Legal Technology Core Competencies Does Your Firm Measure Up? LTC4TM – Legal Technology Core Competencies Certification Coalition 1 Who we are • Sponsors of LTC4 • Full-Service Training Organization • 100+ years combined experience in law firms as Training Directors, Help Desk Managers, e-learning specialists • Team of Smart Owls… • Creators of Goal-Based Learning Approach 2 What do users really need to know in order to do their work? • Legal technology core competencies • A coalition of leading law firms (LTC4TM) has created an industry standard • Target Audience: – Support Staff – Associates • Positive attitude - Certification rather than Assessment – Offering CLE/CPD where possible 3 Steering Group – US/UK • • • • • • • • • McGuireWoods LLP Munger, Tolles & Olson LLP Kramer Levin Naftalis & Frankel LLP Littler Mendelson, P.C. Ford Harrison LLP Eversheds LLP Linklaters LLP Freshfields Bruckhaus Deringer LLP Squire Sanders 4 What’s in it for the law firm? • Competitive advantage • Increasing demand for technical competence from client’s General Counsel • Not wasting the client’s money on “busy time” • Average user productivity loss is 17% (Neochange) • Risk of being fired because of poor document quality 5 What’s in it for the law firm? 6 What’s in it for the Firm? • Puts the onus on the user to learn • Clients assured of technical competence (Certification) • Establishes an industry standard – Attorney buy-in with CLE • Pressure to increase support staff/attorney ratios so skills need to be higher • Flexibility among staff 7 Past issues • Application-centric as opposed to workflowbased • Not always legal-specific • Time and resources to review and analyze results • Can be daunting for users • One-time exercise, not on-going 8 Success factors • • • • • Marketed positively Gently introduced Incremental build-up Tied in to appraisal Automated process 9 The LTC4 Process • Determined core competencies • Determined best practices – generic and firm-specific • Selected core applications • Arranged by workflows – attorneys and staff • Each member expanded on a workflow • Consolidated, agreed on scenarios 10 The LTC4 Process 11 The LTC4 Process 12 The LTC4 Process 13 The LTC4 Process 14 CLE 15 Workflow-based Competencies • Document Production • Managing Electronically Stored Documents/Emails • Collaborating with Others: E-Mailing and Sharing Documents • • • • Time and Billing Mobile Devices for Lawyers Working with Clients More as required…. 16 Questions? • What ways have you been successful in introducing skills-building in your Firm? • How successful have you been in attributing CLE points to e-learning program for technology training? • What other driving factors would there be for core competency in your firm? 17 Support “humane” skills improvement 18 When creating a program… • Organize scenario-based legal technology core competency workflows • Measure, manage and report • Provide remedial training where needed • Provide CLE attracting courseware where possible • Make it easy to administer 19 20 Thank you! We will email you an evaluation form. Fill it out to be entered into our drawing for half a day free consulting on achieving training goals. Please contact us to find out more about KnowledgeCheck and LTC4. info@capensys.com 21