legal technology: trends and cool...

FEBRUARY 3 – 5, 2015 / THE HILTON NEW YORK

Legal Technology:

Trends and Cool Stuff

February 3, 2015

2-3:15 PM

New York Hilton

AIT2

FEBRUARY 3 – 5, 2015 / THE HILTON NEW YORK

LEGALTECH NEW YORK / FEBRUARY 3-5 2015

Introductions

• Jim McCue, Director of Information Systems, Rodey Law Firm

• Scott Christensen, CIO at Large

• David Michel, Director of Technology Services, Broad and Cassel

• Dean Leung, CIOHolland & Knight, LLP


Session Outline

• Jim – ILTA 2014 Tech Survey

• Scott – “The Impact of Embedded and

Wearable on Legal”

• David – “Artificial Intelligence and Legal”

• Dean – “Microsoft Lync for Enterprise

Voice: Why and How”


2015 ILTA Technology Survey

Jim McCue, Director of IS

Rodey Law Firm

ILTA Conference Committee

Team Leader

Tech Survey Team Member


Unnecessary Slide


Survey Demographics:

breakdown by firm size


What is your firm's PRIMARY server

operating system? (choose one)

Windows 2008

2014:80%

Windows 2012

2014:16%

Windows 2003


What is your firm's PRIMARY desktop

operating system? (choose one)

Windows 7 64 bit

2014:67%

2014:30%

Windows 7 32 bit

Windows 8 2014:

2%

Windows XP


If your firm is currently making use of virtual server

technology, please choose the percentage of

servers that are virtualized. (choose one)

2014:69%

Over 75% Virtualized


If your firm is currently making use of virtual server

technology, please choose the percentage of

servers that are virtualized. (choose one)


ILTACON Hot Themes for 2015

• Business and Legal Process Improvement

• Cloud

• Information Governance/Compliance

• Mobility

• Security

August 30-Sept 3, 2015

Caesars Palace, Las Vegas


Business and Legal Process

Improvement


Does your firm have video

conferencing equipment? If yes,

please indicate what connection

types you support. (choose all that

apply)

No Video Conferencing

2014:32%

2013:43%


Does your firm use any voice-to-text

technology? If so, which of the following do

you use? (choose all that apply)

No voice to Text

2014:38%

2013:48%


If your firm uses a digital dictation product,

which products does your firm use?

(choose all that apply)

No Digital Dictation 2014: 23%

2012: 30%


Cloud: Which is it?

• Well which is it?

Security Accessibility


Thinking about the next 3 to 5 years, is there a

technology or trend you believe will create

significant change or be a major factor in the legal

technology profession?

Cloud Computing 2014:95%


Cloud

Paul Wittekind, Director of IT Services

Porzio Bromberg & Newman P.C.

ILTA Enterprise Content Management Peer Group VP

“NetDocuments, which challenges the traditional DMS

model with its cloud-based product, has doubled from

4% to 8%.

NetDocuments and Microsoft’s recent Matter Center for

Office 365 offering may begin to spur increasing

adoption of cloud-based DMS systems.”

-


Please identify your firm's document management

system (DMS) / enterprise content management

(ECM) system. (choose one)

NetDocuments 2014: 8%

2012: 4%


Which spam detection system do you use?

(choose all that apply)

Mimecast2014:48%

Proofpoint

Google Postini

2014:8%

2014: 4%Cloud Option

Microsoft Forefront (EOP)

MXLogic(McAfee)

2014: 7%EOP in Cloud

2014: 4%Cloud Option


Information

Governance/Compliance

Leigh Isaacs, Director, Records & Information Governance

Orrick, Herrington & Sutcliffe LLP

ILTA Information Governance Peer Group VP

“Presently, 49% of firms indicate there are no restrictions on users loading data onto a shared network directly. Given the heightened concerns about privacy and security, I anticipate this number will decrease over time.

It is encouraging and exiting to see 22% of firms are starting an initiative to identify and disposition unstructured data. Legacy data (especially client data) is an area that presents significant risk but is often an opportunity to tackle low-hanging fruit and begin an information governance initiative.”


With regard to restrictions on users loading data onto

network drives (outside of a DMS) which of the following

apply in your firm? (choose all that apply)

No restrictions on users loading data into shard

directories.

2014:49%

Have or started an initiative to deal with unstructured data.

2014:22%


Mobility

Dean Leung, CIO

Holland & Knight, LLP

ILTA Communications Technologies Peer Group VP

“Surface Pro tablets bridge the gap between information

consumption devices such as the iPad and the

traditional notebook, allowing road warriors to lighten

their load while being able to draft documents on the

go.”


Are any TABLET devices in use at your firm? If so,

which devices? (choose all that apply)

Microsoft Surface Pro

2014: 42%


Are you using a third-party system for mobile

device management (MDM)? (choose all that

apply)No Third

Party MDM

2014:54%

2013: 66%


Security


What software does your firm use for

managing ethical walls? (choose all

that apply)No ethical

wall

2014: 35%

2013: 41%


Does your firm's document management system use an

optimistic or pessimistic architecture? “Optimistic" means

that all matter documents are open except for ethical wall

blocks and "pessimistic" means that all matter documents

are restricted to only workers assigned to the

matter.(choose one)

Pessimistic DMS2014: 6%

2013: 4%


Thinking about the next 3 to 5 years, is there a technology

or trend you believe will create significant change or be a

major factor in the legal technology profession?

Cloud

Tablet computing

VDI

Mobility


The Impact of Embedded and Wearable on

Legal

Scott Christensen

CIO at Large


Ellen on Wearable Technology


Learning Objectives

32


The Internet of Things (IoT)

“Proposed development of the

Internet in which everyday objects

have network connectivity, allowing

them to send and receive data.”

33

Used with permission-Can Stock Photo

Used with permission-Can Stock Photo


Statistics...statistics There will be nearly 26 billion devices on

the Internet of Things by 2020 (Gartner)

90 million wearable devices will be purchased in 2014 alone.

34


A Cloudy Future?

"If one thing can prevent the Internet of

things from transforming the way we

live and work, it will be a breakdown in

security."

35


Embedded

36


Wearable

37


How are people reacting?

Addicted to it

Ban it

Misunderstand it

Exploit it? ….

38


What’s the big deal?

These devices often have no storage ... so where is the data stored?

Do we know what is collected?

– Health Information – HIPAA

– Privacy• Location

• Recordings

– Emotions

– Recordings

– Distractions

39


Business Considerations

Headache or Advantage?

Monitoring of employees -

Mobile Device Management issues Detection

Privacy

Technology

Security

Productivity

40


Recommendations

Recognize that you have a problem

New Technologies, Old Laws, Old Policies

Start now!

Understand the technology

Update infrastructure

Create/update policies

41


Artificial Intelligence in Legal

David Michel

Director of Technology

Services

Broad and Cassel


Artificial Intelligence

• What is AI?

• “It’s only AI when you don’t know how it

works; once it works, it’s just software”

– CTO Synopsys – 1993

• Artificial Intelligence usually beats natural

stupidity

– Top 50 Funny Computer Quotes



It’s All About HAL, I mean Watson



It’s All About Watson

• IBM Watson Group - 2k employees & $1B

funding – Tasked w/creating new uses

• Can now debate both sides of any topic

• Doctors will soon be able to compare

differences in regular & cancerous cells

and use Watson to search all medical info

to find best drugs to use for that variance



It’s All About Watson

• IBM met w/ G100 CIOs at ILTA to discuss

the future of Legal Watson

• Watson is now 90% smaller and 24x faster

than it was on Jeopardy in 2011



Why Legal AI Will Happen

• Data size exploding – Over 90% of world’s

data created within the last two years

• Future law firm leaders are currently tech-

savvy associates and younger partners

• Firms actively discussing disruption &

inviting futurists to partner retreats

• AI is a natural progression in computing

as part of Moore’s Law



Why Legal AI Will Happen

• Predictive coding already widely in use

• LegalZoom & Neota Logic, Exemplify,

KMStandards & DiligenceEngine already

in the marketplace

• Disruption usually starts in less desirable/

profitable segments of market

• Moneyball proved statistics more reliable

than hunches or experience in baseball



Why Legal AI Won’t Happen

(as fast as we expect…)

• Initial costs will be expensive

• Attorneys will vigorously fight it

• Clients may not be comfortable with it

• Bar rules and impediments to entry

• What motivation do firms really have?

• Attorneys will have to be able to speak

knowledgeably about what it is



Why Legal AI Won’t Happen

(as fast as we expect…)

• Not all data AI needs are public domain &

accessible (e.g., internal work product of

firms)

• Jeopardy was a well-controlled experiment

but law will not be, so how best to test?

• Split Supreme Court decisions have

dissent, so how/why will AI do any better

and why is the AI result the best one?



Benefits for Firms

• Greater volume of work for firms w/o

geographic restrictions

• High-level advisory and specialty roles will

still command top dollar

• Combination of specialist and AIdrastically better than either operating

alone



Benefits for Firms

• Drastically fewer associates & staff = More

money for partners

• Alternative biz structure firms will see

significant capital investment



Benefits for Clients

• Improved access to justice for everyone

• Faster processing and delivery of work

product (no typos or grammar fails either)

• Potential major savings - Flat fees become

even more standard

• KM baked into everything that’s created

• Is there even a need for outside counsel?



Other Benefits

• Able to focus on actual effects of social

policies rather than simply debate them

• Not related to firms but… Politics and policy

could be drastically impacted without as

many lawyers



Problems

• Will clients still need law firms?

• Where will we work & what job will we do?

• Where do future partners & experts come

from if associates are not learning and

developing skills?

• Lower attorney salaries for all but

specialists & rainmakers



Problems

• Who’s responsible if clients get bad

advice?

• AI can’t negotiate

• AI can’t calm angry/fearful clients or show

them something actually is in their best

interest if it’s not readily apparent



AI Predictions

• Something will one day be better than Watson… (Hal 9000, maybe??)

• There will be much more debate regarding the structure of legal knowledge

• New possibilities & challenges for teaching

• Will be able to create very specific legal workflows

• AI will become a standardized authoring/ query model for better response



Microsoft Lync for Enterprise Voice:

Why and How

Dean Leung, CIO

Holland & Knight, LLP

Holland & Knight Offices

59

Portland

Los Angeles

San Francisco

Dallas

Chicago

Boston

New York

Washington, D.C.

Northern Virginia

Atlanta

LakelandMiami

Fort Lauderdale

West Palm Beach

Orlando

Jacksonville

Tampa

Tallahassee

Anchorage

Bogotá,Colombia

Mexico City,Mexico

Austin

Denver

Pre-Existing Environment

• Voice: Avaya

• Audio Conferencing: Soundpath

• Web Collaboration: Adobe Connect

• Video: Polycom

• Presence: Office Communication Server (OCS/Lync) 2007

• iOS, Android, and Blackberry devices

• Age of existing distributed PBX required forklift upgrade

• Superstorm Sandy PRI outage - remediation was out of our control

• Local/branch PBX/Gateway failure with PRI not quickly remediated

• Unified communications desire – access outside home office

• No integration with mobile devices beyond call forwarding


Business drivers for upgrading

Cons:• Handset functionality doesn’t match legacy PBX systems• Some PBX configurations are not easy, or even possible

(multiple numbers per person, complex routing rules, etc.) • Telephony centered around desktop• Handsets developed by 3rd party which lags desktop client

in features• No tolerance for no dial tone – perception issue• Mobile client disparity

Lync Pros and Cons

Pros:• Single client for all communications• VoIP on non-cellular devices• Tight integration with Office 2013• Maintenance tied into EA

• Supports Microsoft's Included with EA model• Skype integration

• Key for Latin America and Middle East offices • Millions of users will drive standard adoption

RFP Process

Integrators typically focused on platform not users

Technology decisions

Polycom versus SNOM phones• reviewed all

handset providers• Avaya re-use

• Needed traditional phones in all existing PBX phone locations

• SNOM• Polycom

Polycom VVX versus CX Series Phones• CX series mature• VVX series

maturing with greater long term potential

Tandberg versus Polycom Video Conferencing• Integration with

Lync and Tandberg RS

• Codec updates

• Ad-hoc vs. scheduled

• Formality• Quality/bandwidt

h education

Polycom Speakerphones• CX 3000• Deployed into

production without training

• Market new phone system which integrates with Lync rather than Lync phone system

• Build buzz with gradual introduction of new features

• Coexistence and failback to PBX for initial offices

• Focus on dial tone replacement

• Phone+ functionality - why we chose Lync - optional

Plan

– Weekly newsletter

– Monthly partner lunches

– Associate newsletters

– Showcased features

– Managed expectations on lost or changed functionality

– Issues/resolutions

– Intermediate and advanced features

Communication Plan

– IM

– Cell calling

– VoIP calling

– Presentation sharing

– Video conferencing

Deployment Steps


User Likes

• Universal access on multiple devices• 5-digit internal dialing and call display

everywhere• Access over WiFi (VoIP)• Audio conferencing dashboard• Ease to create collaboration

appointment• Better together over Ethernet (BToE) • Video calls encourages greater

engagement


User Concerns

• Voicemail diverted due to simultaneous ring

• Big Brother watching (presence)• Call quality • VoIP versus cellular call• Use of headset connected to computer• New UI desktop centric• Wanted PBX feature parity (85%)• Handset touchscreen vs hard keys

Technical Challenges• Handset feature

parity with PBX handsets

• Applying voice level change control to Lync & windows servers

• Reception consoles

• Feature disparity between clients

Lessons Learned • Look at it as a phone project, not a Lync server project

• Effective change management of user workflow is critical

• Focus on replacing dial tone first then introduce new features

• “Wow” campaign to build excitement/goodwill

• Engage key supporters across organization

• Mobility – manage expectations of VoIP calling on cellular data

• Feedback from pilot offices

• Deploy phone+ features which people can integrate into their workflow

Change Management Challenge


Q&A