Gordon & Rees IT Skills Improvement and LTC4 Certification Using Capensys Courseware and Tools


In October of 2016, Tanya Vawter, Training Manager at Gordon Rees Scully Mansukhani, LLP, along with her training team of 3 people, began a continuous performance improvement initiative that would provide top-notch online training to attorneys and staff in their 35 plus offices spread across the US. They also wanted to provide that same level of training to the 4 -10 new hires that arrived each week. They were members of LTC4 and were already using the Capensys LMS and LTC4-aligned courseware. The LTC4 certification program was launched to all offices with the intention of fostering ongoing up-skilling.


Here are the stats showing their considerable achievements:

Certifications, Learning Plans and Courses

  • 59 LTC4 Legal Professional Certifications have been earned by Attorneys.
  • 229 LTC4 Legal Support Specialist Certifications have been earned by Staff Members.
  • 1557 Ongoing Monthly Learning Plans have been completed by Attorneys and Staff Members over the past year
  • 32,482 Computer Based Training (CBT) courses were completed on the Capensys LMS within the past 12 months.

How they did it

Tanya describes their LTC4 continuous performance improvement program as follows:

We use Capensys courseware and LMS to run our ongoing learning program and also to implement our new hire onboarding.  For new employees, we have each person take a short survey (using Capensys Pathfinder). We use this information to craft a customized learning plan for each user.

For ongoing learning, each month separate LTC4 learning plans for attorneys and staff are published to the LMS. We announce the release of the new learning plans each month via e-newsletter.  Employees are assigned either the staff or the attorney plan, as appropriate.  The learning plans combine CBT courses and KnowledgeChecks to prove skills.

We also publish a KnowledgeCheck-only package for those who wish to ‘test out’ of the training.  Each month’s plan is built with a portion of the courses required for LTC4 certification.  That way employees will earn LTC4 certification in 2-4 months (depending on the specific certification being worked toward that month).

We also have some employees who’d rather earn certification faster.  For those people, we publish the full learning plans to earn LTC4 certification. (Again, we also publish a KnowledgeChecks only plan as well).  As of October 2017, we have 5 different certification learning plans available.  Next month, we will add a 6th.

We have 4 categories of learning plans for new hires:  Attorney, Admin, Paralegal and Secretary.  Within each category, specific topics are customized for each individual user based on the answers to their Pathfinder questions. The end result is a list of assigned CBT and suggested instructor-led courses.  This information is also shared with the Office Administrator for the employee’s office.  We provide monthly reports so that the OAs can track completion for the people in their office. As we are 3 people supporting 35+ offices, we put the onus on the OAs to track and manage completion.

At the end of each month, we run reports to see who has completed LTC4 certifications that month.  We then email that information along with the forms LTC4 requires.  About a month later we get a PDF of the certifications.  We then print physical certificates and send via interoffice to each employee.

We market LTC4, Ongoing Learning and the LMS on an almost continuous basis.  We send out a weekly Tech Tips style newsletter which links to courses or documentation in the LMS.  At the end of almost every instructor-led class we show the LMS and how to use it to find CBT courses and tip sheets to review the current class topic.

On a monthly basis, we send out a list of who has earned LTC4 Certifications, what LTC4 Certifications are available, and also a reminder that the new monthly learning plans are available.  We always include links to the original program announcement as well as links to the LTC4 site.

The response has been very positive. Our users like the immediacy of the CBT courses.  They also like that they are earning certification which is attached to the individual rather than the firm.  We’ve had around 300 LTC4 certification earned over the past year.  We’d like this to be higher next year, so we are always looking into new ways to motivate employees.  (Next month we are pushing jars of jelly bellys for anyone who has earned all 6 certifications)

As mentioned, my training staff consists of 3 people. Without the Capensys LMS and courseware, it would not be possible to provide training and support to so many people.  We rely heavily on CBT courseware. We also use the LMS to publish our calendar of WebEx live classes and manage registrations, etc.

About Gordon & Rees

Gordon & Rees was founded in San Francisco in 1974 by Stuart Gordon and Donald Rees, both of whom maintain practices and are active in the life of the firm. In just over 40 years, Gordon & Rees has grown from a small defense firm to a national litigation and business transactions firm with more than 800 lawyers in 46 offices throughout the United States, including lawyers admitted in Canada, Mexico, and Hong Kong.

An AmLaw 200 firm, Gordon & Rees is recognized among the five fastest-growing law firms in the country.  Responding to the needs of their clients, Gordon & Rees continues to add and deepen its national practices and pursue additional office opening opportunities when it best serves their clients’ needs.

About Capensys

Capensys Ltd. is a full-service training company for law firms. Capensys provide all types of training for the legal industry including classroom trainers, webinars, on-line learning, evaluations and a security awareness program. The Capensys training philosophy is to link training to achieving business goals. Capensys are also Vendor Members of the Legal Technology Core Competencies Certification Coalition (LTC4). Capensys are iManage and NetDocuments Certified Training Partners. To learn more about Capensys please visit www.capensys.com.

About LTC4

LTC4 is a non-profit organization, that has established legal technology core competencies and certification that all law firms, law schools and legal departments can use to measure ongoing efficiency improvements.


… ILTA Webinar – November 28, 2017 … The Secret to Building a Culture of Security Awareness

28 November 2017

at 13:00 GMT | 8:00 am EST

For those of you who are not early risers, no worries!
We can send you the recording.

Come join us for this ILTA webinar designed for our European audiences.

High profile cyber security breaches in law firms continue to dominate the news. Experts state that it is no longer a question of if you’ll be breached, but when. Could this happen to you? What can you do to mitigate the cyber threat to your firm? Even with the best tools and information in place, your users mindset is critical to successful protection of your firm.

Join us for a comprehensive and insightful webinar where ILTA expertise will be complemented by leading cyber security specialists from Capensys and BLOCKPHISH. This session will be non-technical and is focused on achieving business objectives through optimal user awareness and effective culture change.

Expect to leave this event with:

  • Expert insight into the five most common cyber threats today
  • Four examples of cyber breaches that could happen to you
  • Key lessons learned from the recent NHS Ransomware attack
  • The three keys to security awareness adoption
  • The overlooked aspects of security that are critical to avoid a breach
  • Suggested strategic actions and quick wins to improve your organisation’s culture


Andy Green is the Co-Founder and CEO of BLOCKFISH, advises senior stakeholders at public and private sector organisations on effective strategies to reduce the risk and impact of cyber-related incidents. He is Fellow of the British Computer Society.

John Attinger is a Training and Security Awareness Specialist Consultant at Capensys with expertise spanning 20 years in the legal sector.

We are pleased to offer this programming to ILTA members at no cost. If you'd like to tweet during this session the hashtag is #LegalSEC.

Questions? Contact Gail Persichilli at gail@iltanet.org or 512.795.4659.

NetApp’s Legal Department receives LTC4 certification using Capensys courseware

LTC4 and Capensys are pleased to announce that NetApp’s Legal Department has become the first in-house legal department to receive LTC4 certification.

LTC4 (Legal Technology Core Competency Certification Coalition) Learning Plans provide an industry standard method of assessing technology skills which law firms, legal departments and law schools can use to structure training programs. Today’s attorneys and staff need to be able to demonstrate and prove competence and efficiency with technology.

NetApp’s legal department brings innovative, bold and efficient solutions to meet the needs of the business. The team leverages new technologies to drive efficiencies and foster continuous improvement.

“Our goal is for team members be offered the opportunity to receive LTC4 Certification across platforms, as well as in the Security Awareness domain. We worked with LTC4 Provider Member Capensys in achieving these certifications,” says Connie Brenton, NetApp’s Chief of Staff & Senior Director of Legal Operations and CEO of CLOC (Corporate Legal Operations Consortium). “This is the start of something big. We will see more innovation-oriented in-house legal departments pursue LTC4 certification in the months ahead.”

For more information about LTC4 go to our website www.ltc4.org or email info@ltc4.org.


Capensys is now an iManage Certified Training Partner

August 8, 2017

Capensys is delighted to announce that they have formalized their long-standing relationship with iManage by becoming an iManage Certified Training Partner in North America and EMEA. This partnership offers clients the assurance that training provided by Capensys reflects iManage best practices to ensure optimal user adoption.

Capensys and iManage training strategies are closely aligned in that both companies advocate providing learning and support tools designed to help users work. Capensys facilitates this by offering training tools to allow personalized delivery, along with targeted on-line videos, exciting marketing materials and experienced trainers.

“We are delighted to have Capensys join as certified training partners,” said Dean Leung, Chief Customer Success Officer, iManage. “Capensys is a firm known for being international thought-leaders who use a training methodology which is closely aligned to our own best practice recommendations. The Capensys team have extensive experience of document management implementations and have proved that they have detailed understanding of how to assist our customers, both in law firms and corporations.”

“Capensys has worked on many successful iManage rollouts and we are thrilled to have been awarded the official partnership and certification in recognition of our training and strategy implementation expertise,” said John Attinger, Capensys Director of Training and Security.


FordHarrison Certified in ‘Security for Lawyers’ by the Legal Technology Core Competencies Certification Coalition

Capensys is pleased to announce that another Sentinel client has certified in the LTC4 Security Learning Plan.

FordHarrison LLP, one of the country’s largest management-side labor and employment law firms, is pleased to announce that 100 percent of the firm’s legal professionals have been certified in the “Security for Lawyers” Core Competency Learning Plan by the Legal Technology Core Competencies Certification Coalition (LTC4TM).

Participants were asked to complete a series of assessments testing their knowledge and skill level concerning different aspects of cyber security. There are currently 10 Core Competency Learning Plans offered by LTC4, including “Security for Lawyers.”

Read more

Fladgate builds IT competence to improve client service using Capensys LTC4-approved courseware

In September 2015, Fladgate introduced LTC4 up-skilling and certification using the Capensys courseware and skills evaluation tool. This continuous performance improvement program has been successfully maintained for the past 18 months and is still going strong.


Why LTC4 and Capensys?

Fladgate’s principal goal was to ensure that they achieved a consistently high-level of IT competence in areas that were useful to lawyers and support staff.  They wanted an innovative, workflow-based learning program that focused on the day-to-day work of lawyers and staff.  They also needed a robust long-term solution to ensure that they could build on initial successes.

After researching a variety of options, they were pleased to find that the competencies covered by the LTC4 certification program mirrored those that they had already identified via their initial training needs analysis.  They were also impressed by how the modules focused on the workflows that lawyers undertake on a daily basis.

Another advantage was that LTC4 required skills could be taught, and proficiency measured, via Capensys courseware and evaluations tools. The Capensys Goal-Based Approach ties training to business and user goals and delivers training modules that are process-driven rather than application driven.  This approach was perceived as very flexible solution, allowing lawyers to learn when and where they wanted to do so, rather than via fixed classroom sessions.

The LTC4 Up-Skilling and Certification Program

Michael Wells, the senior trainer at Fladgate led the charge, and it’s been 18 months since the program launch. As of this date, they have completed the Working with Legal Documents learning plan. Michael estimates that over 90% of the firm are now certified in Working with Legal Documents.

In just a few weeks, Michael will begin the certification process for the LTC4 Security learning plan using the Capensys Sentinel security awareness modules.

The third learning plan, Working with Documents and Emails, is already planned, developed, and ready to go. It will be launched later in the year - around July or August.

 Training Gains

According to feedback from stakeholders and users as well as observing performance in the workplace, some of the significant training gains Fladgate has seen are:

  • More interest from users in IT training and the benefits of learning to streamline their workflows
  • More interest in self-learning — using e-learning content as just-in-time learning rather than ringing the helpdesk
  • Attorneys have become more self-sufficient when creating documents, causing a reduction in basic revision requests — this allows secretaries and others to focus on major document production
  • A measurable difference in improved efficiency in document creation and editing and the substantial reduction in “how do I?” Help Desk calls

Michael was pleasantly surprised when “Contrary to expectation, tutorials and assessments are undertaken at all times of the day and night. People are really using the flexibility to train when it suits them.”

About Fladgate

Fladgate is first and foremost, experts in law. Many of their lawyers are recognized leaders in their field. They serve their clients as partners in business with a focus on implementing practical solutions that deliver results. Fladgate offers advanced legal expertise across all major legal specialties, combined with a detailed understanding of the dynamics and pressures of their clients’ business sectors.

About Capensys

Capensys Ltd. is a full-service training company for law firms. Capensys provide all types of training for the legal industry including classroom trainers, webinars, on-line learning, evaluations and a security awareness program. Capensys training philosophy is to link training to achieving business goals.  Capensys were also the founders of the Legal Technology Core Competencies Certification Coalition (LTC4). To learn more about Capensys please visit www.capensys.com.

About LTC4

LTC4 is a non-profit organization, that has established legal technology core competencies and certification that all law firms, law schools and legal departments can use to measure ongoing efficiency improvements.



Capensys Provides CLE and LTC4 Certification for Sentinel Security Awareness Training

Capensys is pleased to announce that our Sentinel Security Awareness Program is now approved for 1 hour of CLE credit. This accreditation covers all of the formats of our security awareness training:

- Online e-learning
- Town hall meetings
- Recorded town hall meetings

We currently have CLE accreditation in New York, California, Florida, Texas, Minnesota, Missouri, Georgia, and have verbal approval (with follow-up) for the following jurisdictions:

- Nevada
- Mississippi
- North Carolina
- Virginia

Would you like to receive accreditation in your jurisdictions?  We can help!

Would you like to achieve LTC4 (Legal Technology Core Competency Certification) at the same time? Our security awareness courseware is approved for LTC4 certification in Security.

To learn more about the Sentinel security awareness program, please contact:  info@capensys.com.

Capensys is now NetDocuments Certified as a Training and Strategy Implementation Partner

January 13, 2017

Capensys announced today that it is formally certified as a NetDocuments Training and Implementation Partner. This certification offers clients an invaluable addition to the Capensys NetDocuments training toolkit, which provides the following learning and delivery tools:

  • Engaging elearning and KnowledgeChecks for completing LTC4 certification
  • The Pathfinder tool to streamline learning
  • Quick references and animated demos
  • “What you are going to love” marketing animations
  • Evaluations in the live system
  • Certified instructor-led training, support and webinars.

“Capensys has worked on many successful NetDocuments rollouts and we are delighted to have been awarded the official certification in recognition of our training and strategy implementation expertise,” said John Attinger, Capensys Director of Training and Security.

“We are thrilled to have Capensys join our global community of certified partners,” said Steve Moulton, Partner Program Manager at NetDocuments. “Law firms continue to see the true value of modern cloud-based technology and our partners like Capensys, a firm known for being international thought-leaders, are pivotal in our efforts to educate users about how to best take advantage of all of the features and functionality in our leading cloud-based DMS platform. The Capensys team have extensive experience of document management implementations and have proved that they have detailed understanding of how to assist our customers.”

About Capensys
Capensys is a full-service technology and security awareness training company serving the legal industry. Our unique Goal-Based approach helps tie technology training to business and user goals to provide measurable improvements. We deliver targeted, blended and workflow-based training. Our methodology, engaging training materials and tools increase user  proficiency and security awareness. This ensures the firm becomes more competitive, profitable and secure.

To learn more about Capensys please visit http://www.capensys.com.

About NetDocuments

Founded in 1999, NetDocuments’ cloud-based service allows firms of all sizes to reduce costs and increase security, mobility, compliance, and disaster recovery for documents and email from anywhere and on any device. With offices and datacenters in the US, Australia, and the UK, and with over 2,000+ customers and hundreds of thousands of users, NetDocuments is able to effectively service its global community spread across 140 countries. With anytime, anywhere access, firms are able to increase productivity and improve the client experience through a comprehensive cloud-based service. For more information about NetDocuments, please visit www.netdocuments.com.


Capensys Courseware is LTC4-Approved – Data, Reports and Exhibits, Presentations and Collaborating with Others have been added to the list of approved learning plans!

Capensys has become the first LTC4 vendor to have their courseware and evaluations approved for LTC4 certification.  This prestigious designation demonstrates Capensys’ ongoing commitment to LTC4 and to delivering workflow based courseware and evaluations to meet the LTC4’s stringent standards.

The LTC4 process outlines core competencies required by attorneys and their staff. By receiving this approval, Capensys’ evaluations for legal documents are pre-approved and Capensys clients are secure in the knowledge that, providing their users attain the necessary scores, they will attain LTC4 certification.  Law firms who attain this certification for their users will be able to show tangible measures of competence in the area of skillfully and productively preparing legal documents.

Today, many leading law firms are recognizing the need to show their clients that they are proficient in IT. They also need to be as efficient with IT as possible in order to maintain profitability and competitive edge. LTC4 certification affirms the achievement of proficient and efficient levels of production.

Capensys can streamline the LTC4 process for you. We guide you every step of the the way and provide all of strategies, tools and courseware for attaining successful certifications.

 We now have 7 LTC4 Approved Assessments:

  • Data, Reports and Exhibits, Presentations and Collaborating with Others  8/2/17
    “After careful review of Capensys’s assessment process, competency mapping, and content, LTC4 is pleased to recognize that Capensys’s assessments for the Collaborating with Others, Presentations, and Data, Reports and Exhibits learning plans have been approved… On behalf of LTC4, I congratulate you on this achievement and look forward to the continuing partnership with Capensys.”
  • Time & Billing 1/11/17
    After careful review of the Capensys assessment process, competency mapping, and content, LTC4 is pleased to recognize that the Capensys assessments for Time and Billing have been approved”
  • Legal Documents 7/5/16
    We are thrilled to inform you that the LTC4 Board has unanimously approved Capensys to advertise that they have LTC4 Approved Assessments in Working with Legal Documents, and that Capensys is the first vendor to achieve this designation!
  • Managing Documents and Emails  10/6/16
    “LTC4 is pleased to recognize that the Capensys assessments for Managing Documents and Emails have been approved.”
  • Security  10/20/16
    “Capensys has LTC4 Approved Assessments for the Security Learning Plan