CRIV / Wolters Kluwer Bi-Annual Call

The winter bi-annual CRIV / Wolters Kluwer call took place on January 14, 2022, at 9:00 a.m., PST. In attendance were:

• Jenna Ellis, Wolters-Kluwer Liaison
• Vani Ungapen, AALL Executive Director
• Michelle Dewey Hook, AALL CRIV Board Liaison
• Cynthia Condit, AALL CRIV Wolters Kluwer Liaison

Michelle Dewey Hook was introduced as the new CRIV Board Liaison, replacing Karen Selden. CRIV extends its sincere thanks to Karen for her wonderful service as Board Liaison and attendance at these important vendor calls.

Wolters Kluwer Programs, Activities, or Business of Interest to CRIV and/or AALL – Jenna Ellis.

VitalLaw — Wolters Kluwer rebranded Cheetah as VitalLaw in November 2021. To help answer questions from customers and ensure a smooth transition, Wolters Kluwer created an FAQ site, which is updated as additional feedback is received from users. The FAQs include answers about how to log in for the first time, the scope of changes, permalinks, MARC records, and authentication (e.g., Federated SSO, DRM tools, and proxy servers).

Comprehensive Training Site — Wolters Kluwer now offers multiple complimentary training options located all in one place. It provides a one-stop shop for videos, quick-start cards, and registration for training sessions. Types of training include:

• Self-paced Tutorials: Short videos designed as an introduction to basic functionality that helps users get started quickly and improves research or workflow efficiency.
• Feature Courses: LIVE instructor-led sessions. Designed to highlight trending issues these short and fact paced courses are open to registration from multiple organizations and typically include a Q&A component at the end to ensure users can locate the right answers on these topics fast.
• Customized Training Courses: Also, LIVE instructor-led sessions. Often hands-on, customized training courses are designed for one or more users from a single firm, company, or organization. Wolters Kluwer Legal Training Consultants and professional training teams customize the session to specific subscription content, research needs, and time frame.

Platforms offering complimentary training include:

• VitalLaw Training
• VitalLaw for Corporate Counsel Training
• Kluwer Arbitration Training
• Clarion Training (due diligence and client advisement tool).
• Corporate Counsel Profiler Training
• ftwilliam.com Training (cloud-based employment benefit and pension software)
• RBsourceFilings Training (integrates EDGAR filings, law firm memos, private placements, SEC No-Action letters, SEC comment letters, and includes IPO Vital Signs)
• Kluwer Intellectual Property Training
• Kluwer Competition Training
• ktMINE Training (all-in-one IP analytics)
• Almanac of the Federal Judiciary Training (judicial profiles)
• Technical Answer Group Training (ERISA, retirement, and pension planning)

Seamless Integration Solutions Update — Wolters Kluwer provides a short 2-minute updated video on tech solutions it has implemented that allow access to deep domain expertise quickly and efficiently through a more efficient workflow. Practitioners can take advantage of new treatise search solutions, firm sign on authentication that avoids user sign on with ID and password, permanent links to chapters, subchapters, and practical content, access by citation feature, and over 850 customizable title and practice tool widgets.

Direct Email Support – Legal Pro Training Tech Group — If you need tech support, have access issues (e.g., EZproxy, Federated SSO), have questions about a specific training session, or other needs, you can contact the Legal Pro Training Tech Group’s direct email at legalprotraining@wolterskluwer.com. The mailbox is checked daily.

Requests for Assistance – Cynthia Condit, Jenna Ellis.

Since the last bi-annual call, two requests were received. Jenna responded to the requests and currently no request for assistance are pending.

AALL Programs, Activities, or Business of Interest to Wolters Kluwer – Vani Ungapen.

Vani thanked Wolters Kluwer for being an exhibitor at AALL’s annual meeting in 2021.

She provided information about AALL’s upcoming 2022 annual meeting, which will be held in Denver, Colorado July 16-19. Currently, the event is scheduled for in-person attendance. New this year, AALL is working with a conference planner, which will manage both the conference and the exhibit hall event. AALL is working on finalizing sponsorship and will reach out to Wolters Kluwer later this month to further discuss participation.

Adjournment.

As there were no other items for discussion, the meeting adjourned at 10:23 a.m.