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56 P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | W I N T E R 2 0 2 4 BUILDING A LONG-TERM STRATEGY THROUGH COLLABORATIVE THOUGHT LEADERSHIP Buchanan Ingersoll & Rooney 's thoughtful, collaborative approach to AI can deliver lasting results. "We've only scratched the surface of what's possible," said Gullbergh. "With NetDocuments' AI capabilities, we're not just keeping up — we're leading." Beyond the immediate wins, Buchanan's collaboration with NetDocuments and 3545 Consulting set the stage for sustained success. By equipping Buchanan's IT team to develop and maintain apps independently, the firm ensured it could scale its automation capabilities while still having access to external support from 3545 when needed. The knowledge gained from this collaborative project is incredibly valuable for other firms transitioning from the theoretical ideation phase to the practical implementation stage of AI-powered technology deployment. The right technology, a strategic approach, and a focus on measurable outcomes can transform legal workflows. Buchanan's journey is an inspiring example of embracing the future while prioritizing client needs and upholding firm values. As legal technology evolves, the firm's proactive approach is a valuable case study for other firms looking to implement AI and automation. The lessons learned from this collaboration — such as the importance of having an intelligent DMS, the proper training, measuring success, and building internal and external capacity — offer a roadmap for firms seeking to modernize their workflows while delivering value to their clients. ILTA FEATURES SCOTT ANGELO is Buchanan Ingersoll & Rooney PC's Chief Information Officer. He handles the design, implementation, and management of information technology and risk management platforms. Scott manages the firm's IT team to further develop technologies to drive creative solutions for the firm and its clients. He brings more than 30 years of experience to the firm's high-performing culture and efficient client service through an innovative digital infrastructure. Scott was recognized by the Pittsburgh Technology Council as the winner in the 2024 CIO of the Year Awards and by The Legal Intelligencer as a Law Firm Innovator Finalist for the 2024 PA Legal Awards. JARED GULLBERGH serves as Buchanan Ingersoll & Rooney PC's Director of Practice Solutions and Information Governance. Jared partners closely with the firm's legal and government relations practices to deliver technology and data-driven solutions to maximize process efficiencies, profitability and to deliver unique client-value. He also directs and oversees the Records and Information Governance functions of the firm. Jared brings to bear more than 19 years of IT and information governance experience in the full-service legal industry. NANCY GRIFFING is a seasoned legal technology consultant and a driving force at 3545 Consulting, where she combines decades of industry experience with a forward-thinking approach to innovation. With a deep understanding of the legal sector's unique challenges, Nancy has become a thought leader in the adoption and integration of artificial intelligence. She specializes in helping law firms leverage AI to enhance existing tools, streamline workflows, and drive efficiency at scale. As a Partner at 3545 Consulting, Nancy empowers firms to achieve transformative results while navigating the complexities of modern legal practice. MICHAEL OWEN HILL has nearly two decades of experience in the legal tech industry in roles ranging from product management to product marketing to product portfolio strategy. He has worked with small firms, corporate legal departments and the world's largest law firms to advance client development, legal research and know-how, financial and practice management and legal document management goals. As Director of Product Marketing at NetDocuments, Michael focuses on helping customers, partners and employees navigate the complexities of the rapidly evolving legal tech landscape.

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