Event Details

Law firms are evolving, and change is a constant. Departments and functions that never spoke to one another – or even knew the other existed – are having to work in collaboration to help firms thrive in an ultra-competitive environment. This change is crucial for those working in traditional research roles in legal firms, as their skills are now drawn upon to help drive the business of a firm in a more direct manner than has recently been the case.
A key component of this evolution is cross functional marketing and research teams that can anticipate and be prepared for changes in business needs, rather than passively reacting to external events. This session is designed to give an introduction to the concept, and outline how major Toronto firms have implemented CI/BI (Competitive Intelligence/Business Intelligence) capabilities.
Our panelists all began their careers as either legal librarians or legal marketers, and have changed their roles and skillsets as the needs of their firms have evolved. The future of marketing and research professionals working together in such a context will also be discussed.
In addition to outlining personal experiences managing, setting up, and researching for their respective CI teams, the session will take a practical, “how-to” approach outlining the following:
• Setting up of teams and key resources required (lessons learned)
• Staffing, coaching, and mentoring
• Practical examples of legal considerations affecting CI
• Market research tools available to the CI professional


Erik BreaManager, Business Intelligence, Borden Ladner Gervais
Lindsey Bombardier, Director, Business Development Practice Group, Borden Ladner Gervais
Robert KeshenResearch Specialist, Competitive and Legal Intelligence, McCarthy Tétrault
Peter Wismath, Director of Business Development and Marketing, Cassels Brock and Blackwell



Nathifa Williams, Reference Librarian, Fasken Martineau