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Legal Project Management and KMMara Nickerson, Osler Hoskin & Harcourt LLP
Andrew Terrett, Borden Ladner Gervais LLP
Chris Boyd, Wilson Sonsini Goodrich & Rosati
Sponsored by the ILTA Knowledge Management Peer Group Steering Committee
5 offices (4 in Canada, 1 in New York)450 lawyersChief Knowledge Officer (KM, PD, Library, Conflicts &
Records)Practice Innovation Office
Mara NickersonMara Nickerson
Largest law firm in Canada – 750 lawyers, IP agents and other professionals
Six offices across CanadaDirector of Knowledge Management at BLG
Andrew Terrett
The “New Normal” in Canada Impact of global recession not as severe as the US
No banking crisis but manufacturing severely impacted Unemployment peaked at 9% down to 7.5% currently
Legal services US and Canadian law firm marketplace largely comparable But less Legal Process Outsourcing, less eDiscovery than the
US Globalisation - Norton Rose/Ogilvy Renault merge operations But there is a clear demand for “more for less” AFA’s, Legal Project Management
Legal Project Management vs Process Improvement LPM - A disciplined approach to managing a legal
matter to ensure that it is completed on time and on budget, to achieve the client’s objectives.
LPI - A systematic approach to analyzing how we conduct a legal matter (or any process that is part of a matter) to systematize and refine it, to create efficiencies — reduce “waste”.
Law Firm Economics and KM The billable hour and the
“productivity paradox”
AFA’s change this – “KM push” becomes “lawyer pull”…
KM as “the middle office”
Osler’s Five Steps To Effective Matter Management
10
Step 1 Matter Intake
Step 2Planning
Step 3Managing the Work
Step 5Matter Wrap-Up
Step 4Communicating with the Client
The Business DriversBudget perspective
Aderant ExpertAFA’s – Budget Manager
Scheduling perspectiveMS Project Server 2010
Driven by client need rather than “top-down”
Getting Started
Identify clear business drivers – where are the pressures?
Find a champion Start small – identify a lawyer or group willing
to try a different approach Tie in existing KM tools Communicate, communicate, communicate
Recommended Reading ILTA KM White Paper, June 2011 Legal Project Management by Steven B. Levy Legal Project Management: Quick Reference Guide by Jim
Hassett Project Management for Lawyers, Barbara Boake and Rick
Kathuria, Managing Partner/Ark Group, Spring 2011 LegalBizDev blog http://adverselling.typepad.com/ 3 Geeks and a Law Blog http://www.geeklawblog.com/ Lexician - Steven Levy http://lexician.com/ Corcoran’s Business of Law Blog - Tim Corcoran http
://www.corcoranlawbizblog.com/category/legal-project-management/
At the Intersection- Pam Woldow http://pwoldow.wordpress.com/ Legal Project Management – Paul Easton
http://legalprojectmanagement.info/