Innovate Legal Online: Implementing Technology During Times of Change (Hear From Someone Who Did It)

Learn how to implement new technology in your firm despite current uncertainties, from Vee Bharakda of Navigate Business Recovery, a firm that’s recently experienced the same challenge.

Adopting and implementing new technology is often a challenging task. Doing so amidst a global crisis is even more nerve-racking.

From researching the available software options and understanding what technology best suits your firm, to ensuring everyone in your business learns and understands the new software, these challenges could deter firms from embracing new technology—even when you need it most.

As Founder and Managing Director of Navigate Business Recovery Limited—a turnaround, Recovery and Insolvency solution firm—Vee Bharakda understands the difficulties of implementing new technology in the middle of a worldwide crisis. Her firm successfully switched to a virtual office model despite the uncertainty, the journey was not easy.

To help UK businesses embrace technology while maintaining and even improving the client experience, Vee will be sharing her experiences in a discussion hosted by our Geraldine O’Reilly.

In this discussion, you will learn:

  • What to consider when deciding to change technology
  • How to manage client intake in a virtual world
  • How to continue to provide a positive client management experience

Duration: 30 minutes

Watch now

Hosted by:

Geraldine O’Reilly
Community Manager

Having had nearly a decade of experience in tech and the legal field, Geraldine has a deep understanding of the needs of businesses and lawyers. Geraldine leads Clio’s European events and community strategy and has spoken and moderated on many occasions about the future of legal, law firm growth, and cloud technology and security. Geraldine is also passionate about helping firms grow.

Vee Bharakda


Vee Bharakda
Founder & Managing Director
Navigate Business Recovery Limited.

With over 28 years of experience with top 10 national firms, Vee specialises in insolvency related disputes and helps all directors with advice and practical guidance on Company and Bankruptcy legislation across the whole insolvency spectrum focusing specifically on getting directors out of tricky situations.

Discussion participants:

Teresa Bowe

Teresa Bowe 
Managing Director | CCF Accountancy

Teresa Bowe has been running a successful accountancy practice, CCF, in Harrogate since 2010. Working predominantly with consultants and professionals, these last 12 months has seen the practice go from strength to strength whilst embracing new technologies and Making Tax Digital rules.

Elizabeth Rimmer

Elizabeth Rimmer
CEO | LawCare

Elizabeth is the CEO of LawCare, a charity offering emotional support, information and training to the legal community in the UK and Ireland. LawCare works to promote good mental health and wellbeing in legal workplaces and drive change in education, training and practice.

Obi Nwokedi

Obi Nwokedi
Managing Partner | Orbital Law

Obi Nwokedi is Managing Partner at Orbital Law, a full digital niche law firm specialising in Information Technology, cyber security and data protection. Obi has nearly 20 years’ experience advising some of the biggest companies in the world on their most challenging and complex IT and Telecommunications contracts. 

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Geraldine O'Reilly

Geraldine O'Reilly| Community Manager, Clio

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.


Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.




So much great information. I want to implement it all.