Legal Technology News & Insights by Helm360: July Edition

As we wrap up the second quarter of 2024, Helm360 continues to lead and innovate in the legal tech space, and we are excited to share our latest strides and successes with you.

We’re thrilled to announce a significant new partnership with Intapp , a global leader in AI-powered solutions for advisory, capital markets, and legal firms. This collaboration will see Helm360 supporting Intapp’s customers through comprehensive services such as implementation, data migration, automated testing, and more. This partnership not only extends our reach but also reinforces our commitment to delivering cutting-edge solutions to the legal industry.

In another exciting development, Helm360 has launched the Legal Partner Alliance Program. This innovative initiative aims to provide law firms with a unified platform for accessing top-tier products and expertise in the legal tech field. By collaborating with distinguished partners like OLAP Solutions and JMC Legal Tech, we're crafting a robust ecosystem that enhances operational effectiveness and drives industry standards forward. This program is a testament to our dedication to advancing legal technology integration and support.

Reflecting on our recent participation as the Platinum Sponsor at the Vantage Las Vegas Conference, we are proud of the dynamic engagement and discussions we fostered. The conference was a resounding success, highlighted by our "Journey to Cloud" session, which drew record attendance. These interactions are invaluable as they deepen our relationships with clients and help us stay aligned with industry needs and trends.

Lastly, our podcast series, The Legal Helm, continues to connect and enlighten. In Episode 30, we featured Sophia Matveeva of Tech for Non-Techies with Bim Dave , EVP, Helm360. Our discussion focused on the pivotal role of tech-savviness in the legal profession, particularly how it enhances lawyers' capabilities to attract and serve tech-centric clients. Sophia’s insights are particularly relevant in today’s fast-evolving tech landscape and offer valuable perspectives on integrating technology with legal expertise.

As we move forward in 2024, our focus remains on empowering our clients through technology and innovation. Thank you for your continued trust and partnership. Here's to another quarter of growth and success!

Helm360 and Intapp Join Forces

We are delighted to share the highlights from our vibrant presence at the Elite Vantage Conference. As a Platinum Sponsor and Elite’s Premier Delivery Partner, we showcased our innovative IT solutions for the modern legal and professional services industry.

Highlights included our well-attended "Customer Spotlight: Are you ready to unlock the power of the 3E cloud?" panel discussion. We discussed the real-world experiences of legal firm leaders who partnered with HELM360 to implement Elite 3E, detailing their cloud migration journeys, challenges, and successes.

We extend our heartfelt thanks to everyone who visited our booth and engaged in one-on-one meetings. Your enthusiasm and interactions greatly contributed to the success of this event, deepening our client relationships and fostering insightful discussions on technological advancements in the legal sector.

Elite VANTAGE Las Vegas 2024

We are delighted to share the highlights from our vibrant presence at the Elite Vantage Conference. As a Platinum Sponsor and Elite’s Premier Delivery Partner, we showcased our innovative IT solutions for the modern legal and professional services industry.

Highlights included our well-attended "Customer Spotlight: Are you ready to unlock the power of the 3E cloud?" panel discussion. We discussed the real-world experiences of legal firm leaders who partnered with Helm360 to implement Elite 3E, detailing their cloud migration journeys, challenges, and successes.

We extend our heartfelt thanks to everyone who visited our booth and engaged in one-on-one meetings. Your enthusiasm and interactions greatly contributed to the success of this event, deepening our client relationships and fostering insightful discussions on technological advancements in the legal sector.

Helm360 3E Community: Enhance Your 3E Expertise

Join the Helm 360 3E Community to connect with peers from various firms who utilize 3E. This platform encourages ongoing learning and experience sharing, helping users maximize their use of 3E. Members gain access to a LinkedIn group for updates and interactions and can participate in monthly sessions that cover diverse 3E topics, including new features and user experiences.

The community is open to an unlimited number of users from each firm and actively seeks recommendations and ideas for future sessions, product enhancements, and general feedback. Currently, we boast 11 clients with over 50 members, and our numbers are growing each month. New members can attend a FREE session to discover all the benefits and expand their 3E knowledge and network!

Latest Blog Insights

Three Ways Technology Can Combat Demand Mobility for BigLaw Firms

As BigLaw firms navigate the shifting landscape of legal services, our latest blog post tackles the pressing challenge of demand mobility, where clients increasingly prefer mid-sized firms for their cost-effectiveness and efficiency. This trend compels large firms to critically evaluate and enhance their technological capabilities to remain competitive.

The post details effective strategies for BigLaw firms to counteract client migration to smaller firms. It suggests implementing AI tools like Termi for task automation and advanced data management for operational efficiency. Embracing these technologies helps BigLaw firms enhance service delivery and maintain client loyalty.

Four Data Handling Considerations Legal Teams Must Address with AI Vendors

As legal firms increasingly use artificial intelligence, effectively managing data with AI vendors is essential. Helm360's latest discussion sheds light on vital strategies for safeguarding sensitive information and adhering to legal standards. Key focuses include the need for clear data handling policies, robust protection agreements, and rigorous management of data exposure to protect client confidentiality and security.

The article underlines the need for clear data handling policies, strong data protection terms, and effective management of data exposure risks. These measures help legal teams maintain client confidentiality and comply with regulations, thus preserving trust and security.

Client Testimonial: Spotlight on Success

“Migrating to a new financial solution can be stressful regardless of the level of effort and advance planning. With Helm360, our transition process was successful thanks to their skillful team and genuine concern for us as their client. We found them to be knowledgeable, patient and very attentive. When questions arose, they took the time to ensure the solution was presented in an understandable manner. Above all, they listened. This careful attention sets Helm360 apart from other vendors and was instrumental in our Elite 3E Cloud conversion project.

Due to their outstanding performance, we also engaged them for our Intapp New Business Intake Integration with a very aggressive timeline; and again their excellence prevailed. This particular project required extensive customizations providing noteworthy results. We are always confident that Helm360 is only a phone call away no matter what the request might be."

Thank you Helm360 for the amazing partnership!

- Frank F. Pittard, Executive Director, Gentry Locke

New Podcast Episodes

????In the latest episode of The Legal Helm, we had an engaging conversation with Sophia Matveeva, CEO of Tech for Non-Techies. Sophia shared insights from her journey in tech and discussed how being tech-savvy can significantly boost a lawyer's appeal to tech clients. We explored practical advice for lawyers to better understand and serve tech-oriented clients effectively.

Tune into this episode of The Legal Helm for valuable strategies and a dose of inspiration on bridging law and technology.

As we close this updates, we're energized by the progress we've made and the road ahead. Helm360 is committed to being your trusted partner in navigating legal tech challenges. Thank you for your continued support. Here's to driving change and achieving new heights! Subscribe to our Newsletter for more legal tech news and updates.

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