The Future of Knowledge Management: Collaboration and Interaction – Law Schools Promoting KM

The following is an excerpt from Chapter 11 of my book, Knowledge Management for Lawyers, called “The Future of Knowledge Management in the Legal Profession.”

11.2 Collaboration and Interaction.

It is difficult to talk about the future without talking about technology. But the future of KM is not just dependent on advances in technology, although such advances will certainly play a significant role. There is an underlying factor that I believe is equally—and perhaps more—important. That is the nature of how people interact and work. With the popularity and proliferation of social media and social networking, we are seeing a change in the way people interact and behave. People are becoming more collaborative and willing to share. People are more forthcoming with information that, in a bygone era, was once considered better kept confidential. Helping others and sharing information is becoming the new default behavior. This new mindset, characterized by collaborating, cooperating, and sharing information and ideas, is the breeding ground on which knowledge management thrives and grows. This cultural shift, on a societal scale, is a factor that will predispose younger generations (some of whom are already law students and in the workforce) to embrace knowledge management.

There is also an indication of the mindset change in the way we are training our future lawyers. Several law schools have programs that stress the importance of innovation and try to prepare our future lawyers for a different kind of legal industry:

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ILTA’s SharePoint Symposium 2014 is set for June 10th – 11th near Chicago

ILTA’s SharePoint Symposium 2014, set for June 10th– 11th near Chicago, is designed to bring together professionals working with SharePoint in their firms or law departments.  The format of the two-day event includes a SharePoint evangelist keynote, two tracks with expert speakers and ILTA case studies as well as opportunities to network with ILTA members and key SharePoint vendors.

I’ve been involved with helping produce the event for a couple of years now, and I can tell you that it is an excellent place to hear about fresh, innovative ideas about all things SharePoint in the legal industry.

Visit the event website at sharepoint.iltanet.org for all the details, and let me know if you have any questions or comments.  I hope to see you at the event!

How to Increase the Use of Knowledge Management Tools at Your Law Firm

On Thursday, August 26, 2010 at 2:00 p.m., I’ll be moderating a panel called “How to Increase the Use of Knowledge Management Tools” at the 2010 International Legal Technology Association (ILTA) conference in Las Vegas, Nevada at the Aria Hotel & Casino.

The panel is made up of three fantastic speakers:

Attend this informative and practical presentation and you’ll learn how some of the top legal KM professionals ensure the successful use of KM tools at their firms.  Tips include: effective communication, training, branding & marketing, and measuring & feedback.

Here is the description of the program from the ILTA web site:

What does your firm do to ensure that KM tools are fully adopted and used properly? A firm-wide e-mail announcing your new “KM solution” is not enough. This session is targeted to firms with established KM programs, but where there is an ongoing struggle to ensure the KM department is visible and understood. You’ll learn to market, sell and make the business case for your KM tools.

You can download the presentation materials and get more information about the session on the ILTA website.

If you have questions for the panel prior to the session, you can contact them via the links above, or via Twitter.  Please use the hashtags #ILTA10 and #KMtools in your tweets.

Knowledge Management, Technology & Social Media for Lawyers and Law Firms

Call for Speakers for Knowledge Management Topics at ILTA Conference

Members of the ILTA KM Steering Committee are looking for speakers for the following sessions.  If you plan to be at conference and are interested in speaking on any of these topics, please complete the speaker application http://www.zoomerang.com/Survey/survey.zgi?p=WEB229VZSMLBBV and also feel free to email us in advance with any questions you may have.  Or if you have suggestions for someone else that might be a good candidate speaker, please let us know.

DMS 2.0 – What’s New and Different? (Session will cover the debate over Taxonomy v. folksonomy/tagging (do we need to go to folksonomy?), will show examples of matter centricity 2.0 (what changes are being made in firm’s initial matter centric set-up; lessons that were learned, etc) and will focus on unique, out-of-the-box configurations of DMS’. Note: Session is on Monday

Leveraging IT Tools in KM: It’s a Win-Win. Need speakers who can discuss IT tools and skills that can be leveraged by KM to create new wins.  This session will focus on taking advantage of what you already have and will describe best practices for using enterprise IT Tools in a way that supports KM. Examples include matter dashboard concept; exposing the most usable information, using accounting datat for KM solutions around clients, matters, industry topics; and repurposing IT tools such as your DMS for KM use.  Note: Session is on Thursday

ROI: Ensuring Adoption and Effective Use of KM Tools. You’ve led the horse to water, but will he drink?  What does your firm do to ensure that KM tools are fully adopted and used properly?  A firm-wide email message announcing your new “KM solution” is not enough.  You need to make the business case, market, and sell your KM tools.  Show your attorneys “what’s in it for them.”  This session is targeted to firms that have established KM programs, but where there is an on-going struggle to make sure the KM department is visible and understood, so there is never a question of the value it is delivering.  Note: Session is on Thursday.

Weaving KM Into and Across Administrative Departments. This session is about how km can benefit any administrative department and km initiatives that span across administrative departments; the benefit that km can bring to help align cross functional intiatives, and the challenges of doing so.  Need speakers who are addressing some of these organizational issues and challenges. Note: Session is on Thursday. KM Steering Group contact, Mara Nickerson (mnickerson@osler.com)

How KM Supports Alternative Fee Arrangements (AFAs).
This session will review how knowledge management provides critical support for law firms as they design, manage and offer AFAs.  In addition to more traditional methods, such as model and sample forms, matter databases, and expertise location, KM supports AFA strategies through project management, financial analysis, business intelligence, and standardized information capture.  Note: Session is on Thursday.

Knowledge Management, Technology & Social Media for Lawyers and Law Firms

Upcoming KM Presentations at LegalTech (and Beyond)

LegalTech New York and The Sixth Annual Law Firm Chief Information & Technology Officers Forum are right around the corner – coming up February 1 -3, 2010.  I’m looking forward to participating on a couple of panels:

First: External Knowledge Management: Using Internet Resources to Your Advantage, at LegalTech on Monday, February 1 at 4:15 p.m.   I am joining David Hobbie, Litigation Knowledge Management Attorney at Goodwin Procter LLP (and author of the Caselines blog), and Tom Baldwin, Chief Knowledge Officer at Reed Smith, LLP.   Rob Saccone, Vice President, General Manager, XMLAW at Thomson Reuters is moderating.

Here’s the outline:

  • Explore free and paid-for services and content sources becoming available for firms to support their knowledge management, marketing and practice needs
  • Using search sites and social networks for legal research, competitive intelligence and current awareness about clients and partners
  • Find information that is out there about your firm
  • Going beyond Google
  • Best practices for understanding the messages the marketplace is sharing about you and your firm and how to manage the data

Next: Enterprise Search: How to Mitigate Risk and Drive Productivity, at the CIO – CTO Forum on Wednesday, February 3, at 11:00 a.m.  I am joining Ali Shahidi, Director of Knowledge Management at Bingham McCutchen LLP and Bill Puncer, Search Advantage Evangelist at LexisNexis.

Description from the program: Law firms are increasingly inundated with information.  Join us for a lively presentation on managing that information—making it searchable; actionable and enhancing its value within the enterprise, thus managing your risk exposure and driving productivity.  Discover how an enterprise search platform can power a range of flexible tools your firm can use to integrate, enrich and manage both internal and external information, reducing the risk of making costly mistakes and increasing productivity within the enterprise.

Also of interest is The Business of Law Symposium, Charting a Successful Course in Today’s Brave New World, sponsored by LexisNexis at LegalTech on Monday, February 1, from 1:00 p.m. to  5:00 p.m.  This promises to be very interesting, starting with a Keynote by Bruce MacEwen of Adam Smith, Esq. There are three other sessions: Knowledge Management; New Structures for the New World; and Future Strategies.  Other notable speakers include: Ali Shahidi (see above) and Oz Benamram, Chief Knowledge Officer at White & Case, and too many others to list.  The program is eligible for up to 4 CLE credits.

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms

Web 2.0: Driving Innovation in the Law Firm Library

dc_speaking Steven Lastres, Don MacLeod, and I will be speaking at 9 a.m. on Tuesaday, July 28, 2009 at the American Association of Law Libraries (AALL) Annual Meeting in Washington DC.

Here is some information on the program from AALL:

Target Audience: Law firm librarians who need to understand how new web technologies can foster collaboration and deliver library services.

Learning Outcomes:

1) Participants will be able to assess the benefits and pitfalls of emerging Web 2.0 technologies from three perspectives: library management, knowledge management and lawyer training.

2) Participants will be able to build a convincing business case for Web 2.0 technologies to firm management and other decision-makers.

The presentation begins with an overview of the benefits of Web 2.0 as part of an overall Knowledge Management strategy. The program will explain what the benefits are to lawyers and clients, how to calculate ROI and demonstrate why law librarians should lead the process.

After a discussion of the underlying theory driving the adoption of Web 2.0 technology, the nuts and bolts of building and deploying Web 2.0 technologies will be reviewed, including showing which technologies pay off the best (comparison of tools) and how to get buy-in from management and adoption by end users. Part of this program will look at how to integrate new technologies with existing infrastructure.

The third perspective of Web 2.0 concerns teaching lawyers how to work in a knowledge-sharing environment. This part of the program will provide guidance on how to set up a training program in the law library to help lawyers master the tools they need for sharing information in their daily practice. The program addresses how librarians can encourage lawyers to rely on them for expertise in identifying and using the right resources.

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms

More ILTA Coverage | Knowledge Management

Today is the last day of ILTA.  I’ll be covering a couple of sessions later. 

There are so many great programs here that it’s impossible to attend all of the ones that you’d like.  That’s why I am very happy to see that several people are sharing their notes and thoughts about the sessions.  Many people have expressed appreciation for this, so I want to make sure that everyone knows of some of the other live bloggers:

I’ve mentioned coverage by David Hobbie of Caselines and Doug Cornelius of KM Space.  I noticed that Amy Witt of Nina Platt Consulting is ILTA blogging at The Law Firm Intranet

If you know of others, please drop me a line and I’ll revise and / or repost a new list. 

Thanks. 

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms 

The Ultimate Legal Technologist (from ILTA) | Knowledge Management

ILTA – August 26, 2008 1:30 pm

These are my notes from the program.  [Since I am taking paper-free notes and because there is free Wi-Fi here, I thought that I’d add the notes to the blog.  Disclaimer: my notes are rough, so forgive the typos.]

From ILTA:

Title: The Ultimate Legal Technologist
Description: We discuss the value of legal or IT expertise as a foundation for legal technologists, specifically in the field of practice (or litigation) support.  The panel discusses their findings and experiences when the pendulum is swung in either direction.  Can you find legal technologists who hold in-depth expertise in both areas, and do they make the ultimate technologist?
Speaker(s): Joel Vogel – Paul, Hastings, Janofsky & Walker, LLP
Florinda Baldridge – Fulbright & Jaworski L.L.P.
Michelle Mahoney – Mallesons Stephen Jaques
 
Learning Objectives: Identify the dynamics that lead to a successful service delivered by multi-disciplined professionals.
Learn about the personality types, perceptions and the reality when managing expectations of legal staff and clients.

No LawyerKM notes due to technical problems.  I recommend checking out the slides from the presentation.

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms

Collaboration Tools and Technologies for Lawyers (at ILTA) Knowledge Management

ILTA – August 26, 2008 3:30 pm

 

These are my notes from the program.  [Since I am taking paper-free notes and because there is free Wi-Fi here, I thought that I’d add the notes to the blog.  Disclaimer: my notes are rough, so forgive the typos.]

 

From ILTA:

Title:   Collaboration Tools and Technologies for Lawyers

 

Description:     Collaboration technologies and tools are the most important current developments in legal technology and are likely to remain so for the foreseeable future. During this session, the speakers discuss collaboration technologies for law firms, review tools and explore alternative platforms.

 

Speaker(s):     

Tom Mighell – Cowles & Thompson, P.C.

Dennis Kennedy – MasterCard Worldwide

 

Learning Objectives:  

Identify collaboration tools and technologies for law firms.

Analyze their utilization and explore alternative methods.

LawyerKM’s Notes:

  • Do you know how your lawyers are collaborating?
    • email
    • wikis
    • meetings
    • SharePoint
    • etc.
  • Collaboration is not new
    • history of collaborating
    • telegraph is the first form of IM (sort of)
    • telephone
  • Collaboration today
    • mainly email 
    • document collaboration (redlining, track revisions, etc.)
    • conference calls
  • Internal & external collaboration
    • geography and the parties are factors
    • audience is important – e.g. metadata stripping is important when collaborating with third parties, but not necessarily with internal parties
    • Internal: everyone on the same team, see metadata above; brainstorming, etc. openness about the documents
    • External: the collaborators might be on the same side, but might be adversaries.
  • Basics: Documents and Projects
    • Documents – take advantage of the fact that documents are in a digital format.
    • Project Management – lawyers are very much project managers
      • they need to manage the cases and / or deals that they are working on
  • Basic Collaboration Toolbox
    • choice depends on how you work
    • determining what you’re trying to do helps you match tools to the problem
    • calendaring, conferencing, document collaboration
  • Collaboration Platforms
    • SharePoint
    • Google Apps (Dennis is surprised at the interest in this from a large law firm perspective – so am I see Web 2.0 in Law Firms)
  • Web 2.0 Tools
    • key definition – using the internet as a software tool or application platform  (web 3.0 is the semantic web, see here)
    • Blogs, Wikis, Cloud computing
    • they are platform agnostic (PC or Mac – all the same – you just need a web browser)
    • Calendaring on the web allows easy collaboration
    • web-based large file sharing (e.g. Drop IO, usendit)
  • Next Generation Concepts
    • user-generated content publishing (see, e.g., Wikipedia, YouTube, SlideShare, Mash-ups)
    • social networking (LinkedIn, Facebook) becomes an expertise locator.  [what about Twitter?]
    • Legal OnRamp, JD Supra
  • How to learn about collaboration options
    • lots of collaboration blogs: Dennis and Tom’s blog
    • RSS feeds (subscribe to collaboration tag in technorati)
  • Approaches to develop a collaboration strategy
    • is your approach active or passive?
    • collaboration audit – don’t assume that you know how your attorneys are collaborating – check it out. 
    • what is your firm’s collaborative culture?  – look at the way people actually work (even from a non-technological way)
  • Defining and Implementing your collaboration approach
    • try to guide people to accepted products and approaches
  • What is your collaboration culture?
    • the audit will help
    • what are people doing now
    • strengthen collaboration culture – establish a collaboration coordinator [sounds like a KM position; an evangelist]
    • let people know about successes
    • learn from your failures
  • Conclusions
    • no longer an option
    • impact on day to day practice can be huge
  • What to do next?
    • observe how you are collaborating (notice what tools you use)
    • pick one tool and investigate it

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms

"Live" Blogging at ILTA | Knowledge Management

ILTA is on.

In the spirt of going green, I thought that I would take my notes at ILTA on my laptop instead of on paper.  The keynote speaker, Tim Sanders, scared the heck out of everyone about the evils of using paper – and law firms are huge offenders.

Since I am taking paper-free notes and because there is free Wi-Fi here, I thought that I’d add the notes to the blog.  Disclaimer: my notes are rough, so forgive the typos.

LawyerKM :: Knowledge Management & Technology for Lawyers and Law Firms