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

2011 ILTA KM White Paper

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”

How does KM fit into LPM?

Case Studies

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

Case Studies

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/

Questions