How KM Supports AFAsppAugust 26, 2010 10:30-11:45

David HobbiePeter KrakaurPeter KrakaurMichael Mills

How KM Supports AFAsPart II – Matter Execution

David Hobbie

AFA World Is DifferentAFA World Is Different

• Lower Cost-Higher ProfitLower Cost-Higher Profit• More AFAs, more drivers for efficiency

f• Risk-sharing increases the importance of information sharing between firm and law department

• Greater emphasis on budgets and metrics

KM ChallengesKM Challenges

• Reduce Cost / TimeReduce Cost / Time• Maintain Attorney Expertise

M• Maintain Quality• Increase Information Sharing Inside & Outside• Faster, Faster, Faster

ATARGETED KM

Targeted KMTargeted KM

Reward RiskReward Risk

Easier to address specific Business processes and business processes sourcing may change

leaving orphaned resourceA b i b C ll i i Attorney buy-in may be easier to obtain where tied to specific work

Collection consistency; “eptitude”;

to specific work

Types of Targeted KMTypes of Targeted KM

• ChecklistsChecklists• Samples• Exemplars• Identified & Committed Experts / Expertise• Document Assembly

ALARGE SCALE KM

A ALARGE-SCALEKM

Large-Scale KMLarge Scale KM

Reward RiskReward Risk

Technology scales to the Buy-in from a particular firm size practice area not sufficient

Automatic content addition Harder to demonstrate and Automatic content addition possible

Harder to demonstrate and possibly ensure effectiveness

Types of Large-Scale KMTypes of Large Scale KM

• Enterprise / Work Product SearchEnterprise / Work Product Search• Collaboration• Portals• Document Management Systems• Matter & Industry Taxonomies• Email ManagementEmail Management

Enterprise Search Vendors—Legal Market

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WikisWikis

• “It’s on the wiki” instead of an emailIt s on the wiki instead of an email• Communication and Content in One Platform

W• External wikis like PBWorks can share content with co-counsel, experts, and clients

Portal Matter Data SourcesPortal Matter Data Sources

CMS Time, Finances,

Basic Matter Data

Litigation –specific Matter Information

Documents, Folders

Matters Pages

Email(in development)

Outside & Inside Contacts

HREmployee Role

(in development)

Outside & Inside Contacts

Pleadings & Case .pdfs

Matter PeopleMatter People

Matter DocumentsMatter Documents

PleadingsPleadings

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MATTER INFORMATION SHARING PORTAL

COCOUNSEL

FIRM LAW DEPARTMENTFIRM INFORMATION SYSTEM

LAW DEPARTMENT INFORMATION SYSTEM

TRUST