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The Emerging Social Law Firm Why your next intranet, alumni website or firm website will be a social network Dora Martinez Sheppard Mullin Stuart Kay Baker & McKenzie Sonny Cohen Duo Consulting

LMAtech2013: THE EMERGING SOCIAL LAW FIRM - Why your firm’s next intranet, alumni website or project environment will be a social community

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The Internet is increasingly social – and that means more than social media. We are seeing emerging uses in the legal industry for social firm intranets, social alumni websites and socially collaborative team environments. While many law firms still grapple with social media, some have taken the next steps moving beyond third-party social media to the introduction of their own social business environments. You will learn from the in-house experiences from executives of two firms who have pursued this path and a law industry digital marketer who claims that future is now. Today, as a rule, many law firm intranets are drab HR form repositories brightened occasionally with birthday announcements and plans for the firm picnic. Alumni communities are outsourced to an invite-only LinkedIn group or an alumni website offering little opportunity for two-way communication. Client teams brave their way through the constraints of limited project extranet collaboration. The best is yet to come. Known broadly as Enterprise Social Networks, social intranets foster collaboration, communication and knowledge-sharing among employees. And while not a household word in law firms, Deloitte predicts that by the end of 2013 more than 90 percent of Fortune 500 companies will have implemented one. These new platforms will connect industry teams, practice areas and serve to minimize the endlessly threaded, reply-all emails while promoting greater awareness of resources and experience. Law firm marketers will want to tune into these emerging communication strategies as social communities will not only engage internal participants but can also be extended to clients, prospects and your targeted industries and practice areas. Bring this thought leadership to your firm so that they may begin now to gain the experiences that are already permeating leading businesses. You will learn: •Law firm case stories to help you better understand the functions of social business communities •How you might gain awareness, project sponsorship, and implementation of social intranets based on the experiences of firms who have been here and done this •How your firm can achieve the baseline functionality of existing intranets while raising performance using a social platform •Performance, engagement and ROI indicators you should know •The business momentum driving development of privately managed social communities Moderator •Sonny Cohen, Director of Internet Marketing Strategy, Duo Consulting Speakers •Stuart Kay, Director, Global Business Systems, Baker & McKenzie •Dora Martinez, Chief Knowledge Officer, Sheppard Mullin

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The Emerging Social Law FirmWhy your next intranet, alumni

website or firm website will be a social network

Dora Martinez Sheppard Mullin

Stuart KayBaker & McKenzie

Sonny Cohen Duo Consulting

“Everything that can be social will be.”

JEFFREY DACHIS, CEO @ DACHIS GROUP

SOCIAL PERVADES OUR NON-BUSINESS LIFE

You already know social:

ProfilesConnectionsRating

Why is it easier to set up dinner plans with friends on Facebook than a business meeting via email?

SharingTagging

THE SOCIAL BUSINESS IS BUILT ON SOCIAL NETWORKS

AKA: Social PortalSocial Intranet

Social business is a connected business

Social BusinessSocial Network

“The future of work is social. I haven’t got a doubt about it.”

LUIS SUAREZ, SOCIAL COMPUTING EVANGALIST @ IBM

SOCIAL NETWORKS ARE THE NEW NORMAL

“…by the end of 2013 more than 90% of Fortune 500 companies will have partially or fully implemented an Enterprise Social Network.”

BRIAN SOLIS, PRINCIPAL @ ALTIMETER GROUP

“This is the end of business as usual.”

Your headlines should make a point, and not just be a label

Your headlines should make a point, and not just be a label

Your headlines should make a point, and not just be a label

DO WE HAVE ENOUGH SOCIAL NETWORKS?

No.

BUSINESS CASE FOR SOCIAL BUSINESS

It’s all about:

ContentCollaborationCommunication

LEW PLATT, FORMER CEO @ HEWLETT PACKARD

“If HP knew what HP knows we would be three times more productive.”

“You have to grab onto the new communication and collaboration systems or you will simply end up roadkill.”

GEOFFREY MOORE, CHAIRMAN EMERITUS @ TCG ADVISORS

“As a social enterprise, everyone in the company is a subject matter expert. It’s been totally transformational for us.”

CARL CADMEN, PRESIDENT & CEO @ KELLY SERVICES

DON TAPSCOTT, AUTHOR OF WIKINOMICS

“This is not an information age. It’s an age of networked intelligence.”

“Your social platform will become the motherboard of your business”

SANDY CARTER, VP OF SOCIAL BUSINESS @ IBM

Implement Your Firm’s Social Network

HighQ Intranet

Dora MartinezChief Knowledge Officer @ Sheppard Mullin

© Sheppard, Mullin, Richter & Hampton LLP 2013

The Emerging Social Law Firm

Our Story

Dora Martinez

Chief Knowledge Officer

Sheppard Mullin Richter & Hampton LLP

The Importance of Social Tools

“If what you are doing in IT or KMdoesn't have social in it then stop andstart again. It’s as simple as that.”

Pete Williams, Deloitte

Our Strategy

Understand users raised expectations Highly mobile Instant access, device agnostic Easy, intuitive, responsive Secure environment

Meet those expectation Take best ideas from consumer sites Add high-grade security and control Focus on user experience & innovation

Our Solution

Chose the right partner with proven solution Web site that adapts to any mobile device Provides an optimal user experience on any platform No need for an “app”

Offer more than a landing page Secure file sharing Team & matter collaboration Project management Communities of practice Enterprise social network

Our Journey

Spin up our new site Test, test and test again Get comfortable

Migrate Transition our data Transition our users

Settle in Talk up new features Market, market, market

Our Results

Greater user adoption Our partners love it Our clients love it

Creative uses Deal rooms Contract management Project Management Budget management Matter management

Main communications vehicle

Social = Mobility = Flexibility

Our Future

Evangelize social collaboration Discussion boards Wikis

Deliver current events (news aggregators) Events affecting client Events affecting client’s competitors Events affecting client’s industry

Implement Your Firm’s Social Network

Yammer Intranet

Stuart KayDirector of Global Business Services @ Baker & McKenzie

Baker & McKenzie LLP is a member firm of Baker & McKenzie International, a Swiss Verein with member law firms around the world. In accordance with the common terminology used in professional service organizations, reference to a "partner" means a person who is a partner, or equivalent, in such a law firm. Similarly, reference to an "office" means an office of any such law firm.© 2013 Baker & McKenzie LLP

The Emerging Social Law Firm

Stuart Kay, Director Global Business Systems, Baker & McKenzie

Legal Marketing Association | Legal Marketing Technology Conference | San Francisco, October 2013

© 2013 Baker & McKenzie LLP 33

Personal Work

© 2013 Baker & McKenzie LLP

Baker & McKenzie 74 Offices 46 Countries 4500+ Partners

and Lawyers 55+ Nationalities 70+ Languages

© 2013 Baker & McKenzie LLP

Some basics

© 2013 Baker & McKenzie LLP 36

Beliefs

– There is demand– There is utility– Value (ROI) is (can) not accurately measured– Social media usage is a personal choice– There are evangelists and skeptics– The process is evolutionary, and inescapable

© 2013 Baker & McKenzie LLP 37

Foundations

– Platforms must be stable, secure, scalable and flexible– UX is critical (intuitive, innovative, tested)– Agile development, iterative testing– Omni-channel is a goal

© 2013 Baker & McKenzie LLP 38

Nominal social media building blocks

Keitzman’s honeycomb framework

– Identity: The identity block represents the extent to which users reveal their identities in a social media setting.

– Conversations: The conversations block of the framework represents the extent to which users communicate with other users in a social media setting.

– Sharing: Sharing represents the extent to which users exchange, distribute, and receive content.

– Presence: Presence represents the extent to which users can know if other users are accessible.

© 2013 Baker & McKenzie LLP 39

Keitzman’s honeycomb framework – 2

– Relationships: The relationships block represents the extent to which users can be related to other users (i.e. have some form of association that leads them to converse, share objects of sociality, meet up, or simply just list each other as a friend or follower).

– Reputation: Reputation is the extent to which users can identify the standing of others, including themselves, in a social media setting.

– Groups: The group functional block represents the extent to which users can form communities and sub communities. The more ‘social’ a network becomes, the bigger the group of friends, followers, and contacts.

© 2013 Baker & McKenzie LLP 40

Keitzman’s framework – examples

– LinkedIn users are thought to care mostly about identity, reputation, and relationships

– YouTube's primary features are sharing, conversations, groups, and reputation.

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 41

SM @ BM evolution – parallels

– Late 1990s: Internal: “BakerWeb” – CoPs, but non-intuitive, static and out of date Public: “BakerNet” – static and out of date

– Mid to late 2000s: Internal: New collaborative intranet (portal) Public: New, more dynamic website, including blogs

– Early 2010s: Internal: + More teams, projects, blogs + presence + Public: + Alumni + more blogs + more presence on

© 2013 Baker & McKenzie LLP

Social intranet evolution

© 2013 Baker & McKenzie LLP 43

BakerWorld

– SharePoint 2007 intranet / portal– Objectives:

A platform that could evolve Centralized governance, decentralized content

management (for both publication and collaboration) Dynamic collaboration (project and team sites, blogs,

discussion boards, lists) Directories including expertise

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP

BakerWorld – team sites (incl. client teams)

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 45

BakerWorld – project sites

© 2013 Baker & McKenzie LLP

Collaboration – virtual teams

– Recent core project team + critical contributors comprised: 20 people From 7 offices / 6 time zones

– PLUS: Contributions and guidance from IT managers and trainers from all offices in nearly all time zones

46

© 2013 Baker & McKenzie LLP

Time zones

47

© 2013 Baker & McKenzie LLP 48

BakerWorld – project collaboration

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 49

BakerWorld - discussions

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 50

BakerWorld – people / presence

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 51

Yammer for discussions?

– SharePoint discussions limited Quest web part acquired to enhance SharePoint Quest better, but still patchy adoption (used extensively

by IT)

– Yammer advantages Intuitive functions and layout New product buzz Not authorized by B&M! Available on any mobile device

© 2013 Baker & McKenzie LLP 52

Yammer for discussions!

– First Yammer groups set up early 2010 In the cloud No publicity, slow adoption Mostly IT, with some social network evangelists As of 3 March 2011, there were 122 members

– An influencer in BD / Marketing joined Yammer in February 2011 By December 2011, there were 587 users, and loud

demand

© 2013 Baker & McKenzie LLP 53

BakerWorld – Yammer integration

– We acquired an enterprise license in December 2011 We still did not publicize it Lack of single sign-on was the largest obstacle to wider

adoption

– Integration with BakerWorld around September 2012 By December 2012, there were 1972 unique users

© 2013 Baker & McKenzie LLP 54

Yammer – available everywhere

IdentityConversations

SharingPresence

RelationshipsReputation

Groups

© 2013 Baker & McKenzie LLP 55

Yammer – organic growth

© 2013 Baker & McKenzie LLP 56

Lessons learned

– Must be seamless (lack of single sign-on was a huge problem)

– Most effective where there is an influential thought leader who adopts (or mandates) it

– Evangelists require it; skeptics ignore it until they can’t– Groups and discussions come and go – it’s an organic

process; they thrive where there is a specific topic– File sharing is simple, but basic (too basic)– Transition from email is challenging

© 2013 Baker & McKenzie LLP 57

The Future?

– Have already federated Lync with 1 of our clients– Investigating federation of Yammer with other clients– Upgrading SharePoint for additional social features– Real omni-channel is a way off

© 2013 Baker & McKenzie LLP

Social Alumni

© 2013 Baker & McKenzie LLP 59

Alumni – system

– Proprietary Alumni website– Single database manages all lawyer & staff (current &

alumni) information– Synchronized with central people billing system, and

multiple CRMs

© 2013 Baker & McKenzie LLP 60

Alumni – social

– 1000+ registered in first year; 35,000 possible– Enables current lawyers & staff to connect with alumni– Photobooks, and videos of our history & meetings

1950 to present are popular– Cross channel approach with– 6 established regional groups with regular events

© 2013 Baker & McKenzie LLP 61

© 2013 Baker & McKenzie LLP 62

Baker & McKenzie LLP is a member firm of Baker & McKenzie International, a Swiss Verein with member law firms around the world. In accordance with the common terminology used in professional service organizations, reference to a "partner" means a person who is a partner, or equivalent, in such a law firm. Similarly, reference to an "office" means an office of any such law firm.© 2013 Baker & McKenzie LLP

The Emerging Social Law Firm

Stuart Kay, Director Global Business Systems, Baker & McKenzie

Legal Marketing Association | Legal Marketing Technology Conference | San Francisco, October 2013

Implement Your Firm’s Social Network

Drupal Intranet

Sonny CohenDirector of Internet Marketing Strategy @ Duo Consulting

ANONYMOUS (BUT REAL) EAST COAST LAW FIRM

Drupal “Open Atrium” Open Source< $20,000170 Attorneys

JEFF GIBBARD, PRESIDENT @ TRUE VOICE MEDIA

“Social business: This is not a drill, people.”

“It’s about relationships, not technology.”

DENNIS AGUSI, GLOBAL INTERNATIONAL COMMUNICATIONS OFFICER @ PHILIPS

RESOURCES

End of Business as Usual, Brian Solis

Social Business by Design, Dion Hinchcliffe

Capturing Community, Michael Silverman

The Collaborative Organization, Jacob Morgan

REFERENCES

Content from:

Inside Communications: Social Networking Quotes

Deloitte Touche Tohmatsu Ltd: Technology, Media & Telecommunications predictions 2013

Dora Martinez Sheppard MullinChief Knowledge

[email protected]

m

Stuart KayBaker & McKenzieDirector of Global Business Services

[email protected]

Sonny Cohen Duo Consulting

Director of Internet Marketing Strategy

[email protected]