20/20 Vision for Library Services Steve Wingert, CLM President, Association of Legal Administrators Executive Director, Marshall, Gerstein & Borun

20/20 Vision for Library Services Perceptions or Reality? Past - Legal Research, Collection Management Present – Legal Research, Collection Management, Expanded Research, Administrative Support, Client Support Future – Core role in administrative team involving all of the above; multi-faceted service. Collaborative participant.

20/20 Vision for Library Services Today “We’re asked to chase down information related to business development, about as often as we’re asked to chase down obscure technical references.” Todd Hillmer, Director Library Services Marshall, Gerstein & Borun LLP

20/20 Vision for Library Services Today Increasingly incorporated into all aspects of law firm/department business. More involved in overall firm initiatives. – Business Development and Marketing – Finance/Business Support – Strategic Planning

20/20 Vision for Library Services Today Business Development – Marketing – Competitive Intelligence - Conducting research on client competitors; other law firms; legal events – Client Intelligence – Industry data – Market Trends – Monitoring News Alerts – Electronic

20/20 Vision for Library Services Today Finance/Business Management – New Client Intake Info on potential clients – Financial Collections: Tracking down contacts and addresses Financial histories – Management of contracts

20/20 Vision for Library Services Future Opportunities/Value Embedded in practice groups. Full member of client teams. Member or lead in process improvement initiatives. Full member of the management discussion and the decision making. Mining Information: LinkedIn, websites, blogs, twitter. Develop technology based methods/places for content management. Researching/creating/managing electronic library for legal video, webcasts – what is happening where.

20/20 Vision for Library Services Future Opportunities/Value Knowledge management – great opportunity to increase visibility and contribute to the value chain by getting involved with knowledge management initiatives early, if not even spearheading them. – Creating libraries of KM content. – Serving as the central resource for content.

20/20 Vision for Library Services How can you get administration support? Take the offensive – don’t sit back and wait. Establish advocates for your services. Make sure you are part of administrative/client work teams or projects. Watch, learn, listen: Identify what others need and present it to them, before they might even ask for it. Offer to take the lead on an initiatives – e.g. process improvement. Educate on what you have to offer. – not just the attorneys and paralegals, but your administrative peers and management.

20/20 Vision for Library Services Collaboration, Expanded Contributions and Service = Value Create the Perceptions and the Reality

20/20 Vision for Library Services Steven D. Wingert, CLM Executive Director Marshall, Gerstein & Borun LLP 233 S. Wacker Drive Chicago, IL