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  • 17 Sep 2021
  • 9:30 AM - 11:00 AM
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As the legal community continues its trek toward digital transformation, we need more literacy between our roles and that of our leadership and our lawyers. The Effectiveness Project, an eighteen-month-long collaboration supported by the LTC4, took an unparalleled team of participants to lay one “gap” to rest:  the definitive guide to producing a legal document. Tony Gerdes, Ivy Grey, and Sherry Kappel share how the guide came to be, its goals, its audience, and the ways that members of PLTG can leverage the resource within their constituent firms.

Tony Gerdes

Tony Gerdes is the Director of Knowledge and Innovation at Offit Kurman, P.A. In this role, he aims to improve the work lives of his colleagues. He also serves as a Contributing Member of LTC4™ (Legal Technology Core Competencies Certification Coalition) where he has been able to support trainers around the world.

Ivy Grey

Ivy Grey is a legal tech entrepreneur, well-regarded writer, and former practicing lawyer. Her work on technology competence, ethics, and innovation has made her a respected thought leader in legal tech. In 2018, Ivy was recognized as a Fastcase 50 Honoree and a part of the Women of Legal Tech by the ABA Legal Technology Resource Center. She is Vice President of Strategy and Business Development for WordRake, the creator of American Legal Style for PerfectIt, and an advisor to Intelligent Editing Ltd. She has a unique blend of skills and an incredible ability to synthesize technical, business, and legal information into practical advice and actionable plans. Ivy writes frequently about change management and implementation for Legal Technology Today and other leading publications.

Sherry Kappel

Sherry has more than 30 years' experience in the design, implementation and change management of content-authoring technologies. She has written and spoken widely to address the needs, goals and strategies of document-intensive businesses, developed productivity solutions, and is an expert in Microsoft Office/365 applications. She has led over 650 legal document automation transformation efforts for firms across the globe. Sherry was recognized by ILTA as Innovative Thought Leader in in 2017 and Innovative Consultant of the Year in 2014. Sherry is an Evangelist @ Litera.

Preparatory reading:

Global Effectiveness Project team launch first of its kind Microsoft Word drafting guide – Legal IT Insider (

International Working Group Creates Best Practices Guide for Drafting Legal Documents | LawSites (

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