ILTA White Papers

Knowledge Management 2012

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2012 Knowledge Management Survey Results Which systems, processes and resources does your firm have, and what is KM's role? Have it, and KM is fully responsible Document management system (DMS) Matter-centric DMS Email Management system Records management system Conflicts process Enterprise-wide search (e.g., Recommind) Intranet or portal Extranets On-line new business intake system Contact relationship management (CRM) system Enterprise relationship management (ERM) system, (e.g., Contact Networks) Transactional deal lists/deal tracking/ matter information system for tracking information about transactional matters, e.g., Type of matter, industry, size, teams Litigation matter lists/ matter tracking/ information system for tracking information about litigation matters, e.g., litigation type, courts Matter pages on firm Intranet – for aggregating information about matters from different systems and making it accessible, might contain financial information, team lists, matter calendar Business dashboards (i.e., providing real time access to a broad spectrum of financial information about matters, clients, departments, the firm) Competitive intelligence Legal research/opinions collection Models/precedents collection Document assembly Expertise location, (i.e., self-selecting expertise identification) Experience management (i.e., system to search across multiple repositories to track experience) After-action reviews Concept-based search (i.e., WestKM, Real Practice) Fee Estimate tools Tools to support fixed-price offerings or other alternative fee arrangements Project/Matter Planning Tools (e.g., process mapping, matter checklists and standard project plans) Web 2.0 collaboration tools, e.g., wikis, blogs, teamsites Other KM tools and resources 3% 6% 3% 6% 4% 30% 37% 23% 4% 7% 7% 12% 12% 25% 12% 20% 48% 52% 17% 20% 24% 3% 26% 7% 6% 13% 30% 24% Have it and KM has shared responsibility 46% 27% 17% 15% 17% 18% 48% 27% 17% 14% 6% 27% 25% 20% 19% 21% 26% 24% 17% 25% 14% 12% 10% 18% 27% 27% 34% 16% Have it but KM has no responsibility 46% 44% 63% 71% 73% 10% 15% 39% 51% 65% 41% 37% 38% 16% 25% 32% 18% 9% 29% 18% 16% 21% 8% 28% 30% 27% 15% 4% Don't have it 5% 23% 17% 8% 6% 42% 0% 11% 28% 14% 46% 24% 25% 39% 44% 27% 8% 15% 37% 37% 46% 64% 56% 47% 37% 33% 21% 56% ILTA White Paper 13

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