aka ‘The Orange Rag’

Top stories in this issue…  Kingfisher’s legal team trials GC Hub amid tech overhaul p.2  Thomson Reuters Business Integrity – the plan so far p.5  All the latest wins and deals p.6  New Editor for the Insider p.10  Artificial Intelligence in Law – The State of Play in 2015? p.13

 NRF to roll out While it is still early days and McClead has yet to formalise how else NRF will use Neota’s apps, Neota Logic as the firm, particularly in and South Africa, is looking at more document and process automation innovation takes hold as well as new kinds of interactive tools for clients. Kira Systems meanwhile, is almost ready to ’s (NRF’s) legal technology move into the tool box according to McClead. innovation architect Ryan McClead has elevated McClead said: “Where a practice area expert systems software platform Neota Logic or partner come to me with a problem, my from a proof of concept phase to using its apps team can build a prototype using a bit of this within the business, including into a potentially and a bit of that. It’s different to the traditional revenue generating compliance tool. approach of ‘we’ll go away for two years and McClead, who worked as knowledge systems come back with a quarter of what you want.’ It’s manager for Fulbright & Jaworksi before its merger usually days at most and we’ll come back and with Norton Rose in June 2013, has for the last get feedback. It becomes an iterative process.” year and a half been developing relationships He adds: “[The tool box] doesn’t allow us with start-ups and smaller technology companies to stay on top of everything but if there are tools in with a view to taking advantage of the innovation the tool box that are not keeping up we can replace springing up from that sector of the market. them or leverage our relationship to say ‘there By using the concept of ‘sand box, tool box are other tools that can do this, how long will it and window box’ McClead and his team have take to make your product do what it can do?’” been working with Neota and other companies such as Kira Systems on a trial basis. McClead said: “Keeping up with legal technology  Financial Times signs is impossible, you could have 20 people working on it and still not keep up. So my response is to put up with NetDocuments everything in the sand box and try to understand what it is capable of and where it can go. The Financial Times in-house legal team has “They’re all software-as-a-service products and adopted NetDocuments’ cloud-based document that gives the firm the opportunity to play with them and management system, it has emerged, having rolled see if they have a particular use case or many use case.” out the new system towards the end of last year. Neota is in the tool box, which means NRF is now NetDocuments is used across the FT’s licensed to use Neota’s applications and over the last few four-site legal and company secretarial team weeks has been looking at different use cases within the but not the rest of the business, in a repeat of business. McClead is in the process of building a client arrangements at other NetDocuments’ in-house guide to compliance legislation, built on a microsite in clients such as Royal Mail and Westfield. HighQ’s Publisher tool and with 8 small Neota apps built into it to help determine different aspects of compliance. CONTINUES ON P.3

Conveyancing

Visit www.eclipselegal.co.uk

Page 1 (287) October 2015 aka ‘The Orange Rag’

 Kingfisher’s legal because we were pulling together contributions 7from lawyers across Europe including France, team trials GC Hub Poland, Germany, the UK, Spain and Romania against very tight commercial deadlines.” amid tech overhaul The new system has been adopted as Kingfisher The second product – currently called Case Aderantalso begins the roll out previews of SAP, which is now up and (scheduled for a Q2 2016 launch – is an all new Kingfisher’s 52-strong legal team is trialling running in Ireland and will be operational globally case management system designed to meet the new performance management tool newin two years’ applications time. Wardle has been heavily involved needs of the UK & APAC high volume/low value GC Hub and embracing a raft of changes to its in creating a charter that governs the processes case and matter management market plus the US internal IT systems and processes, as the home Aderantbehind Kingfisher’stook advantage implementation of its recent Momentumof SAP. concept of repeatable process work and support improvement giant rolls out SAP and moves Kingfisher’s legal team is no stranger to conference in London to preview some of its new the North American S&B market. The new system towards a single sourcing business model. innovation and already automates its standard products. These include Spotlight, a BI system that will include its own DMS and document assembly GC Hub is a freemium platform launched forms with a built-in risk and compliance tool that combines the best of the Aderant’s current functionality (although it will also integrate with in May in which law firms and clients build their enables the business to complete a contract or ClearView and Redwood BI products but with a HP WorkSite) as well as supporting mobile own profiles and connect to one another as they diverts it to the legal team – a solution designed proactive element to highlight data problems and working on iPads. might on LinkedIn or Facebook, providing GCs by Kingfisher’s own IT team. Wardle said: “[It’s] a suggest where improvements can be made. Aderant’s Mike Barry said the company with an area to communicate with their law firms, good example of the benefits of working closely instruct them, track their performance on costs and with your Aderant’s friendly Derek local technologists.”Schutz said much of the had taken the decision to build Case from scratch automatically give them feedback at the end of a focus ofShe Spotlight’s adds: “We development as GCs need (a toweb recognise based that (including the TaskFlow customizable process matter. It also enables GCs to consolidate and keep productwe operate – unlike best asClearView, part of a itbroader does not team. require We don’t automation “glue that drives the system” because a record of their communication with law firms. SharePointhave all the – answers.scheduled Technologists for a Q3 2015 bring release) some was there was nothing on the market to buy that Each quarter law firms enter the total amount ongreat simplicity, solutions, the ways provision to allow of ‘relevant’us to do things faster, adequately met all these needs. that they have billed a client and over how many informationcheaper and and more a UX/user efficiently, experience to resolve designed the detail to He added “We are a software company matters, providing GCs with a notional blended encourageinto a clear the picture system’s and use. find Schutz ways tosaid do mostthings better. not a legal content company dabbling in software. rate that they can use to compare law firm costs. traditionalCommunication, BI ‘traffic process light’ andtype riskdashboards management were all We listen to the market and much of Aderant’s Law firms also add the quote given for work and onlywork used better for if three you involveweeks andthe technologists.”then forgotten recent success is down to our strategy of focussing how much was actually charged, allowing GCs whereas Spotlight was intended “to be easier than on the front office rather than on back office to keep track of how those numbers diverge. At picking up a phone and calling accounts!” systems.” the end of a matter GCs are asked to rank law firms out of 10 on areas such as service levels, commerciality and sticking to the agreed budget. Kingfisher’s group general counsel and Workflow company secretary Clare Wardle said: “GC Hub should enable us to get a clear handle on our costs and support more efficient working with our panel.” GC Hub’s chief executive Richard Fleetwood, a former commercial partner who left the firm at Christmas last year to launch the site, told Legal IT Insider: “Law firms spend tens of thousands of pounds trying to get client feedback and when they get it, it can be difficult to use and have different reference points. This is simple, quick and uniform and allows them to build up a whole host of information from clients.” In May, Fleetwood was joined by high profile former Rolls-Royce head of legal and company secretary Nigel Goldsworthy as a GC Hub director. Elsewhere, Kingfisher – which owns companies including B&Q and Screwfix - this year rolled out a SharePoint-based document management system called Fusebox as it transitions from being a set of locally-managed businesses to a single sourcing model, in an initiative branded ‘One Kingfisher’. Kingfisher operates 1,200 stores across 10 countries in Europe and Wardle, who is taking the lead on the enormous task of working around the contractual issues as individual operating companies

are brought together, said: “[It was] essential to have Software for a Changing Legal Market a common respository and communication tool,

Legal IT Insider (284) June 2015 Page 2 (287) October 2015 aka ‘The Orange Rag’ 3 Legal software for the new era

Find out more at www.soslegal.co.uk/demo Copyright Own Software Ltd 2013

and UK. Accountants Moore button you press but in Gmail you have to download it  Who’sFinancial in Times& who’s signs Stephens and the States of Guernsey Law Offices onto the computer and attach it. It’s not a difficult thing to of the Crown are purchasing new HP WorkSite do and you do get used to it, it’s just another thing to think up with NetDocuments document management systems via Phoenix. And, out: the latest wins about when people are getting to know a new system.” HowardKennedyFsi has purchased the HighQ CONTINUED FROM FRONT COVER. NetDocuments has a Gmail plug in that U WINS Two more law firms – Poole system, plus the Phoenix HighQ-to-WorkSite is in beta but it is not expected to replicate the Alcock in Cheshire and Beswicks Legal in Stoke – content sync application, from Phoenix. While the FT’s legal team is only 13-strong including Outlook experience as the demand is far less have switched from their incumbent digital Fast growing Leicester-based law firm J B company secretarial staff, it is dispersed across offices across law firms and the corporate legal sector. in London,dictation Belfast, platforms Manilla to BigHandand New York.solutions. Previously Tim R MorganOn the (corporate opposite philosophy:side of the coin, “the the client real benefitis the team,Knight in of common Beswicks with said the BigHand’s rest of the FT,ability used to a feltking”) so far which by the recently FT team opened is flexibility. an office Halton in says:London, “While combinationintegrate ofwith Microsoft the firm’s shared new directories, Tikit P4W Google case we’rehas selected a small teama DPSCloud we do work hosted across case four and different legal Drivemanagement and Google systemApps. Lawyers and support stored for documents a Microsoft- on locationsaccounts and management the way a cloud-based system from solution DPS Software functions Microsoftbased C:mobile drive andstrategy H: drives were as determining well as in their factors own in israther very wellthan suited have “toto the get way involved we work in ashosting a team. our personalthe decision folders, withto switch. no form of version control. Beforeown servers”. if I was working from home I had to email the Senior Following legal counsel the Johnimplementation Halton, who ofoversaw Intapp document Norton to myself Rose but Fulbrightthis system in works London seamlessly.” has the implementationWall Builder, Shepherd of NetDocuments + Wedderburn said: “The has FT as a purchased pdfDocs from DocsCorp. wholeselected still use Intapp Microsoft Open shared and directoriesIntapp Flow but to there help was a feelingautomate that the business legal team processes, needed its including own arrangements.” new  VitalWINS Statistics & DEALS CONTINUE ON PAGE 5 businessThe roll intake out followed and workflow a pitch inmanagement. 2013 in which the FT lookedRPC at three (Reynolds or four Portervendors Chamberlain) including has Thirty*OUVJUJWF5IJOLJOH*OOPWBUJWF1SPEVDUT years after the advent of email, 35% of Worksite,become initiated the latest by former City firm general to adopt counsel the Tim LexisDraft lawyers areUpgrade still using your fax. WorkSite ...statistic environment quoted with Bratton,legal who document left in July proofreading 2013 to join system Berwin from Leighton at thethe recent next evolution Clio user in conferenceworkspace lifecycle management Paisner’sLexisNexis contract UK. lawyer LexisDraft arm Lawyers operates on Demand. as an extra toolbarNetDocuments within Microsoft DMS is Word.purely cloud-based and Halton said:Travers “That Smith was somethingestimates weit will looked reduce the Intuitive Thinking.Workspace Innovative Control Products. footprint of its datacenter by 70% when it Upgrade your iManage Work Environment with at very carefully,” however he added: “On any t8PSLTQBDF(FOFSBUJPOt)FMQ%FTL the next evolution in workspace lifecycle management IT projectcompletes we as the an migrationorganisation to have an adaptive IT people flash t"SDIJWJOHt3FmMJOHt6TFS4FMG4FSWJDF conductingplatform due supplied diligence by onNimble our suppliers, Storage. especially Along with a if datareduced is held footprint, by them. Ourthe NimbleIT people Storage were confident CS300 that Seriesthe security array waswill sufficient also provide to go theahead.” firm with 3FBMUJNF8PSL4JUF.POJUPSJOHWorkspace.BUUFS.BOBHFNFOUJO8PSL4JUF Control increasedIn terms storage of whether capacity the project and performance. has been The • Workspace Generation • Help Desk a success,firm’s existingHalton says: storage “People architecture are using usesit. It’s a • Archiving • Refi ling • User Self Service a goodcombination start because of SSDs,there is SAS always drives a fear and that SATA drives. no-one will use As partit and of do its their BWOW own thing.”(better ways of working)In order initiative, to encourage DAC that Beachcroft use the DMS has isselected Comprehensive iManage Monitoring Matter Management for iManage not thestructured Zylpha by electronic matter. Halton bundling says: “Wesystem work to create as adocument team on an bundles informal for basis trials, and case receive management a lot of smallconferences, queries. We client decided reports to goand with board a less minutes. formal structure Mediation, and rely onfamily the searchand employment function to law manage the content wave findstartup documents Consilia and itLegal was the(the right firm decision.” charges “a pragmaticIn terms fixedof teething fee” ratherproblems, than thanks the traditional to .PSFUIBOB%FDBEFPGJ.BOBHF8PSL4JUF&YQFSUJTF NetDocuments’billable hour) rapid has expansion implemented there awere Proclaim a number of 4QFBLUPVTBCPVU issuespractice last year management with its UK data system centres from that Eclipse affected Legal the .BUUFS$FOUSJDJUZt$POTPMJEBUJPOt*NQSPWFE6TFS"EPQUJPO responsiveness of the system. However, the data centres Y(MPCBM4VQQPSUGPSJ.BOBHF8PSL4JUF Systems. The project included a bespoke manage the content wave havemediation been going solution through as some well major as out-of-the-box upgrades and familyHalton says: “Those issues were resolved earlier this year.” and employment case management software. More than a Decade of iManage ExpertisePartner of the Year 3 years running In August, NetDocuments announced that Phoenix Business Solutions has won HP phoenixbs.comSpeak to| [email protected] us about: it willWorkSite fully integrate upgrade its servicesdeals from with Trowers Microsoft & Hamlins, Matter CentricityAbu Dhabi • Consolidation| Chicago | London • | NewImproved York | Sydney User Adoption cloud technologies, which will reduce the risk and 24 x 7 Global Support for iManage Work investment of building out its own infrastructure. Legal IT Insider (284) June 2015 A further issue has been the fact that NetDocuments is not designed to integrate with Gmail. Halton says: “If phoenixbs.com | [email protected] you want to attach a document in Outlook there is a Abu Dhabi | Chicago | London | New York | Sydney

Page 3 (287) October 2015 aka ‘The Orange Rag’

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Page 4 (287) October 2015 aka ‘The Orange Rag’

 Thomson Reuters number of law firm clients, many of which had received assurances that Business Integrity and its flagship Business Integrity – automation tool ContractExpress was not for sale. Clients were made aware of the sale via a the plan so far generic email on the morning of 2 October, leading one top 50 partner to tell the Legal IT Insider: “It Thomson Reuters has pledged to stick to Business Integrity’s caught us completely by surprise, which is not (BI’s) existing plans and enable law firms to continue the greatest experience for a customer.” providing bespoke contract automation solutions to However, the move has been welcomed by clients their clients, after announcing on 1 October that it has including major ContractExpress user Reckitt Benckiser, acquired BI and its flagship ContractExpress solution. where vice-president and general counsel within group According to Lucinda Case, vice president of legal affairs and compliance, Claire Debney told Legal customer segments and strategy within Thomson Reuters’ IT Insider: “I would hope that it could lead to more legal business, the roadmap developed for ContractExpress integrated solution, as these offer so much on their own by co-founder and EMEA vice president Richard Newton but can offer much more if integrated in a way that can and his team, including respected chief technology provide seamless solutions – for example ContractExpress officer Andy Wishart, will remain unchanged despite the with World-Check built in to verify each party that you acquisition. However, ContractExpress will become fully create a contract for (this is one on my wish list) then integrated with Thomson Reuters’ know-how resource integrate it all in Serengeti (another one on my wish list).” Practical Law and the publishing giant is also looking at While Thomson Reuters has plans to invest in incorporating its proof reading tool Drafting Assistant. Business Integrity and its acquisition was said by UK Speaking to Legal IT Insider, Case said: and Ireland managing director Jan-Coos Geesink to “Customers and prospects are keen to hear about “support our vision of a more efficient and connected the roadmap for Business Integrity and we are legal ecosystem”, for the time being it is sticking to the sticking to the existing ContractExpress roadmap. knitting. Case said: “Serengeti is a very important product “We see it as crucial that we let the business and has great connection points but right now we are that Richard founded carry on building momentum. focusing on drafting and sticking to the road map.” We get weekly product updates and it is growing at a phenomenal rate. Acquisitions can be disruptive but they have managed to carry on working normally.” As predicted by rivals and customers at the time the Looking for an acquisition was first announced, ContractExpress will be used in place of FastDraft as Practical Law’s automation alternative? tool. Users of ContractExpress will be able to consume Practical Law contracts via the automation tool, while the dual integration will mean that subscribers to Practical Law will be able to automate contracts using ContractExpress. The new-and-improved Practical Law service looks set to compete for the GC dollar with the white labelled automated contracts being offered by law firms such as Ashurst, DWF and to their clients, using their own standard forms and know-how. At the time the acquisition was announced one ContractExpress relationship partner at a top 30 firm said: “Are Thomson Reuters playing in the space of supplier of products to law firms or are they now competing with law firms?” However, Case said: “Although we sell content and now this technology to legal departments, we are not competing with the law firms in this space who are developing very bespoke solutions for their clients. “We are talking to a number of law firms and prospects about the client self-serve model and I can see why they would want that arrangement. It’s very Create and Compare Remove exciting that law firms using this technology will be able collate pdf documents metadata in to deliver their content to a very large user group.” documents natively microseconds Case and Newton have over the past month been meeting both in-house and private practice www.docscorp.com/alternative customers to discuss the acquisition, which was privately met with nervousness and irritation by a

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 Who’s in & who’s out: Freeths LLP, which has 700 staff operating in 11 cities, has selected Linetime Liberate software to support the latest wins & deals the firm’s growing Commercial Recoveries team. Gotelee Solicitors, which has offices across Suffolk, GLOBAL DEALS DLA Piper and Pegasystems Inc have has selected Proclaim from Eclipse Legal Systems as its new collaborated on the development of a KYC (know your case management system. The firm will be implementing customer) system to automate the management of regulatory conveyancing and personal injury systems, along with rule maintenance for financial institutions. With a recent integrations to the Land Registry Business Gateway and Forrester report describing KYC regulation compliance as the MoJ’s RTA & EL/PL Claims Portal. Eclipse has also the biggest pain point for global banking executives, the signed up legal costs specialists TM Costings as users of its new system combines Pega KYC software with DLA Piper’s hosted, out-of-the-box Proclaim Costs Drafting Software. knowledge and monitoring of global regulatory changes to Quiss Technology reports that four of its existing law provide retail, corporate and investment banks with a faster, firm customers – including Lincolnshire-based Roythornes more efficient and cost-effective way to manage their client Solicitors – have renewed contracts for long term support onboarding due diligence procedures. www.pega.com deals for their on-premise infrastructure. Jonathan Swan, Clyde & Co has implemented a new Vasco the operations & IT director at Roythornes, said that “with Digipass two-factor authentication security system to question marks over the cost benefits of some cloud- protect access, both via PCs and smartphones, to the based solutions and server locations” Quiss was an ideal firm’s external Citrix portals and VPN clients. CIO Chris supplier for firms who still prefer an on-premise solution. White said Clyde & Co went with the Vasco solution “It’s our data and we take the responsibility for keeping in order to protect business critical data and ensure it secure and confidential very seriously,” he added. client confidentiality, while simultaneously providing Finally, apologies to London law firm cost-efficient and functional support that was suitable Collyer Bristow who were the victim of an for the working styles of both its stationary and mobile unfortunate auto-correct spellchecker disaster in workforce, including over 1500 lawyers operating the last issue and rebranded as Collier Bristol. from 39 offices on six continents. www.vasco.com WINS & DEALS CONTINUES ON P.7 UK WINS Rekoop just announced one of its biggest deals of the year with selecting the Rekoop time capture platform, that will eventually be rolled out to over 450 fee earners across five offices and be integrated with the firm’s new LexisOne practice management system. Two more London-based law firms – Pemberton The new benchmark for Legal DMS Greenish and Winter Scott – are to implement iManage Work as their new email and document management system. Top 20 law firm DAC Beachcroft has engaged Plan-Net plc to provide its 2200 staff with full out-of- hours IT support coverage. The service will operate week nights, weekends and public holidays and is due to go live in December. Philippa Dean, the IT support manager at DAC Beachcroft, said a key element was because Plan- Net offers a full 24/7 service, it could also support the firm’s international staff working in different time zones. • Intuitive Matter Workspaces Isokon has signed up 10 more firms, including • Powerful E-mail Management Birketts in Ipswich and Browne Jacobson, as users of • Enhanced Office Integration its probate software. Isokon say their software is now used by almost 40% of law firms involved in probate and private client work in any reasonable volume, including 20 of the UK’s top 200 largest firms. Recent mid-market wins for Tikit include divorce and family law specialists Vardags, niche firm Miles & Partners and award winning Mackrell Turner Garrett, who have all invested in Tikit P4W case and practice management software to replace a legacy system. “The change has been long overdue,” said Jonathan Chubb of South Wales firm QualitySolicitors David & Snape, when it announced that it had selected the SOS Connect practice and matter management system from Solicitors Own Software to replace its legacy legal software.

Page 6 (287) October 2015 aka ‘The Orange Rag’

WINS & DEALS CONTINUED FROM P.6 Staying with Seyfarth Shaw, the firm has also selected nQueue iA Scan Manager to support EMEA WINS The iManage Work DMS is its “Less Paper” initiative, which includes an all- enjoying success across the EMEA region with digital document retention policy to scan and store wins at Ayache Salama in France, Serra Lopes all documents electronically rather than sending Corte Martins in Portugal, Ramon y Cajal in them to an offsite storage facility. Seyfarth CIO Spain, Kenyan law firm Oraro, and Studio Legale Andrew Jurczyk says the “Less Paper” initiative Chiomenti, one of the largest law firms in Italy. means “we are reducing our real estate footprint Irish law firm Dillon Eustace has signed by one-third even while the firm is growing.” up for iManage support from Phoenix Business Lathrop & Gage and Montana-based Worden Solutions, while another Irish firm – Byrne Thane have selected the DocsCorp contentCrawler Wallace – has selected Phoenix software system to convert files into text-searchable formats to manage its iManage Workspaces. and reduce large document file sizes in their DMS. Stockholm law firm Foyen has selected the Phoenix-based Gust Rosenfeld has selected Microsoft SharePoint-based Formpipe Intelligo kCura Relativity as its new inhouse ediscovery platform. Contentworker system as its new document management platform. Until two years ago the AUSTRALIAN WINS As part of a major firm was running an OpenText eDocs DMS but technology refresh, along with upgrading from having decided to drop that, moved to a shared Elite Enterprise to Elite 3E, Sydney-based Gilbert folders system before selecting Contentworker + Tobin becomes the first Australian law firm to over an iManage DMS. In a related development, sign up for Business Development Premier, the Formpipe Intelligo has also formed a partnership new CRM system from Thomson Reuters Elite. The with the Dutch-based DotOffice, the developers CRM rollout will include integration with the email of the doLegal document assembly system for law marketing system from Elite partner Concep. firms running Microsoft Office. www.intelligo.se Multiple-office insurance specialists Hickson Lawyers is implementing DocsCorp contentCrawler US WINS The eData Practice at Morgan Lewis OCR to automate the conversion of image- & Bockius has collaborated with legal services based documents to text-searchable ones. outsourcing company Exigent Group to develop Chameleon, a new contract lifecycle management system that will be offered to the firm’s clients to help them negotiate, manage and enforce corporate contracts globally. Stephanie “Tess” Blair, who heads the eData Practice, said the firm would Solutions For iManage & SharePoint allow users to extract and aggregate unstructured data from legacy systems and reconcile contract reality with payment and cash flow reality. “Our clients count on us to deliver innovative and MONITORING & ALERTING effective commercial solutions that reduce risk and simplify the contract management lifecycle.” Box Inc, the online file-sharing and cloud- based content management service, has selected ENTERPRISE SEARCH Lecorpio, out of a shortlist of three vendors, to provide a cloud-based IP management platform that will provide Box’s lawyers, inventors and executives with centralized access to all intellectual property E-MAIL MANAGEMENT data, as well as better analytics and reporting. BuckleySandler has become the first law firm to go live with Elite 3E through using the new Thomson Reuters Elite Express Service Package. CONTENT MANAGEMENT Using the new methodology, the firm was able to complete its 3E deployment in less than 12 months. Handshake Software has signed up four more AmLaw 100 firms, including Pillsbury SECURITY MANAGEMENT Winthrop Shaw Pittman, Troutman Sanders and Seyfarth Shaw, as users of the company’s Microsoft SharePoint-based portal, enterprise search and expertise locator products. Pillsbury will also utilize Handshake’s NetDocuments integration. docauto-inc. @docauto www.docauto.com

Page 7 (287) October 2015 5 aka ‘The Orange Rag’

WINS & DEALS CONTINUED FROM PAGE 3 WorkSiteSpeaking DMS, to with Legal an IT added Insider benefit in October, being Giglio it  Roper Technologies saidallows there the are firm no toconcerns create small-sizedover the fact PDFthat Roper files. NORTH AMERI AN WINS Along with its Technologies – previously called Roper Industries - aElite good swapouts (seefit front for page )Aderant? Aderant has also andEMEA best WINS known forBelgian its engineering law firm products Van Bael and & announced an Aderant Expert win at 95-lawyer solutionsBellis has – selectedhas a diverse I.R.I.S. stable Nederland of businesses, to implement many TheBrookes first week Pierce of OctoberMcLendon saw Humphreythe announcement & Leonard that ofits whichnew HP bear WorkSite no resemblance email and to Aderant. document Aderantin North is to Carolinabe acquired and from a Total Madison Office Dearbornwin at 44 managementGiglio said: platform. “In an acquisition the bit a strategic Partnerslawyer by GoldbergRoper Technologies, Weisman Cairo bringing in Chicago. an end to business worriesHjort Law about Firm is dilution in Norway – catering has switched to others’ over a decadeShearman of private & equity Sterling ownership has licensed and usheringkCura needsfrom Workshareand the distraction to DocsCorp of cross-selling. cleanDocs. Our business will in aRelativity more settled ediscovery future in software what Aderant’s for their chief inhouse continue Anjarwallato focus on legal & Khanna and professional in Kenya, services which clients.” executiveprocessing Chris through Giglio branded to production its “permanent needs. home.” However,already runs there HP are WorkSite signs that in clients its Nairobi may need office, some has Roper, which is extremely profitable and reassurance, as one IT director client at a top 20 law firm Foley & Lardner has taken an enterprise awarded Phoenix Business Solutions a contract to in the first quarter to 31 March 2015 saw its free said: “I have mixed opinions at the moment pending license for the eDepoze cloud-based deposition supply and support the DMS in its Mombasa cash flow rise by 24% to £250m, will be looking closer discussion with Aderant. I guess having solid software. The system will allow attorneys to create office. The implementation project will include to support Aderant in its growth plans. Immediate investment from a cash rich organisation is a good paperless depositions, marking up exhibits integration with the firm’s Maconomy ERP system. plans include bringing in extra resource to accelerate thing. However, I can’t quite see how Aderant aligns electronically on laptops and iPads instead of its existing road map for its business intelligence, to Roper so I’m not clear at this stage of the reasoning binders and boxes of paper exhibits. WINS & DEALS CONTINUE ON PAGE 6 case management and billing platforms. behind it and I’m looking forward to hearing more. MSA - The Safety Company, one of the The company is also looking at acquisitions “It does remind me slightly of the largest global manufacturers of workplace safety that make sense to Aderant and its client base and Autonomy to HP sale, which of course is now all is alreadyand protection involved products,in a number has of implemented discussions. the back to whereUnified we started with metadataiManage!” FoundationIP system from CPA Global to provide an integrated patent renewals services and IP management for management platform. FoundationIP is a hosted, web-based system that MSA selected from a field desktop and mobile of 20 competitors. MSA say the CPA has reduced its IP Deliverportfolio maintenance matter costs by 30%. centric information, Little Mendelson has become one of the first law firms to sign up for the Blur online marketplace for intendering iManage for business services. with WorkView www.blurgroup.comTrinogy Systems has more than 15 years of iManage experience and provide unrivalled 24x7 support. Contact us or visit www.trinogy.co.uk/imanage to learn more. APA WINS Australian law firm Henry Davis York has implemented Intapp Flow to automate its business processes and workflows. The firm has iManage add-ons been using Intapp Integration Builder since 2012 and has also deployed Intapp Time (it was Remove 100 plus metadataPerformance types • checks originally a DTE site) for time recording. • Clean at sub-second speeds Sydney-based Buddle Wilkins Lawyers has Development purchased DocsCorp pdfDocs, while Sparke • Eliminate bottlenecks Helmore has added compareDocs to its portfolio • Reduce lost productivityConsulting of DocsCorp products. Training New Zealand law firm Kensington Swan, TRY NOW which has offices in Auckland and Wellington, has Tools and more… implemented Nuance Power PDF to help move away from paper (the firm uses 5 million sheets of

A4 annually) to digital documents and storage. The Your documents. Integrated. project has included integration with the firm’s HP

Legal IT Insider (284) June 2015

LONDON • CHICAGO • SAN FRANCISCO • SYDNEY • MELBOURNE Email: [email protected] • Web: www.trinogy.co.uk • Twitter: @trinogysystems

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A further limb to the i-Legal solution is i-Contract,  Twenty years a repository used to store all signed contracts, 8 which is now being rolled out across RB’s global ago today business including to Canada, France and Poland. Contracts created by staff are automatically It was 20 years ago this month, in October 1995, stored in i-Contract, while those negotiated by legal are thatAll the Legal change IT Insider first launched at itsLSSA orange Freshuploaded into the on system the when they Radar: are finalised. RB pages onto the world. Back then, legal technology is currently looking at how it can enhance i-Contract journalismas Hancock largely involved solicitors retires writing articles eBreviato maximise its value toAI the business and, prior to about WordPerfect macros they’d created and the Business Integrity’s acquisition by Thomson Reuters, conceptMatt Lancaster, of legal tech the as sales an “industry” & marketing was still director a of Followinghad been exploring last month’s integrating story about i-Contract RAVN with Systems RB’s novelty.Osprey (Oh Legal yes, Cloudand we has were been a print-only appointed newsletter as the movingbespoke intoMitratech AI (artificial document intelligence) management with system. its ACE andnew would chairman not hit theof the web Legal for another Software two Suppliers years.) appliedDebney cognitive said: engine “I-Contract for analysing gives us visibilitythe content over AssociationIt was also (LSSA), an entirely the UK different industry world: body WordPerfect for legal ofall legalour contracts documents, and eventuallyUS legal tech we willstartup be able eBrevia to apply 5.1systems for DOS developers was the dominant and vendors. WP platform. Green- hasdata just analytics launched to get its real own benefit AI offering. from that information.” screen UNIX/Informix Dominic Cullis systems of ledEasy the Convey way in accountstakes up The Called move Bespoke, comes as theRB launchessystem uses its own machine andthe practice role as management. vice-chair. Phil Email Snee was of still Linetime a novelty learningdevelopment technology program, to called extract The custom Academy, terms for andcontinues used by relativelyas treasurer few andfirms. Patrick IBM CarmodyOS/2 was stillof relevant12 lawyers to globally.a particular Part client’sone of the industry program or tookproject, seenPerfect as a seriousSoftware competitor as chair toof Microsoft the Membership Windows. toplace support in September faster and and more focussed accurate on leadership contract - DigitalCommittee. dictation Steve was unheard Dixon of of. Select Marketing Software systems will reviewincluding and crisis management. management With and Bespoke,finance. firmsPart two can meantnow “mail-merge”. chair the Disciplinary Document committee. management was a eitherwill take have place eBrevia’s in the US subject and will matter focus experts on lawyers “train” shared folder Last on week’sa network. LSSA People AGM were also predictingsaw Roger themanaging software their to ownidentify brand custom within terms the business, or else openthe that workflow/legal process automation systems use of technology tools, compliance and ethics. Hancock retire as the association’s chief executive, up the system so organisations can use their own would make lawyers redundant. And our lead story in Debney said: “Right from the very beginning a role he has occupied for over 19 years. Glyn industry expertise to train the system. the first issue looked at a large Scottish law firm that of your career it’s important to have and to show Morris succeeds Hancock as chief executive. Earlier this year eBravia launched Lease had rejected Windows NT as a networking platform leadership qualities as a lawyer. We want RB Although Morris is the outgoing LSSA chair, he has Abstractor, a system to automate the review and “because of performance doubts” and opted instead for lawyers to really think about their personal brand Novellsince NetWare. resigned An from entirely Advanced different Legal world to indeed.focus on extractionand how they of legalare perceived and financial by the data business.” from his LSSATo celebrate duties. 20 years of the Orange Rag, every commercial leases. www.ebrevia.com day throughout November the LegalTechnology.com website will be looking back at the legal tech highlights (as well as some of the low-spots) of a different year. Business Intake  Reckitt Benckiser rolls out i-Contract and launches The Academy Reckitt Benckiser’s group legal team is rolling out its Business Integrity-powered contract management system globally as it also launches an innovative face-to-face leadership program for its lawyers called The Academy. Since the end of 2013, the international health, hygiene and home FTSE 100 group has enabled staff within the RB business to create their own contracts - branded i-Legal – with built-in risk and compliance checks that divert contracts to the legal department if necessary, based on a traffic light system. RB has also introduced eSignatures from DocuSign that are embedded within the automation solution and which speed up that process. Vice president and general counsel within group legal affairs, Claire Debney, told Legal IT Insider: “It’s all about speed to market. If you’re in a meeting and you realise you need an

NDA you can do it right there in the meeting.” Software for a Changing Legal Market

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Wilson Legal Solutions has appointed Suki  New Editor for Sahansara as director of its EMEA professional services practice. Sahansara will oversee the company’s EMEA the Insider operations and staff from Wilson Legal Solutions’ office in central London. She brings with her domain We are pleased to announce that, from this issue onwards, experience honed during her more than 25-year tenure Caroline Hill is the new Editor of the Legal IT Insider. with leading software vendors including Thomson Caroline Hill brings her experience and Reuters Elite, Aderant and, originally, Miles 33. journalism skills (a lawyer in a former life, Caroline Paul Hoffbrand’s Hoffbrand Consulting business has joined the Insider in 2014 after holding senior just been made a NetDocuments certified implementation editorial roles at Legal Business and ) partner. This follows on from his management of the to steer the 20-year-old publication forward into NetDocuments DMS implementation at Farrer & Co, where the new world of New Law and the emergence of the firm’s IT director Neil Davison commented: “We had the Tech + Law hybrid legal service providers. successfully worked with Paul in the past and wanted to Charles Christian becomes Editor-at-Large and work with him again with our NetDocuments project. Paul will be reporting for the newsletter, the website and fitted in well with Farrer & Co and clearly demonstrated on Twitter. And, he’ll also continue to cast an acerbic integrity, good judgement and professional excellence, as eye over the legal tech industry and all matters geek. well as a broad technical perspective and value for money.” A number of staff at Eclipse Legal Systems took part in the Great North Run in September to raise funds  Movers & Shakers for Martin House Hospice. Despite the unexpected sun and high temperature, all the Eclipse runners UK In an interesting tech industry lateral hire, completed the half marathon in less than 3 hours, David Espley, the former CTO at Advanced Computer with sales consultant Tracey Longbottom clocking the Software, the parent of Advanced Legal, has joined fastest time at 2h 04. The team’s fundraising efforts LexisNexis Enterprise Solutions as its new UK Technology have already exceeded the original £5000 target. Director. In his new role Espley will also head the new Lexis Software Centre of Excellence in Leeds. MOVERS & SHAKERS CONTINUES ON P.11 This new R&D facility will be the UK hub of product development for LexisOne and Lexis Visualfiles. Before its acquisition by Lexis, Visualfiles was based in Leeds. SJ Berwin’s much respected former IT director Simon Kosminsky has joined as its CIO. Kosminsky was appointed as IT director at SJ Berwin in May 2000 and left the firm in May 2014 after overseeing its merger with King & Wood Mallesons. During his time at the firm he sat on the international management committee. No stranger to merger, Kosminsky was also IT director at Wilde Sapte between 1991 and 2000, and helped oversee its merger with . Mishcon became an ABS in April. In a coming of age story for legal project management, (LPM) Freehills has bolstered its global LPM capability with the hire of a four-strong team from (BLP) including head of process improvement Cathy Mattis. Mattis, who becomes HSF’s head of legal project management for the UK, US, Europe, Middle East and Africa (EMEA) is joined by Lynn Mackay, Sarah Nathan and Priye Lele. Lele joins as head of project management in HSF’s corporate department, Nathan as legal project management assistant and Mackay as legal project analyst. Prosperoware LLC has expanded its EMEA business with the appointment of Philip Hewson as Operations Director. For the last 10 years he was Director of Operations at nQueue. He will be offering pre-sales technical support to the EMEA Partner Channel for the suite of iManage add-on tools Prosperoware provide. Stewart Hadley has joined big data specialists Avention as its new UK-based Enterprise Account Manager.

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MOVERS & SHAKERS CONTINUED FROM P.10 office to support Northern California customers. 9 After 11 years as General Manager (US) UK - SEARCHFLOW There’s so much going on at for TutorPro, Robin Murphy has resigned and conveyancing search provider SearchFlow (part of is returning to the law firm sector as the new IT dmgi:: land&property group) that they need their own Manager of Training & Support at Haynes & Boone. section. Kris Clark has joined as Head of Product IP management and analytics software to expand the product and service offering. Clark, company Lecorpio has hired Doug Luftman as Chief most recently with OneSearch Direct, is specialist Innovation Officer & General Counsel. Before joining in the collation and digitisation of land, property Lecorpio to take this newly-created position, he The most widely viewed feature stories on the Client attitudes are certainly evolving but with the and environmental data, and has been responsible was VP of Innovation Services & Chief Intellectual Insider website at the moment are... actively looking at cloud options, for designing a number of conveyancing search Property Counsel at NetApp and prior to that held given their heavy financial institution and productsPassing includingClouds: The the Cloud Chancel Club Repair – client Report consent and similar roles at CBS Corporation and Palm Inc. Personal Drainage searches. Colin Breavington, corporateJohn client Bellegrade base, not has to left mention Handshake the tendency not required? Should law firms ask for client of the rest of the market to follow their lead, is it whoseconsent track before record putting includes their senior data inroles the atcloud? Software and now works in product marketing Primelocation and Zoopla, has joined SearchFlow timeat Gimmal to revisit, which first principles?offers a suite of compliance Clients think so, as our associate editor Caroline as Operations Director. Finally, SearchFlow has www.legaltechnology.com/latest-news/passing-& record management products for Microsoft Hill finds out after asking a number of GCs within appointed Stefanie van den Haak as Commercial clouds-the-cloud-club-client-consent-not-requiredSharePoint and Office 365 platforms. FTSE 100 companies, including HSBC and Director and Maud Rousseau as Group Marketing HotDocs has appointed Steve Spratt to Vodafone, as well as Network Rail, where GC & Communications Director. Van den Haak, who Anthe Interviewnewly created with… role Dana of Senior Denis-Smith, VP & General founder hasSuzanne also worked Wise saidat Lawtel “I would and Thomsonwant to be Reuters informed.” &Manager chief executive of HotDocs of ‘NewLaw’ International. contract Spratt’s lawyer career Westlaw and The Rousseau, Solicitors Regulationwho was also Authority at Rightmove, also supplierhas been Obelisk spent working Support with Regarded technology as one across of the a mostsays recently there are held circumstances similar positions where at clientVeyo. consent mostrange forward of sectors, thinking including women government, in the business, banking, should be a prerequisite. However, the logistics of Danamedia talks and tosoftware. Insider Heassociate has worked editor forCaroline the UK Hill UNITEDconsulting STATES potentially NextLaw thousands Labs ,of the clients innovation across aboutGovernment, innovation, Santander technology Bank and whatBskyB the before legal armmultiple of Dentons jurisdictions, just announced with differing that Caseyregulations marketmoving will to the look enterprise like in 10 software years’ time. sector in 2000. Flahertyand internal has joined policies company’s means that advisory most ofboard. the law www.legaltechnology.com/latest-news/an-interview- Flahertyfirms that will have help already guide NextLaw moved client Labs data“in its into the withdana-denis-smith-founder-and-chief-executive-of-MOVERS & SHAKERS CONTINUES ON P.12 missioncloud to– either fundamentally platform-as-a-service change the practice(PaaS) or of newlaw-contract-lawyer-supplier-obelisk-support/ lawsoftware-as-a-service around the world by (SaaS) developing, – have takendeploying the anddecision investing not in to new conduct technologies, a blanket companies, consultation productsexercise and with services.” their clients. Flaherty is the founder of Procertas, Theira legal argument technology is that consultancy. clients’ data He has is Leadership alsonever the beencreator so ofsecure. the Legal At Keystone Technology Law, Assessment, which whichoperates tests a and heavily trains IT-reliant fee earners dispersed on the model use of and basicsigned technology, up to NetDocuments such as wordprocessing SaaS platform and earlier spreadsheets,this year, IT directorto complete Maurice commonly Tunney saidencountered “Most of legalour tasks.clients Flaherty are start-ups began or his small-to-medium legal career as an • 84% of the Global 200 associateenterprises at Holland who want & Knightto be assured and later that served their indata theis generalsecure andcounsel’s for our office larger at banks Kia andMotors insurance America. • 4 of 5 Magic Circle Firms companies,The National we have Association not had anyfor Businessconcerns raised Resourcesabout the just fact named that their Everlaw data isone stored of the in San the cloud. • 92% of the AmLaw 100 FranciscoIf it was Bayraised Area’s then Best we wouldand Brightest re-assure Companies them that to itWork is highly For! Thesecure award and recognizesmeets all the companies necessary • 185,000+ lawyers that excel at employee relations, use innovation security accreditations and requirements.” to motivate employees and implement creative But clients are rightly worried about third • 550+ customers compensation programs. Everlaw’s latest recruit is party and government access to sensitive Byron Liu who joined as Account Manager, working information, and many still have a blanket ban on with users on the Everlaw litigation platform. data UnitedLexbeing put inhas the expanded cloud, creating its Cyber the Risk unusual Solutionspossibility practice that a withlaw firm’sthe recent IT arrangements additions of may twobecome veteran a securitybar to winning practitioners or retaining to its Managedbusiness. Security Operations At Farrer & Center Co, which (SOC) went team. through They are a Sam Barlowstringent, most DMS recently tender an process assistant involving VP at Citigroup, numerous andpartners Melia asKelley part, ofa seasonedan 11-strong incident project responder committee withbefore particular signing expertise with NetDocuments, in payment card, IT director network intrusionNeil Davison and other said data “In somebreach cases investigations. it may mean we can’tInnovative take the work. Computing Every firm Systems experiences Inc has times addedwhen Julie they Conroy can’t accept to the andcompany’s can’t take sales on team.the work She– butwill it be is locatedchanging.” at Innovative’s San Francisco Software for a Changing Legal Market

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College, Wales, which is close to Perfect Software’s People & Places headquarters. project wasPhoenix to demonstrate Business Solutions how easy has it was added to MOVERS & SHAKERS CONTINUED FROM P.11 InStill a rare example life of someonein OpenText returning to the severalforge their new signatures members using to its simpleNorth Americanscanning and global legal IT sector after escaping to the real world (and supportWP Vitaltechnology. team. Michelle OnStatistics a more Balk serious joins from note, Adaptive Hunter Mitratech has promoted Kristoph Gustovich to no longer having to deal with partnership politics) Solutions,said the shift Mubasher to esignatures Ahmed had joins transformed in Toronto, the and VP Metastormof Hosting & Security, a new roleyet within ! the The Top 200 UK law firms generated a total revenue of Jon Gould is back in the industry as the new IT ScottECHR’s Underwood ability to process has more cases than and a decadeis a major of legal organization focused on data security and the £20.55 billion in 2014/15, a 1.9% increase on 2013/14 directorLast month’s at Blake Insider Morgan story. Gould,about the who future was of the industryfactor in experiencereducing delays at vendors and backlogs. including iManage, buildout of additional datacenters in the UK for BUT the Top 100 firms generated £19.24bn (or 94%) head of IT at Charles Russell and later Burges Traveling Coaches and Microsystems. EuropeanOpenText clients. BPS Priorprompted to joining a flurry Mitratech of comments, in if of this, a 2.04% If you areincrease, concerned suggesting about Big the Law legality is getting of Salmon during the period 2001 to 2009, replaces TCDI has hired former Ogletree Deakins 2012,not he a metastorm held senior in roles a teacup, for the with State both of Texas,law firms biggeresignatures, and the check gap widening out this resourcebetween themhttps:// and the Viv Eadon who has left the firm after 14 years to director of litigation support Sean Reddick as a managingand systems security houses operations saying and“No, infrastructure. there’s still life in restwww.docusign.com/how-it-works/legality/global of the market. ...from magazine become an independent consultant. Gould says senior vice president. At Ogletree, Reddick assisted the Legalold dog industry yet.” management consultancy • In MarchThis this is echoed year, DocuSignby LexisNexis’ acquired latest CounselLinkARX Jandershis years Dean in Jon thehas Summers non-legalhired its of first Sticklebackworld US were director Technologies a fascinating with EnterpriselawyersCoSign, andwhich Legal clients Managementis probably to develop aTrends better and Report, knownimplement based digital on an themix, pointsarrival including out of Seyfarththat working OpenText Shaw at global recentlyBalfour director Beatty,issued Andrewdetailsholding of analysisinternalsignature of and product$18 external billion in inthe solutions outside legal counselmarket, for effectively invoicesoffering processed Bakersomecontinued as non-exec legal support transformation director for both roles, practicev.7 running and v.9group aof food BPS. head. shop He inmanagingintegrations the six months large with todocument OpenText 30 June 2015. andBPS, ediscoveryThe K2, report SharePoint found projects, that Bakerinadds Bristol, was that most andall therecently “doing law firms up”global properties. his director company of dealslegal with theaand role gap Office he between will 365. continue the Noted median Kleinerat TCDI. hourly Perkins rates forVC Big and Law firms product run either & LDMtechnology v.7.6.4 Global – aton has Seyfarth’s maintenance promoted consultancy Ben until Wilson January to ($711) technology andCPA second-tier commentator Global isfirms accelerating Mary ($495) Meeker is continuingits growthlast month to in grow. arm,project2018, SeyfarthLean, ormanager v.9.3.2 andresponsible– on hired support two for until new the June strategyproject 2019, and so Chinadescribed withThe DocuSign thepractice opening areasas “one of averaging a Beijingof 16 startups the office highest headedthat constructioncoordinators:the end is ofby technology Sohinino means Sengupta nigh. products In in fact the to inimproveUK the and UK hourlybywill general forever rates manager arechange M&A how Yifeng($600) we Song followeddo our. Song jobs.” by was legalLindsayalone workflow, Summers Nasshorn transparency calculates in the US. thereand collaboration.are over 14,000 Regulatorypreviously &with Compliance China-based ($563) private – insurance equity active dailyPerfect users Software of BPS spreadhas added across two 10 firms. workcompany is the PL lowest Capital paying and at before $185. that with Thomson EDISCOVERYapprentices According to itsThe growing USto Summersdivision team. of withLuke Opus OpenText Jones 2 and Reuters China in a series of management roles. InternationalFrancisnow offering Loweth has a appointedareclearer both and students Justin more Fox attractiveat Bridgend, most PEOPLE & PLACES CONTINUE ON PAGE 11 recentlymigration with routeThomson from Reuters, older versions as senior of BPSmanager to the of businessnext generation development. v.10 successor He will workproduct, out heof expectsthe Sanmost Francisco firms willoffice stay to with drive OpenText new growth rather initiatives than go Zone Mail app to furtherelsewhere. the company’s He adds that commitment far from treating to the BPS as a Time Entry modernizationlegacy product, of evidence a number management, of larger firms including are the currentlyOpus 2 collaborative making a “not cloud-based insignificant workspaces. investment Your email doesn’t stop andRaj commitment” Sharma has to rejoined their BPS LDM platforms. Global Supportas new directorfor mobile of hosting working & processing. and/or digital He signatureswill be based (now because you are on the go in theregarded London by office. some firmsSharma as a mostkey torecently mobility) served plus as theanti production money laundering manager and at Iris know-your-client Data Systems and before that was with LDM Global for 10 years. processes are the main focus of investment. Prosperoware’s new Zone Mail is a complete email Martin Carey has joined Lighthouse app that securely integrates with your firm’s DMS. eDiscovery as European managing director. BeforeSecure joining Lighthouse, cloud collaborationCarey was a partner at • File email and attachments to your firm’s DMS. Proven Legal Technologies and prior to that was Esignaturesfor law firms. are go • Attach firm documents. the managing director of EMEA and executive • File to multiple workspaces. committeeOpenTextOptimise member legal (see processes previous for Kroll’s and story improve European) can, incidentally, expansion. supporttransactionalDavid both Barrett e embeddedfficiency. has joined and QDiscoverythird-party open LLC • Receive notifications when emails are filed. as its new CEO. Barrett was most recently the VP standard• Client extranetsdigital signatures, which brings us on to of National Sales for DTI however he first met Work smarter when you are away from the office. DocuSign*,• Matter collaboration which held its EMEA conference in QDiscovery founder Matt McCormack many years London• Virtual at data the rooms start of June. Glossing over agocomedian when both Jimmy of them Carr’s were funny with but Daticon. strictly non-PC • Project management jokes,And during by way the of legal an end industry of an panelera, UK-based session John • Transaction management litigationHunter, support head of and IT atediscovery the European expert Court Andrew of • Knowledge sharing HaslamHuman just Rights, handed said back the his way pass he atconvinced his , prosperoware.com/zonemail-legalit markingseniorUsed theby management over end 160 of ofa “threethe to world’s buy month” into leading a contractdigital law firms. signature that © 2013 Prosperoware, LLC started in October 1997. Haslam adds “Along the way I made a great number of friends and inadvertently Legal IT Insider (284) June 2015 became an industry expert, so thank you all.” highq.com Software for a Changing Legal Market

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What’s happening today?  Artificial Intelligence Legal research—Lexis and Westlaw have applied natural language processing techniques to legal research for in Law – The State 10+ years. No doubt Bloomberg BNA does as well. After all, the core NLP algorithms have all been published in of Play in 2015? academic journals and are readily available. The hard (very hard) work is practical implementation against By Michael Mills, co-founder and chief good data at scale. Legal research innovators like strategy officer, Neota Logic Fastcase and RavelLaw have done that hard work, and added visualizations to improve the utility of results. The other day, a search for “artificial intelligence in This year, ROSS Intelligence has been applying law” produced 86,400 results from just the News IBM Watson’s Q&A technology to legal research on section of Google’s vast index. From the Web as bankruptcy topics, after winning a finalist spot in a whole, 32,800,000 results and from Videos – an IBM Cognitive Computing Competition among 261,000, beginning with Jude Law’s role as Gigolo 10 universities. After building and training the data Joe in the movie A.I. (thank you, RankBrain). set, ROSS invites users to evaluate search results, The first News story was “Law firm bosses envision and feeds those evaluations back to the engine to Watson-type computers replacing young lawyers,” continue tuning (the essence of machine learning) in reporting on the answers to one question in the recent the manner of recommendation engines at Netflix and Altman & Weil survey of law firm leaders (page 82). Amazon as well as Google’s feedback loops based on As wittily argued by Ryan McClead, “the question what we do with the search results we’re shown. is flawed on many levels [and] … it’s time to cut the Last month, Thomson Reuters, publishers of hysteria surrounding artificial intelligence in law.” Westlaw, announced a collaboration to use Watson Yes, there’s something going on here. But across TR’s information businesses. Although nothing we need to parse the pile a bit. What is artificial has been said publicly about TR’s specific plans for Intelligence (“AI”)? What is AI doing in law? Watson, one can speculate that the vast trove of legal Who is doing it? And where is it headed? content in Westlaw and the army of subject matters experts in the company could together do impressive What is this thing called AI? things to improve legal research. Watson needs big data AI is a big forest of academic and commercial work and training, at least initially by people: TR has both. around “the science and engineering of making Document automation—HotDocs, Exari, intelligent machines,” in the words of the person who and Contract Express apply procedural rules and coined the term artificial intelligence, John McCarthy. some inferencing to generate legal documents. Not A thorough and hype-free review of AI in business fancy, not new, but algorithmic and very useful. was published recently by Deloitte, Demystifying E-discovery—Technology-assisted review Artificial Intelligence, suggesting the term “cognitive (“TAR” or predictive coding) uses natural language technologies” to encourage focus on the specific, useful and machine learning techniques against the gigantic technologies that emerge from the broad field of AI. data sets of e-discovery. Recommind, Equivio (now However labeled, the field has many branches, part of Microsoft), Content Analyst, and many with many significant connections and commonalities other vendors develop or license these tools. TAR among them. The most active today are shown below: has been proven to be faster, better, cheaper, and much more consistent than HPR (Human Powered Review). See, for example, Cormack & Grossman, Evaluation of Machine Learning Protocols. Yes, it is assisted review, in two senses. First, the technology needs to be assisted; it needs to be trained by senior lawyers very knowledgeable about the case. Second, the lawyers are assisted by the technology, and the careful statistical thinking that must be done to use it wisely. Thus, lawyers are not replaced, though they will be fewer in number. In scale and impact on costs, TAR is the success story of machine learning in the law. It Lawyers do not need robots or machine vision, would be even bigger but for the slow pace of but other branches of AI are indeed useful. Practical adoption by both lawyers and their clients. use of cognitive technologies in legal services is by no means new, nor did it begin when IBM Watson won ARTIFICIAL INTELLIGENCE IN LAW CONTINUES ON P.14 Jeopardy! or when IBM’s general counsel predicted that Watson could pass the bar exam by 2016.

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ARTIFICIAL INTELLIGENCE IN LAW CONTINUED FROM P.13 rationalizing the processes by which contracts are initiated, negotiated, drafted, and managed through Outcome prediction—Lex Machina, after building a large their lifecycle from execution to expiration. and fine-grained set of intellectual property case data, Contract analytics is well on the way to being uses data mining and predictive analytics techniques a success story for machine learning in the law. For to forecast outcomes of IP litigation. Recently, it has example, Kira Systems, reports that contract review extended the range of data it is mining to include court times in the due diligence context can be reduced dockets, enabling new forms insight and prediction. by 20–60%. And Contract Standards can benchmark For example, the Motion Kickstarter enables: every provision of a draft contract against industry and “attorneys [to] view granted motions with company or firm standards in moments (see fig.2) denied motions to see what’s working and what’s not. Enter a judge’s name and motion type and instantly Is it time to get in the game? view the judge’s recent orders on that motion type, Many, perhaps most, law firms choose not to be early as well as the briefing that led up to those orders.” adopters of new technologies. Likely, that is not because LexPredict has built models to predict the they have read about the rewards of being a “fast outcome of Supreme Court cases, at accuracy levels follower” instead of a “first mover.” Rather, they are challenging experienced Supreme Court practitioners. lawyers—educated to precedent, alert to their peers, Perhaps Huron’s Sky Analytics and the new AIG spinoff, wary of failure and hence reluctant to experiment. Legal Operations Company, can use their big databases However, as I hope this quick tour has shown, of law firm case and billing data to offer outcome notwithstanding the chatter and excitement about predictions as well as cost and rate benchmarks. the arrival of Watson in Law Land, the techniques Self-service compliance—Neota Logic applies its of cognitive technologies are robustly at work in hybrid reasoning platform, which combines expert systems the trenches of law practice, doing useful work and other reasoning techniques, including on-demand NLP today—improving service to clients, reducing and machine learning, to provide fact- and context-specific costs, creating new opportunities for firms. answers to legal, compliance, and policy questions. ComplianceHR, a joint venture of Littler The future? Mendelson and Neota Logic, offers a suite of Navigator More, and better, of course. Cognitive technologies in applications to assist human resources professionals the law are riding a wave of ever-smarter algorithms, in evaluating independent contractor status, overtime infinite scaling of computer power by faster chips and exemption and other employment law issues. Foley cloud-clustered servers, intense focus by companies & Lardner uses expert systems technology to power led by seasoned experts, and ever-greater demand its Global Risk Solutions service, an “integrated from clients for cheaper, faster, better services. FCPA compliance solution that addresses each of the Note that cheaper is only one of the three words. ‘hallmarks’ of an effective anti-corruption compliance Faster is important—companies measure cycle time, program identified” by the regulatory authorities. time to market, and other indicia of speed throughout Contract analysis—Contract Standards, eBrevia, Kira their businesses, and increasingly expect their lawyers to Systems, LegalSifter, Seal Software, and others apply natural do the same. And better is critical—big companies face language and machine learning techniques to aspects of ever-growing regulatory and operational complexity, for the contract lifecycle from discovery to due diligence. which traditional legal services on the medieval master General counsel recognize that their high craftsman model are simply inadequate. To meet those priorities of risk management and cost reduction are needs, only technology-enabled services will do the served by understanding and managing the rights, job. And artificial intelligence is driving those changes. obligations, and risks in a company’s contracts, and

fig.2

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 TalkingLegal Leaders Tech is IT back 10as the impactyears of having ago multiple generationstoday in the workplace – is it now necessary to tailor IT training Legal Leaders IT will now take place from the Someaccording things to never staff capability change. In and two personality weeks’ time profile? evening of 29 February to the morning of 2 March MicrosoftWhat benefits ends Windowscan be gained 2003 from support giving and staff is stillinput in Gleneagles Hotel, bringing together chief frettingand a sense about of getting buy-in users in the of future Windows direction XP over of IT? to information officers and IT directors from leading a moreWith modern round platform. table sessions Back in on the cybersecurity, summer of global, UK and independent law firms in Europe. 2005,artificial Microsoft intelligence, was poised law firm to end-of-life investment After a networking dinner on arrival, Tuesday Windowsand cloud 2000 technology, yet still delegateshad it running will enjoy on 48% a of 1 March will bring delegates together for a packed desktops,second networking with only dinner38% of and users breakfast on the thenbefore state- agenda, including 10-minute presentations from of-the-artconference XP. close Oh, onyes, the and morning there were of 2 14%March. of sites five high profile speakers on how innovation has stillGuests running will haveWindows the option 98 and to thereturn even straight more to transformed and strengthened their business. ancientthe office Windows or take 95.advantage Coincidentally, of a spot todayof golf. 14% of Issues to be discussed include how law firms can WindowsTo seeusers the are full still agenda running and XP. register your embrace new technology risk-free; what the best interest for Elsewhere this ‘by thereinvitation’ was jubilation event please among go UK platforms are for launching internal innovation legalto the software TavistockMedia vendors websiteat the news at http://www. that super- and how clients are themselves adopting new salesmantavistockmedia.com/legal-leaders-it-forum David Thorpe had quit Thomson Elite (as technology to streamline their processes and it then was) after 10 years to join Tikit. He didn’t becomeWe’ve more been efficient. busy producing The session videos will for also our Charles stay there very long and after stints with Pilgrim considerChristian how Talking non-traditional Tech series law and firms have are seven adopting new and Quote/UnquoteAderant, is now with Peppermint Technology. newepisodes technology available: to meet client expectation. Peppermint’s system is based on Microsoft Further sessions will include looking at technology,“There are high as was prices Exemplar, to pay for launched being too by proud (or the growing role of legal project managers, who lazy) to learn how the Internet, social media, and that • Patrick Hurley of Thomson Reuters Elite on Intervolve in 2005 as a Microsoft Great Plains straddle the world of law and technology, as well box on your desk work.” ...Sam Glover in The Lawyerist business and customer development based PMS, after being developed inhouse by the • James Moeskops of Millnet introducing two new law firm Battens. Unlike Peppermint, Exemplar products – DocBuster and MedBrief failed to take off. OK, some things do change. • Jan Van Hoecke of RAVN Systems on their move into Artificial Intelligence (AI) for Lawyers • Ben Jennings & David Jones of BigHand talking about the company’s move into the wider document production market and Smart Notes Editor-in-Chief: Charles Christian • A panel session on Business Transformation Tel: +44(0)1986 788666 - +44(0)7786 738172 through eBilling – comparing and contrasting the Email: [email protected] US & UK experiences with GC consultant Julia Chain plus Martin English & Rob Gitel of The next Insider newsletter will be publishedAssociate on Wednesday Editor: Caroline 9th HillDecember. Thomson Reuters Serengeti Tel: +44(0)1825 713409 - +44(0)7786 2456612 To• Northernkeep up Ireland with barrister-turnedthe latest news entrepreneur visit www.legaltechnology.com Email: [email protected] Orlagh McGahan on the new Briefed service and• Mark follow Craddock @ChristianUncut of NetDocuments andon how @chillmedia Advertising on Twitter Sales: at Jeremy #legalit Hill cloud-based DMS can address the security and risk Tel: +44(0)2037 622295 - +44(0)7973 483131 management issues concerning law firm clients Email: [email protected] The next Insider newsletter will be published on Still to come next week are interviews with Liam Wednesday 5 August 2015. To keep up with the Flanagan of Enable plc plus Caroline Hill talking latest news visit www.legaltechnology.com and Editor-in-Chief:to Chris White of Clyde & Co. Editor-at-Large: Advertising Sales: follow @ChristianUncut on Twitter at #legalit CarolineYou can Hill find links to all the videos inCharles our Talking Christian Jeremy Hill t: Tech+44(0)1825 series here713409 http://www.legaltechnology.com/ t: +44(0)1986 788666ISSN 2051-8056 (Digital)t: © +44WordsandVision (0) 203 7622295 Limited 2015 m: category/latest-news/talking-tech/+44(0)7786 245612 m: +44(0)7786 738172Legal IT Insider is a ® Registeredm: +44(0)7973 Trademark 483131 e: [email protected] e: [email protected] e: [email protected] @chillmedia @ChristianUncut Legal @tavistockmedia IT Insider (284) June 2015

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