Final sla 2013 sharesite presentation

CONNECT • COLLABORATE • STRATEGIZE

Presenters
Catherine Monte, Chief Knowledge Officer, Fox Rothschild LLP
Nola Vanhoy, Director of Practice Innovation, Alston & Bird
Nina Platt, Senior Director of Legal Market Services, LAC Group
Caroline Jones, Reference Librarian, Crowell & Moring LLP

How I came to KM - Nola
• Started as Engineering/Sciences Special Librarian
and then became a Lawyer (Both MSLS and JD are
from UNC – Chapel Hill)
• Started a Knowledge Services group a little over 14
years ago for a law firm
• Director of Practice Innovation – past eight years
Oversee KM, software development, software
support, and technology training for the Firm.
• Have served in various organizational KM committee
and leadership roles. Currently Chair of the Lex
Mundi KM Subcommittee

• Began as a paralegal
• Masters in library science at Columbia University
• Worked in London based firm with KM culture
• Co-founded KM peer group at ILTA
• Chief Knowledge Officer at Fox Rothschild for 13
years. Projects include intranet, client
extranets, expertise, Enterprise Search, custom
practice tools. Teams include library, CI & risk
research and technical solutions team.
How I came to KM - Catherine

How I came to KM - Nina
• Accepted job as Information Specialist at a firm
even though I didn’t understand the job
description – managing Tax group km
• Master of Science in Library and Information
Science – Dominican University
• Wrote the first articles on KM in law firms
• Co-founded ILTA KM Peer Group
• Currently Senior Director, Market Intelligence &
Research Services

The Past

History/Background in the Legal Market
• Legal industry struggled trying to define
Knowledge Management and implement KM
initiatives
• Definitional challenge is still an issue
• Early initiatives centered around:
– 1st generation intranets
– Developing Communities of Practice
– Document assembly and precedent banks

Nola’s Early Initiatives
• Model Documents – early HotDocs work and
other templates in Forms bank
• Databases for deals within the firm, first
experience was using the library catalog for a
deals database when there was another
database tool with web interface
• Early portal development for firm’s Intranet
• Precedent bank development

Catherine’s Early Initiatives
• Firm Intranet
• Forms Bank for Labor Department
• Outside Counsel Database
• Expert Database
• WestKM for Litigation
• Risk Mitigation Research & GC Support
• Competitive Intelligence Research

Nina’s Early Initiatives
• Forms/Clauses
database
• Judges database
• CLE database
• DMS, CMS, CRM
Intranets
• Research portal
• Brief Bank
• Computer company
- Ideas to patents
system
• FIDO – Precedent
database
• West km
• Deals database
• Expert witness
database
• Judges

Current Trends in Legal KM

• Acceptance of KM as part of law firm/legal
department world
• Roles expanded
– Research (beyond legal to include risk, etc.)
– CI
– Project Management: AFAs and Fixed Fees
• Projects include:
– portals, expertise location, enterprise search (big data
challenge)
Current Trends in Legal KM

ILTA KM Survey

Systems Have it, and KM is fully responsible
Models/precedents collection 52%
Legal Research/opinions collection 48%
Intranet or portal 37%
Enterprise-wide search (e.g., Recommind) 30%
Web 2.0 collaboration tools, e.g., wikis, blogs, teamsites 30%
Concept-based search (i.e. WestKM, Real Practice) 26%
Matter pages on firm intranet - for aggregating information about matters
from different systems and making it accessible, might contain financial
information, team lists, matter calendar
25%
Experience management (i.e. system to search across multiple repositories to
track experience)
24%
Extranets 23%
Competitive Intelligence 20%
Expertise location (i.e., self-selecting expertise identification) 20%
ILTA KM Survey – Top 10 Projects

Catherine’s Current Initiatives
• SharePoint Upgrades
• Intranet
• Teamsites
• Client Extranets
• WestKM Upgrade
• Attorney Expertise / Skills Revamp
• Competitive Intelligence- Strategic Level
• Project Management- Admin

Nola’s Current Initiatives
• Today the KM work in my firm centers around:
– Strategic Business Development and Risk
– Efficiency
– Effectiveness
• Not always clear what is and isn’t a KM Project
because of software responsibilities

Nola’s Current Initiatives -
Process and Technology
• In US firms, technology drives a lot of KM
initiatives. Currently we are working on:
– Enterprise Search
– Firmwide University
– SharePoint Upgrades
– Mobile Apps Deployment and How Attorneys Work
– Extranets
– Competitive Intelligence

Nina’s Current Initiatives
• SharePoint
• Intranet
• Teamsites
• Social Networking - Yammer
• Research management system
• CRM - Salesforce
• Project Management

Future Predictions – Legal KM

This 'telephone' has
too many
shortcomings to be
seriously considered
as a means of
communication. The
device is inherently of
no value to us. A
memo at Western
Union, 1878

Transmission of
documents via telephone
wires is possible in
principle, but the
apparatus required is so
expensive that it will
never become a practical
proposition. Dennis
Gabor, British physicist
and author of Inventing
the Future, 1962

• Early adopter predictions/hopes/dreams
– We will store and retrieve our firm's collective
knowledge (to improve the delivery of legal services)
– Partners and administrators will implement fee
structures and compensation plans that make sharing
and reusing knowledge work
– We will create an environment where shared
knowledge is valued
• Nina Platt, 1997

• Morphing of KM (PWP) + DM (WIP) + RM
(client/firm files) products into one ex. SharePoint
• KM + IM + PM + CM = LPM
• Mobile access to content dwarfs intranet access
before Intranet/Portal advances as a more
mature KM platform
• Placing information in context to set the stage for
knowledge creation will increase with the use of
Big Data

• Knowledge capture, transfer, and reuse
improves but lack of meaningful metadata
continues to be a problem
• Use of collaboration with clients and other
counsel grows
• Findability trumps search
• Personalization – knowledge at point of need –
Tell me what I need to know!
• KM moves deeper within workflow

• Unfortunate predictions
– Metadata continues to be undervalued by
organizations not willing to pay for the best internal
search
– Expert and expertise location still struggles
– Social networking continues to search for a home
within law firms

Nina’s Future Projects
• Integration of Salesforce, SharePoint
documents, and Yammer with SharePoint
dashboards
• Enhancements to research management system
• Alerts management system
• Project management/Process improvement

Nola’s Future Projects
• Enterprise Content Management
– Information Silos
– Experience Projects
– Enterprise Search
– The DMS is Email, Email is the DMS ?
• Knowledge about People and Clients
– E.g. Integrating email metrics with the firm’s CRM
systems (e.g. Contactnet)
– Push applications to the desktop with metrics on
Clients (e.g. internal apps, Company Profiler)

Nola’s Future Projects
• KM’s Role in Legal Workflow and Process
Improvement
– Using Social Connectors/Tagging for
Communities/Groups
– Mobility and BYOD
• Recession --How do we respond to the changing
world of law firm competition?
– Fee Arrangements and the role of KM
– Building on Client Collaboration Projects in the
current Pipeline
– More interface between KM and Project Management

• SharePoint Integration – Advanced
• Enterprise Search
• Mobile Apps Store / Mobile Practitioner
• Client Extranets
– Watermarking and Statistics
• Project Management – Legal
Catherine’s Future Projects

management
collaboration
SharePoint
workflow
data
functionality
search
research
interface
integration
solutions
web
systems
social usersite
design
expertise
application
creative
Enterprise
Search
knowledge
streamline
On-call results
training
CLE’s
routing
efficiency
deskbooks
support
analysis
extranets
FoxNet
development
partnerships
answers
insight trends
opportunities
Project
management

Wrap Up

Final sla 2013 sharesite presentation

Recommended

Recommended

More Related Content

Similar to Final sla 2013 sharesite presentation

Similar to Final sla 2013 sharesite presentation (20)

Recently uploaded

Recently uploaded (20)

Final sla 2013 sharesite presentation

Editor's Notes