Our Speaking


Recent Presentations

1.ACC: 2017 Value Challenge: Reduce Spending.Better Outcomes.Higher Predictability – April 26, 2017 (Atlanta, Georgia)

2.Texas General Counsel Forum: Legal Project Management: Driving Efficiency, Lower Cost, and Predictability through Planning – April 19, 2017 (Dallas, Texas)

3.New South Wales Bar Association: Costs and Fees Committee Seminar – March 27, 2017 (Sydney, Australia)

4.Advanced eDiscovery Institute – Nov 11, 2016 (Washington DC)

5.ELM Wolters Kluwer, 2016 User Conference : Budgeting to Navigate the New Normal – September 21, 2016 (Orlando, FL)

6.Deal Lawyers: The M&A Legal Resources for Acquisitive Minds: How to Apply Legal Project Management to Deals – July 19, 2016 (Webinar)

7.ABA- Sponsored Advanced Webinar: Using Legal Project Management in M&A and other Transactions – June 29, 2016 (Webinar, 12:30-2pm)

8.LEDES- An Introduction to the New Mergers and Aquisitions Code Set – June 15, 2016 (Webinar)

9.Association of Legal Administrators: 2016 Annual Conference & Expo, Win/Win Pricing – May 23, 2016 (Los Angeles, CA)

10.ACC NE Chapter; Project Management for Law and Business – April 5, 2016 (Boston, MA)

11.ABA Business Law Section Spring Meeting: Introduction to the Guidebook for Managing Deals Efficiently and Effectively – April 8, 2016 (Montreal, QC, Canada)

12.How to Compete with IBM Watson JD: Future-proof Your Practice by Improving Efficiency Now-Part 2 – February 25, 2016 (Webinar)

13.PLI Program: Project Management for Lawyers 2016  – After Action Reviews to Improve Your Practice, Minimize Professional and Business Risks, and Ensure Compliance – January 21, 2016 (New York, NY)

Prior [2012-2015]

Our Writing


Codes ManualOur practical new guide for M&A Codes: Best Practices for Using UTBMS Codes for Merger & Acquisition Transactions. Purchase on and
Downloadable e-book coming soon (September 2017)


AILEEN'S BOOK ImageOur Book: Implementing Legal  Project Management: The Legal Professionals Guide to Success.
Click here to obtain our order form


Lexis Nexis Business of Law Blog (2016)
• LPM 101: First Principles of Legal Project Management
• LPM 102: Eight Critical Tools For Legal Project Management
• Tools for Legal Project Management: The Kick-Off Meeting
• UTBMS: A Breakthrough for M&A Codes

A practical approach to capturing data on legal work
•  A New Streamlined Legal Industry Standard Codes for Data Collection on the Cost of M&A Work Adopted (March 2016)

Legal Project Management is about good client service and sound economics for managing matters
•  Legal Project Management: A Framework for Improving Client              Satisfaction and the Economics of Legal Services [White Paper 2015]
•  After-Action Reviews: The Value of Taking Stock [White Paper              December 2014]

Legal Project Management is a way of improving communication in addition to tools you already use to manage legal work
• Faster-Better-Cheaper Through Legal Project Management: The LACI Chart: Co-authored by Bill Kleinman of Haynes & Boone LLP (Bloomberg BNA, June 2016)

• Law Practice Is Evolving Via ‘Legal Project Management’ previously    published as “How to Shape your Legal Team Communication Plan”    Law 360 [May 15, 2014]

Legal Project Management provides a road map for bringing matters back on track
•  Intervening in Legal Matters in Crisis [White Paper 2012]
•  Distressed Litigation with Legal Project Management – Thomson Reuters Practice Innovations [March 2013]

Legal Project Management skills, including budgeting and developing fee structures, are part of professional  development
Corporate Counsel Magazine Supplement on DuPont Legal [Fall 2012]
•  NALP Bulletin [July 2012]

Value-billing, the hourly rate and data are interconnected
•  Why GCs Still Miss the Mark on Alternative Fee Deals- Law360 [March 2016]
•  Value-Based Billing: The Alternative to Alternative Fee                          Arrangements – LexisNexis In-House Advisory [March 2013]
•  Value-Based Fees and Alternative Fee Arrangements [White Paper   2012]