RE-USE, EXTEND, LEVERAGE: 20 TIPS FOR RE-PURPOSING TECH

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1 RE-USE, EXTEND, LEVERAGE: 20 TIPS FOR RE-PURPOSING TECH Chris Boyd, Jennifer Mendez, Kate Simpson, and Paul Wittekind #176

2 TIP #1: CAN HOST EXTERNAL REFERRALS Referral database

3 TIP #2: EXPERT WITNESS DATABASE Referral database Expert witness

4 TIP #3: USE EXISTING DATA TO LOCATE EXPERTS

5 TIP #4: USE EXISTING DATA TO LOCATE EXPERTS bios, docs

6 TIP #5: USE SPT FOR TECH EXPERT DIRECTORY bios, docs

7 TIP #6: USE S-TO-ALL TO FIND EXPERTS Outlook & Office Tools bios, docs

8 TIP #7: USE HR DATA TO DETERMINE WHO KNOWS WHO bios, docs

9 TIP #8: USE MONITORING TOOLS CREATIVELY Network & Infrastructure Monitoring Tools bios, docs

10 TIP #9: E-DISCOVERY CAN PREVENT DATA BREACHES bios, docs

11 TIP #10: ELECTRONIC CASE FILING & THE Integrate with ECF systems bios, docs

12 TIP #11: INGESTING UNSTRUCTURED CONTENT Integrate with ECF systems Ingest unstructured content bios, docs

13 TIP #12: USING SEARCH FOR BROWSE Integrate with ECF systems Ingest unstructured content bios, docs Search-asbrowse

14 TIP #13: ENFORCING TASK CODES & DATA MINING Integrate with ECF systems Ingest unstructured content bios, docs Search-asbrowse Time Entries Enforce task coding

15 TIP #14: EXCEL FOR MATTER ESTIMATES Integrate with ECF systems Ingest unstructured content bios, docs Search-asbrowse Outlook & Office Tools Enforce task coding Excel for matter estimates

16 TIP #15: USE N.B. INTAKE TO PROFILE DEALS Integrate with ECF systems Ingest unstructured content bios, docs Search-asbrowse New Business Enforce task coding Excel Deal for profile Estimates data

17 TIP #16: USING DOC AUTOMATION FOR CLAUSES Integrate with ECF systems Clause bank Ingest unstructured content bios, docs Search-asbrowse Enforce task coding Excel for matter estimates; Deal profile data

18 TIP #17: USE SHAREPOINT FOR MODEL DOCS Integrate with ECF systems Clause bank Ingest unstructured content Model and sample docs bios, docs Search-asbrowse Enforce task coding Excel for matter estimates; Deal profile data

19 TIP #18: USE LAW TOOLS OUTSIDE THE LAW FIRM Integrate with ECF systems Clause bank Law tools for non-law subsidiaries Ingest unstructured content Model and sample docs bios, docs Search-asbrowse Enforce task coding Excel for matter estimates; Deal profile data

20 TIP #19: REUSABLE AFA PROVISIONS Integrate with ECF systems Clause bank Law tools for non-law subsidiaries AFA provisions Ingest unstructured content Model and sample docs bios, docs Search-asbrowse Enforce task coding Excel for matter estimates; Deal profile data

21 TIP #20: USER EDUCATION (TRAINING!) Model / sample docs tracking knows who ECM #1 ECM #2 Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training HR database Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training Training

22 THE FRAMEWORK FILLED IN Expert witness Integrate with ECF systems Clause bank Law tools for non-law subsidiaries AFA provisions Ingest unstructured content Expert database Model and sample docs bios, docs Search-asbrowse FAQs in Outlook Enforce task coding Excel for matter estimates; Deal profile data

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