Engaging Lawyers, Clients and Vendors to Adopt AI into Workflows

This session focuses on the White & Case LLP Practice Innovation Group and how it engages lawyers, clients, and vendors to adopt AI into workflows.

Speakers:

  • Oz Benamram, Chief Knowledge Officer, White & Case LLP
  • Monet Fauntleroy, Senior Manager, Practice Innovation, White & Case LLP

[These are my notes from the 2018 Ark Group Conference: Knowledge Management in the Legal Profession.  Since I’m publishing them as soon as possible after the end of a session, they may contain the occasional typographical or grammatical error.  Please excuse those. To the extent I’ve made any editorial comments, I’ve shown those in brackets.]

NOTES:

  • Drivers
    • Improving client service
    • Managing peer pressure
    • Finding global solutions
    • Solving a real problem
    • Engaging associates
  • Current Use Cases
    • Document review (eDiscovery, due diligence)
    • Contract analysis
    • Drafting automation
    • Legal research
    • Matter analytics
  • It takes a LONG time
    • Training the machine typically takes 6 months.
    • In law firms, machine training takes an additional 6 months. There will be a further 6 months if lawyers need to do the training.
  • Learnings
    • The more the lawyers understood what the tool could do the better they could help.
    • Don’t fall into a people-pleasing mode that causes you to stretch the tool to do an extra 20%.
    • Strike the right balance in involving partners in the effort. Sometimes associates are a little closer to the workflow.
    • Create an onboarding process early. Make sure you involve the right people from the vendor (e.g., a success lead)
    • Create appropriate workflows to support the innovation (e.g., can you handle questions through the existing help desk ticketing system?)
  • Innovation
    • When clients say “innovation” they mean “exactly the same, but faster and cheaper.”
    • When KM says innovation, they understand that there is a significant risk of failure.
  • Governance
    • Taxonomy may not be sexy but it is critical for good governance maintenance
  • Awareness
    • External awareness: as a community we should talk to each other and to our communities about the real story behind the tech press releases.
    • Internal awareness: you need to keep making internal presentations about your existing tools and services. This is particularly the case with your AI efforts. The lawyers and clients want to know.
    • Client awareness:
      • bring in exciting speakers and invite clients
      • host ideation days for your clients — this give you insight into client problems and frustrations

Session Description:

Oz Benamram, will walk through the Firm’s Practice Innovation team journey to implement LawGeex, an AI-empowered tool for reviewing contracts. The challenges included introducing a new type of client and use case to the vendor (who was used to dealing with in-house counsel) as well as keeping the legal team excited about the project throughout the vendor selection, training and evaluation phases… not to mention ultimately changing how the team works.

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