Training as a Service

Encoretech President Jeffrey Roach featured in Legal IT Today, ‘The Verdict’, December 2015


Technology is advancing at an

ever-increasing pace and

efficiency is the new mantra for

law firms. In order to pair the two,

what are the minimum technology

skills required of a lawyer in 2016?

And what will they be in 2026?

We asked three experts for their views on the touchy
subject of lawyers’ technological prowess

Click here for The Verdict

Get your complimentary electronic subscription of Legal IT Today

Re-printed with permission by Legal IT Professionals and Legal IT Today.

ILTA 2015 and the rise of training-as-a-service Podcast: Ari Kaplan interviews Encoretech’s Jeffrey Roach

We discussed Encoretech’s Training-as-a-Service initiative (a finalist for ILTA’s Innovative Solution Provider of the Year award), innovative ways that law firms are providing technology training and gauging proficiency, the trajectory of the trend of issuing technology certifications and assessments to help law firms support their technical skills, and the company’s plans for the upcoming ILTA conference, among other topics. Listen now

Move The Needle with Jeffrey and Bill at ILTA

Thursday, August 21st

Title:    Encoretech Training As a Service (TaaS): Legal Technology Edition

Speakers:  Jeffrey Roach – Encoretech, Inc.      Bill Koch – Womble Carlyle Sandridge & Rice, LLP

Time:   3:30 p.m.

Place: Bayou C

Technology proficiencies (or the lack thereof) among professionals within legal continue to make national headlines. Thanks to a few outspoken GCs, clients are questioning the “value” of legal services more than ever. The primary issue isn’t a lack of training or an inability for busy lawyers to learn new software, it’s how the training is being delivered. Enter training as a service (TaaS), the delivery of comprehensive legal technology training in a centralized and scalable manner. And why not outsource all your firm’s training needs to those who are solely focused on legal technology training (core competencies)? See why the TaaS model is a better way to help attorneys get the training they need, when they need it and in the time they have to learn it. Leave with a succinct guide to getting started with TaaS.

Hashtag #SPOT23

Legal Technology Training Reset: A Clear Path Forward

Presented by Jeffrey Roach industry expert on technology training and training program redesigns.

When you tinker with your technology training strategy, someone is bound to trot out the old adage, “If it ain’t broke, don’t fix it.” Here’s the thing: It is broke! Many law firms are still using training systems and practices last redesigned over 20 years ago.

While these reliable, if antiquated, programs may help to maintain the status quo, they aren’t going to significantly move the needle. They don’t address modern law firm technologies or the increased need for legal professionals to effectively utilize technology to meet client demands.

It’s time we take a step back, re-asses law firm technology training and audit our existing training practices. What’s working, what isn’t — and why? Who is the training designed for? Are training goals and application use/adoption in alignment?

We will cover the ins-and-outs of the training audit, including training department analysis, performance analysis, skills and learner review, client audit preparation, training needs, GAP analysis and recommendations for next steps. Come prepared to rethink things, and leave with a tangible action plan for resetting and accelerating your firm’s technology training.

Jeffrey Roach is the President and co-owner of Encoretech, where he focuses on better equipping people with technology knowledge and know-how. With 25 years of experience working with companies to design and deliver their adult learning strategies, he has been helping ILTA members design legal technology training programs for the last 20 years. Jeffrey has worked with hundreds of the top law firms, legal departments and training departments in the country, prioritizing their training goals and objectives, and showing them how to deliver outstanding, engaging learning experiences. Contact him at [email protected].

Mark your calendar for one of the following 2014 ILTA Roadshow Presentations (2015 dates coming soon):

Nashville – with Memphis Remote



Miami – with Tallahassee Remote



San Francisco – with Sacramento Remote

Los Angeles – with San Diego Remote


Check back often, 2015 Roadshow dates coming soon!


Encoretech Introduces Technology Training Program Audits as Core Training-as-a-Service Offering

Training-as-a-Service (TaaS) audits focused on re-assessing and strengthening firm technology training programs and training delivery

Atlanta, GA – August 5, 2014 – Encoretech, a premiere learning & development organization delivering technology training and migration solutions to the legal and corporate communities, today introduced the Technology Training Program Audit, a Training-as-a-Service (TaaS) offering that helps law firms develop and align training objectives to their business objectives and strategic imperatives. The audits will help legal IT and legal training leaders really know what’s working, what can be improved and how, and to what extent technology training goals and application use and overall adoption are in alignment.


Over the last few years, Encoretech’s clients have increasingly requested assistance in re-configuring and designing their in-house training programs. Encoretech’s technology training program audit is a result of this demand and reflects the challenge faced by law firms everywhere to align their technology training program with their users’ needs and modern technology requirements.


The purpose of the audit is to establish a benchmark of where the firm’s technology training program is today, its learning objectives, needs, and performance gaps impacting program effectiveness. Among many specifics, the audit process will uncover how the heightened level of scrutiny from clients regarding basic technology skills such as managing document creation and storage as well as email has a direct impact on anyone who is creating content.


“I think a lot of us feel like there is a productivity gap among the various audiences at the firm, especially the lawyers,” remarked Jeffrey Roach, President and Partner, Encoretech. “And, that’s really frustrating because we have spent the last 20 years trying to teach people how to use technology. That’s one of the things I love about the audit. It gives us a chance to step back and rethink what we are doing. The truth is a lot of technology training programs in use at law firms today are still using training systems and practices last re-designed in the early years of the WordPerfect to Word conversion. With the current focus on re-training attorneys and other firm users based on existing workflows and how they can practically consume technology training, the time to audit and re-asses firm existing training ‘best practices’ is now.”


Encoretech now offers law firms a more flexible, scalable and strategy-aligned outsourced training solution beginning with the technology training program audit that assesses existing firm training systems and learning efficiency. The program, which typically takes 30-90 days, includes the following core components:


  • Training department analysis: Which training systems are in place? Are they working and aligned with how firm attorneys and other users need to consume training? How does the lack of technology training skills impact the ability to deliver documents in a timely and secure manner?
  • Training needs and GAP analysis: The audit will identify key business drivers and align the technology training objectives. How can I ‘reboot’ my training program to align my current program with what business needs to be delivered in the future?
  • Performance analysis: Is overall training department performance keeping up with user and client demands? Are training program delivery, style and availability aligned with positive results?
  • Skills and learner review: Assessing basic skills and benchmarking proficiency requirements provide a starting point for achieving efficiency and productivity gains. Do legal professionals understand the types of skills clients expect them to have?

Read more

Webinar: 90 Days to a Brand New Program [aka retooling your training program with a training audit]

Webinar Date and Time: Wednesday, July 16th, 11am CST
90 Days to a Brand New Program [aka retooling your training program with a training audit]
Presented by: Jeffrey Roach – Encoretech

How is your training program working at your firm? Is it the same ‘ol thing you have been doing for years? Is it time for a re-design? Join us to focus on how to improve your current state of training at your firm and learn what firms are doing to get a fresh start and reboot training systems that haven’t changed in 20+ years. Encoretech President and 25+ year legal industry veteran will walk attendees through the training program audit process including training and learning analysis as well as skills and learner review.

Click here to learn more about TaaS and how to get started with a Training Department Audit

Click here to view the archived webinar

Click here for presentation deck


Encoretech Expands Legal Technology Training; Adds Training-as-a-Service

New training-as-a-service (TaaS) focused on legal training strategies and expansive, yet flexible training service delivery

Atlanta, GA – June 23, 2014 – Encoretech, a premiere learning & development organization delivering technology training and migration solutions to the legal and corporate communities, today introduced the Encoretech Training-as-a-Service (TaaS) offering. As part of the new solution, Encoretech will work with law firms on ways to strategically redesign their legal technology training programs including new hire training and onboarding; online and distance learning; staff skill & proficiency development; learning management system (LMS) customizations; training content development; and utilization of new, innovative training delivery methods.


Legal professionals are increasingly faced with the daunting task of mastering new technologies at break-neck speeds without the appropriate learning systems and training resources to help them along the way. Encoretech’s TaaS is a managed training service offering focused on blending training strategy and a ‘best practice’ approach to law firm training design with a variety of proven delivery methods including online and distance learning, lawyer skills development and classroom training. Read more

Reinventing traditional law firm training: Ari Kaplan interviews Encoretech President Jeffrey Roach for his popular Reinventing Professionals blog

Last week, Encoretech’s President Jeffrey Roach sat down with Ari Kaplan, author, blogger, speaker and software entrepreneur, to discuss Encoretech’s new approach to the old legal technology training model and how the training veteran is helping technology-challenged lawyers close the base technology proficiency gap. Please click here to listen to the full 6 minute podcast or read the ‘Q&A’-style summary below.

Q: Tell us about Encoretech and its mission.

A: Encoretech is a well established training partner to many law firms. Jeffrey has 25 years of experience helping lawyers use technology. He lives for that moment ‘when the lights come on’ and legal professionals clearly see how they can utilize technology to get their jobs done better. Beyond supporting firms’ technology training needs during ‘major migration moments’, Jeffrey and his team are on a new mission to find more durable, long lasting client relationships whereby, via a managed services approach, they can deliver training and learning support services for the lifespan of the firm. Read more