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Selecting the Best Knowledge System for Legal and Market Needs

This document outlines the evaluation process for selecting an effective knowledge system tailored for legal practices and internal firm requirements. It covers various market offerings, back-office technology, internal knowledge systems, and online legal services. Key functionalities include document management, client relationship systems, and litigation support tools. The evaluation emphasizes user interface, scalability, and data management, culminating with a competitive analysis of top products like Hummingbird and Ringtail. Ultimately, the goal is to identify the system best suited to meet diverse business needs.

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Selecting the Best Knowledge System for Legal and Market Needs

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  1. Selecting a “Knowledge System” • Requirements Andrew Haslam Consultant • Market Offerings • Evaluation • and the winner is …...

  2. Technology Information Knowledge Client Internal The Susskind “Grid” 2) CLIENT RELATIONSHIP SYSTEMS 4) ONLINE LEGAL SERVICES Online financial reporting Status reporting Deal-rooms Document archives Electronic mail 2nd generation websites Virtual lawyers Online legal guidance systems Expert systems 1) BACK-OFFICE TECHNOLOGY 3) INTERNAL KNOWLEDGE SYSTEMS Document management Practice management Human resource management Marketing databases Electronic mail and diarying Hardware Networks Operating systems Know-how databases Template libraries Precedent libraries Intranet services Litigation support tools

  3. Litigation Support Product Data Collected, scanned & coded Images Data K M S y s t e m Text Images Small Scale The Business Requirements Case Preparation Work Product Trial Support Relevance Calls Objective Coding Trade Secret Review Production Privilege Review Scanned + OCR? Subjective Coding Negotiation/ Trial Case Preparation Work Product Large Scale

  4. Deliver Aims Joint Working Analysis Find & Share Collect & Hold Collate & Use Knowledge System Functionality

  5. Deliver Aims Joint Working Find & Share Joint Working Analysis Collect & Hold Find & Share Collect & Hold Collate & Use Collate & Use Analysis Market Offerings Discovery Management Portals Litigation Support Document Management Web Development Tools

  6. What are Portals? • Web based technology (XML is key) • User desktop with access to all required functionality • Rapidly evolving: • “Referential” • “Personalised” • “Interactive” • “Specialised”

  7. Evaluation Process • Functionality • User Interface

  8. Evaluation Process (2) • Functionality • User Interface • Scale dictates the products • Storage management • Collection exercise • Team management • Physical control • Operational procedures • Future proofing • New business procedures • Data migration • Media conversion • Project timescale • Client impact • Internal support • Security

  9. The nominees for best product are…. Hummingbird Document Management iManage Discovery Management IntroSpect Internet Development Tools Microsoft (ASP) The Rest (Java) Litigation Support JFS Litigator’s Notebook Ringtail

  10. A Reality Check • External links • Internal documents • Technology = 30% of project • Legacy data migration • Price

  11. Hummingbird Ringtail and the winner is …... ? Whatever meets your needs best

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