Practical Competitive Intelligence: Taking on CI in the Virtual World

Reposted with permission from AALL Spectrum, Volume 25, Number 3 (January/February 2021), pgs. 44-45.

By Kevin Miles, Manager of Library Services at Norton Rose Fulbright US LLP

Your reference librarian recently transferred to a competitive intelligence (CI) professional role. How does he or she get and keep a seat at the firm’s virtual (remote) business development table during this pandemic? Even though we are not currently working together in an office, collecting, analyzing, and acting on information from CI efforts is more important than ever. The financial markets are increasingly volatile, more attorneys and support staff are changing firms, and some practice groups are underutilized. A physical table has size limitations, but a virtual table is infinitely large. In other words, there is room for more seats and voices at the virtual business development table.

Changes and Challenges

As we all know, the pandemic has challenged how we conduct business. For many law firms, employees work well from home. Yet working from home sets new expectations, such as 24/7 availability. What are the boundaries between home and work during the pandemic? Having a working knowledge of communication via Zoom, Microsoft Teams, Skype, WebEx, or similar tools is now critical for sharing ideas. But because we also know that law librarians are very adaptable, such challenges can be readily met and overcome.

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Novel Responses: Helping Law Firms Answer Clients’ COVID-19 Questions

Reposted with permission from AALL Spectrum, Volume 25, Number 1 (September/October 2020), pgs. 12-15.

By Cynthia Brown, Sr. Director of Research Services at Littler Mendelson and Allison Reeve Davis, Library Manager at Littler Mendelson

The onset of the COVID-19 pandemic brought Littler Mendelson, a management-side labor and employment law firm, an unprecedented number of advice and counseling requests from clients. This work typically requires a client to speak directly with a shareholder who is an experienced attorney in a narrow area of law, and it does not initially sound like an opportunity for the library or a research team to assist. Indeed, client questions into novel areas of law rarely require heavy research, but rather rely on the experience and knowledge of the attorney. Littler’s first coronavirus question came in late December and was handled directly by a workplace safety attorney. In the early days of the pandemic, the library was not contacted with questions other than the occasional request to direct an attorney to the firm’s newly created Coronavirus Task Force.

By late February, however, the volume of direct client inquiries was beginning to overwhelm the shareholders. Library leadership was invited by the Chief Knowledge Officer to a strategic planning meeting to address the increased volume and urgent nature of these requests. Following this meeting, the needs of the Task Force attorneys were quickly matched with the unique skills of the firm’s librarians and legal information professionals. Littler’s Knowledge Desk and Knowledge Management Department were offered as key partners to meeting pressing client needs.

As client inquiries and concerns increased daily, the majority of their questions raised novel issues. A decentralized response process can sometimes lead to incongruous answers and to the frequent “reinvention of the wheel.” Providing consistency in the advice and counsel provided was paramount. The original Task Force grew exponentially as new areas of employment law were implicated in the situation, and transitioning from workplace safety issues to leaves of absence and compliance issues and matching the client’s need with the most focused subject-matter expert (SME) was critical.

Getting the Library Involved

With these issues in mind during the early stages of the strategic planning, library leadership offered to match the skills inherent in the research department with the needs of the Task Force. There was an immediate need to track incoming questions, assign the appropriate SME, and balance workloads among the Task Force members. In reviewing questions the Task Force received, it became clear that existing firm work product could assist in answering many of the repeated client requests. As documents were both identified and created, the information was categorized, curated, and stored for future use and easy accessibility. The Task Force needed better communication tools to share lessons learned with the firm, and there was both a need and opportunity to issue-spot and identify trends to enable the firm to provide proactive advice to clients. Finally, as the virus continued to spread, local, state, federal, and international laws were changing literally by the hour. The Littler Knowledge Desk and knowledge management (KM) department set up detailed monitoring of news and legal updates to keep the firm and clients informed. Each of these issues presented unique challenges and risks, but information professionals are well versed in averting such risks. We collect questions, answers, build repositories, and, with frequently needed information, create novel databases or tools for reuse. Applying these skills to provide much needed service to the Task Force proved invaluable.

Littler’s Knowledge Desk collaborated with KM attorneys and the KM Innovations team to build an internal SharePoint page of COVID-19-related resources structured with Littler’s taxonomy. These foundational resources provided a cataloging system that would be ready for the next wave of arriving materials supporting client counsel, as the pandemic and its employment law implications continued to evolve.

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