Knowledge Management in the Legal Profession 5-6 March 2002
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These events qualify for up to 17 CPD hours Knowledge Management in the Legal Profession 5-6 March 2002 The Role of Professional Support Lawyer Expert contributions from: 7 March 2002 The Martin Tolhurst Partnership Solicitors Consignia Legal Services Berwin Leighton Paisner IBM Software Group Denton Wilde Sapte Book before Latham & Watkins Baker & McKenzie 7 January 2002 Blake Lapthorn and receive a Bevan Ashford CMS Cameron McKenna 10% discount Wragge & Co. Masons NautaDutilh Norton Rose Morgan Cole SJ Berwin produced by White & Case arkappliedgroup research & knowledge Linklaters & Alliance www.ark-group.com Pinsent Curtis Biddle researched by Horwath Consulting nowledge Baker Robbins & Co. Management K Hildebrandt International ManagingPartner Sherwood Consulting PSF Ltd. The essential guide to strategic practice management Knowledge Management in the Legal Profession Tuesday, 5 March 2002 8:30 Registration ! Structuring the team: who should be involved and when? ! Common obstacles to implementing a KM strategy: 9:15 Chair’s opening remarks people, processes and resources Andrew Terrett, Baker Robbins & Co. ! Carrying out an effective initial and regular ‘needs analysis’ of KM Ensuring knowledge management ! Linking KM into all operational areas: which ones are works to your advantage the most important to start with? 9:30 Maintaining competitive advantage through KM ! Linking KM into client info, client know-how, industry Ian Cowan, Baker Robbins & Co. knowledge, accounts, e-mails, research sites and websites ! Creating business opportunities and solutions through KM ! Applying KM to lessen the impact of global recession 12:30 Lunch and networking ! Using KM to win the war for talent and new clients ! How can KM be used to combat the symptoms of recession? 1:45 Value-added professional support: professional ! How KM can put your firm one step ahead of the competition? support lawyers and information officers Pat Watson, Director of Professional Services, 10:15 Why KM initiatives fail and how to make sure yours does not Denton Wilde Sapte John Hokkanen, Esq., Knowledge Manager, Latham & Watkins ! The scope of PSLs and IOs ! Frameworks for analysing why KM projects succeed or fail ! How does their role change depending on the ! Applying frameworks to assess which KM projects size and needs of the firm? your organisation should be focusing on ! Identifying PSLs and IOs as value-added service providers ! Maximising success once a project has begun ! PSLs vs IOs, departmental vs firm-wide networks ! Examination of where failure usually occurs ! Suggestions about ensuring success Clients ! Client-interfacing technologies: a mechanism 2:30 Rolling out your KM initiative to your clients to achieve buy-in to enable two-way communication ! Making wise decisions on the client-interfacing Alan Hodgart, Director, Hildebrandt International technologies to pursue ! Overcoming resistance to ‘giving away your crown jewels’ ! Using knowledge as value-added service to clients 10:45 Morning refreshments ! Operational obstacles to rolling out KM to clients ! Creating a two-way knowledge transfer between client and firm Cultural barriers to effective KM ! What kind of knowledge to offer: billing and internal KM? 11:00 Developing an organisational structure to support knowledge sharing: leadership, communication and culture 3:15 Afternoon break Kevin Connell, Director of Information and Technology, Masons ! Implementing KM from the top down 3:30 What do your clients want from your KM initiatives? ! Communicating the aims of KM: getting partners to buy in Ray Franks, Head of Finance and Practice Manager, and share knowledge as a core value Consignia Legal Services ! Overcoming resistance ! What are in-house counsel prepared to pay for? ! Fitting KM to culture or vice versa ! How can knowledge sharing enhance client relationships? ! Matching KM systems to business needs – internal and external ! What kind of knowledge resources do in-house counsel ! Information ownership want from law firms? ! Technology considerations ! How are in-house counsel using knowledge management and how can you benefit from their resources? Implementation issues ! How can law firms create knowledge partnerships with clients? 11:45 Implementing and integrating an effective KM strategy " Industry information Heather Robinson, Knowledge Officer, Bevan Ashford " Client know-how ! Where do you start? ! Implementing a KM solution in a time of recession 4:15 Chair’s closing remarks ! How do you use the existing information to create a worthwhile KM initiative? 4:30 End of day one Wednesday, 6 March 2002 8:30 Registration 12:00 The impact of extranets and the world wide web on KM in the legal industry 9:15 Chair's opening remarks Janet Day, IT Director, Berwin Leighton Paisner Melissa Hardee, Partner, CMS Cameron McKenna ! Over informed: too much information is worthless ! Selecting the right information format: 9:30 Linking knowledge management and risk management " Presenting choices in an orderly manner Peter Scott, Director, Horwath Consulting " Timely and focused ! Risk as part of a lawyer’s role: advice, IT, people, " Re-usable and flexible finance, competition ! Sharing knowledge with the client: ! Why embrace a risk management programme? " But not losing control of the information ! Using risk management to improve quality " What should be shared and are there limits? ! Why are joint KM and risk management initiatives ! Managing and leveraging the internal know how vital to a law firm? ! Push or pull: what is the right method and when? ! The risk of failing to manage knowledge 12:45 Lunch and networking KM technology 10:15 The opportunities and challenges of a KM intranet Operational interaction David Halliwell, Head of Professional Support, Wragge & Co. 2:00 BakerMAKS case study: entering the next phase of KM Sarah Benfield, Knowledge Manager, Wragge & Co. Alexander Kleanthous, Director of Know How, ! How and where do you start? Baker & McKenzie, London ! Content management: who and how? ! What is BakerMAKS? ! What sort of functionality can you provide? ! How is law firm knowledge captured ! How can you access and integrate with external sources? in the new system? ! Do you give clients access? ! What were the processes behind the design and implementation of BakerMAKS? 11:00 Morning refreshments ! The impact on client relationship management 11:15 Where does technology fit into KM? 2:45 Spreading tacit knowledge through training Ian McNairn, Director, KM Systems and Technologies, David Higham, Head of Professional Development, Blake Lapthorn IBM Software Group ! Linking the concepts of training to KM ! Using technology to roll out KM on a firm-wide basis ! Using coaching as a tool to spread knowledge ! What kinds of technology are on the market? ! Training your senior lawyers to become trainers ! Is it better to customise KM solutions or buy ‘off the shelf’? of the next legal generation ! What are the implications of implementing new technologies: ! Case study: The Nottingham Law School, Law South compatibility, take-up and resistance to change? Diploma in Litigation ! The role of XML and taxonomies on KM infrastructures ! Training on demand through an intranet and e-learning " Retrieving information " Teaching lawyers to use these tools Managing Partner magazine is a monthly publication aimed at senior management ! Spreading tacit, not explicit, knowledge within the legal industry. Each issue contains a wide variety of articles written by experts in the 3:30 Afternoon refreshments legal industry. By subscibing to Managing Partner you will receive: 3:45 Knowledge networking across geographical boundaries: regional, national, international ! 10 issues per annum Stewart Thompson, IT Manager, ! Bi-weekly e-newsletters The Martin Tolhurst Partnership Solicitors ! Conference and workshop discounts ! Overcoming the differing needs of each individual office ! Surveys and results ! Rolling out your KM initiative across the whole firm ! Full access to the online Managing Partner library ! The challenges of setting up an integrated system across ! Website discussion groups multiple locations ! Conference news updates ! Training across a multi-office set-up ! Regular competitions ! Ensuring the acceptance of the system is firm-wide ! First refusal on all events including the annual Managing Partner best practice forum ! Security and client confidentiality If you would like further details, or would like to subscribe to Managing 4:30 Chair’s closing remarks Partner magazine, please contact Henry Anson at [email protected]. 4:45 End of conference The Role of Professional Thursday, Support Lawyers 7 March 2002 8:45 Registration 2:15 Professional Support: developing the Green Field Site John Worrall, Senior Professional Support Lawyer, White & Case 9:30 Chair’s opening remarks ! White & Case launched its professional support function in Jeannette Wiers, Head of Knowledge Management, NautaDutilh London in October 2000 " “The blank piece of paper” 9:45 Achieving the impossible: defining the role of PSLs " “Working out priorities” Ann Halpern, Head of Professional Development, Norton Rose " Standard forms, training and know-how ! Why is it so hard to define the PSL role? " Recruiting the PSL team ! Identifying the need for dedicated PSLs: is there an industry standard? ! Managing, integrating and promoting the function ! Is the role of PSLs much more than an advanced knowledge officer? ! Challenges and pitfalls ! Why are PSLs important to the operational efficiency of the