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    Web-Based Dispute Resolution Systems Gain Traction (“ODR”)
    Tuesday, May 15th, 2012

    ♫ The spheres’re in commotion
    The elements in harmony
    She blinded me with science
    “She blinded me with science!”
    And hit me with technology…♫

    Lyrics and Music by Thomas Dolby and Jonathan Kerr, recorded by Thomas Dolby.

    Computer monitors shaking hands

    This is a guest post by my friend and colleague, Christy Burke, written today for the blog Legal IT Professionals.  With her permission I have reproduced it here.

    Web-Based Dispute Resolution Systems Gain Traction as Court Delays and Low Value Disputes Surge

    Christy Burke

    Courtroom showdowns make for great movie scenes, but To Kill a Mockingbird’s Atticus Finch would be shocked to hear that the courts are only resolving a fraction of today’s legal disputes. A growing number of cases are being resolved by online tools, and sometimes lawyers and judges are not even involved. Impartial web-based systems apply computation, algorithms and cryptographic technology to bring about resolution quickly and inexpensively.

    A growing stable of private sector companies are beginning to compete with the judicial system for “customers” and are also changing the face of traditional Alternate Dispute Resolution or ADR, which has typically included mediation, arbitration and other alternatives to the courts.

    Not only are approaches to justice and negotiation changing, but some of these new systems like those provided by Fair Outcomes, are actually prompting lawyers and their customers to be more honest about the value of a case and their realistic objectives from the outset, providing disincentives to lie, bully and posture. Utopian though it may sound, this is actually becoming a reality. Atticus would be happy to hear that, at least!

    A potential paradigm shift is in the making here, but what is motivating parties to look outside traditional courts, mediation and arbitration and flock to the web for resolving their disputes? In short, overburdened courts, lean economic times, cost, and convenience all figure into the mix.

    Pared Down Courts Cannot Keep Up

    Many courts in the US and abroad are sagging under the weight of overflowing caseloads while budget cuts slash their resources – a double negative. Take California for example. (more…)

    Posted in Adding Value, Business Development, Change Management, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | 1 Comment »
    Silos and Knowledge Management
    Wednesday, May 9th, 2012

    ♫  Cos when I look at my life
    How the pieces fall into place…♫ 

    Lyrics and music by Jarl, Stenmarck, Andreas Carlsson, recorded by Westlife.

    Last piece of the puzzle

    Gentle readers of this blog are aware of my interest in the intersection of business strategy, finance, leadership and technology within a law firm setting.  One of the emerging areas that lies within the  intersection of these disciplines is knowledge management.  I believe it has particular importance within a large firm setting as there is the tendency for lawyers in larger organizations to become ‘silo-ized’ – not for any other reason other than your ability to interact with people on a 1-1 basis diminishes as the size of an organization grows.  For example, if you work in a larger organization, ask yourself how often you speak to someone who works on another floor in your firm?  If you have multiple offices in multiple cities, the situation is compounded even further.  Since 1-1 interaction is at the heart of person-to-person knowledge sharing and transfer, the sheer size of an organization works against 1-1 knowledge transfer.

    So to begin: What are we speaking about when we use the phrase “knowledge management”? (more…)

    Posted in Adding Value, Change Management, Firm Governance, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | No Comments »
    14.5 Personal Attributes and Qualities of a Winning Coach
    Thursday, April 12th, 2012

    ♫ Oh, put me in, Coach – I’m ready to play today;
    Put me in, Coach – I’m ready to play today;
    Look at me, I can be Centerfield…♫

    Lyrics, music and recorded by John Fogerty.

    Coach

     

    This is a guest post from Beth Flynn at the Ohio Leadership Center.  Increasingly today, younger lawyers are looking for mentorship and support from the more experienced members of the bar.  However, not everyone is familiar with how to be a good coach.  Accordingly I thought Beth’s post on the personal attributes and qualities of a winning coach would be a great management topic for lawyers.  So without further ado, here are the 14.5 attributes:

    1. You have valuable information that people can use.
    2. You combine your experience with the real world.
    3. You have a sense of humor.
    4. You know the game better than they do.
    5. You encourage.
    6. You are a great presenter.
    7. You have standards and ethics that you follow, not just preach.
    8. You are enthusiastic.
    9. You have great communication skills.
    10. Your players like you.
    11. Your players believe in you.
    12. You inspire others.
    13. You tell the truth all the time.
    14. Your players respect you.
    and:

    14.5 You can play (Gitomer, 2011, p. 108-109).

    These tips are from: Gitomer, J (2011), “Jeffrey Gitomer’s Little Book of Leadership: The 12.5 Strengths of Responsible, Reliable, Remarkable Leaders that Create Results, Rewards and Resilience”. Hoboken, NJ: Wiley and Sons

    Jeffrey Gitomer’s Little Book of Leadaership is available from the OSU Leadership Center. Click here to borrow this resource or any other resource. Once you are on the OSU website, click on the Spectrum icon.

    Learn how the Ohio State University Leadership Center is inspiring others to take a leadership role that empowers the world at: http;//leadershipcenter.osu.edu.  To begin receiving Beth’s Leadership Moments newsletter, please click on Join Our Mailing List.

    Thanks Beth for another great leadership post on how all of us can become winning coaches and mentors.

     

    Posted in Adding Value, Change Management, Firm Governance, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, personal focus and renewal, Tips, Trends | Permalink | No Comments »
    Ailing (or Aiding) Justice …
    Tuesday, April 3rd, 2012

    ♬ I want a new drug 
    One that does what it should…♬ 

    Lyrics, music and recorded by Huey Lewis.

    United Nations

    On Monday April 2, 2012, Dr. Frank Fowlie, the Internet Ombudsman, Kari Boyle of MediateBC and your humble scribe did a presentation for the University of British Columbia law school.  It was entitled: ODR Around the World and was meant to be an introduction into the emerging field of Online Dispute Resolution and how it is changing the way that people could resolve their disputes using internet technology.

    During the presentation, I asked the students to reflect on the inherent structure of the justice system.  Being bright law students, they perceived that it is:

    • Synchronous: All parties must attend the court house at the same time.
    • Serial:  Each case follows the one before it on the docket in order to be heard or processed by the presiding judge or court official.
    • Expensive:  Each bricks and mortar courthouse has to be built and staffed.
    • Geographically Tied: All parties must attend the court that is hearing the case.
    • Jurisdictionally Tied: For the most part, each case is heard according to the laws of the jurisdiction where it is filed.
    • Involves Transactional Costs:  Not only are there hard costs involved in filing the claim or action, the parties involved suffer a loss of opportunity cost – the time that they put into the claim or action represents time that they could have used otherwise.  The longer the resolution time, the greater the transactional costs.
    • Involves Delays:  A case takes time to weave its way through the court system. In some cases that delay is relatively short – in other cases it is quite long.  We are seeing headlines today on the increasing delays in the justice system. We all know that justice delayed is justice denied.
    • Limited Availability:  It used to be that courts and bankers kept the same hours.  However, today, courtesy of the internet, banks are open 24/7.  Courts, however, are not.
    • Involves a Judge:  For the most part, a case must be heard and determined by a judge (yes you can go before Masters and the like but they can’t make final orders). This means that the judge represents a bottleneck in the system.

    I then posed a challenge to the students: How can you structure a dispute resolution system that tries to break down one or more of these constraints?  What would that system look like?  Moreover, what would be the advantages to those involved in the dispute that don’t currently exist in the present justice system?  What about disadvantages? (more…)

    Posted in Adding Value, Change Management, Issues facing Law Firms, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | 1 Comment »
    Electrifying People in the Work Environment
    Thursday, March 1st, 2012

    ♬  You raise me up, so I can stand on mountains;
    You raise me up, to walk on stormy seas;
    I am strong, when I am on your shoulders;
    You raise me up… To more than I can be…♬

    Music by Secret Garden‘s Rolf Løvland and the lyrics byBrendan Graham, recorded by Josh Groban.

    This is a guest post from Beth Flynn’s Leadership Moments newsletter at the OSU Leadership Center. It speaks to how we can lift up others in our workplace and in so doing, uplift ourselves.

    Make it unfashionable to be a downer.  Inspiration doesn’t survive in an energy-sapping context.  This doesn’t mean that tough realities are denied and not faced.

    The electrifier always has a positive spin on a setback.  After all, inspiration stems from our spirit and our inner spirit is stronger than our outer circumstances.  Earlier we defined our spirit as our unlimited resource that transcends, and adds strength to our weary physical bodies and fragile psychological egos.  When our bodies and minds are down, an insight from our spirits gives us the jolt!

    The first way of energizing our work environment is by inspiring the development of a culture of people who are filled with energy, hope and positive motivation.  Each person moves from the highest part of his or her mind, heart, and spirit (Losoncy & Walsh, 2011, p. 82).

    From:  Losoncy L. & Walsh, C. (2011).  On: a brilliant way to live and work. Sanford, FL: DC Press. This book is available from the OSU Leadership Center.  Click here to borrow this resource or any other resource. Once you are on the OSU website, click on the Spectrum icon.

    Learn how the Ohio State University Leadership Center is inspiring others to take a leadership role that empowers the world at: http;//leadershipcenter.osu.edu.  To begin receiving Beth’s Leadership Moments newsletter, please click on Join Our Mailing List.

    Thanks Beth for another great leadership post on how we can electrify our workplaces!

    Posted in Change Management, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, personal focus and renewal, Tips, Trends | Permalink | No Comments »
    ABA 20/20 Commission Revised Drafts
    Wednesday, February 29th, 2012

    ♫ Food for thought
    You give me food for thought..♫

    Lyrics, music and recorded by 10cc.

    Businessman on Computer

    The America Bar Association (ABA) established the 20/20 Commission almost 3 years ago to report on the:

    “Impact of Internet technology on the delivery of legal services, both globally and within the United States”

    Today, the revised drafts of a number of the 20/20 Commission’s proposals were released on the ABA Site-tation website in the following areas:

    • Technology and Confidentiality (PDF)
      Addresses lawyers’ obligations and responsibilities in handling the storage and security of clients’ confidential data.
    • Technology and Client Development (PDF)
      Addresses lawyers’ use of web-based technology, including social networking, to market their practices and attract new clients.
    • Outsourcing (PDF)
      Addresses the ethical responsibilities associated with the outsourcing of legal and law-related work, both domestically and offshore.
    • Model Rule 1.1 (Duty of Confidentiality) (PDF)
      Addresses disclosure of confidential information particularly in the context of detecting conflicts of interest.
    • Practice Pending Admission (PDF)
      Addresses issues relating to the establishment of a practice in a new jurisdiction in the context of an increasingly mobile, multi-jurisdictional profession.
    • Admission by Motion (PDF)
      Addresses the number of years required for admission by motion, again addressing movement towards multi-jurisdictional practices and mobile lawyers.

    As the ABA site-tation website states, considerably more information, including comments and news, can be found on the Commission’s official website.

    The deadline for submitting comments on these final proposals is April 2, 2012. Comments should be directed to Senior Research Paralegal Natalia Vera at natalia.vera@americanbar.org.

    These proposals are sure to give us food for thought…(hat tip to Ann Halkett, BA, SSIS, Litigation Support Coordinator, Alexander Holburn Beaudin & Lang LLP).

    Posted in Change Management, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | No Comments »
    Proceed with Caution
    Monday, February 27th, 2012

    ♫ Strange fascination, fascinating me
    Changes are taking the pace I’m going through

    Ch-ch-ch-ch-Changes
    (Turn and face the strain)
    Ch-ch-Changes
    Oh, look out you rock ‘n rollers…♫

    Lyrics, music and recorded by David Bowie.

     

    Thinking Man

    PROCEED WITH CAUTION: Addressing Challenges and Making Changes Requires a Thoughtful Approach

    This is a guest post from our friend Bob Denney on a topic near and dear to my heart: Change Management in the context of lawyers and law firms.  I have to admit that I have a strange fascination with managing change.  Accordingly, here is Bob’s take on addressing change:

    Now that the economy continues to recover, forward-thinking law firms are trying to shift from survival tactics to the “New Normal” by addressing, not only the challenges they face, but also the changes they may have to make. However, as discussed in our February and April, 2010 Communiques, the list can be long and there are few precedents for addressing many of the issues.

    The issues will vary to some degree for each firm but the first challenge for every firm is to identify those issues it must address and where it should start: Growth? Alternate fee arrangements? Leverage? Firm structure? Management structure? Revise marketing and business development strategies? Client service? Or what? (more…)

    Posted in Adding Value, Change Management, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Tips, Trends | Permalink | No Comments »
    Extreme Magical Thinking: Technology Won’t Take You Off the Hook
    Monday, February 20th, 2012

    ♬ I’ve got the magic in me…♬

    Lyrics and music by: Rivers Cuomo; Lukasz Gottwald; Bobby Ray Jr Simmons, recorded by B.O.B.

    Magical Lawyer

    Magical Lawyer

    This is a guest post by Pam Woldow  of Edge International on legal project management, posted originally on her blog, At the Intersection:

    On the eve of LegalTech, I have been encountering a lot of magical thinking recently when talking with law firm partners about Legal Project Management.  One partner, hoping that the IT and KM folks can simply buy a tech solution so that he could avoid making any real changes to the way he manages matters, engaged in extreme magical thinking when he asked, “isn’t there just some software where I can click one button and it manages everything?”   He just wants to keep doing what he’s always done and have technology somehow make the result different.

    Sorry, we live in the real world.

    Here’s the bottom line:  Siri can’t analyze what tasks need to be done (or not done) for a client, and iPads don’t independently tailor project plans.  Software sits inert until some lawyer lights it up, infuses legal judgment and knowledge into matters and uses the software to reflect back the enhanced management skills being applied.

    If your firm has invested (or is about to invest) in magnificent new software – that elegant integrated dashboard will sit on your computer screen and tie together project scope, phases, tasks, team members, timeframes and the all-important budget-to-actual comparison – but it can’t overcome inefficient or non-existent management of legal matters.  Only the lawyers can do that.  And, that requires extreme practical acceptance that clients today want excellent lawyers who also are accomplished managers that drive efficient work product.

    Software tools support efficient lawyering, but it is extreme magical thinking to suppose that some push-button silver bullet can convert inefficient work into efficient work.

    One of the most widely read blog post I’ve ever written deals with this very subject: Legal Project Management Tools:  Let Rube Goldberg Rest in Peace.

    But, it is worth a reminder that LPM and its technological support tools are about how legal projects are planned and managed.  What is practiced and delivered will always remain up to the lawyer.  The core functions of being a lawyer and exercising professional acumen can’t be delegated to technology, and that won’t be changed by even the most sophisticated tools, templates and software.  As always, those decisions will be up to you.

    Thanks Pam for a great article on how magical technology won’t replace the lawyer-manager who leads his or her team into action – you have to have the magic in you!

    © 2012, Edge International US, LLC. All rights reserved. No part of this article may be copied or reproduced without advance written approval.

    Posted in Adding Value, Change Management, Firm Governance, Issues facing Law Firms, Leadership and Strategic Planning, Technology, Tips | Permalink | No Comments »
    Client Service: Make it a Program, not Just a Buzzword
    Thursday, February 2nd, 2012

    ♬ we never say no
    satisfaction guaranteed
    superior quality
    we innovate, never imitate
    unrivalled, unparalleled
    at your service
    we aim to please
    we never miss a trick…♬

    Lyrics, music and recorded by CLIEИT.

    Service Bell

    This is another great guest post by Bob Denney.  In this post he is focusing on the importance of client service.  Years ago, Milton Zwicker, a good friend and colleague in Ontario wrote about ‘the client-centered law firm’. It is great to see Bob pick up on this idea and run with it. Accordingly, here is Bob’s post:

    In today’s extremely competitive legal market, many firms talk about the importance of cross-selling – or cross-marketing if you prefer – their clients. The problem is that you must serve the client before you can cross-market the client. Too many firms fail to realize this. As a result, their cross-marketing efforts often fail. The first step in developing additional business with clients is client service. Here’s a brief list of some of the more important points to keep in mind in developing and implementing a successful client service program.

    • The goal should be outstanding client service. “Satisfactory” or “good” isn’t good enough. Many clients can’t evaluate the quality of legal work. Therefore, the level and quality of service is often the only factor that distinguishes one firm from another. (more…)
    Posted in Adding Value, Business Development, Change Management, Firm Governance, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Tips, Trends | Permalink | 1 Comment »
    e-Filing Help in BC
    Tuesday, January 31st, 2012

    ♬ We need a hint to know we’re on the right track…♬

    Lyrics, music and recorded by http://en.wikipedia.org/wiki/José_González.

    Help!

    Since e-filing in the Land Title Office (LTO) has become mandatory in BC for many forms (from the BC Land Title & Survey Authority’s Web-site):

    The Director of Land Titles has required certain land title documents to be filed electronically. Phase One of Required E-filing is now in effect.

    These documents are included in some of the most common transactions submitted to the Land Title Office:

    • Form A – Transfer, Form B – Mortgage, Form C – Charge and Form C – Release effective January 16, 2012.
    • Posting plans and associated applications and certificates effective July 1, 2011.

    Detailed practice information about Required E-filing and EFS training resources are available as follows:

    Upon completion of all phases, most documents and plans will be filed electronically with a very small number filed manually in hardcopy form.

    This blog post is to remind those readers in BC that help is at hand in order to move into mandatory e-filing.

    Due to overwhelming demand, Dye & Durham have added an additional date for their complimentary Hints and Tips on Supported Land Title E-Filing Webinar.  This additional date is February 2nd, 2012.

    This webinar will include:

    • Review all necessary land e-filing requirements;
    • Hints and tips on how to prepare and submit e-forms to manage the e-filing process via ETRAY;
    • Staying up to date with EFS bulletins and changes.

    For registration details please click on the link below.

    http://www.dyedurhambc.com/public/Hints_and_Tips_E-Filing_Webinar_Feb_2_2012.pdf.

    It is comforting to know that help is at hand with hints and tips when you need them to keep you on track!

     

    Posted in Issues facing Law Firms, Law Firm Strategy, Technology, Tips, Trends | Permalink | 1 Comment »