Matter centricity KM Matter Lifecycle Management KM for the Modern Law Firm New York, February 2006

1. Matter centricity & KMMatter Lifecycle ManagementKM for the Modern Law Firm – New York, February 2006

2. Introductions Oz BenamramPractice Resources AttorneyMorrison & Foerster, LLP obenamram@mofo.com Jeffrey S. RovnerDirector of Knowledge ManagementClifford Chance US, LLP Matt J. ToddVP Knowledge & TechnologySV Technology, Inc.www.svtechnology.com

3. Topics for discussion What’s worth collecting How do we present what we’ve collected Discussion

4. Matter-Centric Information Matter metadata Client/matter number, status, practice group, legal topics, industry, jurisdiction (etc), court/judge links, description Post completion information, challenges, transaction value Matter work product Documents, files, e-mails, link to online records, link to discovery databases, docket, project plan, events and tasks News About the legal topics, about the industry, about the client People & Entities Responsible partner, other timekeepers on matter, outside parties, experts, information & links Reference material Client-specific forms, links to relevant legal topic pages, links to matter-centric pages for similar matters, client binders Financial Unbilled time and expenses, accounts receivable, billings vs. budget, special billing instructions, links to bills sent on the matter Tasks Create a letter, document, email, raise invoice, Hot Docs in context

5. Matter-Centric Information Client, Matter, Document metadata Matter metadata Client/matter number, status, practice group, legal topics, industry, jurisdiction (etc), court/judge links, description Post completion information, challenges, transaction value Matter work product Documents, files, e-mails, link to online records, link to discovery databases, docket, project plan, events and tasks News About the legal topics, about the industry, about the client People & Entities Responsible partner, other timekeepers on matter, outside parties, experts, information & links Reference material Client-specific forms, links to relevant legal topic pages, links to matter-centric pages for similar matters, client binders Financial Unbilled time and expenses, accounts receivable, billings vs. budget, special billing instructions, links to bills sent on the matter Tasks in context Create a letter, document, email, send invoice, Hot Docs

6. Talking points Is matter the right thing to be “centric” about ? Will people want to work there ? What does it realistically give them ? Is this just a nice idea ?

7. How do we present what we’ve captured ? Traditional Matter Portal Answer Base Ecco Pro Information Bridge

8. Traditional matter portalLawPort Dynamic views for each client & matter Application of firm wide taxonomy allow: “Pull” of relevant information to those views without specific distribution Rotation of information to see different facets Easy access to “know who” and “know how” Information viewed in the contexts of: Client Practice Group/Team Matter Firm Area of law/subject People Document Filtered to cut through to focus on interests / location

12. It’s All About ContextMatters are the Glue, not the Goal Oz Benamram February 22, 2006

13. Let’s Talk About… Capturing Knowledge Finding Information Rethinking Matter-Centricity

14. Capturing Knowledge Goal: Provide users with answers (actionable information in context) Requirements: Capture information for reuse Capture its context for meaning Without creating additional work

15. What Should Be Captured?

16. What Should Be Captured?

17. What Should Be Captured?

18. Finding Information – Seeking Answers Many systems Centralized access – enterprise search (efficiency) Many results Ability to zoom-in – multi-faceted search (findability) Lack of Context Know more about each result, once found (usability) Applying matter metadata to documents Entity extraction – linking to people from documents Auto profiling – linking an email to a matter based on recipients (people and domains) Applying matter metadata to documents Entity extraction – linking to people from documents Auto profiling – linking an email to a matter based on recipients (people and domains)

19. Contextualizing Information Manually Profiling Forget about it – 24 Hours; No immediate incentive Auto-Profiling Profile documents by mining their text e.g. entity extraction; auto categorization Meta-meta-data Connect related information across systems

21. Is Matter-Centricity It? (no) Matters are not the goal The goal is finding answers (mostly, documents and people) Matters are the glue Matters contain the relationships among documents, people, entities, jurisdiction… i.e. their context Matters are the key ingredient, but not the objective, of providing users with answers (actionable information in context)

22. Rethinking Matter-Centricity

23. Rethinking Matter-Centricity

24. Answer Base Demo Presenting Information in Context

33. Ecco Pro (R.I.P. 1997) The power of contextualized views

41. Why add to the number of applications?The Information Bridge The portal concept sprang from the over abundance of silo applications But added one more Matter-centricity doesn’t mean the traditional portal We know that the work is done by many in Outlook or Word Place the information there Leveraging context

43. Talking points Is it working ? Why not ? What actually is the problem - real or perceived problem ? Brent’s point – is matter the right thing to be ‘centric’ about ? Too impersonal, where’s my stuff: emails, tasks, calendar, documents, research, notes Information with Interest Do I get out of this thing more than I put in ? How do lawyers actually work? Impediments to acceptance Institutional Technology to bring about change Experience of other industries Firm v. Lawyer Trust Provenance

44. Thank You