This presentation was delivered at LawTech Camp 2012 in Toronto, ON. It provides a high-level overview of knowledge management activities for law firms.
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Law firm knowledge management, an introduction: LawTech Camp 2012
1. An Introduction to
Knowledge Management
for Law Firms
LawTech Camp 2012
May 12, 2012
Connie Crosby, Crosby Group Consulting
Stephanie Barnes, Missing Puzzle Piece Consulting
2. Connie Crosby
• Consultant in KM, IM, library
management and social media
• Law Librarian with MLS from
University of Toronto
• Information Management
certificate from U of T
• 10 years as Library Manager &
webmaster at prominent Toronto
law firm
• Instructor at iSchool Institute,
Faculty of Information, U of T
• Core contributor to Slaw.ca
3. Stephanie Barnes
• Accountant and IT Management
by education
• KM consultant by choice
• Chief Chaos Organizer at Missing
Puzzle Piece Consulting, Knoco
franchisee
• 4 yrs KM at HP
• 8+ yrs as consultant to a variety
of companies including BMO,
HSFO, Kodak, HP, Zenon
Environmental, OSC, CIBC, ENEC
• Based in Toronto
4. What is Knowledge Management?
Connecting people to the
knowledge they need to do their
jobs, whether that knowledge is
tacit (in people’s heads) or explicit
(documented).
5. Some Benefits of KM
• Better organization
Helping partners, associates and
assistants get their hands on the
right documents and information
when they are needed.
6. Some Benefits of KM
• Better organization
• Better use of knowledge assets
Make better use of internally developed
knowledge assets such as precedents,
letters, research memoranda, and filings.
7. Some Benefits of KM
• Better organization
• Better use of knowledge assets
• Knowledge sharing
Be prepared for a partner or associate
leaving the firm. Help lawyers share
what will be needed to continue the
firm’s business.
8. Some Benefits of KM
• Better organization
• Better use of knowledge assets
• Knowledge sharing
• Improved learning
Use “Lessons Learned” techniques
as you work; make assessments
and continually improve processes
for better client service.
9. Explicit Knowledge
(documented knowledge)
• Business plans
• Client lists
• Work product
(letters, factums,
agreements)
• Forms and
Precedents
• Meeting minutes
• Blogs/wikis
10. Tacit Knowledge
(knowledge in individuals’ heads)
• Social networks
• In-house training
• Mentoring
• Communities of
Practice / Practice
groups
• Matter summaries
11. Knowledge Flow
People to Knowledge Repository
•Sharing, e.g. •Knowledge artefact
Communities of creation, e.g.
Practice, mentoring, documentation,
expertise location lessons learned
People
Communicating Collecting
from
Accessing Organizing
Knowledge
•Learning, e.g. on- •Systematizing
Repository the-job training, concepts, e.g. meta-
lessons learned, peer data, taxonomies
assists, searching
Based on Nonaka and Takeuchi, “The Knowledge Creating Company,”
p62
22. Documented Knowledge
Lifecycle Process
•Collaboration
Storage •Distribution
Manage •Removing documents and
•Workflow •Collaboration related metadata from the
•Authentication/Approval •Location •Retrieval •Review active repository
•Filing •Re-use •Report •Stored in a separate area in
•taxonomy a future readable format
•metadata
•Access control
Create/Capture Use/Retrieve Archive/Delete
25. Case Study: Hicks Morley
KM Technology KM Results, if known
Implementation
Wiki-based Successful User acceptance of the platform because they ran a pilot
CMS with a simple wiki in a small early adopter group to gather
ThoughtFarmer requirements, and had a senior partner champion.
Description:
Under-utlized HTML-based intranet was replaced with a wiki-based content management system.
A pilot with some inexpensive wiki software with a small practice group produced good early
results and allowed for requirements gathering. ThoughtFarmer met the requirements. New
Intranet was launched firm-wide within 6 months from start of pilot to full implementation.
Since the launch of ThoughtFarmer, a social enterprise layer including profiles and tagging has
been implemented. Early success came in the form of a senior partner who, previously sceptical,
found immediate value in the new system and went on to promote use of the new platform
within the firm. Documents and content are being added by members of the firm from all levels.
The Knowledge Management team review content to ensure metadata is correctly in place. New
features are being added as more needs are being identified.
25
26. Learn more
Aligning People, Process and
Technology in Knowledge
Management
By Stephanie Barnes
Ark Group report, 2011
(coupon!)
27. Learn more
Knowledge Workers Toronto
1. - Methods:
http://toronto.methods.knowledgeworkers.org/
(next meeting: May 22nd!)
2. - Technology:
http://toronto.technology.knowledgeworkers.org/
28. Learn More
• Ted Tjaden - http://www.slaw.ca/author/tjaden/
• Heather Colman- http://www.llrx.com/authors/1155
• Patrick DiDomenico - http://lawyerkm.com/
• Mary Abraham - http://aboveandbeyondkm.com/
• Tom Baldwin - http://kmpipeline.blogspot.ca/
• David Hobbie - http://caselines.blogspot.ca/
• Nick Milton (Knoco) - http://www.nickmilton.com/
• ILTA KM - http://km.iltanet.org/
• 3 Geeks and a Law Blog -
http://www.geeklawblog.com/search/label/KM
29. Thank you
Law Firm KM
LawFirmKM.com
Connie Crosby
connie@lawfirmkm.com
416-919-6719
Stephanie Barnes
stephanie@lawfirmkm.com
416-522-5126