobbyist for the Supporters of Interoperable Systems in Australia (SISA) since 1997, and as a Board member of the Australian Digital Alliance (ADA). |
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