susan richards


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susan richards

  1. 1. Looking at strategies for precedents management and best practice document libraries Knowledge Management in the Legal Profession 1 March 2011 Susan Richards Firm Precedents Manager DLA Phillips Fox
  2. 2. Outline <ul><li>Precedents and knowledge at DLA Phillips Fox </li></ul><ul><li>Strategy – key factors to consider </li></ul><ul><li>Knowledge Bank strategy </li></ul><ul><li>Precedents strategy </li></ul><ul><li>Case study: Content strategy at DLA Phillips Fox </li></ul>
  3. 3. Precedents and knowledge at DLA Phillips Fox <ul><li>The firm </li></ul><ul><li>The precedents and knowledge functions </li></ul><ul><ul><ul><ul><li>Central precedents team – no PSLs </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Precedents and library separate but work closely together </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Precedents Index </li></ul></ul></ul></ul><ul><ul><ul><ul><li>KnowledgeBank </li></ul></ul></ul></ul>
  4. 4. Strategy – key factors to consider <ul><li>How do the needs of the various practice groups differ? </li></ul><ul><li>What stage are you at in each area? </li></ul><ul><li>What functions are best managed centrally and what functions are better based in the legal teams? </li></ul><ul><li>What roles do the KM staff perform and what roles do the fee earners perform? </li></ul>
  5. 5. Knowledge Bank Strategy <ul><li>Combined with precedents or separate? </li></ul><ul><li>Search v browse </li></ul><ul><li>One size fits all? </li></ul>
  6. 6. Precedents strategy <ul><li>Systems strategy </li></ul><ul><li>Content strategy </li></ul><ul><li>Balance between the two </li></ul><ul><li>Central v de-centralised approaches </li></ul>
  7. 7. Case study: Content strategy at DLA Phillips Fox <ul><li>DLA Phillips Fox Precedents Strategy 2001-2010 </li></ul><ul><ul><ul><li>Content via committees of precedents partners within the teams and across offices </li></ul></ul></ul><ul><ul><ul><li>Systems managed by a central team of precedents lawyers </li></ul></ul></ul><ul><ul><ul><li>The role of the central team in the content strategy </li></ul></ul></ul>
  8. 8. Case study: Content strategy at DLA Phillips Fox <ul><li>A look at what worked and what didn’t work </li></ul><ul><ul><ul><li>What worked? </li></ul></ul></ul><ul><ul><ul><ul><li>Sharing across offices </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Partners driving the process </li></ul></ul></ul></ul><ul><ul><ul><li>What didn’t work (or had stopped working)? </li></ul></ul></ul><ul><ul><ul><ul><li>Committees irrelevant where the precedents were very specific to one jurisdiction and only used in one team </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Less effective where committees were too big </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Less effective for long-term maintenance </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Increasing volume of typing/editing work in the precedents team </li></ul></ul></ul></ul>
  9. 9. Case study: Content strategy at DLA Phillips Fox <ul><li>Analysing the issues </li></ul><ul><ul><ul><li>Lack of clarity around the role of the central precedents team </li></ul></ul></ul><ul><ul><ul><li>Inefficiencies in precedent editing process </li></ul></ul></ul><ul><ul><ul><li>Inequitable use of the central KM resource </li></ul></ul></ul><ul><ul><ul><li>Need for content work to be driven from within the teams </li></ul></ul></ul>
  10. 10. Case study: Content strategy at DLA Phillips Fox <ul><li>Implementing a new strategy </li></ul><ul><ul><ul><li>A centralised systems strategy </li></ul></ul></ul><ul><ul><ul><li>A de-centralised content strategy </li></ul></ul></ul><ul><ul><ul><li>A framework that reinforces the distinction and provides clarity </li></ul></ul></ul>
  11. 11. Case study: Content strategy at DLA Phillips Fox <ul><li>The benefits of the new strategy </li></ul><ul><ul><ul><li>Efficiency </li></ul></ul></ul><ul><ul><ul><li>Capturing information about where expertise lies </li></ul></ul></ul><ul><ul><ul><li>Culling documents that are not being used </li></ul></ul></ul><ul><ul><ul><li>Moving the ‘just in case’ precedents to KnowledgeBank </li></ul></ul></ul>
  12. 12. Case study: Content strategy at DLA Phillips Fox <ul><li>Where to from here? </li></ul><ul><ul><ul><li>The challenges </li></ul></ul></ul><ul><ul><ul><ul><li>Format </li></ul></ul></ul></ul><ul><ul><ul><ul><li>New collaboration strategies </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Sustaining the commitment </li></ul></ul></ul></ul><ul><ul><ul><li>The opportunities </li></ul></ul></ul><ul><ul><ul><ul><li>Next stage in content strategy </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Wider KM initiatives </li></ul></ul></ul></ul><ul><ul><ul><ul><li>DLA Piper </li></ul></ul></ul></ul>
  13. 13. Questions?
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