Presented by: Robert Mattern, President-Mattern Associates LLC
Companies can’t afford to overlook the importance of a secure digital environment for data protection, yet achieving it comes with considerable challenges. This session demystifies digital migration—what it really means, how to do it effectively, and how to avoid the pitfalls that derail progress. From document management systems to off-site records storage, we’ll walk through real-world strategies for migrating your firm’s processes, records, and workflows to digital platforms—while maintaining compliance and minimizing disruption. You’ll leave with a practical roadmap to lead digital initiatives in your firm, increase operational efficiency, and ensure your data is managed and protected. This session will help attendees:
Understand the Core Elements of Digital Migration
Build a Strategic Migration Plan
Address Risk and Compliance
Select the Right Tools: Explore key criteria for choosing case management software, document storage solutions, and workflow automation tools.
Foster Adoption and Change Management
Robert C. Mattern, President/Founder-Mattern Associates LLC
Rob Mattern founded Mattern Associates, LLC in 1997 to provide unbiased consulting services to law firms in the areas of office and administrative services, cost recovery, records & information governance. The company has participated in over 500 consulting engagements. Mattern Associates developed the Mattern Method®, a proprietary, data-driven process designed to analyze and benchmark workflows and contracts within the legal industry. Key components of this process are detailed in their book’s recently published second edition, The Mattern Method® – A Strategic Guide to Optimizing Law Firm Operations. In 2024, Mattern published the first-in-kind Information Governance Survey for law firms answering the IG question most often asked: “What are our peers doing?” In addition to the IG Survey, Mattern conducted their well-regarded Law Firm Cost Recovery Survey, the market’s preeminent source of unbiased cost recovery data. The results of this survey have been highlighted in the Wall Street Journal. Rob’s articles have been published in Law.com, ILTA’s Peer to Peer Magazine, Legal Tech Newsletter, Legal Management, The Chicago Lawyer and Legal Technology Insider. He is a frequent speaker at events hosted throughout the year by ALA, ARMA, and Thomson Reuters.
