Part 1 of 4 in the Innovation Series

Organizing for Innovation

#ILTACON19

INNOVATION SERIES MODERATOR JOSHUA FIREMAN

President + FounderFireman & Company

PANELISTS

DAVID RUEFFChief Client Solutions

Officer Baker Donelson

ANGELA DOWDDirector of Practice

InnovationBurns & Levinson, LLP

BEAU MERSEREAUDirector of Legal

Technology SolutionsFish & Richardson P.C.

CHRISTIAN ZUSTRegional Innovation Solutions Director

Bryan Cave Leighton Paisner LLP

FOUR STORIES OF ORGANIZING FOR INNOVATION

Bryan Cave Leighton Paisner

Organizing for Innovation

Christian Zust

BRYAN CAVE LEIGHTON PAISNER “BCLP”–INNOVATION DEFINED

• At BCLP, INNOVATION involves changing the way we deliver our services to improve the outcomes for our clients and drive efficiency. It includes creating new services that we don’t currently offer as well as helping our clients’ in-house legal teams deliver more value to their organizations.

BRYAN CAVE LEIGHTON PAISNER’S INNOVATION DEPARTMENT ORG CHART

Chief Innovation Officer

Innovation Solutions Director - America

Sr. Mgr. of Expert Systems & Automation

Innovation Project Manager

Practice Innovation Team Lead

Innovation Solutions

Director - EMEA

Innovation Project Manager

Director of Innovation Marketing

FISH & RICHARDSON P.C.

• Organizing for Innovation

Beau Mersereau

INNOVATION DEFINED

Innovation is creating value for our clients and Fish via new methods of business: leveraging people, processes, technology, and continuous improvement.

1883 - 1893: Alexander Graham BellFish successfully defended Alexander Graham Bell in more than 600 telephone patent cases.

1913: The Wright BrothersFish helped the Wright Brothers prevail over Glenn Curtis in an infringement case involving a 1906 “Flying Machine” patent.

2016: Microsoft, Adobe, & CitrixFish was honored with a “Milestone Case of the Year” award from Managing Intellectual Property for the firm’s work on behalf of clients Microsoft, Adobe, and Citrix in Williamson v. Citrix Online LLC et al.

2018: Gilead SciencesFish won a motion for Judgment as a

Matter of Law that reversed a $2.5 billion jury verdict against its client Gilead

Sciences Inc., which was the largest jury verdict ever recorded in a U.S. patent

infringement case.

1988: First Patent on an AnimalFish helped Harvard University patent the “Harvard Mouse,” which is the first animal to be patented.

Historical Impact, Contemporary ExcellenceEstablished in 1878, Fish has a history of winning cases worth billions in controversy–often by making new law–for the world’s most innovative and influential technology leaders.

PREVIOUS ORGANIZATION CHART

Baker Donelson

Organizing for Innovation

David Rueff

BAKER DONELSON – INNOVATION DEFINED

At Baker Donelson, INNOVATION is defined as adding value through creative and imaginative problem solving and through the design of new approaches to the practice and business of law. We promote this objective in three (3) primary ways:

1. Blending people, process and cutting edge technology solutions to improve efficiency, flexibility, collaboration and customer service.

2. Assembling an experienced team of innovation professionals who provide design and implementation support for our lawyers at no additional cost to our clients.

3. Investing in our lawyers as entrepreneurs by providing them with venture funds to design and test new practice methodologies.

Baker DonelsonInnovation Teams (2018)

LPMO

Legal ProjectManagement Budgeting

ProcessImprovement Pricing

ContractCounsel

Fee BasedProject Mgmt.

CaseManagement

ReportingBudget Alerts

KM

PracticeTools

Firm Intranet

Automation Search

CollaborationPortals

OnlineServices

MachineLearning

PracticeData

BakerResearch

CaseAnalytics

IndustryNews

AutomatedAlerts

Dockets

• Client Solutions• LPM• KM• Process

Improvement• Budgeting• Pricing• Case

Management• Reporting• Marketing support

• BakerNet & Search

• Extranets• BakerManage• Budget Designer• Machine Learning• Artificial

Intelligence• Emerging Tech

Technologies• Reporting• Practice

Technology

Baker DonelsonInnovation Reorganization (2019)

Client Solutions Group

Legal Process Engineering

Legal Technology and Product Support

• Inventory of available data sources

• Expanding financial and matter data

• Historical rate and profitability analysis

• Budget modeling• Pricing research

and modeling

Legal Data, Costing and Reporting

• Management of online services

• Development of new revenue services

• Oversight of PM fee projects

• Identification of new PM services

• Contract resource management

Consulting, Online Services, Staff Augmentation

• Judge, court, attorney, docket decision analytics

• Expert analysis• Legal and

regulatory alerts• Subscriptions• Legal research• Competitive/

Market Intelligence

BakerResearch

Burns & Levinson LLP

Organizing for Innovation

Angela Dowd

BURNS & LEVINSON– INNOVATION DEFINED

At Burns & Levinson, INNOVATION is defined as finding new ways to address business and practice problems to improve value for the firm and the client.

Burns & Levinson LLPInnovation Team

CIO

Innovation

Process Improvement Practice Tools Collaboration Case

Management

PANEL DISCUSSION

PRACTICAL TIPS

BRYAN CAVE LEIGHTON PAISNER–PRACTICAL TIPS1. Innovation doesn’t have to involve sweeping change. Incremental innovation often

has immediate and tangible impacts.2. To get noticed, solve a client’s problem. 3. Don’t be afraid to fail, but make sure you know what went wrong and how you can

learn from the experience.4. Connect your innovation efforts to an important firm initiative.5. Don’t rely on technology by itself for a solution. It’s often part of the solution, but

rarely solves a problem on its own.

TIPS

• People > Process > Technology

GREAT READSSince the last conference:• The Ideal Team Player: How to Recognize and

Cultivate the Three Essential Virtues: A Leadership Fable – Lencioni

• All the Rights Moves: A Guide to Crafting Breakthrough Strategy - Markides

• The Mueller Report• Human + Machine: Reimagining Work in the Age of AI

– Daugherty• Keep Going: 10 Ways to Stay Creative in Good Times

and Bad – Kleon• Steal Like an Artist: 10 Things Nobody Told You about

Being Creative – Kleon• Diffusion of Innovations, Rogers• Tomorrowland: Scenarios for Law Firms Beyond the

Horizon – MacEwen• The Culture Code: The Secrets of Highly Successful

Groups – Coyle• Silos, Politics, and Turf Wars – Lencioni• The Advantage: Why Organizational Health Trumps

Everything Else in Business - Lencioni

Last ILTA conference list:• Great at Work – Morten Hansen• Mapping Innovation – Greg Satell• Law is a Buyer’s Market – Jordan Furlong• Kill the Company – Lisa Bodell• Drive – Daniel Pink• A Whole New Mind – Daniel Pink• The Lean Product Playbook – Dan Olsen• Activator – Brandon Gillespie• The Next IQ – Arin Reeves• Shell Scripting – Jason Cannon• HR from the Outside In – Dave Ulrich• Statistics in Plain English – Timothy Urdan• The Compassionate Geek – Don Crawley• The Checklist Manifesto – Atul Gawande• Linchpin – Seth Goden

• Drop the Ball – Tiffany Dufu• Leading the Transformation

Applying Agile and DevOps Principles at Scale – Gary Grover• The 4 Lenses of Innovation – Rowan Gibson• Lean Enterprise

Innovate at Scale – Jez Humble• Effective DevOps – Jennifer Davis• The Phoenix Project – Gene Kim

BAKER DONELSON – TOP 10 PRACTICAL TIPS1. Capture and promote success stories and ROI.2. Create constant awareness.3. Make live and on-demand training available.4. Create simple / user friendly solutions.5. Provide an inventory of client problems and innovation options.6. Position the team to implement and design comprehensive solutions.7. Create repeatable processes for tech, LPM, budgeting /pricing and data capture.8. Develop consultants with practice knowledge/experience.9. Promote connectivity with in-house operations professionals.10. Capture intellectual property from every implementation where possible.

BURNS & LEVINSON– TOP 5 PRACTICAL TIPS1. Make a wide range of friends2. Beware of Feature Creep or its cousin Unnecessary Complexity3. Be a babble fish – translate strategic goals into WIIFM.4. Just keep swimming – be persistent but don’t nag5. Innovation for you may not be innovation for someone else – that’s OK.

THE FOUR-PART INNOVATION SERIES

• Organizing for Innovation (Session 1 of 4) – Monday, August 19, 11:30-12:30, America’s Seminar

• Innovative Thinking Workshop (Session 2 of 4) – Tuesday, August 20, 3:30-5:00, Southern Hemisphere 2

• Innovation Success Stories (Session 3 of 4) – Wednesday, August 21, 11:30-12:30, Southern Hemisphere 3

• Meet Your New Innovation Partner: Your Client (Session 4 of 4) –Thursday, August 22, 11:30-12:30, Northern Hemisphere E3/E4