How Transactional Lawyers Can Better Serve (And Maintain) Their Clients

Bob Ambrogi
Scott Kunde
Naveen Pai
Brett Young
Bob Ambrogi | Above the Law
Scott Kunde | Holland & Knight
Naveen Pai | Gunderson and Dettmer
Brett Young | iManage
On-Demand: May 15, 2024
How Transactional Lawyers Can Better Serve (And Maintain) Their Clients

$95.00 1 hour CLE

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Program Summary

Legal transactions are complicated — and only growing moreso.

Webs of documents that need to be negotiated and signed continue to expand, while the timelines to execute a deal continue to tighten. And on top of that, clients still expect real time visibility on how a deal is progressing.

Fortunately, there are tools and techniques legal staff can use to overcome these types of challenges.

We’re pleased to present “How Transactional Lawyers Can Better Serve (And Maintain) Their Clients,” a CLE-eligible webinar, in partnership with our friends at iManage.

This program will guide you through ways to better serve clients in real estate, M&A, and other transactional practice areas.

Key topics to be discussed:

  • How you can guard against litigation risk by preventing critical errors
  • How you can ease varied organizational and logistical challenges
  • How you can improve all of your client interactions throughout the process

Closed-captioning available


Bob Ambrogi_myLawCLEModerator, Bob Ambrogi, Legal Tech Journalist | Above the Law

Bob is a lawyer, veteran legal journalist, and award-winning blogger and podcaster. In 2011, he was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” Earlier in his career, he was editor-in-chief of several legal publications, including The National Law Journal, and editorial director of ALM’s Litigation Services Division.


Scott Kunde_myLawCLEScott Kunde, Associate | Holland & Knight

Scott is a finance and restructuring attorney in Holland & Knight’s Nashville office. Mr. Kunde assists clients with the structuring of senior and subordinated commercial credit facilities. His experience includes the representation of lenders, co-lenders and borrowers in transactions involving asset-based loans, cash flow loans and acquisition financing.

Prior to pursuing a career in law, Mr. Kunde served as a business development representative for a large West Coast insurance agency.


Naveen Pai_myLawCLENaveen Pai, Chief Knowledge Officer | Gunderson and Dettmer

Naveen leads the firm’s efforts to design and implement innovative processes leveraging data and technology to provide a more valuable, client-centric experience.

Naveen is also of counsel in the firm’s Silicon Valley office. Naveen has extensive experiece representing startup and emerging growth technology companies, counseling founders and executives on a wide range of legal and business issues from formation to exit. He also works with the premier venture capital firms and angels that invest in these companies in the U.S. and internationally.


Brett Young_myLawCLEBrett Young, Account Executive | iManage

Brett is a specialist for iManage Transaction Management platform, Closing Folders in North America. Product manager and business development leader with over a decade of experience including boot-strap entrepreneurship, managing high powered teams, consulting, enterprise sales to senior executives, and B2B and B2C marketing. Highly skilled in creatively driving growth from the ground up, uncovering breakthrough ideas and building business and relationships across continents and cultures.


I. How to prepare for a transaction with a focus on client service | 1:00pm – 1:15pm

II. How to prevent critical errors and provide clients with peace of mind during a transaction | 1:15pm – 1:35pm

III. How to ensure client satisfaction | 1:35pm – 1:50pm

IV. Audience Q and A | 1:50pm – 2:00pm