2024 April Meeting: Document Specialist Development & Training

How do you bridge the gap between what your legal secretaries know and what they need to know?

Join April's event where we’ll explore the role of assessments in identifying areas of improvement for legal secretaries and innovative methods to enhance training for the legal secretary position. Experts discuss the nuances of developing best practices for the legal document life cycle - from initial drafting to finalization.

You’ll learn targeted training strategies designed to up-skill legal secretaries precisely where they need it most. Whether it's mastering legal terminology, refining proofreading techniques, or navigating specialized software, our panelists will share effective approaches to elevate legal secretary proficiency.

Moderator - 

Roberta Gelb is the President at Chelsea Office Systems.

Roberta Gelb is a well-known professional, having established authority on productivity, software and office systems solutions for law firms and businesses. She has substantial expertise in systems design, implementation, training and the "human factors" associated with effective use of technology.

In 1984, Roberta founded Chelsea Office Systems, a unique software consulting and training company that provides custom productivity recommendation, application programming and development, education, and on-site support to law firms and corporations.

Roberta was a member of the Legaltech News Editorial Advisory Board for several years. She enjoys serving on the Program Committee of the Professional legal Trainers Group. She is extremely active in the community, served on the Board of the NY State Breast Cancer Network; the Scientific Advisory Board of Consano, and volunteering for animal rescue programs in the New York area.

Panelists -

Richard MacDougall is the Senior Enterprise and Cloud Solutions Engineer at Cleary Gottlieb Stern & Hamilton.

Richard is a passionate legal technology strategist with extensive experience supporting global law firms. He approaches technology challenges in the evolving legal tech landscape with open-mindedness, flexibility, and a willingness to learn, he cultivates innovation that is critical for teams to learn, grow, and adapt to change.

Sherry Kappel is a Solutions Analyst at Litera.

Sherry has over 30 years’ experience in the design, development and change management of content automation technologies. She has written, spoken and consulted widely, addressing the needs, goals and strategies of document-intensive businesses. She is an expert in the Microsoft 365 platform and the transformation strategies involved. She was recognized by ILTA as Innovative Thought Leader in in 2017 and Innovative Consultant of the Year in 2014. Sherry is an Evangelist @ Litera.

More detail to follow.

Social Time 9:00am - 9:30am