ILTA Conference Encore: The Knowledge Management Sessions

Michael MillsTim GoldenDavid Hobbie

Rachelle RennagelMilena HigginsJoshua Fireman

Patrick DiDomenico (Moderator)

Six Great Sessions (KMPG)

1. The Rise of Expert Systems: Threat or Opportunity to Traditional Legal Services?

2. KM, Security and Compliance: Fist Fight or Compromise?3. Leveraging Experience To Enhance the Bottom Line: New

Information and New Tools4. It's a Failure Party! How To Celebrate These Learning

Opportunities5. Gaming the Lawyers: Driving Adoption, Contribution and

Change6. Upselling KM: What Would Don Draper Do?

The Rise of Expert Systems: Threat or Opportunity to Traditional Legal Services?

Michael MillsPresident & Chief Strategy

Officer, Neota Logic Inc.

ILTA 2014

The Rise of Expert Systems:Threat or Opportunity to Traditional Legal Services?

Michael Mills, Neota LogicScott Rechtschaffen, Littler

Tanina Rostain, Georgetown Law

An expert system is …

a mechanism with which toacquire

expertise from one or more experts and

structure it so it can bedelivered

to many others

Knowledge BaseKnowledge Representation Methods

• Boolean rules• Formulas and other

mathematical expressions• Multi-factor weightings• Spreadsheets• Constraints• Similarities• And other reasoning methods

…

Inference Engine

• Automatically apply the relevant reasoning• Declarative rather than

procedural• Backward & forward chaining• Truth maintenance

• Drive interactions with users and external systems

• Explain itself

11

Expert Systems for Business Development

12

Expert Systems for Internal Quality Assurance

13

Expert Systems for Revenue Generation

Analyze under federal and state laws

Individualized analysis for each

worker helps avoid class claims

students build legal expert systems @GtwnLawIronTech

competition Iron Tech Lawyer

KM and Security and Compliance: Fist Fight or Compromise?

Tim GoldenManager, Enterprise Architecture & IT

Governance, McGuireWoods

Leveraging Experience To Enhance the Bottom Line: New Information and New Tools

David HobbieLitigation Knowledge Manager

at Goodwin Procter

It's a Failure Party! How To Celebrate These Learning Opportunities

Rachelle RennagelE-Discovery Counsel and Director of

Practice Technologies at Patterson Belknap

Photo herePresenter:

Rachelle RennagelDir. Of Practice Technology & eDiscovery CounselPatterson Belknap Webb & Tyler

Thoughts on Failure

• Creating a Safe Space to Learn from Failure

• Importance of buy-in and transparency

It’s OK to Fail!

Illustration by Luc Galoppin 26

My Learning Opportunity: New Software

POC

Lessons Learned

EXPECTATIONS PATIENCE

Gaming the Lawyers: Driving Adoption and Contribution and Change

Milena HigginsDirector of Litigation Knowledge

Management at Fish & Richardson

Upselling KM: What Would Don Draper Do?

Joshua FiremanFounder and President of

Fireman & Company

Upselling KM: What Would Don Draper Do?

Joshua FiremanMeredith Williams

Tom Baldwin

In the words of our client…

“I want to sell KM in my firm. This isn’t the first time I’ve tried to make a case for it, but I’ve been shot down before. Partners don’t want the KM budget cutting into their personal art budgets.

“ I keep telling them the world has changed, but they laugh - at me and behind my back. They don’t see the world changing; every catastrophe is sui generis. They have nothing to worry about - they have talent and happy clients. Just work hard, and the rest falls into place.

I’d call [expletive removed], but I need a job. Somehow, I need to open their eyes and make the case for knowledge management.

“I’ve decided to take what little budget I have and call in the experts. Screw the consultants - I’m going out of the box and hiring a top-end ad agency: RBF Partners. Let’s see what they can come up with…”

What is KM?

An effective KM program will provide lawyers with tools and processes to more effectively and efficiently provide client services by:

1. generating and providing access to high-quality precedent and practice management content;

2. managing the proliferation of data and information, allowing lawyers rapid access to useful and relevant knowledge resources; and

3. leveraging the expertise of lawyers across the firm.

What is KM?

An effective KM program will provide lawyers with tools and processes to more effectively and efficiently provide client services by:

1. generating and providing access to high-quality precedent and practice management content;

2. managing the proliferation of data and information, allowing lawyers rapid access to useful and relevant knowledge resources; and

3. leveraging the expertise of lawyers across the firm.

What is KM?

Think about connections:

• Connect people with knowledge• Connect people with people• Connect people with solutions

What do lawyers care about?

The ethical enforcement of the rule of law in a civil society?

What do lawyers care about?

The ethical enforcement of the rule of law in a civil society?

“It’s the money, stupid. The only difference between us and them is that we don’t pretend to be upholding centuries of gentlemanly tradition. In the end, why do anything unless there are dollars attached?”

Selling KM Inside the Firm

“Law firms don’t actually have management - at least, not the way we would define it. They’re like a cross between Animal Farm and Lord of the Flies. All partners are created equal, but some partners are more equal than others. Plus, the damn conch shell keeps getting passed around, depending on who makes the most money.”

Selling KM Inside the Firm

There is a traditional way of selling KM (Tom: “The Pollyanna Approach”): Do requirements, identify champions, do to management and tell them how great it will be to stop reinventing the wheel. The problem is that the “sell” is unmoored from measures of success (and often even explicit business goals). It’s not enough to say that it will “improve quality and efficiency” (plus, partners hear that and translate into “fewer hours billed”).

The approach should be to answer the question: How are we going to build the business by increasing our ability to compete and drive new market share? The KM answers should flow from this premise.

Selling KM Outside the Firm

Leverage existing tool/services/methods you already have in place and take them to clients.

Selling to clients is a great way to prove the value of something and helps partners and those that might be somewhat skeptical see the importance.

ILTA Conference Encore: The Knowledge Management Sessions

Michael MillsTim GoldenDavid Hobbie

Rachelle RennagelMilena HigginsJoshua Fireman

Patrick DiDomenico (Moderator)