1. Legal Project Management and KM
Mara 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

2. 2011 ILTA KM White Paper

3. 5 offices (4 in Canada, 1 in New York) 450 lawyers
Mara Nickerson
Mara Nickerson
5 offices (4 in Canada, 1 in New York)
450 lawyers
Chief Knowledge Officer (KM, PD, Library, Conflicts & Records)
Practice Innovation Office

4. Six offices across Canada Director of Knowledge Management at BLG
Andrew Terrett
Largest law firm in Canada – 750 lawyers, IP agents and other professionals
Six offices across Canada
Director of Knowledge Management at BLG

5. 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

6. 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”.

7. 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”

8. How does KM fit into LPM?

9. Case Studies

10. Osler’s Five Steps To Effective Matter Management
Step 5 Matter Wrap-Up
Step 1 Matter Intake
Step 4 Communicating with the Client
Step 2 Planning
Step 3 Managing the Work

11. Case Studies

12. The Business Drivers Budget perspective Scheduling perspective
Aderant Expert
AFA’s – Budget Manager
Scheduling perspective
MS Project Server 2010
Driven by client need rather than “top-down”

13. 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

14. 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
3 Geeks and a Law Blog
Lexician - Steven Levy
Corcoran’s Business of Law Blog - Tim Corcoran
At the Intersection- Pam Woldow
Legal Project Management – Paul Easton

15. Questions