Learn how Fidelity Investments has begun to harnesses data to understand the Total Cost of Ownership of Legal Services to support Fidelity Product and Services, increase transparency into the key Legal and Business issues the company faces, manage attrition and mobility in the department and identify topic areas that are ripe for using alternative service providers. Please join Jamal Stockton as he walks us through a recently completed study.

During this session, we will cover:
- Define best practices for capturing data about internal and external work
- Build your data strategy
- Deliver insights to your senior leaders and key business partners
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    Michael Lisi
    Senior Director, Litigation Support at Fidelity Investments
    Michael Lisi is currently the Senior Director of Legal Innovation at Fidelity Investments. As Senior Director, Michael spearheaded the development of a proprietary intranet, integrating matter management, document management, and timekeeping under one united matter-centric platform. Most recently, Michael has led the implementation of an AI-powered contract analytics tool and has nearly completed his MBA from Duke University. Prior to his role in Legal Innovation, Michael was the Director of Litigation Support, where he developed and advanced the Lit Support function for over six years, including owning a portfolio of review tools and refining machine learning workflows. Before joining Fidelity, Michael graduated from Dartmouth College.
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    Jamal Stockton
    CLOC Board & Head of Legal Innovation and Technology at Fidelity Investments
    Jamal Stockton is the Head of Legal Innovation and Digital Enablement in the Legal Department at Fidelity Investments. Based in Boston, MA, he is responsible for continuous improvement in the department’s service delivery, and as such sets direction across and collaborates with an international team of IT development teams, operations and eDiscovery staff, legal service providers, contract attorneys and paralegal staff. With an extensive background in engineering and technology, Jamal is charged with identifying and implementing scalable platforms and designing new process and organizational models to improve the speed, accuracy, cost-efficiency, and effectiveness of the Legal Department.

    Jamal has over 20 years of experience in process engineering, platform design and implementation, and innovation “evangelism” in the legal, financial services, and manufacturing fields. He has previously worked as an engineer and consultant, including getting his start at GE in the Six Sigma program. He donates his time and expertise to many non-profits, and is particularly passionate about legal service innovation that will advance the cause of equal access to justice.

    Jamal holds a Bachelor’s Degree in Mechanical Engineering Technology from Northeastern University in Boston Massachusetts, along with various accreditations in consulting and management techniques including LEAN, Six Sigma and Strategic Negotiations.