Digital White Papers

KM and ECM

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ILTA WHITE PAPER: JULY 2015 WWW.ILTANET.ORG 20 KM BLUEPRINT – OVERVIEW KM Type Internally Focused Client-Focused Process-Focused Rela ve Complexity Lower Medium Higher Key Objec ves Improve Legal Services and Work Product Help Win New Business Improve Legal Processes KM Goals Business Drivers • Client expecta ons for be er, faster, cheaper legal services • Improved profitability • Reduced risk • Increased compe on for legal services • Client expecta ons for lawyers to be business advisors and legal service providers • Client expecta ons for transparency into legal work and alloca- on of work to lowest cost resources • Protec ng profits in compe ve, price-sensi ve market Strategy • Improve efficiency and quality of legal work • Push work down to lowest cost qualified resources without in- creasing risk • Keep lawyers abreast of changes in the law • Mentor and train lawyers • Help people find legal informa on • Help win more work • Strengthen client rela onships • Integrate with and support marke ng and business development ini a ves • Keep lawyers abreast of changes in the business world and changes specifically affec ng their clients • Help people find colleagues with needed experience • Con nuously improve legal service delivery processes • Promote adop on of standardized processes KM Enablers Scope • Know-how (templates, models, checklists) • Current awareness • Professional development • Share knowledge with clients • Know ourselves • Know our rela onships • Know our client • Know our processes Processes • Knowledge content life cycle management • A er-ac on reviews • Legal research • Legal training and educa on • Mentoring and collabora on • Governance • Business development content life cycle management • Compe ve intelligence • Client training and educa on • Legal process improvement • Legal project management • A er-Ac on Reviews • Best prac ce codifica on and promo on People • KM partner/commi ee • KM leader/director • Professional support/KM lawyers • Librarians • Marke ng and business development personnel • Business analysts and compe ve intelligence researchers • Business and system analysts • Legal process analysts • Legal project managers • Knowledge architects and engineers Technology • Online know-how systems • Content management and workflow systems • Electronic current awareness delivery • Document automa on • Learning management systems • Enterprise search • Closing book/bible repositories • Online legal research tools • Taxonomy management tools for knowledge systems • Client rela onship management systems • Exper se loca on systems • Client-facing knowledge delivery systems • Ma er experience databases and systems • Expert systems/online process support tools • Expert systems • Workflow systems • Project management tools Culture • Promote knowledge-sharing for benefit of individuals, colleagues and firm as a whole • Reward knowledge-sharing behaviors • Counsel individually when knowledge-hoarding behaviors emerge • Build support for non-fee-earning knowledge professionals • Embed client business focus in fee-earner and KM popula ons • Create strong alliances between KM and BD organiza ons • Leverage KM resources in client training event planning and delivery • Promote sharing of client rela onship informa on • Posi on client as ins tu onal rather than individual asset • Securing fee-earner acceptance that legal work involves repeat- able processes that can be codified and improved • Building fee-earner acceptance for and trust in automated legal process tools and procedures • Fostering adop on of best prac ces Measures • Quan ty and quality of content in knowledge systems • Currency of know-how and current awareness • Fee-earner contribu on to and use of knowledge systems • Qualita ve success stories • Leading and a ending training and educa on events • Quan ty, quality and currency of content in knowledge systems • Qualita ve success stories • Number of projects jointly staffed by KM and BD departments • Client usage of client-facing systems and percep ons of value delivered • Number, quality and usage of legal process automa on systems • Time to complete automated legal processes • Cost and profitability of knowledge-enabled work ARCHITECTING KM: BLUEPRINTS FOR NOVICES TO EXPERTS

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