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The Law Firm Compliance Conundrum

Exclusive Virtual Roundtable Hosted by Aderant, in partnership with LegalTech Talks – live 27th May at 15:00 BST

Billing Compliance Tools are no Longer a Luxury. A lawyer’s timecards are subject to more scrutiny than ever before and rejections, reductions and write-offs are all causing a huge loss to firms. Client billing guidelines have become increasingly complex with, no two clients’ guidelines being the same.

With collaboration central to firm processes, how should firms overcome the compliance challenges? This session will explore this and much more with a debate on the impact of compliance tools within the profession.

Without a process for reviewing, accepting and acknowledging the client billing guidelines compliance is practically an impossibility.

Join the Aderant team and their panel of Industry Experts on the 27th May to discuss current challenges firms are facing when it comes to Client Billing Guidelines. Hear from Marie Burgess, Senior Director of Product Management, Laurie Blackhurst, Business Consultant at Aderant and 2 Law Firm Guest Appearances, where we will discuss:

  • Processes for guideline management, collaboration and visibility
  • Best practices to help ensure accuracy and compliance throughout the entire WIP to Cash cycle
  • The impact of compliance technology tools on firms in the industry.

Event Chair

Ian Jeffery – Independent Consultant

Ian Jeffery practised for many years as a specialist Intellectual Property and Technology lawyer before moving into business leadership.   He served for five successive terms as Managing Partner and later Chief Executive of Lewis Silkin, a leading specialist law firm.

Achievements in the Managing Partner role at Lewis Silkin leading the growth of the business by over 150%, overseeing international expansion, setting and driving strategic change and contributing to the firm’s national recognition as one of the Sunday Times Best 100 Companies to work for, nine times in succession.

Ian has an MBA from London Business School as well as a Masters in Intellectual Property and Technology from Kings College London.  He has been a member of many editorial, advisory and judging panels as well as being a regular conference speaker and chair.   Away from professional services Ian is a Trustee of the Royal College of General Practitioners.

Drawing on his multi-disciplinary background Ian is now working on a number of venture development projects as well as consulting assignments.


Annmarie Farthing – Director of Billing & Collections, Holland & Knight

With over 20 years in the legal industry, Annmarie has extensive leadership experience and knowledge of areas responsible for fostering successful client relationships and their impact on a Firm’s financial success.  Prior to joining Holland & Knight, she served as the Director of Client Services for a national defense firm, whose scope of services spanned various industries including, a large insurance defense practice.  Annmarie joined Holland & Knight in late 2019 as the Director of Billing and Collections.

In her role, she oversees all of the revenue management functions including, the Client Compliance and Audit team, formed under her direction in response to the rapidly growing challenges of complying with client’s outside counsel billing guidelines. Annmarie focuses on innovation and collaboration to seek opportunities to enhance revenue and increase realization, without compromising what matters most, the client relationship.

Paul Fisher – Head of Strategy & Enterprise Architecture, Pinsent Masons

Chad Schuessler – Head of Data Management, Pinsent Masons 

A skilled Data Professional covering all areas in the implementation and improvement of Data and Information Solutions (Strategy, Architecture, Analytics, Governance).  Drawing on over 20 years of IT experience in Retail, Advertising and Publishing, Financial Services, Manufacturing, Healthcare, Energy, Hospitality, and Leisure.  Chad consults on projects and provides expertise across a wide range of technologies and data platforms.

Christine Smith – Principle Consultant, Aderant

Christine Smith is an expert in ebilling with a strong focus on law firm processes. She brings more than 30 years of legal and customer service experience to her current position as a Senior Consultant. Her previous background as a Client Account Manager and Billing Manager inside a law firm where she experienced, first-hand, the challenge that electronic billing can represent to law firms. This experience drives her to provide customers with the best information and experience possible on a daily basis.

Angela Huffman – Senior Business Consultant, Aderant

Angela brings a diverse background to Aderant as she lends 20 years of experience in accounting, billing, administrative services, technology and project management for a large law firm. Prior to Aderant, Angela worked as an eBilling coordinator, managing over 120 eBilled clients with outside counsel guidelines. From there, she became the project manager of the time & billing system migration project at the firm. During her tenure, she assisted in establishing best practices for the back office as well as paved the way to have the much needed position created for an Intake Specialist. Prior to leaving the firm, her T&B system project was ahead of schedule and under budget.


Aderant is a global industry leader which provides comprehensive business management software for law firms and other professional services organizations. The company’s popular technology brands include Aderant Expert/Expert Sierra for practice management, Handshake and Drive for knowledge management, iTimekeep, OCG Live & Thrive for timekeeping and compliance, BillBlast for eBilling, CompuLaw for docketing and calendaring, and Expert Case for legal case management.

Aderant operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500 ®, Fortune 1000 ®, and the Russell 1000 ® indices. The company is headquartered in Atlanta, Georgia, and has several other offices across North America, Europe, and Asia-Pacific. For more information, visit, email, or follow the company on Twitter @Aderant or on LinkedIn.