I’m excited to report that I am writing a book about KM in the legal profession and it is scheduled for publication by the ABA in 2014.  If you know me, then you know that I am a big fan of collaboration.  I’m also always trying to think of ways to do things differently, better, and more effectively.  I think I have come up with a way to make this a better book — one that will really resonate with KM professionals, law firm leaders, and those who want to learn about KM, and/or who are thinking of getting involved in KM in their law firm or legal department.  That approach is to crowd source parts of the book from the KM community.  See more below the chart…

Who leads KM in law firms

I’m starting this experiment by seeking comments on the question,”Who leads KM in law firms and legal departments?”  Thanks to ILTA and the KM Surveys that the ILTA KM Peer Group has published over the years, we have a good idea who leads KM.  For the three years (2008, 2010, and 2012) during which the ILTA KM PG has done the surveys, they asked “What is the background of the primary person managing KM efforts/projects on a day-to-day basis?”  I have looked at the results over the three surveys, plotted them on the above chart, and noticed some key data points and trends.

First, the vast majority of people leading KM efforts in law firms and legal departments are: lawyers (both practicing and non-practicing), librarians, and IT specialists.  Over the years, these have made up between 81% – 93% of the KM leaders.

Second, there seems to be some trends surfacing.

  • Lawyers (practicing and non-practicing) have always been the largest group of KM leaders – from 40% – 51% of the time.
  • Recently there seems to be a trend toward non-practicing lawyers leading the way and practicing lawyers stepping out of the KM picture.  Notice the decrease for practicing lawyers from 14% to 12% to 8%, while there is an increase in non-practicing lawyers (from 26% to 31% to 43%).
  • IT specialists leading KM seems to be slowly decreasing.
  • Librarians leading the way saw a lull in from 2008 to 2010, but ticked up in 2012.

So, my first questions to the crowd are (please address any or all of them, as you wish):

  • What do you make of this data? 
  • Why is there a change in who is leading KM at law firms?
  • What is your experience at your firm or legal department?
  • Does this data support the claim that some have been making that “KM is dead” or does it indicate a revitalization of KM, or something else?
  • What else does this data say about the state of KM leadership or KM (in general) at law firms and in legal departments?
  • Do you have any other thoughts about this?

Please either leave a comment to this post, or email me directly (patrickdidomenico at gmail dot com) with your thoughts.  My intention is to include your comments in my book (although I cannot guarantee inclusion, as I do have an editor).  You can submit your comments anonymously, if you like.  But I would like to give credit where credit is due.  If you submit a comment and I use it in the book, I will cite you appropriately (unless you don’t want me to).

I’m really excited about this, and I hope it works.  I know many of the people who read this blog have a lot of good ideas about KM.  I would love to share these ideas with others.  Thanks in advance for taking part in my little experiment.  And be on the lookout for other crowd sourcing posts that will give you opportunities to contribute to the book!

From the official ILTA Announcement:

ILTA 2013: The Catalyst is a four-day educational conference with over 200 peer-developed educational sessions, ample networking opportunities, more than 200 exhibiting vendors and much more!

August 18-22, 2013 at Caesar’s Palace in Las Vegas, Nevada.

Register now for discounted pricing.

Register by March 31st and get a $150 discount off the standard rate. Check out the SuperPass offering for organizations sending seven or more people.

The catalyst for new ideas, new connections.

A catalyst can be defined as something or someone that causes a reaction or activity between two or more things to create something new. ILTA’s 2013 conference will be a time to make reactions happen that will affect our profession now and for years to come. Join us, and find your catalyst for change!

Sessions: abundant and relevant.

We have a stellar lineup of keynote speakers who take the stage each morning, and attendees will experience various session formats, including hands-on, interactive audience participation, case studies, advanced curriculum, roundtables, lecture presentations and panel discussions. You are sure to have numerous takeaways to use back at the office! The full session lineup will be provided by the end of May.

Networking.

Networking opportunities begin on Sunday afternoon with our Communities of Interest, and they continue throughout the week. Take advantage of the numerous opportunities to meet with your peers face-to-face!

Stay informed; join the conversation.

> Visit the ILTA Conference Facebook event
> Follow the ILTA Conference on Twitter
> Help spread the word: #ILTA13
> Follow the Conference Blog

For those of you attending the ILTA Conference in Washington, DC next week, the ILTA Knowledge Management Peer Group will be holding a reception following our conference sessions on Tuesday, August 28, from 4:30 pm to 5:30 pm in the foyer area outside of National Harbor 4-5.   We hope that you can join us!

A special thank you to HighQ for sponsoring our reception.

Future-Proofing Your SharePoint Strategy  

Join the International Legal Technology Association (ILTA) for this free webinar on Thursday, August 9, 2012 at 4:00 p.m. GMT / 12:00 p.m. EDT / 11:00 a.m. CST /10:00 a.m. MST / 9:00 a.m. PST.

Description:
Having an effective SharePoint strategy is essential to getting the full value out of your platform investment. But how do you create an effective strategy, and where do you start? SharePoint is a continually evolving platform, so once you have a strategy, how do you ensure it will be successful over time? Join Richard Harbridge as he discusses the importance of effective SharePoint strategies and outlines real-world best practices in the legal industry.

Speaker:
Richard Harbridge is an internationally recognized expert in Microsoft SharePoint and is a technology and business evangelist with deep expertise in information architecture, enterprise content management and technology strategy. He has successfully defined, architected, developed and implemented well over one hundred SharePoint solutions, including small implementations on a single server to over 80,000-user implementations in international organizations.

REGISTER online here

Questions?  Please contact Kristy Costello at 512.795.4674 or kristina@iltanet.org

The Attorney Personality Profile – Knowing and Harnessing Your Practitioners’ Tendencies

Join ILTA for this webinar on Thursday, July 26, 2012 at

4 p.m. GMT/ 12 p.m. EST / 11:00 a.m. CST /10:00 a.m. MST / 9:00 a.m. PST.

Join in the exploration of personality types, lawyers’ personalities specifically, that impact the successful implementation of firm projects, with particular emphasis on KM initiatives. Based on several studies that have examined the typical lawyer personality, hear why lawyers are both rewarding and challenging people with whom to work. Learn how to use this information to work more effectively with attorneys as you gain a better understanding of their strengths and foibles, how to engage them and what tendencies need to be managed.

Speaker:

Mark Sirkin, Ph.D. is the Principal of Sirkin Advisors. He specializes in working with the leadership of law firms and law departments to assist them with people issues, including coaching struggling partners, advising law firm leadership, introducing competency models and evaluating legal talent. For the past 20 years, Mark has worked at the highest levels of organizations and firms, helping individuals and teams improve performance and results. He can be contacted at mark@sirkinadvisors.com or (914) 450-6481.

If you would like to Tweet during this session the hashtag for the Knowledge Management Peer Group is #ILTAKM

Fee:  The fee is PER CONNECTION and is $50 for ILTA members and $150 for non-members.  You will receive connection (both phone and internet access) information upon receipt and processing of payment.

REGISTER online at: http://www.iltanet.org/MainMenuCategory/Meetings/Webinars/WEB-KM-072612-942755.html

Questions?   Please contact Kristy Costello at 512.795.4674 or kristina@iltanet.org

Improve Your DM! Best Practices and Process Improvements To Maximize Your DMS

Join us for a free webinar on Wednesday, June 20, 2012 at  4 p.m. GMT/ 12 p.m. EST / 11:00 a.m. CST / 10:00 a.m. MST / 9:00 a.m. PST.

Have you recently thought about the structure and effectiveness of your document management system? Are the initial choices you made when implementing it still serving your business needs? Join this webinar to hear about two firms’ efforts to improve their document management systems. The presenters will discuss the implementation of best practices, standardization, naming conventions and business processes that can better capitalize on document retrieval, records management and knowledge management initiatives.

Speakers:

Joshua Fireman, CEO of Fireman & Company, is a respected leader in knowledge management, noted for achieving the field’s ultimate goal of having active contributions to an institutional knowledge base. Joshua was previously the vice president and general counsel of ii3 and designed enterprise-class solutions. Prior to joining ii3, Joshua led the development of McCarthy Tétrault’s knowledge management system. He can be reached at joshua.fireman@firemanco.com.

Cindy Mahoney is a Senior Systems Administrator at Ropes & Gray LLP in New York. She has 10 years of experience with iManage as a document management administrator, project manager, development manager and consultant. Cindy currently serves on the ILTA Enterprise Content Management Peer Group Steering Committee, is a member of the DocAuto Advisory Board and is an ILTA City Rep for New York City. She is a certified Project Management Professional and can be reached at cynthia.mahoney@ropesgray.com.

Monroe M. Horn is the Chief Technology Officer at Sunstein Kann Murphy & Timbers LLP. He can be reached at mhorn@sunsteinlaw.com.

REGISTER online here

Questions? Please contact Kristy Costello at 512.795.4674 or kristina@iltanet.org

Starting a Knowledge Management Program at Your Firm

Join us for a free webinar on Tuesday, June 5, 2012 at 4 p.m. GMT/ 12 p.m. EST / 11:00 a.m. CST / 10:00 a.m. MST / 9:00 a.m. PST.

Join three experienced knowledge management thought leaders as they discuss how to start (or revitalize) a KM program at your law firm. They’ll explore reasons to start a KM program, how to learn about your firm and its personality, and what first steps to take.

There will also be a question and answer period. You can ask questions or make comments before and during the webinar using Twitter — just use the #StartingKM and/or #ILTAKM hashtag. Feel free to tweet our panelists directly: John Gillies (@JohnGillies), Jeffrey Rovner (@JeffRovner), Rachelle Rennagel (@Irshal). You may also tweet our moderator, Patrick DiDomenico (@LawyerKM).

Speakers:

John Gillies is the Director of Practice Support at Cassels Brock & Blackwell in Toronto. He collaborates with all firm members to enhance the culture of knowledge-sharing through building appropriate organizational and technical structures. John has spoken at numerous Canadian and American conferences and has published articles and blog postings on knowledge management and legal drafting issues. He can be reached at jgillies@casselsbrock.com or on Twitter @JohnGillies.

Rachelle Rennagel is the Director of Legal Services at Patterson Belknap Webb & Tyler. She oversees the firm’s practice support, paralegal, library and managing clerk’s offices, and is responsible for the firm’s knowledge management initiatives. This role calls on her technology skills, and — as a former practicing attorney — she acts as an intermediary between the firm’s attorneys and its IT organization. Rachelle is currently ILTA’s Conference Vice President. She can be reached at rrennagel@pbwt.com or on Twitter @Irshal.

Jeff Rovner is the Managing Director for Information at O’Melveny & Myers LLP, where he directs all of the firm’s technology, information and knowledge management functions. In 2006, London’s “Citytech Magazine” included Jeff on its “Global Tech Leaders Top 100.” Jeff is a frequent speaker on the topics of information technology and knowledge management, and is currently teaching those subjects as an adjunct professor in the George Washington University Master’s Program in Law Firm Management. He can be reached at jrovner@omm.com or on Twitter @JeffRovner.

Patrick DiDomenico is the Director of Knowledge Management at Ogletree, Deakins, Nash, Smoak & Stewart, P.C. in New York. He leads the firm’s efforts to help lawyers work more efficiently and effectively to create value for its clients. Patrick is a frequent speaker on knowledge management, social media and legal technology. He is a member of the ILTA Conference Committee and the ILTA Knowledge Management Peer Group Steering Committee. He can be reached at patrick.didomenico@ogletreedeakins.com or on Twitter @LawyerKM.

REGISTER online here

 

Social.  Networking.

The International Legal Technology Association (ILTA) Knowledge Management and Law Department Peer Groups will be hosting a reception at the LegalTech Conference on January 31 at 5:15 at the Bridges Bar in the Hilton NY Hotel.  the event is sponsored by Autonomy, Bridgeway and Prosperoware.  I hope to see you there.  This is social networking in an analog sort of way.

Register Here

In case you missed any of the six Knowledge Management Peer Group Track sessions at the annual ILTA conference this year, you can listen to the audio recordings of them now.  And best of all, they are free.  Here is a description of the sessions from a previous blog post, and here is a list of the KM sessions (links launch audio):

KMPG1 – Advances in Document Assembly
KMPG2 – Social Networking in the Legal Industry
KMPG3 – It Takes a Village to Deliver Effective AFAs
KMPG4 – How KM Supports Innovative Service Delivery
KMPG5 - Creating an Optimal KM Value Strategy
KMPG6 – KM Helps Meet the ACC Value Challenge

Here is a link to the page with all the conference sessions.

The ILTA Conference has begun here in Nashville.  I’ll be attending as many of the sessions as I can (there are so many to choose from).  The first session I attended was a Knowledge Management Peer Group Steering Committee sponsored session called Advances in Document Assembly.

Here is the info from ILTA followed by my brief notes.  Please forgive the typos (I’m typing away quickly just to get the thoughts down on “paper”).

From ILTA:

Advances in Document Assembly
Description: While document assembly applications have been around for a few years, adoption has been relatively slow and usually for niche legal practice areas. However, new technologies may rejuvenate interest.

Date/Time:     Monday 8/22/2011 at 11:00 a.m.
Location:     Canal C
Speaker(s):

  • Peter Krakaur – Orrick, Herrington & Sutcliffe LLP
  • Michael Tominna – DLA Piper
  • Ayelette Robinson – Littler Mendelson, P.C.
  • Yvonne Willis – Pillsbury Winthrop Shaw Pittman LLP
  • Moderator: David Hobbie – Goodwin Procter LLP

My Notes:

Poll: Most people in the room do not currently use DA software.

DH – What is DA?  – Continue reading »

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