1. The Enhanced Lawyer: In Defense of the Lawyer’s Value Proposition
REUTERS / Dominic Ebenbichler
The Enhanced Lawyer: In Defense of the Lawyer’s Value Proposition
Codex Future Law Conference 2018
Carlos Gámez
@chgamez

2. Source: Richard Susskind Source: T Amani Smathers
Much has been said about the Future (of) Lawyers
Tomorrow’s Lawyers
The 21st-Century T-shaped Lawyer
Paralegals
Legal Librarians
Financial Advisors
Account Managers
Insurance Agents
Project
Managers
Process Analysts
End of the Lawyer?
Data Scientists
Will lawyers become disintermediated?
Will they become generalists?
Source: Richard Susskind
Source: T Amani Smathers

3. Why do clients hire lawyers?
Navigate and Manage Regulated Process
Manage Risk
Provide Contextual Advice
Legally Defensible
(Compliant)
Lawyers are hired to solve a problem or to proactively create value by using their expertise about a regulated system affecting a unique client situation.
Confidential

4. Provide Contextual Advice
We think lawyers will specialize by skills required to deliver their value proposition
Provide Contextual Advice
Legally Compliant
(Defensible)
Provide Contextual Advice
The WHY Lawyer: Trusted & proactive advisor, industry expert, master of context
Navigate and Manage Regulated Process
The unique value proposition does not stem from advisory or operational expertise. It’s from the legal defensibility of the advice or process.
Although all lawyers will still need to deliver trusted advice, manage risk and manage process.
Manage Risk
The HOW Lawyer: Legal operations expert, practice management ninja, master of collaboration

5. Context Expert + Operations Ninja
What makes the value proposition unique?
Context Expert + Operations Ninja =
Competitive
Advantage
Legal Defensibility X
What makes this value proposition unique to lawyers?
Today, Lawyers are used as the calculators of legal risk (Daniel Martin Katz). This assessment is only valuable if it is realistically defensible. Advice and processes aiming to manage legal risk need to be designed and monitored by lawyers who can test and vouch for legal defensibility of the advice or process.

6. I have a special practice. I handle one client.
The mainly “Why” Lawyer
(Expert Advisor)
I have a special
practice.
I handle one client.
Why it matters to the client (empathy, emotional intelligence)
Why it matters given this specific context (industry expertise)
Why it matters at this time for this business (combination of a deep understanding of the regulatory framework & the business itself)
Empathy for client and context need to underpin future design and delivery of legal services

7. Machine-Powered Intelligence
Enhancing the WHY
27% of law firms have some sort of initiative for organizing around industry groups in 2017, compared to just 13% five years ago. (Source: BTI Consulting)
Fact scenarios in Canadian tax cases
Links to Taxnet Pro tax research service
Data Sources
Solutions
Legal Research
“How is a court likely to rule on these facts?”
Data Sources
Solutions
Litigation Strategy
“What are my odds of success with this motion before this judge?”
Court data – dockets and opinions
Why the legal service matters to the client (human-centered design / empathy, increased client service)
Why the legal service applies for the job to be done (industry specialization, delivering legal advice from many trenches)
Why a legal service can be defensible in a given situation (data-based legal analysis)
Client Centricity
Contextual Expertise
Machine-Powered Intelligence
Confidential

8. The mainly “How” Lawyer (Effective Operator)
Empathy for client and context need to underpin future design and delivery of legal services
Source: Lucy Bassli

9. Enhancing the HOW
Mainly “How” lawyers will leverage people, process and tools to scale and make more efficient the delivery of a legal service but grounded on managing legal risk (legal defensibility)
LEGEND
PROCESS MAPPING & LPM
Law Firms
ANALYTICS
Corporations
HgCapital invests
In Mitratech
Dorsey & Whitney
LPOs / Alternative providers
Faegre
Baker Daniels
Axiom partners with DLA Piper
Mitratech buys Hitec Laboratories
Select Public Announcements, – compiled by Thomson Reuters
Corrs Chambers
Westgarth
(Cael LPM)
Axiom partners with Johnson & Johnson
Mitratech buys Bridgeway
Seyfarth
(LPM course
for law students)
WK launches
BillAnalyzer
Herbert Smith
Freshfields
Mitratech buys Viewabill (2016)
Dentons invests in Apperio
Jackson Lewis
launches
workthruIT
DWF (Employment)
Axiom partners with Dell
Lexis buys LexMachina
NEAR / OFFSHORING
IBM launches
Watson
Discovery
Service
Ashurst Advance
Clifford Chance
“Continuous Imprvt.”
Shell
(Legal center,
location
undecided)
AIG spins off Legal Ops group
Riverview buys CliXLEX
BLP “Streamline”
Axiom partners with BT
DLA Piper (Poland)
Linklaters
Olswang (Property)
A&O
WK merges Datacert with Tymetrix
Legal Robot Funding (2016)
Corrs Chambers
Westgarth
partners with
Beagle
AI & COGNITIVE COMPUTING
BLP partners with RAVN
Sedgwick (MO)
This slide shows a high-level timeline of the technological evolution we have seen in the legal industry since 2010, and adoption of technology across Law Firms, Corporations & LPO’s
Near/Offshoring: Beginning around , firms began investing in lower-cost centers to reduce costs for clients, out/insource more commoditized work.
Process Mapping and Legal Project Management (LPM): In 2013, firms started investing in mapping workflows to drive efficiency (e.g., Seyfarth’s 500 workflow maps)
Analytics: In 2014, firms started leveraging their proprietary internal datasets and tools like Tableau to derive unique insights to inform case strategy and client profitability.
AI: In 2015, firms started testing AI and exploring partnerships with providers like IBM Watson to embed AI capabilities into their internal systems.
Other AI examples:
Legal Robot
• Kira Systems
• Lawgeex
• ROSS
• eBrevia
• BlueJ Legal
• Aistemos
• Counselytics
• ThoughtRiver
• RAVN
Freshfields (Toronto)
Linklaters (Poland)
Seyfarth has ~500 maps
Deloitte partners with Kira
Slaughter
and May
Invests in
Luminance
Addleshaw ~40 maps
Littler partners with Neota Logic
Freshfields (Manchester)
Fish & Richardson (MN)
Seyfarth has ~200 maps
Dentons
(Poland)
LawGeex Funding (2016))
White & Case (FL)
Linklaters
partners
with Eigen
Technologies
Baker & McKenzie (Belfast)
Kaye Scholer (FL)
Foley partners with Neota Logic
Hogan Lovells (Birmingham)
Norton Rose
Fulbright
(Manila)
Ashurst (Scotland)
Counselytics Funding)
Allen & Overy (Ireland, 2011)
Baker
McKenzie
signs deal
with Leverton
Dentons invests in Ross
Latham & Watkins (Manchester)
BLP (Manchester)
Pillsbuy (TN)
Herbert Smith (Belfast, 2011)
TR partners with Watson
2015
2014
2013
2013
2014
2015

10. Which Brings Us

11. The Enhanced Lawyer 01 02 03 Why and How Anywhere they play
Increased task specialization will require lawyers to be expert buyers and aggregators, in addition to service providers 02
Technology will bring accuracy & efficiency to legal tasks if they are framed in the right context and understand the (legal) issues.
The Enhanced Lawyer
Why and How
Anywhere they play 03
The value of the enhanced service is heavily weighted by its legal defensibility