The Evolution of Legal KM - Ron Friedmann and Oz Benamram - Nov 2014 - Final

8/10/2019 The Evolution of Legal KM - Ron Friedmann and Oz Benamram - Nov 2014 - Final

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The Evolution of Legal KM and

Lessons for other Professionals

Oz Benamram, CKO, White & Case

Ron Friedmann, Consultant, Fireman & Company


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HOW TO ESTABLISH A KNOWLEDGEDEPARTMENT

Oz Benamram


4/20

Establishing a Knowledge Department

Practical Pre-reads / video

1. Article: www.bit.ly/kmstrategy

2. Interviews: www.bit.ly/KMinterview3. Prioritization: www.bit.ly/Prioritize
http://www.bit.ly/kmstrategyhttp://www.bit.ly/kmstrategyhttp://www.bit.ly/KMinterviewhttp://www.bit.ly/KMinterviewhttp://www.bit.ly/Prioritizehttp://www.bit.ly/Prioritizehttp://www.bit.ly/Prioritizehttp://www.bit.ly/Prioritizehttp://www.bit.ly/KMinterviewhttp://www.bit.ly/KMinterviewhttp://www.bit.ly/kmstrategyhttp://www.bit.ly/kmstrategy


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KM DEFINITION, HISTORY, ANDPRIORITIES

Ron Friedmann


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Agenda

KM definition and history

The top 10 KM initiatives then and nowa 10

year evolution

What we kept and whats new

Lessons learned

How accounting may differ


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KM DefinedShort and Longer

Capture, share, and re-use know-how

Leverage a firms collective know-how to solve problems

rapidly and efficiently with processes and systems that

identify, capture, disseminate, and enable the re-use of

prior work and accumulated expertise


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Legal KM History - 1

1970s

Brief banks

Lexis

1980s

Work productretrieval (keywords)

Westlaw

1990s

Precedent collections

Outsourced precedents

Work product retrieval

(concept search)

Intranets

Portals


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Legal KM History - 2

2000s

CKO title and

professionals roles

Portals 2ndgeneration

Work product retrieval

(enterprise search,

experience, relevance)

Litigation enhancements

2010s

Collaboration + social media

Email filing + management

Portals 3rdgeneration

Specialized tools

Legal project management

Specialized exp. location


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History of Sharing and Surveys

No formal discussion until 1990

Law Practice Technology Roundtable (1990)

Private, focused on law practice, not tech

Sharing explodes (~2002)

NYC, DC, Toronto, West Coast private groups

Ark KM and International Legal Tech Assoc. (ILTA)

Surveys, Webinars, White Papers (~2007)


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Legal KM in 2003Top Initiatives

1. Precedents

2. Best practice documentshow tos

3. Experience / skills locator

4. Firm-wide taxonomy

5. Matter database

6. Training programs and materials

7. Previously asked question database

8. Search9. CRM

10.Search experts (Librarians)


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Legal KM in 2014Top Initiatives

1. Alternative fees, budgets, legal project management

2. Process Improvement

3. Search

4. Matter Management

5. Culture and change management

6. Precedents and forms

7. Portals

8. Client-facing KM

9. Collaboration

10.Content management


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What Happened in 10 Years?

2003

1. Precedents2. Best practice3. Experience / skills locator4. Firm-wide taxonomy5. Matter database6. Training programs and

materials7. Previously asked questions

8. Search9. CRM10.Search experts (Librarians)

2014

1. AFA, budgets, LPM2. Process Improvement3. Search4. Matter Management5. Culture + change

management6. Precedents and forms7. Portals

8. Client-facing KM9. Collaboration10.Content management


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What We Kept and Whats New

2003

1. Precedents2. Best practice3. Experience / skills locator

4. Firm-wide taxonomy5. Matter database6. Training programs and

materials7. Previously asked questions

8. Search9. CRM10.Search experts (Librarians)

2014

1. AFA, budgets, LPM2. Process Improvement3. Search

4. Matter Management5. Culture + change

management6. Precedents and forms7. Portals

8. Client-facing KM9. Collaboration10.Content management


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KM Top Initiatives - 2003


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Lessons Learned

Billable hour model does not motivate efficiencyinvestments US law firms have a limited appetite to invest in sustained,

groomed content creation and maintenance

Technology is often but not always a good substitute for labor

Outsourcing KM is cost effective (PLC)

Change management / adoption planning essential

Ride coat tails whenever possible (e.g., marketing)

Email is still a problem to manage

We need a better theory of the matter Top KM leaders have moved beyond traditional KM


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How Accounting May Differ

Leverage

Repeatability

Fee structure Scale

Competition


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Q & A

Oz Benamram and Ron Friedmann


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References

Oz Benamram, White Paper

Forming a KM Strategy for Your Firm

Ron FriedmannsBlog

A Brief History of Legal KM(Sep 2014)

Legal KM Trends Today (June 2014)

Priorities in Large Law Firms, 2014 Survey (Jan 14)
http://read.uberflip.com/issue/34417/20http://prismlegal.com/a-brief-history-of-legal-km/http://prismlegal.com/legal-knowledge-management-km-trends-today/http://prismlegal.com/knowledge-management-priorities-large-law-firms-2014-survey/http://prismlegal.com/knowledge-management-priorities-large-law-firms-2014-survey/http://prismlegal.com/knowledge-management-priorities-large-law-firms-2014-survey/http://prismlegal.com/legal-knowledge-management-km-trends-today/http://prismlegal.com/legal-knowledge-management-km-trends-today/http://prismlegal.com/legal-knowledge-management-km-trends-today/http://prismlegal.com/a-brief-history-of-legal-km/http://prismlegal.com/a-brief-history-of-legal-km/http://read.uberflip.com/issue/34417/20

Documents

The Evolution of Legal KM - Ron Friedmann and Oz Benamram - Nov 2014 - Final