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 Dettmer
Brett Young | iManage
On-Demand: May 15, 2024

1 hour CLE

Tuition: $95.00
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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

Speakers

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 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.

Agenda

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

Credits

Alaska

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 General

Arkansas

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 General

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 General

District of Columbia

No MCLE Required
1 General Hour

Delaware

Pending CLE Approval
1 General

Florida

Reciprocity
1 General

Receive CLE credit in Florida via reciprocity
Georgia

Approved for CLE Credits
1 General

Hawaii

Approved for CLE Credits
1 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Approved for Self-Study Credits
1 General

Indiana

Approved for Self-Study Credits
1 Non-Legal Subject (NLS)

Kansas

Pending CLE Approval
1 General

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 General

Massachusetts

No MCLE Required
1 General Hour

Maryland

No MCLE Required
1 General Hour

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 General Hour

Minnesota

Approved for Self-Study Credits
1 General

Missouri

Approved for Self-Study Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 General

North Dakota

Approved for CLE Credits
1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
1 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1 General

Nevada

Approved for Self-Study Credits
1 General

New York

Approved for CLE Credits
1.2 Law Practice Management

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Pending CLE Approval
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for Self-Study Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Pending CLE Approval
1 General

South Dakota

No MCLE Required
1 General Hour

Tennessee

Approved for Self-Study Credits
1 General

Texas

Approved for CLE Credits
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hour Hours

Vermont

Approved for CLE Credits
1 General

Washington

Approved via Attorney Submission
1 Law and Legal

For CLE course attendance credit, Washington state attorneys must self-apply to the Washington State Bar. myLawCLE will supply Washington state attorneys with the self-application package and instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
1 Law Practice Management

West Virginia

Pending CLE Approval
1 General

Wyoming

Pending CLE Approval
1 General

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