Ari Kaplan

Ari Kaplan

New York, New York, United States
19K followers 500+ connections

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I help individuals and organizations create new opportunities by learning more about…

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Publications

  • What In-House Counsel Want From Law Firm Partners

    Bloomberg Law

    For the past seven years, I have been interviewing corporate counsel from Fortune 1000 companies annually to benchmark their perspectives about the impact of technology on the corporate law department, how in-house teams are streamlining operations, cost control strategies, enhancing efficiency, eDiscovery, cyber security, and other issues. My research shows that the rise of talented administrative leaders and procurement professionals, as well as the interest in engaging both law firms and…

    For the past seven years, I have been interviewing corporate counsel from Fortune 1000 companies annually to benchmark their perspectives about the impact of technology on the corporate law department, how in-house teams are streamlining operations, cost control strategies, enhancing efficiency, eDiscovery, cyber security, and other issues. My research shows that the rise of talented administrative leaders and procurement professionals, as well as the interest in engaging both law firms and outside vendors to support most matters, is redefining the architecture of the modern legal department. Successful partners recognize that in order to thrive in this new era, they must master the art of budgeting, demonstrate value and efficiency, promote talent, and cultivate client relationships more fully than ever before. This article contains ideas for giving your team a competitive advantage.

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  • London Conference Takes on European Law Department Trends

    National Law Journal

    This week, in-house counsel, chief operating officers and senior intellectual property practitioners from global law and intellectual property departments across Europe will converge on the Law Society in London for a conference focused on connecting the dots among strategy, operations and technology.

    The second annual Yerra Solutions Conference on Oct. 15 and 16 will offer a variety of sessions, but one of the discussions will involve the in-house trends that are driving the legal…

    This week, in-house counsel, chief operating officers and senior intellectual property practitioners from global law and intellectual property departments across Europe will converge on the Law Society in London for a conference focused on connecting the dots among strategy, operations and technology.

    The second annual Yerra Solutions Conference on Oct. 15 and 16 will offer a variety of sessions, but one of the discussions will involve the in-house trends that are driving the legal community forward.

    See publication
  • Being Social is Good, But Being Accountable is Better

    National Law Journal

    Between January 2010 and December 2013, I surveyed 540 lawyers and 944 law students from across the country on a wide variety of topics, including their use of social media. Two of the questions I routinely asked were: “Do you have a LinkedIn account?” and “Do you use Twitter?”

    While statistics demonstrate the increasingly social nature of the legal profession, it remains critical to empower individuals by fostering follow-up and cultivating consistency. After all, in our…

    Between January 2010 and December 2013, I surveyed 540 lawyers and 944 law students from across the country on a wide variety of topics, including their use of social media. Two of the questions I routinely asked were: “Do you have a LinkedIn account?” and “Do you use Twitter?”

    While statistics demonstrate the increasingly social nature of the legal profession, it remains critical to empower individuals by fostering follow-up and cultivating consistency. After all, in our technology-centric society, engagement alone is not enough. We need to integrate automated reminders, on-demand programming, game-oriented benchmarking and transparent reporting to promote greater opportunity.

    Read more: http://www.nationallawjournal.com/id=1202662358302/Being-Social-Is-Good-But-Being-Accountable-Is-Better#ixzz3FlFKDhWG

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  • Advice from Counsel: Trends that Will Change E-Discovery (and What to Do About Them Now)

    Ave Maria School of Law - Law Review

    Scholarship-oriented version of the 2013 Advice From Counsel report on key e-discovery trends.

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  • The Emergence of Accountability and Analytics in Professional Development

    Practice Innovations

    Accountability is the answer to professional development challenges because it fosters execution, creates momentum, and provides a type of box score, reflecting both wins and “near wins,” on which to build.

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  • Five Questions Asked and Answered for Legal Tech New York

    Law Technology News

    Just before Thanksgiving, Ari Kaplan Advisors conducted a flash telephone survey of 26 predominantly administrative professionals from Fortune 500 (or Global 500) companies with knowledge of, and responsibility for, their organization’s electronic discovery protocols and litigation practices. Half of the respondents were either the director of legal operations or the director of electronic discovery. They shared their views on the key trends that are likely to shape e-discovery in 2014.

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  • Beyond Self Promotion

    ABA Law Practice

    Reflecting the art of learning more about those with whom you work and would like to work, focusing on ways that you can collaborate, and demonstrating a creative approach in your marketing will showcase a convergence of technology and talent that will characterize the new year.

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  • Accountability, Metrics and Change: Legal Administration in the Perpetual New Normal

    ALA Legal Management

    In an era of heightened accountability where law firms are struggling with resource constraints, elevated client expectations and calls for greater efficiency, their leaders are looking to legal administrators to help navigate this new environment. In reality, though, it is only new briefly before changing again requiring a modern-day chameleon, rather than a traditional manager, at the helm. Welcome to the perpetual new normal.

    Those who lead successfully focus on creating a culture of…

    In an era of heightened accountability where law firms are struggling with resource constraints, elevated client expectations and calls for greater efficiency, their leaders are looking to legal administrators to help navigate this new environment. In reality, though, it is only new briefly before changing again requiring a modern-day chameleon, rather than a traditional manager, at the helm. Welcome to the perpetual new normal.

    Those who lead successfully focus on creating a culture of accountability, value momentum over perfection and measure meaningful milestones.

    See publication
  • Four Keys to Creating Content in an Era of Essential Engagement

    Marketing the Law Firm

    We tend to reevaluate our accomplishments, career milestones, and business development efforts in the Fall and toward the end of the year. Avoid wasting your time worrying about how others are doing, or by making unfair comparisons. Instead, study their success and adapt their techniques to your style.

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  • Legal Tech - The Only Way Out is Through

    Legal IT Today

    In fact, the future of legal technology rests on powering through as the industry is experiencing an unprecedented shift. Last fall, I interviewed 30 in-house lawyers from Fortune 1000 companies for a benchmarking study underwritten by FTI Technology to identify the most important trends that will transform eDiscovery in the next decade. As you might expect, their advice ranged from the promise of technology-assisted review to the impact of big data.

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Projects

  • Preparing Your Law Firm for 2025: Smart Ways to Embrace AI & Other Technologies

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    Moderated a discussion of industry leaders driving change in law firms, citing my 2024 research and experience as a neutral industry analyst. Below is the program description from ALM.

    As 2024 comes to a close, small and mid-sized law firms are examining how to prioritize their technology spending in 2025 to maximize their ROI, drive efficiency, and provide better client services and communications.

    Like many others, the legal industry is experiencing a significant transformation…

    Moderated a discussion of industry leaders driving change in law firms, citing my 2024 research and experience as a neutral industry analyst. Below is the program description from ALM.

    As 2024 comes to a close, small and mid-sized law firms are examining how to prioritize their technology spending in 2025 to maximize their ROI, drive efficiency, and provide better client services and communications.

    Like many others, the legal industry is experiencing a significant transformation due to the rapid advancements of artificial intelligence and other emerging technologies. Automated solutions, chatbots, and other forms of productized legal services will continue to increase next year, changing the roles, tasks and job functions of many individuals inside law firms. Harnessing the new power of data analytics and driving down time and costs on more routine tasks is necessary for law firms, regardless of size.

    Join this complimentary webcast to explore how transformative technologies drive legal industry change and how to embrace them to avoid being left behind. You'll learn about:

    The immediate functions AI is impacting
    How digital transformation can help you achieve operational efficiency
    How to retool job functions to prepare for AI adoption
    Mitigating risks associated with AI-generated data
    Smart budget allocation strategies to include AI investments
    Security and compliance considerations

  • Advancing Litigation Support to Fuel Growth in a Changing Legal Market

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    To better understand how law firms are earning a competitive advantage in a crowded
    market for legal services, Ari Kaplan Advisors conducted research to study the market and
    identify challenges and opportunities for law firms involved in litigation support and case
    management. The study explored how litigation leaders are managing increasingly complex
    dockets, navigating a rapidly evolving technology landscape, and setting growth objectives
    for their litigation teams.

  • Legal Finance at 15: Global Law Firm Professionals on the State of the Industry

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    I was fortunate to interview 44 senior lawyers at leading law firms in Australia, Austria, France, Germany, the Netherlands, Singapore, Spain, Switzerland, the United Kingdom, and the United States about how the legal finance industry has evolved over the last 15 years.

  • The General Counsel Report 2024: General Counsel Indicate Tipping Points in Strategy, Technology Adoption, and Operations

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    The landscape for corporate legal departments is constantly shifting. The General Counsel Report features interviews with 60 chief legal officers from Australia, Brazil, Canada, Colombia, Germany, Israel, the Netherlands, Spain, Switzerland, the United Kingdom, and the United States about the challenges, strategies, and opportunities shaping the legal industry and how leaders stay ahead of the curve.

  • Legal Operations at a Crossroads: Understanding How Corporate Legal Teams are Driving Innovation and Navigating Digital Transformation in Unique Ways

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    iManage, LegalMation, and Neota Logic engaged Ari Kaplan Advisors to survey legal operations leaders about the discipline's maturity and how their teams are driving change in corporate law departments. The conversations focused on topics ranging from strategies for measuring the success of legal operations and overcoming innovation challenges to using AI, including generative AI, in the legal department and establishing new priorities for automation and contract management.

  • The Changemakers Report: How Midsize Law Firms Are Adapting for Growth

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    Affinity Consulting, CARET, and iManage engaged Ari Kaplan Advisors to spotlight midsize law firm leaders executing collaborative change, generating meaningful value, and creating a competitive advantage in a shifting market.

    Over the past 18 months, law firms have seen a dramatic shift in how they operate and what they
    need to do to future-proof those operations beyond buying or building technology. Law firms are
    entering a period of reevaluating their entire philosophy about…

    Affinity Consulting, CARET, and iManage engaged Ari Kaplan Advisors to spotlight midsize law firm leaders executing collaborative change, generating meaningful value, and creating a competitive advantage in a shifting market.

    Over the past 18 months, law firms have seen a dramatic shift in how they operate and what they
    need to do to future-proof those operations beyond buying or building technology. Law firms are
    entering a period of reevaluating their entire philosophy about where and how their teams work,
    navigating a multigenerational workforce, optimizing automation in an uncertain era of generative
    AI, transforming training to develop a more dynamic workforce, and creating a new blueprint for
    growth. Therefore, they are seeking changemakers who represent the next generation of
    executives.

  • 2023 GC Survey: In-House Lawyers on Risk, Litigation and What They Expect From Law Firms in an Uncertain Economy

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    Burford Capital engaged Ari Kaplan Advisors to interview 66 senior in-house lawyers at companies in the US, Europe, Asia, and Australia to understand how they manage costs and maximize recoveries and law firm expectations in an uncertain economy and to show how the legal department helps businesses thrive during a period of sustained economic uncertainty.

  • Leadership, Growth, and Profitability in a Post-Pandemic Era: Insights on Navigating Digital Transformation in the Modern Law Firm

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    Law firm leaders are best positioned to reimagine how firms should be managed and influence a new era of success. To understand how those charged with helping their firms adapt and thrive are doing so most successfully, Affinity Consulting, iManage, and SurePoint Technologies engaged Ari Kaplan Advisors to gather the perspectives of a range of law firm executives about the most promising areas for growth and best practices for change management.

  • Modern Legal Operations: At the Convergence of Law and Business

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    Over the past decade, one of the most impactful transformations in corporate law departments
    has been the enduring commitment to empowering legal operations. To fully understand
    how these teams are reshaping in-house objectives and strategies and the trends they are driving, Cimplifi engaged Ari Kaplan Advisors to conduct in-depth interviews with 31 legal operations leaders from various organizations.

  • Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond

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    In an effort to identify key trends among law firm financial leaders, a consortium consisting of BigHand, BRYTER, and SurePoint Technologies engaged Ari Kaplan Advisors to conduct a series of interviews about the elevated expectations of finance professionals, the impact of the pandemic on the business of law, the application of data to decision-making, the perception of profitability, and the pace of innovation.

    Ari Kaplan personally spoke with 20 CFOs, seven finance directors (three of…

    In an effort to identify key trends among law firm financial leaders, a consortium consisting of BigHand, BRYTER, and SurePoint Technologies engaged Ari Kaplan Advisors to conduct a series of interviews about the elevated expectations of finance professionals, the impact of the pandemic on the business of law, the application of data to decision-making, the perception of profitability, and the pace of innovation.

    Ari Kaplan personally spoke with 20 CFOs, seven finance directors (three of which serve as the CFO since they are the department leader), and three accounting managers at law firms throughout the United States of various sizes, with the smallest employing 12 lawyers, and the largest featuring over 1500. The median size was 103 lawyers.

  • The Rise of Innovation in a Hyper-Competitive Market for Legal Talent

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    To understand how leaders in the largest law firms in the U.S. are currently approaching the competitive market for legal talent, Thine, a technology company that develops and deploys pre-hiring and integration assessments, engaged Ari Kaplan Advisors to interview a cross section of professionals making decisions about hiring, development, and promotion in an array of organizations. Legal industry analyst Ari Kaplan interviewed chief talent officers along with directors and managers of…

    To understand how leaders in the largest law firms in the U.S. are currently approaching the competitive market for legal talent, Thine, a technology company that develops and deploys pre-hiring and integration assessments, engaged Ari Kaplan Advisors to interview a cross section of professionals making decisions about hiring, development, and promotion in an array of organizations. Legal industry analyst Ari Kaplan interviewed chief talent officers along with directors and managers of recruiting from 30 AmLaw 100 firms between September 3, 2021 and November 24, 2021.

    See project
  • The General Counsel Report 2021: Rising to Today’s Challenges and Building Resilience for the Future

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    The role of general counsel has evolved from the office of “no” to one of significant strategic influence. That evolution came in the nick of time for the turmoil of 2020. The pandemic has shown yet again that the role of the general counsel is infinitely expandable. To better understand the current in-house environment, FTI Technology and Relativity engaged Ari Kaplan Advisors to interview 31 general counsel about their changing role amid the unpredictable events of 2020. The report discusses,…

    The role of general counsel has evolved from the office of “no” to one of significant strategic influence. That evolution came in the nick of time for the turmoil of 2020. The pandemic has shown yet again that the role of the general counsel is infinitely expandable. To better understand the current in-house environment, FTI Technology and Relativity engaged Ari Kaplan Advisors to interview 31 general counsel about their changing role amid the unpredictable events of 2020. The report discusses, among other topics: (1) How corporate legal departments are responding to the pandemic, social unrest, and other events of 2020; (2) How COVID-19 has impacted the scope of the GC role; and, (3) Seven key responsibilities GCs need to embrace to navigate 2021 and beyond.

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  • Faces of Innovation: From Innovation to Implementation

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    Law firms worldwide are embracing innovation, and knowledge management leaders are central to helping them adapt to an increasingly competitive marketplace. To understand how law firms are transforming themselves from the inside out, Nuix engaged Ari Kaplan Advisors to fuel a discussion with KM leaders in six countries. We examined strategies for reimagining the delivery of legal services, the impact of technology on that shift, and how firms are embracing a fluid, ever-growing information…

    Law firms worldwide are embracing innovation, and knowledge management leaders are central to helping them adapt to an increasingly competitive marketplace. To understand how law firms are transforming themselves from the inside out, Nuix engaged Ari Kaplan Advisors to fuel a discussion with KM leaders in six countries. We examined strategies for reimagining the delivery of legal services, the impact of technology on that shift, and how firms are embracing a fluid, ever-growing information landscape.

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  • The Legal Operations Tipping Point: How Shifts in Law Department Management Continue to Transform the Industry

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    Legal operations teams are at the heart of most changes in the modern general counsel’s office, including using technology and artificial intelligence, deploying alternative legal services to complement traditional law firm support, leveraging metrics and analytics for better decision-making and driving innovation. OpenText engaged Ari Kaplan Advisors to characterize this movement and track its trajectory. The data shows that the next generation of legal operations is upon us.

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  • The Business of Law 2020: The FTI-Relativity General Counsel Survey

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    What does the future hold for law and business in 2020 and beyond? Chief legal officers provide a unique perspective, and to analyze that perspective, Relativity and the FTI Technology business unit of FTI Consulting commissioned a study by Ari Kaplan Advisors, surveying general counsel on a wide variety of legal issues affecting business and the legal profession. Limiting the study to chief legal officers, the survey covered topics ranging from the technical competence of legal teams to…

    What does the future hold for law and business in 2020 and beyond? Chief legal officers provide a unique perspective, and to analyze that perspective, Relativity and the FTI Technology business unit of FTI Consulting commissioned a study by Ari Kaplan Advisors, surveying general counsel on a wide variety of legal issues affecting business and the legal profession. Limiting the study to chief legal officers, the survey covered topics ranging from the technical competence of legal teams to preparedness for cyberattacks.

    See project
  • Understanding Legal AI from the Inside Out: Identifying How Corporate Legal Departments Perceive and Apply Contract Analytics

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    In over a decade of market research focused exclusively on professional services, Ari Kaplan Advisors has emphasized qualitative interviews over quantitative survey responses to move beyond isolated statistics. This report reflects 30-40 hours of interviews with those making or influencing the decisions associated with Contract Analytics in corporate law departments to provide extensive breadth and depth to the key issues associated with the evolution of the general counsel’s office. Although…

    In over a decade of market research focused exclusively on professional services, Ari Kaplan Advisors has emphasized qualitative interviews over quantitative survey responses to move beyond isolated statistics. This report reflects 30-40 hours of interviews with those making or influencing the decisions associated with Contract Analytics in corporate law departments to provide extensive breadth and depth to the key issues associated with the evolution of the general counsel’s office. Although the Contract Analytics market is in an early stage, the fact that more than a third of the participants are already using Contract Analytics and half expect their spending to increase next year reflects the strength of this sector. To understand the motivations of both groups, we intentionally asked a cross-section of users and non-users for their views in an effort to provide a balanced perspective, as well as an informed outlook. The impressions of the participants convey a strong interest in Contract Analytics tempered by the current realities of implementation.

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  • The Legal Operations Tipping Point: How Shifts in Law Department Management Continue to Transform the Industry

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    A leading industry analyst, Ari Kaplan’s unique position affords him intimate conversations with legal operations professionals who share war stories, anecdotes, and insights. From metrics to modernization, legal operations professionals are helping build a next-generation law department in collaboration with visionary chief legal officers, savvy in-house technology experts and an array of innovative outside providers. That team-oriented approach and strategy resonate throughout the commentary…

    A leading industry analyst, Ari Kaplan’s unique position affords him intimate conversations with legal operations professionals who share war stories, anecdotes, and insights. From metrics to modernization, legal operations professionals are helping build a next-generation law department in collaboration with visionary chief legal officers, savvy in-house technology experts and an array of innovative outside providers. That team-oriented approach and strategy resonate throughout the commentary and statistics reflected in this white paper.

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  • Law Firms at a Rediscovery Watershed: Embrace eDiscovery Entirely or Collaborate for Client Service

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    The study and report, underwritten by RVM Enterprises Inc. and conducted by Ari Kaplan of Ari Kaplan Advisors, explores past, present and future trends in eDiscovery, as well as how law firms are shifting in order to remain current in their approach to the changing eDiscovery industry.

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  • Advice from Fortune 1000 E-discovery Experts: Achieving and Maintaining E-discovery Fitness

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    The study and report, conducted by Ari Kaplan of Ari Kaplan Advisors, focuses on five key e-discovery trends and provides benchmarks for companies to measure their e-discovery fitness.

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  • Procurement Process Embraces Legal Services

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    The growing influence of procurement professionals in organizations is a trend that is occurring across industries and regions. By building trust within the organization, leveraging more sophisticated analytics, and fostering competition, savvy business managers are transforming purchasing in the legal field.

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  • The New Sphere of Influence in the General Counsel’s Office

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    As the role of the chief legal officer has transformed from monitoring outside counsel to managing internal talent, technology and efficient processes have become critical. the volume of work and the need to provide advice in a much more complex business climate has forced a migration of many key decisions from senior lawyers to leading administrators. An ever-fluctuating economy has now accelerated that transfer to a proverbial tipping point.

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  • Advice from Counsel: An Inside Look at Streamlining E-Discovery Programs

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    This is an independent research study, underwritten by FTI Technology, which offers perspectives and practical advice from in-house counsel at Fortune 1000 interested in streamlining their e-discovery programs, and implementing select best practices.

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Honors & Awards

  • 2024 Champion of Hope Award

    The Apostles’ House

    In recognition of my work with my daughter in creating the One-Can-A-Week program to combat food insecurity and my broader fundraising and awareness campaign on the Virtual Lunch to support the Apostles’ House in Newark, NJ, I was recognized with the Champion of Hope Award at its 40th Anniversary Gala on September 19, 2024.

    “The Apostles' House Champion of Hope Award goes to someone whose dedication to service and community knows no bounds.12 years ago, Ari Kaplan, CEO of Ari Kaplan…

    In recognition of my work with my daughter in creating the One-Can-A-Week program to combat food insecurity and my broader fundraising and awareness campaign on the Virtual Lunch to support the Apostles’ House in Newark, NJ, I was recognized with the Champion of Hope Award at its 40th Anniversary Gala on September 19, 2024.

    “The Apostles' House Champion of Hope Award goes to someone whose dedication to service and community knows no bounds.12 years ago, Ari Kaplan, CEO of Ari Kaplan Advisors, along with his daughter Hannah, started a personal project to tackle food insecurity. The One-Can-A-Week program. For the last 12 years, Ari and his family have collected cans of food from their neighbors and delivered them to the Apostles' House food pantry. But Ari's contributions don't stop there. Through his Virtual Lunch platform, a local community that he built in response to the pandemic, Ari connects companies to their clients, cultivates meaningful conversations, and continues to build community. This year, the Virtual Lunch community raised over $2,000 to adopt the dining room at our 16-18 Grand Street building. Ari is not only a champion for those in need, but he's also introduced the Apostles’ House to new donors by making donations in their honor, and we are so lucky to have some of them in the room with us tonight. It's my honor to present the Champion of Hope Award to Ari Kaplan, a true advocate for change and hope."

  • Chair, Global Advisory Board, ACEDS

    Association of Certified E-Discovery Specialists

  • ABA Journal Blawg100 Honoree

    ABA Journal

    My blog, http://www.ReinventingProfessionals.com, was included in the 2016 ABA Journal's Blawg100 list of the most influential blogs in the legal industry.

  • Fellow, College of Law Practice Management

    College of Law Practice Management

    As described on its website...

    "The College Law Practice Management was formed in 1994 to honor and recognize distinguished law practice management professionals, to set standards of achievement for others in the profession, and to fund and assist projects that enhance the highest quality of law practice management. The College and its Fellows inspire excellence and innovation in law practice management by:

    Honoring extraordinary achievement
    Developing, exchanging and…

    As described on its website...

    "The College Law Practice Management was formed in 1994 to honor and recognize distinguished law practice management professionals, to set standards of achievement for others in the profession, and to fund and assist projects that enhance the highest quality of law practice management. The College and its Fellows inspire excellence and innovation in law practice management by:

    Honoring extraordinary achievement
    Developing, exchanging and disseminating knowledge
    Stimulating innovation in the delivery of legal services

  • Finalist, 2015 Thought Leader of the Year

    International Legal Technology Association

  • Fastcase 50 Honoree

    Fastcase

    "The Fastcase 50 award recognizes today’s smartest, most courageous innovators, techies, visionaries and leaders in the law. Numerous nominations were submitted from industry leaders, peers, and individuals around the world who recommended candidates deserving of this recognition. The 2011 Fastcase 50 winners are individuals who are visionaries, leaders, advocates and innovators in technology, the legal community, and beyond."

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