Book review: The Lawyer’s Guide to Collaboration Tools and Technologies

The Lawyer’s Guide to Collaboration Tools and Technologies, by Dennis Kennedy and Tom Mighell (Chicago: American Bar Association Law Practice Management Section, 2008 )

The most important and remarkable thing about The Lawyer’s Guide to Collaboration Tools and Technologies is that it’s not really a technology book.

This might come as a surprise, considering the book’s authors are two of the most well-known and widely published legal technology experts around. Tom Mighell chaired this year’s outstanding ABA TECHSHOW and operates the blawgosphere’s unofficial “paper of record” at Inter Alia, while Dennis Kennedy is the closest thing to a household name in legal technology worldwide. Accordingly, you might expect that the latest work from these longstanding collaborators — this time on, well, collaboration — would be a tech-heavy read. And certainly, fans of legal technology minutae won’t be disappointed with the result.

But Dennis and Tom have done more than that: they’ve created a thoughtful, comprehensive, strategic guide for 21st-century lawyers to understand and appreciate the significance of collaboration, and how it can be be integrated into real-world legal practices. In doing so, they’ve reached beyond the legal tech hardcore to the exponentially larger base of lawyers who must respond to the wave of collaboration now striking the profession, but aren’t sure how to begin. Tom and Dennis get these lawyers started and give them a map to follow and signposts to steer by. Considering how central collaboration is about to become in the law, this book really can be called indispensible. Continue Reading

How to work with Boomer lawyers

Dan Hull at What About Clients? has apparently had it with the ruckus over Generation Y. In a post yesterday (HT to Legal Blog Watch), Dan responded to a seminar pitch on “learning to work with Millennials” with this riposte:

It’s your problem, Gen-X and Gen-Y. Not ours. Work, figure it out, ask questions, and we’ll help you–but it’s your job to adjust to “us” and the often hard adventure of learning to solve problems for your employer and its clients.

This is a great distillation of the frustration and resentment many Boomers feel about all the fuss being made about Millennials, whom many Boomers widely perceive as complacent and arrogant beyond their years. As a Gen-Xer, I don’t share that sentiment myself, and I don’t really care one way or another which generation is friendly with whom. But I do think there are a couple of useful points to be made here.

The first is about market inefficiencies. Like them or not, Millennials are entering the legal workplace, and they represent the thin edge of the talent wedge for which employers will be competing very hard in years to come. If you have problems with Millennials — with what you perceive as their attitude, ambition, enormous self-regard and “sense of entitlement” — that’s your right. But it puts you at risk of a competitive disadvantage with your rivals who are unburdened by these difficulties. Disliking Millennials is a market inefficiency, and employers who can approach Gen Y with a clean slate will accordingly be ahead of the game. That might not matter much right now, with Millennials still in the first few and least useful years of practice. But soon enough, it will matter a lot.

The second is the fact that Dan is right, on a couple of points: the amount of attention paid to Gen-Yers is disproportionate to their current presence in the legal profession, and Boomers still hold the reins of power in almost every legal institution (law firm, legal department, government office) you care to name. Understanding Millennials enough to get the most out of them is becoming an important advantage in the talent wars, but at least right now, it’s not as important as figuring out the ambivalent Gen-Xers overrepresented in the non-equity partners ranks or, especially, the aging Boomers hanging onto their files and practices with tight fists.

So the balance of this post is for Generation Y lawyers, and aims to answer the question: how can you adjust to Boomers and, to a lesser extent, Gen-Xers in the legal workplace? Here are four quick points to keep in mind. Continue Reading

Ban the law school lecture

The simmering debate over whether to allow laptops into the law school classroom came to a head in March, with the decision by the University of Chicago Faculty of Law to ban wireless access in class. Follow those links, as well as this one from Paul Caron’s TaxProf Blog (HT: Dennis Kennedy), and you’ll be struck by the sheer volume of comments (178 at the Freakonomics blog alone) from people who feel strongly for or against the ban. It should be no surprise that students and profs tend to line up on opposite sides of this debate.

Well, first of all, there’s a qualitative difference between simply allowing laptops into class and enabling those laptops’ Internet capacities through wireless access. Banning laptops today would be tantamount to banning pen and paper in a 1990 classroom — law students now take notes directly onto their computers, and I don’t see the point in making them take notes manually in class and then type them out later at home (though I’ve heard, and can testify, that writing in longhand seems to engage different and more creative parts of the brain than typing).

So a laptop should be viewed as an essential learning tool nowadays. But activate that laptop’s wireless capacity, and suddenly the entire Net is inside the classroom on dozens of different screens, and that’s a whole different story.

It’s true that millennials are great multi-taskers and can surf the web for a few minutes while still staying engaged in the flow of the lecture. But if you’re sitting in class and there are 50 different screens between you and the professor, featuring a continuous flow of video, e-mails, Facebook pages and the like, there’s no way you won’t be distracted. Your eyes will be drawn whether you like it or not, and your attention will be divided any number of ways. The individual surfer can control what she sees, but the people behind her can’t. That’s not fair, and it damages the larger learning environment.

That said, I don’t see any way in which a wireless ban is sensible or feasible. In most cases, wireless access isn’t something you can just turn on and off at the classroom door — other parts of the school need it (especially the library), and in any event, there are private- and pubic-sector wifi sources outside of those provided by the university. You could order students to disable their laptops’ wireless access, but who’s going to police that? The professor is busy lecturing, few students will be anxious to squeal on their classmates, and anyway, is this really something we want to introduce to the law classroom? Muni-wifi’s struggles notwithstanding, we’re heading rapidly towards a “wireless everywhere” future, so we need a better solution than prohibition.

But maybe the problem isn’t students accessing the Internet during law school lectures. Maybe the problem is that the law school lecture itself is an instutition whose pedagogical day has passed. Continue Reading

Twittering your clients

Every so often, a topic explodes into the legal blogosphere and gets everyone talking. We’re seeing one of those explosions right now, thanks to Twitter. If you haven’t heard of Twitter, or if you have but you’re not sure just what it is, you can read the Wikipedia entry for a general backgrounder. If you’re looking for the lawyer’s angle on Twitter, I strongly recommend this article by Steve Matthews at Stem Legal, (and check out Steve’s ingenious legal tweet site, Legal Voices), but there’s great stuff in recent blog entries by Doug Cornelius, Connie Crosby and Kevin O’Keefe too, to name just a few.

Unlike all these folks, though, and many more lawyers besides, I’m not on Twitter — not yet, anyway. This isn’t because I don’t see the value, which most certainly is there from a marketing or micro-blogging perspective (not to mention emergency communication uses). My primary obstacle to Twittering is that I don’t have a wireless PDA or Blackberry, and, the good Lord willing, I never will — I’m quite happy to be unburdened by the expectation of 24/7 reachability.

There’s also the problem of limited time and attention: I’m barely able to to get through the morning newspaper, and the only magazine I subscribe to (The Economist) can go unread for weeks at a time — if I subscribed to Twitter, I’d very probably miss most of the traffic. But maybe most fundamentally, I just don’t have enough interesting things to say that often. This blog is about it, folks. Status updates at home would look like “Refusing Claire’s entreaties to watch another episode of The Backyardigans,” while tweets at work would be a fairly constant stream of “Editing another article.” I think the world can get along without that, and maybe the Internet ecosphere would benefit too.

Anyway, my primary interest in Twitter is to wonder if there are lawyer applications beyond marketing and publishing, and I think there might be. I’d be interested in seeing how lawyers use Twitter as a client communications tool. Twitter offers lawyers the chance to issue instant, real-time statements wherever they are, to clients who avail themselves of the Twitter service (and more of them do every day). Here are some ways that might deliver value to clients: Continue Reading

Enter the Innovaction Awards

I’ve been remiss in not mentioning this before now: the June 2 deadline for the College of Law Practice Management‘s annual Innovaction Awards is approaching fast. These awards recognize valuable and innovative projects undertaken by law firms in marketing, client service, recruitment, retention and other areas of law practice management. Previous winners of this prestigious competition, from firms of all sizes in the US, the UK and Australia, can show clients their dedication to innovative and efficient service and get bragging rights over their rivals to boot.

The application process is straightforward, and the potential benefits, including a chance to address the entire College at the award ceremony to demonstrate your winning initiative, are tremendous. I was honoured to serve as a judge last year, and I’m delighted to have been asked to do so again. Take a moment to tour the site, view the criteria, and then think about an innovative project within your own firm that could qualify. Innovation is going to be a cornerstone to successful law firms from now on — these awards can help you lay the foundation.

Here come the orderlies

This Law Times article, about changes made in 2006 to Ontario’s Law Society Act that have suddenly galvanized lawyers in the province, makes for an interesting read. Those amendments brought paralegals (non-lawyers providing limited legal services) under the regulatory authority of the law society, which now refers to both lawyers and paralegals as its “licensees” and administers a modified (some say less stringent) form of the barrister’s oath to both sets of legal service providers.

Last week, these changes prompted a motion before the law society’s annual general meeting. It urged that the law society’s bylaws be amended to once again refer to lawyers as “lawyers” and “members” rather than “licensees,” to restore the traditional barrister’s oath and not administer it to paralegals, and to never do something like this again without full-scale consultation with lawyers. Students of Canadian history might appreciate the fact that the motion passed by a vote of 54-40.

I’m not taking a position one way or another on the motion’s merits, because I’m far more interested in the language used by the lawyers to describe their concerns. What’s at play here is more significant than semantics — it’s an illustration of the visceral reactions provoked when members of a group long accustomed to exclusivity and privilege suddenly find those characteristics slipping away.

From the motion: “[I]t is demeaning to lawyers to be treated as a class of licensee.”

From the article: [The lawyer who brought the motion] was disturbed by the “watering down” of access to justice aspects of the barristers’ oath, and that “it’s now a licensees’ oath.” She says other professions would not permit similar changes to their own oaths. “Neither engineers nor doctors would dream of changing the language so that technicians and orderlies and the like could swear the same thing.”

From the article: A lawyer who identified herself as a provincial offences prosecutor said she’s been disturbed by a recent trend of justices of the peace referring to paralegals as “officers of the court” or “friends of the court.” “We are no longer a profession,” she said. “I think it’s a mistake.”

The distinction being drawn here between professionals on the one hand, and “technicians and orderlies and the like” on the other, couldn’t be any clearer. Status matters — a lot — to lawyers, and for some, the normalization of relations with non-lawyer service providers threatens to diminish that status. As non-lawyers continue to pour into lawyers’ traditional marketplace in the years to come, we’re going to see vivid illustrations of the lengths lawyers will go to in order to preserve that status. And we’re going to finally see, forced out into the open, a debate about what it really, actually means to be a lawyer.

A law society bencher, lamenting what she viewed as a failure to communicate to lawyers the effect of paralegals’ integration into the law society, said: “Nobody seems to clearly understand what we are and what we aren’t.” Indeed.

Burn your newsletters

Ah, the law firm newsletter. The simplest and humblest of law firm communication vehicles – a collection of lawyer-written articles on new statutory or case law developments, bundled together into a stiff, saddle-stitched document that’s mailed out to clients on a regular basis (or more recently, placed online and e-mailed). What could be a safer and more broadly acceptable marketing tool? Well, there’s the problem, really.

The necessity and effectiveness of law firm newsletters have been long overrated. Partly this is because the content is written by lawyers, and is therefore a reliably tortuous read. Partly it’s because a general legal update is of limited interest and use to clients, who don’t really have time for FYI documents that don’t deal directly with an immediately relevant matter.

But mostly, I think, it’s because law firms have never given newsletters the attention, support and priority to be anything other than pretty mediocre and indistinguishable from one another (if I took the banner off two random law firm newsletters and switched them around, could you tell the difference?) That’s because firms don’t take newsletters seriously as publications in their own right.

Law firms sometimes seem to think their newsletters, print or e-mail, are competing only against other law firm newsletters for clients’ attention. They’re not. They’re competing against every business and industry publication their clients read, usually produced by large publishing companies with decades of experience. Unlike law firms, these companies don’t regard their periodicals as a sideline, a nice marketing tool – they treat them the same way law firms treat their work product, as the lifeline of their businesses. So it’s not surprising that in this competition, law firms are outgunned from the start.

Have you read any of the top publications in your clients’ industry sector? Gerry Riskin used to ask this question at managing partners’ conferences, and would get only a few hands raised in affirmation. If you did read them, and you compared them to the newsletters law firms produce for the same client audience, you’d feel embarrassed for the firms. The leading industry publications receive focused editorial direction and excellent quality control, are written by experienced staffers or freelancers, and are professionally designed and produced with high-quality magazine stock (or web architecture), art design and imagery. Law firm newsletters, it can safely be said, don’t and aren’t. Continue Reading

Professionalism reloaded

The Law Society of Upper Canada has just published the papers submitted as part of the Chief Justice’s Tenth Colloquium on the Legal Profession, which was held here in Ottawa last month and at which I appeared as the keynote commentary speaker. If you’re battling insomnia and would like to read the full, 6,700-word version of the brief remarks I delivered, you can find my paper here. But take the time to review the other papers too, especially those submitted by Margaret Ross and Justice Michael Moldaver — all these works contain challenging and provocative thoughts that every lawyer should take time to consider.

Life after lawyers

We need to start thinking about what the post-lawyer justice system is going to look like.

I can see how this might be an absurd or even heretical notion to some people. But there’s reason to believe that lawyers won’t be an essential part of the legal system in the future — and if so, our profession has to come to grips with what would mean, for us and for society generally.

I’m thinking about this because we’re preparing our cover story for National’s June issue, on the problems faced by family courts across Canada (and quite likely, in other jurisdictions) caused by self-represented litigants. if you’ve been inside one of these courts lately, you know what these problems are: backlogged dockets, mistreated witnesses, judges obliged to act as de facto counsel, wasted court time — and paying clients in the middle of it, wondering why they bothered to hire a lawyer since their spouse is doing nicely without one.

But here’s the problem: it’s been like this for more than a decade. We wrote about the pro se crisis in an October 1999 cover story titled “Who needs a lawyer?” (Sorry, no link — this was the Pleistocene Era, Net-wise.) And at a certain point, crisis becomes commonplace: we simply adjust to it. I think we’re perilously close to that stage in family law right now — people are getting used to the idea that family justice is a lawyer-optional event.

I’m coming to think that family law is the canary in the coal mine. Every day, more things that used to be the exclusive bailiwick of lawyers are automated, down-marketed and commoditized by non-lawyers. You already know this if your practice involves transactional matters like wills and real estate. But the pro se trend in family court shows that litigators aren’t immune either — as if the rise of mediation didn’t make that clear years ago.

We still talk about how we can “fix the problem” of people going without legal representation. But there are two big elephants in the room that few lawyers seem interested in talking about. The first is that the cost of retaining our services makes us largely inaccessible to all but the rich and the very poor, and that as long as we operate in a rarefied, self-regulated, protected marketplace, those costs are not going to fall.

The second is that a family court system with fewer lawyers and more self-represented parties is, no question, slow, inefficient, lopsided and chaotic. But you know what? It still works. Courtrooms still open their doors every morning, support is still mandated, and custody is still awarded — with or without lawyers’ involvement. We should be extremely nervous about the message that’s sending to the general population about just how indispensable we really are.

Lawyers are now a luxury good, but we increasingly deal in commoditized services. If you want to know where that disconnect leads, drop by your local family court sometime.

Why your client’s generation matters

In one of last week’s posts, I talked about inter-generational tension within some law firms and how it can undermine these firms’ succession planning efforts. But as important as it is not to alienate good young talent through something as silly as generational resentment, law firms that are clueless about demographic differences risk an even more damaging effect: alienating good young clients.

Law firm leaders who complain about the values of their Gen-Y lawyers need to remember that there are a lot of Gen-Y clients out there, too. On the corporate side, Millennials are playing key roles in many forward-looking industries like life sciences, biotechnology, new media, offshoring, financial innovations, and more. On the individual side, Millennials are buying houses, drawing up wills, getting married (and divorced) and starting up small businesses. Thanks to their affluent Boomer parents, they’re not short on funds, and there’s more of them out there every year. But if a law firm can’t even relate to its own Millennial lawyers, how can it realistically expect to gain the confidence of Millennial clients?

This isn’t just about Generation Y, though — this crosses all generations and touches on fundamental issues of marketing and client care. Part of really understanding your clients (something every successful firm has to do) is understanding the demographic leanings and preferences with which every client comes equipped — and having understood them, incorporating them into your strategies both for dealing with these clients and for seeking out new ones.

It’s more than just not sending the earnest Boomer to talk up the jaded Gen-X entrepreneur, or leaving the presumptuous Millennial alone with the distant Silent retiree. It’s about crafting a complete range of tactical approaches to clients — talent selection, methods of communication, service delivery vehicles, etc. — designed to increase a particular client’s engagement, comfort level, and resonance with the firm. Obviously, you can’t tell everything about clients from their year of birth, but generational influences are real, and they need to be factored into all manner of communication, from initial marketing efforts to ongoing service delivery.

Susan Cartier Liebel discusses these important points in a post at Build a Solo Practice LLC about generational relations in the law, which in turn refers to a Copyblogger post by James Chartrand that provides a quick-and-dirty summary of generational attributes. The upshot of James’ article is that marketing and publicity materials need to be targeted to customers in part depending on their generational influences. One of the points of Susan’s article is that this is especially true in lawyers’ relations with clients. Both posts make excellent points that lawyers should read and take to heart when framing how they deal with clients and designing the tailored vehicles by which they communicate to them.