Using Technology to Streamline the Practice of Law Managing Partner Roundtable  Presented by David B. Cunningham Baker Rob...
Using Technology to Streamline the Practice of Law Managing Electronic Content Risk Management Cohesion (Clients / Offices...
Electronic Content is Caught  Between Competing Forces Email,  Documents Compliance <ul><li>Fragmented client file </li></...
Goals Form a Hierarchy Complexity Change  Leadership Organizational  Reach Operational Efficiency Lower Higher Higher Deep...
Five Technology Enablers Available Email Archive Rule-based Classification Solution Complexity Change  Leadership Organiza...
Risk Management Cohesion (Clients / Offices) Managing Electronic Content Alternative Fee Arrangements (AFA) Using Technolo...
Technology Opportunities in the AFA Process Client Portal Functions Status Review Approvals/Workflows Financial Data Clien...
Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technolo...
<ul><li>Practice Risks </li></ul><ul><ul><li>Uniform procedures for handling client data </li></ul></ul><ul><ul><ul><li>El...
<ul><li>IT / Data Risks </li></ul><ul><ul><li>Data integrity </li></ul></ul><ul><ul><ul><li>People data (recruitment    e...
Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technolo...
<ul><li>Reducing geographic barriers </li></ul><ul><ul><li>Three digit dialing </li></ul></ul><ul><ul><li>Firmwide rolodex...
<ul><li>More informed clients </li></ul><ul><ul><li>Matter status web sites or updates </li></ul></ul><ul><ul><li>Access t...
<ul><li>David B. Cunningham,  </li></ul><ul><li>Managing Director, Baker Robbins & Company </li></ul><ul><li>[email_addres...
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Managing partner retreat using technology to streamline the practice of law by dave cunningham oct 2009

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Managing partner retreat using technology to streamline the practice of law by dave cunningham oct 2009

  1. 1. Using Technology to Streamline the Practice of Law Managing Partner Roundtable Presented by David B. Cunningham Baker Robbins & Company October 7, 2009
  2. 2. Using Technology to Streamline the Practice of Law Managing Electronic Content Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA)
  3. 3. Electronic Content is Caught Between Competing Forces Email, Documents Compliance <ul><li>Fragmented client file </li></ul><ul><li>Records retention </li></ul><ul><li>Client demands </li></ul>Operational Effectiveness <ul><li>Mushrooming costs </li></ul><ul><li>Productivity drain </li></ul><ul><li>Forests killed </li></ul>Knowledge Sharing <ul><li>Trapped / lost knowledge </li></ul><ul><li>Excessive associate time </li></ul><ul><li>Uncertainty </li></ul>Discovery Preparedness <ul><li>Waived privilege </li></ul><ul><li>Litigation holds </li></ul><ul><li>Discovery and production </li></ul>
  4. 4. Goals Form a Hierarchy Complexity Change Leadership Organizational Reach Operational Efficiency Lower Higher Higher Deeper Client Relationships and Improved Client Service Manage My Email Team Collaboration Knowledge Sharing Client File Management Discovery Preparedness & Compliance Improved Collaboration and Knowledge Sharing
  5. 5. Five Technology Enablers Available Email Archive Rule-based Classification Solution Complexity Change Leadership Organizational Reach Operational Efficiency Lower Higher Higher Manage My Email Team Collaboration Knowledge Sharing Client File Management Discovery Preparedness & Compliance Records & Document Management Matter-Centric Content Management, Search Email Thread Management
  6. 6. Risk Management Cohesion (Clients / Offices) Managing Electronic Content Alternative Fee Arrangements (AFA) Using Technology to Streamline the Practice of Law
  7. 7. Technology Opportunities in the AFA Process Client Portal Functions Status Review Approvals/Workflows Financial Data Client Communications Management Functions Project Planning Task Assignments Resource Management AFA Portfolio Management Scope Change Request Active Project Management Status Reporting Client Intelligence Feeds Budgeting Functions Analysis of Past Projects “ What If” Analysis Profitability Projections AFA Models Monitoring Functions Dashboards Reports Budget Warnings Scope Change Alerts
  8. 8. Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technology to Streamline the Practice of Law
  9. 9. <ul><li>Practice Risks </li></ul><ul><ul><li>Uniform procedures for handling client data </li></ul></ul><ul><ul><ul><li>Electronic and paper records management </li></ul></ul></ul><ul><ul><ul><li>Subpoenas </li></ul></ul></ul><ul><ul><ul><li>Litigation holds </li></ul></ul></ul><ul><ul><ul><li>Ethical walls </li></ul></ul></ul><ul><ul><ul><li>Cross-system screens </li></ul></ul></ul><ul><ul><li>New business intake </li></ul></ul><ul><ul><li>Conflict analysis and decisions </li></ul></ul><ul><ul><li>Litigation discovery intake, storage, retention </li></ul></ul><ul><li>Corporate Risks </li></ul><ul><ul><li>Management of corporate entity records </li></ul></ul><ul><ul><li>Tracking of authorized signers </li></ul></ul><ul><ul><li>Tracking of restricted securities and trade requests </li></ul></ul>Risks Better Managed with the Help of Technology
  10. 10. <ul><li>IT / Data Risks </li></ul><ul><ul><li>Data integrity </li></ul></ul><ul><ul><ul><li>People data (recruitment  employee  alumni) </li></ul></ul></ul><ul><ul><ul><li>Client and deal/case data </li></ul></ul></ul><ul><ul><li>IT continuity </li></ul></ul><ul><ul><li>IT security </li></ul></ul><ul><ul><li>Data protection </li></ul></ul><ul><ul><ul><li>Data confidentiality </li></ul></ul></ul><ul><ul><ul><li>Data transfer agreements </li></ul></ul></ul><ul><ul><ul><li>US-EU Safe Harbor Certification </li></ul></ul></ul><ul><ul><ul><li>Compatibility with client regulations: HIPAA, Safe Harbor, ISO, Red Flag </li></ul></ul></ul><ul><ul><ul><li>Ethical wall management </li></ul></ul></ul><ul><ul><ul><li>Data loss (internal or by third parties) </li></ul></ul></ul><ul><ul><ul><li>Onboarding / offboarding lateral lawyer data </li></ul></ul></ul><ul><ul><li>Third party agreements (hosting, maintenance) </li></ul></ul><ul><ul><li>Green certifications </li></ul></ul>Risks Related to Technology
  11. 11. Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technology to Streamline the Practice of Law
  12. 12. <ul><li>Reducing geographic barriers </li></ul><ul><ul><li>Three digit dialing </li></ul></ul><ul><ul><li>Firmwide rolodex </li></ul></ul><ul><ul><li>Global conference number </li></ul></ul><ul><ul><li>Video conferencing </li></ul></ul><ul><ul><ul><li>Reliability / quality </li></ul></ul></ul><ul><ul><ul><li>Putting control in lawyer’s hands </li></ul></ul></ul><ul><ul><ul><li>Online scheduling and scheduling panels </li></ul></ul></ul><ul><li>Providing a teaming environment </li></ul><ul><ul><li>Collaborative intranet with user control </li></ul></ul><ul><ul><li>Enterprise search; access to document libraries </li></ul></ul><ul><ul><li>Who knows who and expertise lookup </li></ul></ul><ul><ul><li>Training on existing procedures and technologies </li></ul></ul>Cohesion Across Firm Offices
  13. 13. <ul><li>More informed clients </li></ul><ul><ul><li>Matter status web sites or updates </li></ul></ul><ul><ul><li>Access to vetted documents </li></ul></ul><ul><ul><li>Access to matter file </li></ul></ul><ul><ul><li>Lawyer providing knowledge learned based on: </li></ul></ul><ul><ul><ul><li>Market intelligence </li></ul></ul></ul><ul><ul><ul><li>Who knows who </li></ul></ul></ul><ul><ul><li>Blogs, Twitter </li></ul></ul><ul><li>Responsive document productions </li></ul><ul><li>Personal contact with clients </li></ul><ul><ul><li>Video conferencing </li></ul></ul><ul><ul><li>Working in client offices </li></ul></ul><ul><ul><li>Growing client engagement in relation to extranets </li></ul></ul>Cohesion with Clients
  14. 14. <ul><li>David B. Cunningham, </li></ul><ul><li>Managing Director, Baker Robbins & Company </li></ul><ul><li>[email_address] </li></ul>
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