Law firm knowledge management, an introduction: LawTech Camp 2012
An Introduction to Knowledge Management for Law FirmsLawTech Camp 2012May 12, 2012Connie Crosby, Crosby Group ConsultingStephanie Barnes, Missing Puzzle Piece Consulting
Connie Crosby • Consultant in KM, IM, library management and social media • Law Librarian with MLS from University of Toronto • Information Management certificate from U of T • 10 years as Library Manager & webmaster at prominent Toronto law firm • Instructor at iSchool Institute, Faculty of Information, U of T • Core contributor to Slaw.ca
Stephanie Barnes • Accountant and IT Management by education • KM consultant by choice • Chief Chaos Organizer at Missing Puzzle Piece Consulting, Knoco franchisee • 4 yrs KM at HP • 8+ yrs as consultant to a variety of companies including BMO, HSFO, Kodak, HP, Zenon Environmental, OSC, CIBC, ENEC • Based in Toronto
What is Knowledge Management? Connecting people to the knowledge they need to do their jobs, whether that knowledge is tacit (in people’s heads) or explicit (documented).
Some Benefits of KM• Better organization Helping partners, associates and assistants get their hands on the right documents and information when they are needed.
Some Benefits of KM• Better organization• Better use of knowledge assets Make better use of internally developed knowledge assets such as precedents, letters, research memoranda, and filings.
Some Benefits of KM• Better organization• Better use of knowledge assets• Knowledge sharing Be prepared for a partner or associate leaving the firm. Help lawyers share what will be needed to continue the firm’s business.
Some Benefits of KM• Better organization• Better use of knowledge assets• Knowledge sharing• Improved learning Use “Lessons Learned” techniques as you work; make assessments and continually improve processes for better client service.
Explicit Knowledge (documented knowledge)• Business plans• Client lists• Work product (letters, factums, agreements)• Forms and Precedents• Meeting minutes• Blogs/wikis
Tacit Knowledge (knowledge in individuals’ heads)• Social networks• In-house training• Mentoring• Communities of Practice / Practice groups• Matter summaries
Knowledge Flow People to Knowledge Repository •Sharing, e.g. •Knowledge artefact Communities of creation, e.g. Practice, mentoring, documentation, expertise location lessons learnedPeople Communicating Collecting from Accessing OrganizingKnowledge •Learning, e.g. on- •SystematizingRepository the-job training, concepts, e.g. meta- lessons learned, peer data, taxonomies assists, searching Based on Nonaka and Takeuchi, “The Knowledge Creating Company,” p62
Knowledge Management FrameworkGovernancePurpose, Vision, Goals, Objectives Oversight Enabling ActivitiesPolicies and Procedures Change Management Lifecycle Processes Staffing Component Activities Metadata and Technology Taxonomies Professional Documented Document Sharing and Supporting Innovation Development Knowledge Handling Collaboration Version Control Metrics and Measurement Privacy
Innovation• Idea Management• Business Intelligence
Documented Knowledge Lifecycle Process•Collaboration Storage •Distribution Manage •Removing documents and•Workflow •Collaboration related metadata from the•Authentication/Approval •Location •Retrieval •Review active repository •Filing •Re-use •Report •Stored in a separate area in •taxonomy a future readable format •metadata •Access control Create/Capture Use/Retrieve Archive/Delete
Case Study: Hicks MorleyKM Technology KM Results, if known ImplementationWiki-based Successful User acceptance of the platform because they ran a pilotCMS with a simple wiki in a small early adopter group to gatherThoughtFarmer requirements, and had a senior partner champion.Description:Under-utlized HTML-based intranet was replaced with a wiki-based content management system.A pilot with some inexpensive wiki software with a small practice group produced good earlyresults and allowed for requirements gathering. ThoughtFarmer met the requirements. NewIntranet was launched firm-wide within 6 months from start of pilot to full implementation.Since the launch of ThoughtFarmer, a social enterprise layer including profiles and tagging hasbeen implemented. Early success came in the form of a senior partner who, previously sceptical,found immediate value in the new system and went on to promote use of the new platformwithin the firm. Documents and content are being added by members of the firm from all levels.The Knowledge Management team review content to ensure metadata is correctly in place. Newfeatures are being added as more needs are being identified. 25
Learn moreAligning People, Process and Technology in Knowledge ManagementBy Stephanie BarnesArk Group report, 2011(coupon!)
Learn More• Ted Tjaden - http://www.slaw.ca/author/tjaden/• Heather Colman- http://www.llrx.com/authors/1155• Patrick DiDomenico - http://lawyerkm.com/• Mary Abraham - http://aboveandbeyondkm.com/• Tom Baldwin - http://kmpipeline.blogspot.ca/• David Hobbie - http://caselines.blogspot.ca/• Nick Milton (Knoco) - http://www.nickmilton.com/• ILTA KM - http://km.iltanet.org/• 3 Geeks and a Law Blog - http://www.geeklawblog.com/search/label/KM
Thank you Law Firm KM LawFirmKM.com Connie Crosby firstname.lastname@example.org 416-919-6719 Stephanie Barnesstephanie@lawfirmkm.com 416-522-5126