Embed Size (px)
Citation preview
#ORG10
Best Practices for
Onboarding Attorneys Making that good first impression easier to achieve
#ORG10
Speakers
Bruce Markowitz Director of Practice Technology
and Docketing
McKenna Long & Aldridge LLP
Carol Volle Director of Records & Information
Management
K&L Gates
Sean Luman Senior Director, Knowledge
Management
Bracewell & Giuliani
#ORG10
Session Outline
Onboarding process overview
Case studies
Dealing with exceptions
Best practices
#ORG10
Onboarding Realities
Impacts all areas of the firm
Occurs on a sensitive timeline
Generally includes a consistent “checklist”
Exceptions happen
#ORG10
Onboarding Opportunities
& Challenges
Opportunities:
• Help new attorneys become
productive quickly
• Make a good first impression
Challenges:
• Making it work for single laterals
as well as for large groups
• Establishing and sticking to a
repeatable process
#ORG10
Timeline
• ESSENTIALS • Computer
• Office
• Phone
• Card Key
Day 1
• INTEGRATION • Introductions
• Training
• Work priorities
• Manage expectations
Week 1 • “PROCESSING” • Transfer of
Records and Information
• All stakeholders involved
Month 1
#ORG10
Common
Elements
#ORG10
Process
Some elements of onboarding lend themselves to
checklists: equipment needs, access and support,
operational concerns, types of clients and data
that are anticipated
And some don’t:
#ORG10
“It takes a village…”
Establish an On-boarding Support Team or Identify a
Knowledgeable Mentor
Talk Early and Often
Both Internally & Externally
• Set Expectations internal to the organization
• Set Expectations for the Lateral
#ORG10
Common Thread
#ORG10
McKenna Long &
Aldridge LLP Bruce Markowitz
PRACTICE TECHNOLOGY
& DOCKETING
#ORG10
Key items to be discussed
Practice Technology
Type of data
ITRA
Classified
e-Data formats and types
File Share data
Personal
Client
Docketing
Type of Docketing
system
Up coming deadlines
#ORG10
Bracewell &
Giuliani Sean Luman
KNOWLEDGE MANAGEMENT
#ORG10
Each Lateral Process is Different
Acquiring of entire section of
attorneys can create other
challenges:
Massive file transfers
New internal firm policies
and records requirements
#ORG10
Managing the Process
SharePoint site that attorneys/staff had
access to prior to the official start date.
Helped manage assets
Assisted with smooth
transition by posting
things like floor maps,
office phone numbers,
benefits information,
calendar events
#ORG10
Managing the Process
#ORG10
K&L Gates Carol Volle
RECORDS
& INFORMATION MANAGEMENT
#ORG10
Outside the U.S. is Definitely
Different
International lateral transfers require adherence to local firm
policy and statutory requirements
UK Privacy Laws
CRM data delivered in hard copy
UK “Garden Leave” Law
#ORG10
Dealing with Exceptions
Lead time
Unique equipment needs
Very large groups or mergers
Unique practice group
New or remote locations
#ORG10
#ORG10
Communication is Key
#ORG10
Questions?
#ORG10
Thank You
Bruce Markowitz Director of Practice Technology
and Docketing
McKenna Long & Aldridge LLP
Carol Volle Director of Records & Information
Management
K&L Gates
Sean Luman Senior Director, Knowledge
Management
Bracewell & Giuliani
