Winning the Race for Resources: Building a Powerful Business Case for Your Legal Technology Project

Casey Conlon
Linda Luperchio
Sumi Trombley
Elizabeth Lugones
Casey Conlon | Mitratech
Linda Luperchio | The Hanover Insurance Group
Sumi Trombley | UpLevel Ops
Elizabeth Lugones | UpLevel Ops

On-Demand: March 21, 2024

Winning the Race for Resources: Building a Powerful Business Case for Your Legal Technology Project

$95.00 1 hour CLE

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Program Summary

You know what you need, but how can you get it?

In a sea of competing proposals, Legal Departments must go the extra mile when advocating for limited company resources. To learn the ins and outs of creating a compelling and effective business case, join us and our friends at UpLevel Ops.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Identifying and gathering the must-have components of a strong business case
  • Exploring the need to align with company goals & business needs, establish benchmarks, evaluate market trends, and use available data (such as ROI or other cost/benefit analysis information)
  • Compiling a coalition: when & how to smartly leverage internal stakeholders, tech agnostic consultants, and technology vendors
  • Creating and presenting a persuasive proposal
  • After winning them over – now prove it was true! Ensure project success with best practices for implementation, change management, and ongoing data-driven storytelling

Closed-captioning available


Casey Conlon_FedBarCasey Conlon, Growth Manager | Mitratech

Casey Conlon leads a go-to-market team at Mitratech. He specializes in digital transformation for corporate legal and HR departments. Leveraging his legal skills as a JD, Casey brings a unique viewpoint to his customers as he personally knows the ins and outs of being a lawyer. In his spare time, he is an avid marathoner and triathlete.


Linda Luperchio_FedBarLinda Luperchio, Assistant Vice President, Information Governance, eDiscovery and Legal Operations | The Hanover Insurance Group

Linda Luperchio leads Hanover’s information governance, eDiscovery, and legal operation functions. She is responsible for all aspects, including design and enhancement, growth and scalability, and managing an outstanding team of professionals. Linda is passionate about e-discovery, information governance, and the constantly evolving and fascinating world surrounding it. She describes implementing a company-wide, end-to-end platform as an exciting and rewarding adventure, and being the one to drive a program toward completion and watch it come to life as an amazing experience.


Sumi Trombley_FedBarSumi Trombley, Senior Advisor/Contract Innovation Leader | UpLevel Ops

Sumi Trombley practiced in law firms and in-house legal departments for more than a decade before coming to UpLevel Ops. Sumi previously served as Director, Legal at enterprise legal services provider Marshall Denning, LLC, where she managed and trained a team of junior and senior attorneys and developed and implemented resource optimizing processes for RFPs and pre-litigation disputes. She is known for her ability to provide strategic guidance and cost-effective solutions.


Elizabeth Lugones_FedBarElizabeth Lugones , COO/ Senior Advisor | UpLevel Ops

Elizabeth Lugones has built and managed Legal Operations teams in various industries in both public and private companies over her 20+ year career. She excels in global project management and business reengineering, with particular expertise in process improvement, change management, cross-functional collaboration, and team building, but her true passion is helping others find their own strengths and talents and harness them for the value of all.


I. You’re Not Alone: Creating a Coalition | 2:00pm – 2:13pm

II. The Must-Have Components of a Strong Business Case | 2:13pm – 2:21pm

III. The Journey to a Successful Proposal | 2:21pm – 2:29pm

IV. How to Leverage your Coalition | 2:29pm – 2:37pm

V. Sample Cost-Benefit/ROI Data | 2:37pm – 2:45pm

VI. You Won Them Over – Now What? | 2:45pm – 2:55pm

VII. Q&A | 2:55pm – 3:00pm