Legal Project Management and KM Mara Nickerson Osler

Legal Project Management and KM Mara 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

2011 ILTA KM White Paper

Mara Nickerson § 5 offices (4 in Canada, 1 in New York) § 450 lawyers § Chief Knowledge Officer (KM, PD, Library, Conflicts & Records) § Practice Innovation Office

Andrew Terrett § Largest law firm in Canada – 750 lawyers, IP agents and other professionals § Six offices across Canada § Director of Knowledge Management at BLG

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 e. Discovery 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”

How does KM fit into LPM?

Case Studies

Osler’s Five Steps To Effective Matter Management 10 Step 5 Matter Wrap-Up Step 4 Communicating with the Client Step 1 Matter Intake Step 2 Planning Step 3 Managing the Work

Case Studies

The Business Drivers § Budget perspective § Aderant Expert § AFA’s – Budget Manager § Scheduling perspective § MS 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

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 § Legal. Biz. Dev blog http: //adverselling. typepad. com/ § 3 Geeks and a Law Blog http: //www. geeklawblog. com/ § Lexician - Steven Levy http: //lexician. com/%C 2%A 0 § Corcoran’s Business of Law Blog - Tim Corcoran http: //www. corcoranlawbizblog. com/category/legal-projectmanagement/ § At the Intersection- Pam Woldow http: //pwoldow. wordpress. com/ § Legal Project Management – Paul Easton http: //legalprojectmanagement. info/

Questions