A Legal Research Perspective: Artificial Intelligence Hype Leads to Authentic Conversations in Law Firms

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By Scott D. Bailey, Global Director of Research Services at Squire Patton Boggs LLP

Everywhere we look we see the AI robots. The cover of the New Yorker recently depicted an android giving a handout to a jobless human on the street; the new film Blade Runner 2049 revives the confusion between man and machine; and now all over the legal industry media, the future involves AI taking over at least part of a venerable profession once entirely occupied by humans. The buzz is deafening.

Thinking that law firms are perfect and worthy enterprises composed of intelligent human life doing complex and creative work into perpetuity is one thing, believing that machine learning or AI technologies could displace the human lawyer, law firm administrators, or legal research specialists entirely is quite another. Most experts fall in the middle and believe that “AI-style” technology (or software) is likely to transform the practice of law in areas where systematic applications can save time and increase accuracy, making room for higher level, higher value work. Regardless of the level of buy-in to the AI hype, the investigation of what AI means to you and your firm is a worthwhile conversation to have, and one that will yield authentic collaboration and genuine human insight if handled correctly. The questions we seek to answer about our business operations as a firm are in many respects more important than the answers for the future of the legal industry. Now that we have these first generation AI tools available to us, what do we hope to accomplish? What will our future ideal “legal Alexa” answer? What “why” do we start with?  Continue reading

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KM, AI & Client Engagement: The Changing Role of Law Firm Librarians, Part 1

Reposted with permission from Gregg Wirth of the Legal Executive Institute’s LEI Blog

By Gregg Wirth, a financial journalist and the Content Manager of the Legal Executive Institute’s LEI Blog.

law firm librariansAmid all the dramatic change in the legal industry, it may be the image of the law firm librarian that has changed the most. Gone is the quiet, staid librarian housed in an oak paneled room, locating dusty legal tomes upon request. Today’s law firm librarian is much more likely to be one of the most tech-savvy members of the executive team, and the lynchpin of the firm’s strategies around knowledge management, information resources and business process improvement, all while keeping a hand in the latest innovations, such as blockchain and artificial intelligence.

Perhaps exemplifying this vocational evolution best is Katherine Lowry, Director of Practice Services at BakerHostetler. Lowry recently discussed with Legal Executive Institute her role at the firm, the value of collaboration and the thrill of interacting with clients.

Legal Executive Institute: Five years ago, you became BakerHostetler’s Director of Practice Services, a position that not a lot of law firms currently have. Briefly, could you describe what you do in that position?

Katherine Lowry: When I first joined in 2010, I was Director of Information & Resources, but the aspiration was that the role would become more prominent. We just had to define it, and we had to create it. There definitely was a strategy in place to do more with that position and have it integrated into IT and not just be traditional library services. So, it wasn’t too long after that — a little more than two years — that I became Director of Practice Services.

With that new title came a great expanding of my responsibilities. I went from overseeing traditional library services and records & information services, to also handling Legal Innovations, which now includes a data analytics and business intelligence strategies; User Services and Lateral Onboarding, Information Services Training and the Project Management Office, which was completely revised with a new governance model and methodology to apply to the entire Information Services department and the CIO’s office. Then of course, earlier this year, I was given responsibility for IncuBaker, the firm’s initiative in the areas of blockchain, artificial intelligence and data analytics.

My responsibilities expanded over the years, and I was challenged to transform such groups as the PMO and Lateral Onboarding, and then give over responsibility to those groups to others. In fact, to make room for continued growth in innovations through Legal Innovations and IncuBaker, I now manage fewer teams. However, the constant theme throughout my tenure at Baker is to focus on services delivered to our attorneys and ultimately our clients and to ensure the needs of the business dictates the integration of technology.

For example, the librarians — we call them legal researchers, because I think people have that connotation that librarians are all about helping you check out books or that it’s mostly print-driven — are key in the firm’s technology integration. For example, we wanted to adopt IT as a service, rather than IT as an engine. The idea of IT as an engine, is that ‘We’re here to keep the lights on. We’re here to keep making sure that Word doesn’t crash for you, and that you have mobile devices and whatnot.’

IT as a service model, under my group, really means that we’re driving and creating different services to the firm’s attorneys, whether it’s legal research or micro-education about our suite of offerings in information services.

Legal Executive Institute: 
So, it’s a different way of looking at the firm’s knowledge and information resources, is that right?

K-Lowry

Katherine Lowry, Director of Practice Services at BakerHostetler

Katherine Lowry: Yes, and I’m going to step outside the library for just a minute, to give you an example. One of the groups that I manage is training for all of the CIO’s office. Our group is deeply entrenched in trying to make sure that there’s a greater level of adoption for the technology that we have across our enterprise. That is our core goal, so we’ve revamped exactly how we do that. We offer training classes that are more web-based so we can cast a wider net. We’ve worked with target segments inside of our offices, creating these local active advocates of the technology, so that they can be another line of defense and adoption. And we’re pushing this knowledge across each office. As a result, secretaries are getting greater expertise, and they’re helping us spread the word about integration of technology.

Most recently, we’re working on micro-education on-demand. If you need to know something, we have a platform now called Brainstorm, where you can search. No session is longer than probably two-to-three minutes. It’s just a quick bite of how to do something, or where to find it, that sort of thing. It really boosted our Microsoft Office 365 integration, by helping people understand the software’s capabilities and how to expand those.

These and other initiatives were first called ‘practice innovation’, but now we call it ‘legal innovation’, and it’s really just our strategy to help innovate on a practice level or on a more specific topic. And the integration and adoption of such technologies has always been a core focus of mine since I’ve been at the firm, regardless of what title I’ve had.

Legal Executive Institute: It sounds like you work with IT, research and other groups to integrate technology into the firm’s practices. How important is this collaboration and how can you fend off the silo-mentality that seems so prevalent at larger law firms?

Katherine Lowry: If we want to address a question like, ‘How do we coral this kind of knowledge into a practice group’s or practice team’s workspaces and integrate it all into the document management system, so that everyone can share the same information and data across all 14 offices?’ — then that typically falls in the knowledge management function and means we’re going to have to stretch the solution across the entire firm for it to work well.


The integration and adoption of such technologies has always been a core focus of mine since I’ve been at the firm, regardless of what title I’ve had.


For us, that means we’re rapidly trying to introduce data analytics across the firm, develop a formal Business Intelligence strategy, and make sure that we know what data we have across the firm, so that we can make better decisions and not just trying to find data in one silo that may not be representative of other pieces and parts across our enterprise.

Getting rid of the information silos here, locating and assessing all our internal knowledge, then creating knowledge graphs across all of our practice areas — it’s not easy work. Sometimes, we had nothing to start from. We had to kind of create from scratch, and ask ourselves ‘How do we structure this? What does it look like?’

And with AI feeding raw data into the mix, we now have to be the cleaners and tag it. We have to create these knowledge maps and graphs that represent our work and illustrates what we know. If we do that, then I believe that we’re going to be able to leverage AI even more.

This is a major culture change — not just for us but for the industry. And it’s definitely not a discreet project; it takes a horizon vision. It takes asking yourself, ‘Five years out, what is that going look like and why do we need to be owners of that? And, who else can help us with that?’

In Part 2 of our interview with Katherine Lowry, Director of Practice Services at BakerHostetler, we’ll discuss her role in business development and client engagement, and the firm’s newest initiative, IncuBaker.

Continue reading

Knowing Value: The Rise of the Law Firm Chief Knowledge Officer

Reposted from the October 2017 issue of Practice Innovations with permission from Jean O’Grady, Senior Director of Research, Information & Knowledge Management Services at DLA Piper. Her blog is available at https://www.deweybstrategic.com/.

This past July, The American Lawyer published its first rebranded annual Survey of Law Firm Knowledge Management, Library, and Research Professionals. It focused on the rise of the chief knowledge officer (CKO). The main article is titled, “Law Librarian? Try Chief Knowledge Officer.” Another article is called, “From Providing Data to Providing Insight.” Both articles focused on the emergence of information professionals as CKOs.

Knowledge professionals assess a complex ecosystem of emerging tools that offer artificial intelligence and analytics. The market is full of new products that offer law firms “magic bullet” solutions which promise to deliver a competitive advantage, streamlined workflow, or game-changing insights. They are on the front line of a workflow-and-intelligence revolution, and bring their experience and expertise to the challenge of marrying external and internal content with algorithms and curated data. New knowledge and intelligence responsibilities include competitive intelligence, legal project management, lateral partner due diligence, pricing, and pitching, as well as the development of client facing solutions. Traditional responsibilities include knowledge database management, portal development, and enterprise search.

If law firms expect to thrive in this hyper-competitive legal market, the person responsible for matching products and data to business problems should have a seat at the strategy table. The American Lawyer article suggests the obvious conclusion: those firms without a CKO will be at a disadvantage.  Continue reading

Will a Robot Take My Job? Study Predicts Increased Demand for Lawyers and Librarians Through 2030

Reposted with permission from Jean O’Grady at Dewey B Strategic 

I am an optimist by nature and I have remained skeptical of  dark forecasts which predict the future based on one dominant trend  (AI comes to mind) while ignoring multiple factors that are likely to moderate or change an expected trajectory.  Imagine my surprise and delight to read about a  recent study on the future of work that predicted that both lawyers and librarians are two of the careers  which are expected to experience increased demand through 2030. The Future of Skills” Employment in 2030 was produced as the result of a collaboration by Pearson – the educational publisher, NESTA-  a global innovation foundation and the Oxford Martin School.

The report even highlights the surprising inclusion that  librarians are listed in the high growth professions: Although traditional libraries have evolved ” we’ll still need people: librarians, to help us navigate information both old and new. But like many occupations, the skills profile of a librarian is likely to shift substantially in the years ahead.” Continue reading

The Role of the Knowledge Manager in an AI World

Reposted with permission from Nick Milton at Knoco stories

How will the development of Artificial Intelligence affect the role of the Knowledge Manager? 

There is a lot of discussion on Artificial Intelligence as part of Knowledge Management, and the use of powerful computing to replace the reliance on experts. As discussed here, the expert, in a rule-based scenario, is seldom better than a smart computer, and the computers are closing the gap that remains. Is there still a role for KM and the Knowledge manager as the computers get smarter?

Take the vision below, from an IBM Watson TV commercial.

Here the company expert, Jack, is on holiday and is replaced by Watson, who can give advice just as good as Jack’s, and in some cases, in Jack’s own words. Engineers using Watson can “access 30 years of experience in seconds” according to the commercial, which is exactly what we are seeking for in KM. Knowledge which used to live only in the expert engineer’s head is now available to all at the point of need. Knowledge, through the application of AI, has become common property, easily accessed.

The benefits of this use of AI are considerable (please note that I am not, in this post, addressing the use of AI to search for correlations and patterns in big datasets; I am looking more at the retrieval of actionable advice).

What AI is doing here is automating the supply chain for knowledge, and removing the bottleneck which the expert previous represented. It represents some of the automated augmentation of knowledge work that will help increase the productivity of the knowledge worker, and help up meet Drucker’s “50-fold productivity increase” challenge.

As a result, the knowledge workers get quicker access to better knowledge, the organisation is protected against the loss of experts and the risk of problems onsite, and more can be done with fewer people.

It is probably inevitable that the number of knowledge workers will decrease as this sort of AI-related augmentation is used more and more. Think for example of the reduction in support-centre staff as the use of AI chatbots and technology such as Watson is used to answer customer queries, rather relying on human staff drawing on a Knowledge Base platform.

But what about the knowledge managers? Will they still have a job in the new world?

Yes, they definitely will. Continue reading