Managing partner retreat using technology to streamline the practice of law by dave cunningham oct 2009
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Managing partner retreat using technology to streamline the practice of law by dave cunningham oct 2009
- 1. Using Technology to Streamline the Practice of Law Managing Partner Roundtable Presented by David B. Cunningham Baker Robbins & Company October 7, 2009
- 2. Using Technology to Streamline the Practice of Law Managing Electronic Content Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA)
- 4. Goals Form a Hierarchy Complexity Change Leadership Organizational Reach Operational Efficiency Lower Higher Higher Deeper Client Relationships and Improved Client Service Manage My Email Team Collaboration Knowledge Sharing Client File Management Discovery Preparedness & Compliance Improved Collaboration and Knowledge Sharing
- 5. Five Technology Enablers Available Email Archive Rule-based Classification Solution Complexity Change Leadership Organizational Reach Operational Efficiency Lower Higher Higher Manage My Email Team Collaboration Knowledge Sharing Client File Management Discovery Preparedness & Compliance Records & Document Management Matter-Centric Content Management, Search Email Thread Management
- 6. Risk Management Cohesion (Clients / Offices) Managing Electronic Content Alternative Fee Arrangements (AFA) Using Technology to Streamline the Practice of Law
- 7. Technology Opportunities in the AFA Process Client Portal Functions Status Review Approvals/Workflows Financial Data Client Communications Management Functions Project Planning Task Assignments Resource Management AFA Portfolio Management Scope Change Request Active Project Management Status Reporting Client Intelligence Feeds Budgeting Functions Analysis of Past Projects “ What If” Analysis Profitability Projections AFA Models Monitoring Functions Dashboards Reports Budget Warnings Scope Change Alerts
- 8. Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technology to Streamline the Practice of Law
- 11. Risk Management Cohesion (Clients / Offices) Alternative Fee Arrangements (AFA) Managing Electronic Content Using Technology to Streamline the Practice of Law