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20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

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Page 1: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Steve Wingert, CLMPresident, Association of Legal Administrators

Executive Director, Marshall, Gerstein & Borun

Page 2: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Perceptions or Reality?Past - Legal Research, Collection ManagementPresent – Legal Research, Collection

Management, Expanded Research, Administrative Support, Client Support

Future – Core role in administrative team involving all of the above; multi-faceted service. Collaborative participant.

Page 3: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Today“We’re asked to chase down information

related to business development, about as often as we’re asked to chase down obscure technical references.”

Todd Hillmer, Director Library ServicesMarshall, Gerstein & Borun LLP

Page 4: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Today• Increasingly incorporated into all aspects of

law firm/department business.• More involved in overall firm initiatives.– Business Development and Marketing– Finance/Business Support– Strategic Planning

Page 5: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Today• Business Development – Marketing– Competitive Intelligence - Conducting research on

client competitors; other law firms; legal events– Client Intelligence– Industry data– Market Trends– Monitoring News Alerts– Electronic

Page 6: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Today• Finance/Business Management– New Client Intake• Info on potential clients

– Financial Collections: • Tracking down contacts and addresses• Financial histories

– Management of contracts

Page 7: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Future Opportunities/Value• Embedded in practice groups.• Full member of client teams.• Member or lead in process improvement initiatives.• Full member of the management discussion and the

decision making.• Mining Information: LinkedIn, websites, blogs, twitter.• Develop technology based methods/places for content

management.• Researching/creating/managing electronic library for

legal video, webcasts – what is happening where.

Page 8: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Future Opportunities/Value• Knowledge management – great opportunity to increase visibility and

contribute to the value chain by getting involved with knowledge management initiatives early, if not even spearheading them.

– Creating libraries of KM content.– Serving as the central resource for content.

Page 9: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

How can you get administration support?• Take the offensive – don’t sit back and wait.• Establish advocates for your services.• Make sure you are part of administrative/client work teams or

projects.• Watch, learn, listen: Identify what others need and present it to

them, before they might even ask for it.• Offer to take the lead on an initiatives – e.g. process

improvement.• Educate on what you have to offer. – not just the attorneys and

paralegals, but your administrative peers and management.

Page 10: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

• Collaboration, Expanded Contributions and Service = Value• Create the Perceptions

and the Reality

Page 11: 20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services

Steven D. Wingert, CLMExecutive DirectorMarshall, Gerstein & Borun LLP233 S. Wacker DriveChicago, IL [email protected]