When key groups join law firms, or when firm mergers occur, KM is often left standing on the sidelines. Finance, IT, Records, (etc) all spring into action—but what about Knowledge Management? Shouldn’t KM really be the ‘keeper of the playbook’ and able to ‘prep a program’ that can be triggered on a moment’s notice (see: cross-office training and team-building, professional development, experience capture and dissemination, systems integration, exposure of laterals to firm expertise and leadership)? This discussion will explore how firms can leverage KM to support rapid change initiatives in relation to mergers and acqui- sitions. How does a firm’s value proposition change following a merger? And who’s job is it to disseminate, redefine, and characterize the breadth of expertise at the firm? What tools and methodologies can be employed to help integrate new practices and/or resources—while maintaining a common sense of identity or culture?
Silvia LeBlanc, Director of Knowledge Management, Morgan, Lewis & Bockius LLP
Vishal Agnihotri, Chief Knowledge Officer, Akerman LLP
Ginevra Saylor, National Director, Knowledge Management, Dentons Canada LLP
[These are my notes from the 2015 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.]
- KM has the benefit of broader perspective. KM tends to operate across silos. It works with a variety of people and functions within the firm. This gives KM professionals diverse knowledge and the ability to connect the dots. This also makes KM the perfect group to create the law firm merger playbook or new hire onboarding resources.
- Why involve KM? When the firm is in merger mode, the firm will call in marketing, finance, etc. They don’t think to call in KM. However, the KM department is one of the support functions that thinks about business problems the same way
- Communication. Marketing is extremely good at external communication. KM needs to be just as good at internal communications. Focus on the concerns and anxieties of the people who are on the receiving end of change. If the people in the firm are unhappy or anxious, they cannot deliver great service to clients.
- Getting a seat at the table. Bully your way to a seat at the table. Then justify your place at the table by solving problems and getting things done.