BA Insight and AccuRoute Legal Roadshow

How to Create a Data Intelligence Strategy

Meet the speakers

April 25, 2023
Breakfast/Networking 8:30 am EDT
Presentation 9-10 am EDT

Hosted by Ogletree Deakins
191 Peachtree St., N.E., Suite 4800, Atlanta, GA 30303

Law firms are fueled by information, but many firms don’t have a consolidated way to tap into their information. It is difficult for staff to collaborate, review, or analyze, while others may not even know where or how to locate matter-centric data within their systems. A lack of understanding delays client outcomes and also raises questions regarding how client information is protected against the risk of data breaches.

Taking a more intelligent approach to data can help your firm optimize processes to maximize efficiency, ensure security, and empower your legal staff and attorneys to get more done. Clients entrust your firm with their data, which means you must have intelligence about the data you have and how it is connected.

Join Upland experts Sean Coleman and Kim Stein as they share a step-by-step approach to establishing an effective data intelligence strategy that includes:

  • Evaluate and prepare
  • Ingest and analyze
  • Discover and apply

We hope to see Atlanta-area legal technology leaders and managers at our April roadshow. Stay tuned for more information on similar Upland events in Chicago and Washington, D.C., in 2023.

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Meet the speakers


Sean Coleman

VP of Revenue

Upland Software


Kim Stein

Director of Legal Solutions

Upland Software

We enjoy using the solution from InGenius and all of our users find it very easy to use. We get great insights from the dashboards and panels we have built, and when we needed support it is always there. Highly recommended.

Joe Gleason

Operations Manager, Specalised Training Services Limited

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InGenius has helped companies reduce call handling time by 1 minute per call, increase case handling capacity by 50%, and improve Net Promoter Score by 20%

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InGenius connects phone systems to CRMs for significant time savings.