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Legal Project Management and KM

Legal Project Management and KM. Mara Nickerson, Osler Hoskin & Harcourt LLP Andrew Terrett, Borden Ladner Gervais LLP Chris Boyd, Wilson Sonsini Goodrich & Rosati Sponsored by the ILTA Knowledge Management Peer Group Steering Committee. 2011 ILTA KM White Paper. Mara Nickerson.

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Legal Project Management and KM

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  1. Legal Project Management and KM Mara Nickerson, Osler Hoskin & Harcourt LLP Andrew Terrett, Borden LadnerGervais LLP Chris Boyd, Wilson Sonsini Goodrich & Rosati Sponsored by the ILTA Knowledge Management Peer Group Steering Committee

  2. 2011 ILTA KM White Paper

  3. Mara Nickerson Mara Nickerson • 5 offices (4 in Canada, 1 in New York) • 450 lawyers • Chief Knowledge Officer (KM, PD, Library, Conflicts & Records) • Practice Innovation Office

  4. Andrew Terrett • Largest law firm in Canada – 750 lawyers, IP agents and other professionals • Six offices across Canada • Director of Knowledge Management at BLG

  5. The “New Normal” in Canada • Impact of global recession not as severe as the US • No banking crisis but manufacturing severely impacted • Unemployment peaked at 9% down to 7.5% currently • Legal services • US and Canadian law firm marketplace largely comparable • But less Legal Process Outsourcing, less eDiscovery than the US • Globalisation - Norton Rose/Ogilvy Renault merge operations • But there is a clear demand for “more for less” • AFA’s, Legal Project Management

  6. Legal Project Management vs Process Improvement • LPM - A disciplined approach to managing a legal matter to ensure that it is completed on time and on budget, to achieve the client’s objectives. • LPI - A systematic approach to analyzing how we conduct a legal matter (or any process that is part of a matter) to systematize and refine it, to create efficiencies — reduce “waste”.

  7. Law Firm Economics and KM • The billable hour and the “productivity paradox” • AFA’s change this – “KM push” becomes “lawyer pull”… • KM as “the middle office”

  8. How does KM fit into LPM?

  9. Case Studies

  10. Step 5Matter Wrap-Up Step 1 Matter Intake Osler’s Five Steps To Effective Matter Management Step 2Planning Step 3Managing the Work Step 4Communicating with the Client

  11. Case Studies

  12. The Business Drivers • Budget perspective • Aderant Expert • AFA’s – Budget Manager • Scheduling perspective • MS Project Server 2010 • Driven by client need rather than “top-down”

  13. Getting Started • Identify clear business drivers – where are the pressures? • Find a champion • Start small – identify a lawyer or group willing to try a different approach • Tie in existing KM tools • Communicate, communicate, communicate

  14. Recommended Reading • ILTA KM White Paper, June 2011 • Legal Project Management by Steven B. Levy • Legal Project Management:  Quick Reference Guide by Jim Hassett • Project Management for Lawyers, Barbara Boake and Rick Kathuria, Managing Partner/Ark Group, Spring 2011 • LegalBizDevblog http://adverselling.typepad.com/ • 3 Geeks and a Law Blog http://www.geeklawblog.com/ • Lexician - Steven Levy http://lexician.com/ • Corcoran’s Business of Law Blog - Tim Corcoran http://www.corcoranlawbizblog.com/category/legal-project-management/ • At the Intersection- Pam Woldowhttp://pwoldow.wordpress.com/ • Legal Project Management – Paul Easton http://legalprojectmanagement.info/

  15. Questions

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