1. REUTERS / Firstname Lastname
Document Automation in the UK From Internal Knowledge Management to Client Delivery
Presented by ILTA Europe and Thomson Reuters
Thursday 1st December 2016

2. The panel Andy Wishart Global Head – Contract Express, Thomson Reuters
Andy was a co-founder and the CTO at Business Integrity until it was acquired by Thomson Reuters in Previously, he was a researcher and lecturer in artificial intelligence and cognitive psychology at the University of Edinburgh.
Robert Lankester Document Automation Manager, Berwin Leighton Paisner
Robert Lankester is the Document Automation Manager at Berwin Leighton Paisner LLP, responsible for the global implementation and growth of Contract Express at BLP. Previously, he was at Irwin Mitchell for over nine years, where he led several change initiatives and implemented Contract Express before taking on the management of document automation. Rob spoke about building the business case for document automation at the Contract Express Customer Forum last year, and his work has been featured in the Legal IT Insider.
Sarah Wilson Manager, Knowledge Engineering, Pinsent Masons
Sarah is the Manager of the Knowledge Engineering team at Pinsent Masons LLP.  Consisting of eight knowledge engineers, the team, which is part of the award winning SmartDelivery team, is responsible for implementing document automation and workflow projects globally both internally and for clients.  Sarah has led the team for over two years and has seen the team grow extensively in terms of headcount, number of projects and remit.  Sarah has also been at the forefront of developing Pinsent Masons’ client facing proposition for document automation.  Prior to this, Sarah spent 10 years practising as a corporate lawyer and two years as a professional support lawyer specialising in process improvement.

3. Agenda 10 mins Introduction to document automation (Andy)
What is document automation?
Document automation as an internal efficiency and productivity solution
A brief history of using document automation in client delivery
15 mins Overcoming barriers to adoption (Robert)
Pre-project
Pre-implementation
Post-implementation
15 mins What does client delivery look like (Sarah)
Establishing an operating model
Challenges in achieving the operating model
15 mins Q&A (All)
Use the Zoom Q&A panel to submit your questions!

4. What is document automation?
A software solution that enables users to create first draft documents quicker and more accurately than manual approaches
Users drafting a document complete a questionnaire or Q&A form to enter the transactional data
Transactional data can be key dates, party names, deal amounts, percentages
Transactional data can drive the inclusion of certain clauses or paragraphs
A questionnaire is a dynamic decision tree guiding the user through transactional data
A questionnaire can create a suite of related documents that share data
Transactional data is captured for reuse and for reporting

5. Document automation as an internal efficiency and productivity solution

6. Case management integrated
A brief history of law firms using document automation in client delivery
Freeform
Database
Clause bank
Precedents
Document checking
Case management integrated
Workflow integrated
Client facing
Document assembly

7. Case management integrated
A brief history of law firms using document automation in client delivery
Freeform
Database
Clause bank
Precedents
Document checking
Case management integrated
Workflow integrated
Client facing
Document assembly

8. A brief history of law firms using document automation in client delivery
Client portals incorporating document assembly
Self-service documents for clients
Collaboration between in-house lawyers and external counsel
Linklaters Term Sheet Generator
Clifford Chance
DWF Draft
Pinsent Masons Smartdelivery

9. Overcoming barriers to adoption
Robert Lankester
Document Automation Manager
Berwin Leighton Paisner

10. Overcoming Barriers to Adoption
Pre-project
Pre-implementation
Post-implementation

11. Pre-Project Background reading Engagement – help others!
Making Sense of Change Management by Cameron and Green
Thinking, Fast and Slow by Daniel Kahnmen
The Future of the Professions by Richard and Daniel Susskind.
Engagement – help others!

12. Pre-implementation Know the market Engage people at all levels
Establish a framework of champions

13. Post-implementation Your first document suite is important
Prove them wrong
Create competition
Automate for specific clients

14. What does client delivery look like?
REUTERS / Mike Blake
Sarah Wilson
Manager, Knowledge Engineering
Pinsent Masons

15. What does client delivery look like?
Establishing an operating model
What is the product / service? – what do clients want from a law firm in terms of client facing document automation?
Who are our competitors?
Do we have the right to sell ‘it’?
How do we price ‘it’?
Do we have the resource to provide ‘it’ and support?
How do we sell / market / brand ‘it’?

16. What does client delivery look like?
What have been the challenges in achieving the operating model?
Change Management
Cost base and pricing models
Client budgets
Technical v Legal set up / mind set
External v Internal workload

17. What does client delivery look like?
SmartDelivery
Systems and Processes
Project Management
Resourcing
Technology
Analytics and Applied Learning

18. Questions

19. Thank you for your time.