Mapping a Path to 2030: Private Law Librarians to Meet for 10th Annual Summit

The Private Law Librarians and Information Professionals section of the American Association of Law Libraries (AALL) will hold their tenth annual Summit in conjunction with the 2019 AALL Annual Meeting in July.  Per the Summit website, the annual event began as a two-year project for private law librarians “to explore ways to embrace change, demonstrate value, and learn about leading-edge trends.”  Due to the success of the first two years, the Summit continues to be held, giving firm and corporate law librarians a forum for discussing trends and pressures affecting their firms and legal departments, and an opportunity to develop best practices and models to thrive within their current environments.  One of the Summit’s professed goals is to allow legal information professionals to “cast the debate” for how they “should operate and meet new challenges” and how to chart a path forward.

Summit X: The Path to 2030 will offer attendees a chance to reflect on what has changed (and what remains constant) in the provision of legal research and information services and to participate in designing a path forward. Jordan Furlong, keynote speaker at the 2012 Summit, is returning to deliver the keynote, focusing on how the growing power and sophistication of legal intelligence can dovetail with and help accelerate the transformation of law firms’ client services and business models. Jordan’s keynote will describe the key roles law librarians, knowledge managers, and data analysts will play “as law firms become manufacturers, refineries, and exporters of actionable legal intelligence.”

Following the keynote, a set of panel discussions will allow legal information professionals to engage with and learn from customers and stakeholders. The first panel, Law Firm Leadership: Managing the Change, will focus on how law firms have responded to changes in the legal industry over the last decade. Panelists will also reflect on the keynote speaker’s vision of how the delivery of legal services may change in the years ahead. Marcia Burris, Director of Research and Knowledge Management at Nexsen Pruet, will lead a conversation with Sonia Menon, Chief Operating Officer at Neal, Gerber & Eisenberg LLP; Mark Langdon, Executive Director at Ballard Spahr LLP; and Howard Janis, Chief Financial Officer at Nexsen Pruet.

The second panel, Our Customers: The Evolving Use of Information Professionals, “will discuss how broader legal industry trends play out in day-to-day interactions between information professionals and customers, and will share ideas on how we [information professionals] can help them push boundaries and position themselves successfully with their clients and in the legal marketplace in the coming decade.”  The participants in this panel are: Toby Brown, Chief Practice Management Officer, Perkins Coie; Peter Alfano, Senior Associate at Squire Patton Boggs; and Julie Bozzell, Public Law and Policy Practice Manager at Akin Gump. Scott Bailey, Director of Research Services at Eversheds Sutherland, will moderate.

An afternoon interactive session focused on Design Thinking methodology will help attendees develop skills to use in the workplace when creating services and products or when solving day-to-day problems. “Attendees will work individually and together to try and identify some of the biggest challenges faced in law libraries today and then, as a group, will attempt to begin solving those challenges.”  The law librarians and information professionals will then do what they do best–share their knowledge and will report to the group on proposed solutions and ideas to chart a path forward.

Summit X: The Path to 2030 is scheduled for Saturday, July 13, 2019, in Washington, DC.  See the PLLIP Summit website for more information.

ARK Group Conference to Highlight Role of the Modern Law Firm Librarian: Knowledge Management, Big data and Analytics, and Client-facing Solutions

The modern law firm librarian and legal information professional’s role continues to evolve along with the changing legal industry, and knowledge management, analytics, and client-facing solutions now occupy more and more of legal information professionals’ time.

The ARK Group’s 13th annual Law Firm Library, Research & Information Services conference brings together a group of legal information professionals to illuminate their changing roles, and to share their strategies and best practices for dealing with current challenges and opportunities.  Several members of the American Association of Law Libraries’ Private Law Librarians and Information Professionals’ section (PLLIP) will be among the speakers at the event, which will be held Thursday, February 21, at the SUNY Global Center in New York.

Below is a snapshot of the presentations. View the full agenda on the ARK Group site.

Opening Remarks – Conference Co-Chairs
Kris Martin, Senior Director, HBR Consulting, and Holly M. Riccio, Senior Manager, HBR Consulting 

Putting Intelligence in BP Decision Makers’ Hands 
Angela McKane, Lead, Technology Intelligence, BP 

Keeping Up With the Quants: Leveraging Data in Managing Departments
Kathryne L. Valentine, Director of Knowledge & Practice Innovation, Dentons US LLP

Partnering with Clients to Drive Practical Innovation
Toby Brown, Chief Practice Management Officer, Perkins Coie LLP, and Gwyneth McAlpine, Director of Knowledge Management Services, Perkins Coie LLP

There Are Always Two Sides to Every (KM) Story
Kathy Skinner, Director of Research & Information Services, White & Case LLP; Gina Lynch, Director of Knowledge Services, Paul, Weiss, Rifkind, Wharton & Garrison LLP; and Holly Riccio, Senior Manager, HBR Consulting 

Buyer Beware: Evaluating Analytics Products – How to Select an Analytics Product
Jean O’Grady, JD, MLS, Sr. Dir of Information, Research & Knowledge Management, DLA Piper LLP (US); Diana J. Koppang, Director of Research & Competitive Intelligence, Neal, Gerber & Eisenberg LLP; and June H. Liebert, Firmwide Director of Library and Research Services, Sidley Austin LLP

Time for a Little Library R&R (Recovery & Revenue) 
Greg Lambert, Chief Knowledge Services Officer, Jackson Walker LLP, and Lee Bernstein, Library Manager, Haynes & Boone, LLP 

Who moved my cheese? How firm libraries create new top-line (and bottom-line) value
Ron Friedmann, Chief Knowledge & Information Officer, LAC

Kill the Library, Elevate the Service…
Huu Nguyen, Partner, Squire Patton Boggs (US) LLP; Scott D. Bailey, Global Director of Research Services, Squire Patton Boggs (US) LLP;  Nancy Rine, Director of Research Services and Conflicts, Fried, Frank, Harris, Shriver &  Jacobson LLP; and Thao Tran, KM Manager, Fried, Frank, Harris, Shriver &  Jacobson LLP

 

Legalweek NY’s Knowledge Manager Day–Highlighting Private Law Librarians and Information Professionals’ Role

legalweek.jpg
The American Association of Law Libraries (AALL), and members of AALL’s Private Law Librarians and Information Professionals section will be out in force at Legalweek NY 2019 for Knowledge Manager Day on Thursday, January 31.  Eight law firm knowledge and research services directors are scheduled to present and will discuss how to encourage adoption of new tools and how knowledge management efforts can benefit clients through improved procedures and better information flows / targeted knowledge delivery.

 
FROM CONVERSATION TO CONVERSION: GETTING LAWYERS TO USE NEW TOOLS

Presented by AALL members:

  • Cynthia Brown, Director of Research Services, Littler Mendelson P.C.
  • Jean O’Grady, Senior Director of Research and Knowledge, DLA Piper LLP
  • June Liebert, Firmwide Director of Library and Research Services, Sidley Austin LLP
  • Cheryl Smith, Director of Information Services, O’Melveny & Myers LLP

Summary:

Costs are exploding. Staffing is tight. Budgets need to be maintained. Whether you buy or build new legal knowledge and technology products, there is no guarantee of adoption. Email announcements remain unopened. The promise of food will not get associates to a conference room anymore. What is the answer? A panel of seasoned knowledge professionals will outline some of the techniques they use to drive, monitor, and assess adoption of new tools.

Takeaways:

  1. Identify potential obstacles to new product adoption
  2. Discuss best practices in the selection of products or initiatives
  3. Discover strategies for driving adoption and communicating more effectively
  4. Utilize metrics to gauge success and identify potential learning opportunities


JOINING FORCES–CREATING CLIENT-CENTRIC KNOWLEDGE MANAGEMENT

Presented by AALL members:

  • Scott Bailey, Global Director of Research Services, Squire Patton Boggs (US) LLP
  • Marlene Gebauer, Director of Knowledge Solutions, Greenberg Traurig, LLP
  • Steve Lastres, Director of Knowledge Management Services, Debevoise & Plimpton LLP
  • Saskia Mehlhorn, US Director, Knowledge Services, Norton Rose Fulbright US LLP

Abstract:

Knowledge management (KM) has made its way into law firms and proven to be imperative to achieve efficiency and integrate workflows. Now more and more law firms are working to bring the KM processes and tools they developed in front of their clients, creating and adding value to key relationships. Join for a panel discussion that will provide a succinct overview of KM in law firms and present examples of such collaborative efforts ranging from improved procedures to bespoke client portals.

Takeaways:

  1. Gain a greater understanding of KM initiatives in law firms
  2. Explore opportunities to deepen existing client relationships through KM engagement
  3. Meet leaders engaged in collaborative projects and share guidance

THE DETAILS

WHAT: AALL Legalweek New York 2019
WHEN:  Knowledge Manager Day, January 31
WHERE:  New York Hilton Midtown

Register today and join us as we celebrate the legal information professionals who help law firms win and keep the business of law moving forward.

Data-Driven Decision-Making: Getting Started with Reference Tracking Systems & Data Analytics

Reposted with permission from AALL Spectrum, Volume 23, Number 1 (September/October 2018), pgs. 20-23.

By Amy Atchison, Associate Law Librarian for Public Services at the University of California Irvine School of Law Library, and June H. Liebert, Firmwide Director of Library & Research Services at Sidley Austin LLP

We both started as research librarians at the University of California Los Angeles Law Library more than 20 years ago. Back then, we tracked reference desk requests each day with tick marks on a sheet of paper. We refer to this now as “data gathering for dummies.” While this simple method recorded the number of requests in a given time period, it provided almost zero value (how often do tick marks ever get aggregated?), and we lost the most useful information, such as the questions and the answers.

Faculty submitted requests almost exclusively via email or phone back then, which is still true today. Our biggest innovation at the time was to print each unassigned faculty request and tape it to an old file cabinet with the idea that a visual of our growing workload would encourage us to take more requests. The unintended effect was group avoidance of the file cabinet and a de facto game of chicken with the faculty requests.

Time passed and things got better. Although we now work at two very different  institutions—a law school and a law firm—both of our libraries must run efficiently and cost-effectively while still exceeding our users’ expectations. One way we accomplish this is by tracking research requests in an online system that provides us with the data we need to better understand our users, staff, and organizations. Continue reading

Law Librarians: Keeping The Industry Honest

Reposted with permission from Robert Ambrogi’s LawSites

By Robert Ambrogi

I’ve just returned from a much-too-brief visit to the annual conference of the American Association of Law Libraries in Baltimore. Although the conference started Saturday, family obligations kept me away until Monday. Then yesterday, flight cancellations along the east coast had me scrambling for a route home, forcing me to leave much earlier than I’d planned to catch the Amtrak to Boston.

Pretty much all I managed to do, therefore, was explore the exhibit hall and speak with vendors there.  From my vantage point, that’s a good thing. As I wrote after last year’s conference, AALL’s annual convention has evolved into one of the leading conferences for legal technology.

The reason for this is partly due to the evolving role of the law librarian. Back in 2014, I wrote about the changing role of law librarians, concluding, “To my mind, there has never been a more exciting or important time to be a legal information professional.” Four years later, that is even more true. As I said in last year’s post, law librarians wear an increasing number of hats these days, and a major one is legal technologist.

Hand in hand with the changing role of law librarians is the fact that information science itself is being radically transformed by technology. The buzzwords permeating this conference were the same you’ll hear at any legal technology conference — artificial intelligence, analytics, blockchain. But this is buzz with real substance behind it. Advances in technology are driving advances in legal research and even redefining the meaning and scope of what we’ve traditionally considered legal research to be.

In this regard, it says something about the state of innovation in law that prominent among those showing off leading-edge technologies at AALL were two of the industry’s most-established companies — Thomson Reuters with its AI-powered Westlaw Edge and LexisNexis with its new Lexis Analytics suite.

I was able to catch up with both companies at AALL and also see more of two new LexisNexis products, Context, which rolls out in September and will help lawyers understand what language judges find most persuasive, and Lexis Search Advantage | Transactional Powered by Intelligize, which is now available and allows firms to mine rich information out of internal document collections. (See this post for more.)

I also got the chance to see a demo of another new product I recently wrote about, the Analytics Workbench from Fastcase and its recently acquired docket-tracking company Docket Alarm. The idea of the Workbench is to allow legal professionals to build their own bespoke litigation analytics across any court, practice area or litigation event.

Visually, the analytics you create in Workbench look like Docket Alarm’s existing analytics product, PTAB Predictive Analytics. The difference is that these same analytics can be applied to virtually any court or type of docket activity. (Docket Alarm includes all federal dockets but is limited in its coverage of state dockets.) Michael Sander, Docket Alarm’s founder and CEO, said the goal is to make it easy for attorneys to create custom analytics, without requiring sophisticated tech expertise.

Wandering the exhibit hall, I was able to get updates from several companies I’m familiar with and make introductions with several I had not seen before. There will be more to come on this blog about some of those companies.

But something I heard over and over again from the vendors at AALL mirrors what I said above about the changing role of law librarians. Law librarians get it, the vendors said. They understand the importance of technology in advancing the legal profession, and they are more likely than other legal professionals to understand the mechanics of technology, to be able to get under the hood and size up whether a product is what it claims to be.

We see this at law firms, where law librarians are often the gatekeepers for new technology, helping to vet and evaluate products before their firms plunk down precious dollars. We see this at law schools, where law librarians are often at the forefront of pushing for teaching and program initiatives in technology innovation and competence. We see this in court systems and government agencies, where law librarians are often helping to lead the charge for expanding access to justice. Continue reading