THE PROACTIVE RESEARCH TEAM A MAP FOR EVOLUTIONARY

THE PROACTIVE RESEARCH TEAM A MAP FOR EVOLUTIONARY CHANGE

Traditional Research Services change in response to requests Reactive information dissemination Caters to a limited audience Centered around case work

Proactive Research Team Takes a strategic approach Anticipates needs Provides real-time/just-in-time information Caters to an expanded audiences Drives the evolution of services

Steps to Success Build the Right Team Define Audiences Identify Needs Select the Right Sources Deliver Results

Build a Proactive Team Who are: � Good communicators/evangelizers � Well versed in the resources � Forward thinking and agile Who can: � Promote your services � Anticipate/identify needs � Understand both the practice and the business of law

Potential Audiences Look beyond your current customers Management Attorneys Case Teams Clients Practice Leaders General Counsel Administrators Project Teams Practice Managers

Potential Needs Practice Leaders � � � Case Teams � � Client news Legal issue monitoring Project Teams � � Practice Trends and Potential Markets Top client news Competitive Intelligence Company and Product Reviews News and Trends Administrative Leaders � � Vendor Information Industry Trends

Select the Best Sources Big News Aggregators Competitive Intelligence Tools Federal Filing Monitors Docket Tracking Services Corporate Information Services

Deliver the Results Format Frequency Method • Direct Result • Vetted Report • Meeting Updates • Regularly Scheduled - Weekly, Monthly, etc. • Prior to Scheduled Meetings • Email Report • Demonstration • Online Posting – Intranet, Extranet, etc.

What Does It Take? Shift in thinking Ø Strategic approach Ø The right team Ø Proactive resource portfolio Ø Understanding of potential audiences Ø Commitment to change Ø