2020 was rough, and we’re moving on. But on the bright side, ILTA members created another treasure trove of useful content on knowledge management (KM) topics, the quality of which was particularly good this year. In case you were distracted at some point in 2020 (and who wasn’t?) and missed some of this excellent material, I have cataloged it below. It can be hard to filter the many recordings and articles produced by ILTA each year to only KM topics. I generally look for works produced by KM contributors for a KM audience, plus a sprinkling of topics that are interesting to me.
The range of topics was a little narrower this year than in years past, which I think reflects some convergence in priorities and focus among KMers. Perhaps also we have also operationalized some aspects of the discipline that we do not need as much peer sharing around those issues. Or maybe we didn’t have a lot of mental bandwidth beyond our very highest priorities and trickiest business problems. In any case, if you are looking to explore more about a subject that is not well represented this year, the round-ups from 2019, 2018, 2017 and 2016 will lead you to additional content. Or search the ILTA archives, particularly for areas that are KM-adjacent.
Here are some themes that struck me as I built this catalog:
- If 2020 has a winner, it’s podcasts. Easy to produce just the right amount at the right time, easy to take on a walk or fit in between Zoom meetings, they seem to be the perfect medium for learning and staying connected in 2020. It’s like having a KM friend in your earbuds when you’re stuck at home.
- We love innovation. We cannot get enough of innovation. KMers are leading many of the innovation initiatives at their organizations, and it’s clear there is a desire to connect with like-minded colleagues to share ideas and practicalities beyond the hype.
- 2020 was unusual in that we collectively experienced the same thing at the same time. You can see this general trend (with some exceptions, of course) if you look at the content in chronological order. We started off the year with enthusiasm for new business problems that KM could solve, then had a sudden and urgent need to share how we were handling the pandemic response. Things got quiet briefly as KMers were heads down in critical response roles for their firms. As the workload began to even out, content picked up again with deeper insights into changes brought about by the pandemic, as well as a return to ongoing themes. We hit another quiet period post-ILTA>On and as we suffered through the 6-month wall We emerged reenergized, and the focus appears to be back to business-as-usual.
Logistical Notes:
Some of the content is only available to ILTA members, and ILTA>ON session recordings are only available to members who registered for the conference. Be sure to log in to your ILTA account before clicking on links. I’ve provided alternate links where the content was posted to additional platforms (e.g. Podbean and the ILTA KM blog). With the increase in podcasts and micro-learning this year, which can vary widely in length, I included approximate duration in the description.
As in the past, I did not include titles or organizations for the contributors. There are a lot of new names in the mix. You can generally find biographical information at the link, or just dive in. Take a chance that you will learn something new from someone new to you.
Adoption and Outreach:
- Michael Ertel, Change Management Can Increase Adoption of New Legal Tools, Blog, Jan. 9, 2020.
- Meredith Williams-Range and Rachel Shields Williams (Moderator), Adoption and Marketing of KM: How We Gain Champions, Podcast (11 min.), Feb. 3, 2020 (alternate link).
- Luke Schnoebelen and Dan Pratt (Moderator), How to Market Existing Firm Technology for Maximum Adoption, Podcast (14 min.), Apr. 24, 2020.
- Rachel Shields Williams, Change Management Tools for Success – Webinar Recap, Blog, Aug. 11, 2020 (alternate link).
- Michael Ertel, Help Me Help You! Getting Attorneys To Participate, ILTA>On Session (29 min.), Aug. 25, 2020.
- Holly Hanna and Paul Henry, Adoption Metrics – Choosing the Tools to Measure Your Intranet KPIs, Blog, Dec. 7, 2020 (alternate link).
- Mark Thorogood, Driving Software Adoption via Ongoing Conversations, Article, Peer to Peer Magazine, Winter 2020.
Applications:
Artificial Intelligence:
- ILTA and TJ Johnson, Artificial Intelligence and Survey Results, Survey Results, Dec. 2019.
- Ben Liu, When Artificial Intelligence Meets the Workplace: Document Management Security and More, Article, Peer to Peer Magazine, Spring 2020.
- Hunter Jackson, A Practical Guide to Implementing an AI Software Training Project, Article, Peer to Peer Magazine, Spring 2020.
- Dan Broderick, How AI is Disrupting Legal Contract Review – And Why ROI Matters, Article, Practice Management White Paper, Apr. 2020.
- Chase D’Agostino, Srikant Nair, Ned Gannon, Katherine Lowry, Ashley Hess, Katlin Rust, Steve McDevit, Rob Cortes, Jason Schachter, Using AI And Data to Make Informed Decisions On Contract Reviews For Force Majeure, Article, Peer to Peer Magazine, Summer 2020.
- Jackson Liu, Should Lawyers Learn to Code?, Article, Peer to Peer Magazine, Summer 2020.
- ILTA and The Blickstein Group, Legal AI Tools, Survey Results, Sept. 2020.
- Jonathan Herr, Relief from Repetition: AI and ML to the Rescue, Article, Corporate Legal Departments White Paper, Dec. 2020.
Series: AI Meets KM:
- Andy Wishart, Jamie Krumrich and Nicola Shaver (Moderator), Series: AI Meets KM--Kick-Off, Webinar (16 min.), Apr. 30, 2020.
- Serena Granger, Heath Harris and Adam Dedynski (Moderator), Series: AI Meets KM, Webinar (29 min.), May 20, 2020.
- Horace Wu, Martin Karlsson and Nicola Shaver (Moderator ), Series: AI Meets KM--What’s Next in Legal AI, Podcast (21 min.), Jul. 22, 2020 (alternate link).
Automation and Workflow:
- Jill Strand, Refining Resource and Contract Management: Optimizing Your Process, Blog, Mar. 4, 2020.
- Andy Wishart and Stuart Barr with Beth Anne Stuebe and Marsh Golod (Moderators), ILTA Business Partner Spotlight: Thomson Reuters, Podcast (10 min.), Apr. 7, 2020.
- Sahil Zaman, Transforming Transactions: An Introduction To Legal Transaction Management Software (LTM), Article, Tech Solutions White Paper, Apr. 2020.
- Alisher Yuldashev, Not Just a Cost - How Robotic Process Automation (RPA) Brings Value, Blog, Nov. 2, 2020.
- Alisher Yuldashev, Byong Kim, Reid Larson and Andrew Medeiros, Not Just a Cost - How Robotic Process Automation (RPA) Brings Value, Podcast (24 min.), Nov, 17, 2020.
- Chase D’Agostino and Andrew Banquer, 5 Tips To Streamlining The Contract Process, Article, Peer to Peer Magazine, Winter 2020.
- Jeanette Russell, Automating Non-Billable Hours at Law Firms, Article, Peer to Peer Magazine, Winter 2020.
Corporate and Client Collaboration:
- George Chiu, How to Maximize the ROI of a Matter Management System, Podcast (18 min.), Jan. 29, 2020.
- Melanie Segraves, Collaborating With Clients: Why is it Increasingly Important and What are the Benefits, Blog, Feb. 10, 2020 (alternate link).
- Bárbara Gondim Da Rocha, Law Firm-Client Successful Collaboration Stories, Blog, Nov. 23, 2020.
- Vedika Mehera, April Brousseau, Heather Coleman and Nicola Shaver (Moderator), How Do You Turn KM into a Client Service Offering, Webinar (30 min.), Mar. 4, 2020.
- Nicola Shaver, How to Turn Your KM Function Client-Facing, Blog, Mar. 6, 2020 (alternate link).
- Jack Thompson and Caroline Sweeney (Moderator), Success Stories from Corporate Clients and Law Firms (Together or Separately), Podcast (9 min.), Apr. 27, 2020 (alternate link).
- Daniel Wood, How Firms are Tracking Client Requirements and Managing Changes Over Time, Blog, Jun, 30, 2020.
- Mike Gallop, Catherine Goodman and Dan Hauck, Case Studies: Law Firm - Client Collaboration - A Tech-Driven Approach, ILTA>On Session (46 min.), Aug. 25, 2020.
Data Analytics:
- Katherine Lowry and Zorik Pesochinsky, Combining Internal and External Data Sources to Improve Your Firm's Performance, Webinar (60 min.), Feb. 27, 2020.
- Alec Lovlein and Shawn Hainsworth, Data Science [101] - Build An Effective Data Science Model, ILTA>On Session (45 min.), Aug. 25, 2020.
- Bryan Bach, Steve MacLauchlan, Ryan Nichols, Jacqueline Schafer and Richard Tromans, Why Your AI Project Will Fail Without Clean Data And What To Do About It, ILTA>ON Session (46 min.), Aug. 27, 2020.
- Kevin Bielawski and Jarmila Pencikova (Moderator), Do You Know How Good You Are?, Podcast (7 min.), Oct. 22, 2020.
Design Thinking:
- Amy Monaghan and Michael Ertel, Empathetic Human-Centered Design Overlay on Design Thinking Post COVID-19, Blog, Apr. 21, 2020.
- Dave Wilson, Continuous Development for Creative KM Collaboration, Article, Peer to Peer Magazine, Summer 2020.
- Michael Callier, Maynee Chow, Markus Grupp, Maximilian Paterson, Nicola Shaver, Design Thinking Virtually, ILTA>On Session (37 min.), Aug. 25, 2020.
Electronic Signatures:
- Will Norton, E-Signatures in Transactions, Article, Peer to Peer Magazine, Spring 2020.
- Dominique Monette, Nicola Shaver, Tracy Springer, Howard Wormsley Smith and Adam Dedynski (Moderator), Electronic Signing: Legal and Practical Pointers, Webinar (60 min.), June 17, 2020.
- Leigh Isaacs, Digital and Electronic Signatures, Blog, Oct, 7, 2020 (includes an Electronic and Digital Signatures Reference Guide)
Experience Management / Marketing Collaboration:
- Joshua Fireman and Todd Painter, Firm Intelligence: Busting Data Silos in the New Decade, Article, Peer to Peer Magazine, Spring 2020.
- Kate Cain, Tech Solutions Journey, Article, Tech Solutions White Paper, Apr. 2020.
- Tara Patterson, Experience More than Pitches and Awards – Part One, Blog, July 9, 2020.
- Rachel Shields Williams, Experience More than Pitches and Awards – Part Two, Blog, July 9, 2020.
- Lynn Oser, Experience Management Gone Horribly Wrong, ILTA>On Session (45 min.), Aug. 25, 2020.
- Jessica McGarity Smith, Catherine Zinn, John Albers, Amanda K. Brady, and Stuart Davis, MBDKMT: You Can’t Have One Without The Other, ILTA>ON Session (46 min.), Aug. 26, 2020.
Information Governance / MS Teams:
- Bryn Bowen, Change Management is the New Rudolph: How to Light the Way to a Successful Implementation of Your IG Strategy and Project Portfolio By Using Change Management, Article, Peer to Peer Magazine, Spring 2020.
- Bryn Bowen and Leigh Isaacs, Pandemic Planning Becomes a Strategic Advantage, Article, Peer to Peer Magazine, Summer 2020.
- Joshua Fireman and Bryn Bowen, MS Teams Governance, Webinar (49 min.), Sept. 24, 2020.
- Mercedes Brown, UK Virtual Roadshow Series on Microsoft Teams in Law Firms--Summary & Recordings, Oct. 9, 2020 (includes links to 3 webinars: Challenges & Best Practices of Provisioning & Governing Microsoft Teams (30 min.), Moving Content from Microsoft Teams to the DMS (35 min.), Microsoft Teams as a Secure & Governed Extranet (28 min.)).
- Joshua Fireman and Bryn Bowen, MS Teams Governance: Part 2, Webinar (58 min.), Nov. 19, 2020.
Innovation:
- James Côté, What Are the Key Attributes of an Innovative Law Firm and How Much Do They Really Matter?, Article, Peer to Peer Magazine, Spring 2020.
- Christin K. Traylor, Many Paths to One Destination: Meaningful Law Firm Innovation, Article, Peer to Peer Magazine, Spring 2020.
- Tess Blair, Kathleen Orr and Tara Patterson (Moderator), Current Trends in Innovation in Law Firms, Webinar (30 min.), Feb. 11, 2020.
- Peter Dombkins and Krisson Nandha, Ready to (Mis)fire: What's Wrong With Your Transformation Initiative?, Article, Practice Management White Paper, Apr. 2020
- Monet Fauntleroy and Tracey Pardo (Moderator), Creating a Legal Services Delivery Team, Webinar (26 min.), May 5, 2020.
- Dean Sonderegger, The Future Ready Lawyer: Legal Innovation in the Age of COVID-19, Blog, June 17, 2020.
- Derek Cullen, Andrew Terrett, Derek Southall, Beau Mersereau and Alisher Yuldashev (Interviewer), Different Sides of the Same Coin? How IT and Innovation Departments Can Work Together, Blog, June 27, 2020.
- Andrea Alliston and Nicola Shaver (Moderator), Data as the Precursor to Innovation, Webinar (15 min.), July 8, 2020.
- Andrew Powell, Gabriel Teninbaum and Joy Heath Rush (Moderator), Prepare Yourself for the Changing Legal Marketplace: Is Earning the Suffolk Law’s Legal Innovation and Technology Certificate for You?, Webinar (30 min.), Aug. 12, 2020.
- Holly Hanna, Jennifer Mendez and Helen Wang, KM Innovation on a Shoestring Budget, ILTA>ON Session (39 min.), Aug. 26, 2020.
- Nicola Shaver and Daniel Pratt (Moderator), Fostering Innovation the Right Way, Podcast (18 min.), Sept. 29, 2020.
- Greg Lambert and Bárbara Gondim Da Rocha (Moderator), Separating True Innovation from Hype, Podcast (10 min.), Oct. 23, 2020.
- Ab Saraswat, Innovation and Transformation Perspectives From Around the World, Article, Peer to Peer Magazine, Winter 2020.
Series: Global Legal Innovators:
- Beth Patterson, Caroline Sweeney and Nicola Shaver (Moderator), Series: Global Legal Innovators - Episode #1, Podcast (21 min.), May 4, 2020 (alternate link).
- Marco Imperiale, Andrea Lindblom and Nicola Shaver (Moderator), Series: Global Legal Innovators - Episode #2, Podcast (23 min.), May 29, 2020 (alternate link).
- Jeremy Coleman, Simon Wormwell and Nicola Shaver (Moderator), Series: Global Legal Innovators - Episode #3, Podcast (22 min.), June 16, 2020 (alternate link).
- Jason Dirkx, Natalie Kuebler and Nicola Shaver (Moderator), Series: Global Legal Innovators - Episode #4, Podcast (25 min.), June 30, 2020 (alternate link).
- Ben Hunt, Barbara Gondim Da Rocha and Nicola Shaver (Moderator), Series: Global Legal Innovators - Episode #5, Podcast (21 min.), July 14, 2020 (alternate link).
KM Foundations:
- Caitlin Peters and Stephanie Godley, Buy or Build? Evaluating Options for KM & Related Technologies, Blog. Jan. 23, 2020 (alternate link).
- Alex Crowley, AI and Legal Services in 2020, Blog, Feb. 4, 2020.
- Lisa Gianakos, You Haven’t Heard? Knowledge Among Multi-Offices, Blog, Feb. 12, 2020 (alternate link).
- Samuel Whitman, Kate Simpson, Siobhan Hayes, Kim Craig and Nicola Shaver (Moderator), Practical How To: Process Mapping, Webinar (34 min.), May 7, 2020.
- John Alber, Artisanal Legal Documents Need to Die Now, Blog, May 18, 2020.
- Nicola Shaver, Making the Most of ILTA>ON’s Knowledge Management Track, Blog, Aug. 12, 2020.
- Sean Coleman, Douglas Freeman, Zorik Pesochinsky, Richard Robbins, Innovative Alternatives To Traditional Enterprise Search, ILTA>On Session (48 min.), Aug. 25, 2020.
- Holly Hanna and Daniel Wood (Moderator), How to Measure and Demonstrate the Value of KM, Podcast (10 min.), Oct. 28, 2020 (alternate link).
- Mark Ford, Ginevra Saylor and Caroline Sweeney (Moderator), Challenges When KM Covers Multiple Jurisdictions, Webinar (30 min.), Nov. 4, 2020.
- Alex Smith, The Continuing Evolution of KM: Modern Management, Advanced Measurement, and More, Article, Peer to Peer Magazine, Winter 2020.
Series: Foundations of KM:
- Nicola Shaver and Adam Dedynski, Knowledge Management for Newbies, Blog, Jan. 31, 2020 (alternate link).
- Adam Dedynski, Precedent Collections, Blog, July 9, 2020.
- Adam Dedynski, Successful Knowledge Project Management, Blog, Oct. 21, 2020.
Management / People:
- Ginevra Saylor and Kathleen Ratcliffe (Moderator), How to Make Your Opinion Matter, Podcast (13 min.), Apr. 17, 2020.
- Martha Breil, Evolving Skill Sets in Law, Blog, Apr. 30. 2020.
- Ryan Steadman, A Salute to Innovation and Knowledge Management Lawyers, The Unsung Influencers and New Blood of the Most Dynamic Law Firms, Article, Tech Solutions White Paper, Apr. 2020.
- Allison Duncan, Bill Koch and Daniel Wood (Moderator), Who is Busy and Who is Available at the firm? Tips for Creating a Firm Reporting App that Addresses Staff and Shifting Priorities, Podcast (14 min.), June 19, 2020 (alternate link).
- Jason Ku, Jeroen Plink, Caroline Sweeney and Nicola Shaver (Moderator), How to Build Diversity into your Firm’s Workflow Processes, Webinar (30 min.), Sept. 1, 2020.
- John Alber, Become a Listening Leader and Change the World, Article, Peer to Peer Magazine, Winter 2020.
Series: Emerging Roles in Legal:
- Jason Barnwell and Amy Monaghan (Moderator), Emerging Roles in Legal Series – Episode No. 1, Podcast (40 min.), Sept. 3, 2020 (blog recap).
- Wendy Curtis, Kendall Blue, Manyee Chow, Kelly Cullen, Samantha DeLee, Kenya Henry, Whitney Coble, Vedika Mehera, Kate Orr, Jaclyn West and Amy Monaghan (Moderator), Emerging Roles in Legal Series – Episode No. 2, Podcast (79 min.), Sept. 17, 2020 (blog recap).
- Danielle Haugland and Amy Monaghan (Moderator), Emerging Roles in Legal Series – Episode No. 3, Podcast (32 min.), 10, 2020.
Pandemic-Inspired:
- Sharon Ford and Paul Duffy, How Elements of Change Management Can Help in a Crisis, Blog, Mar. 19, 2020.
- Marlene Gebauer, Be Sheltering: Not Sheltered (Pt. 1), Blog, Mar. 24, 2020.
- Marlene Gebauer, Innovation in the Time of the Corona (Pt. 2), Blog, Mar. 25, 2020.
- Marlene Gebauer, Eyes on the Prize, People! (Pt. 3), Blog, Mar. 25, 2020.
- Holly Hanna and Adam Dedynski, Legal KM in a Time of Coronavirus: Back to Basics, Blog, Apr. 2, 2020.
- Krista Larson, Ripped From the Headlines: Addressing The Well-Being of Lawyers and Administrative Professionals - Summary, Blog, Apr. 7, 2020.
- Marlene Gebauer, Knowledge Management: Blinded by the Light, Blog, Apr. 13, 2020.
- Holly Hanna, The Rise of Enterprise Social: Talking With Your Colleagues When They’re Across Town, Not Across the Hall, Blog, June 19, 2020 (alternate link).
- Deborah S. Panella, Work From Home Policies & Considerations After COVID-19, Blog, June 19, 2020 (alternate link).
- Judge Paul W. Grimm, Judge Emily Miskel, Craig Ball and Donna Payne (Moderator), Ripped from the Headlines: The Future of the Courts, Webinar (58 min.), June 25, 2020.
- Adam Dedynski and Daniel Newbound, UK Podcast: Remote Hearings and Arbitration, Podcast, June 26, 2020.
- Ed Empamano and Amy Monaghan (Moderator), Managing People and Maintaining Morale at the Firm, Podcast (23 min.), July 2, 2020.
- Andre Davison and Marlene Gebauer (Moderator), Rapidly Dealing With Getting Staff Familiar with Various Platforms, Podcast (12 min.), July 15, 2020.
- Gillian Brennan, Catherine Monte and Caroline Sweeney (Moderator), KM & Marketing in the Office of the Future: What Will Both Areas Look Like Coming Out of this Pandemic, Podcast (13 min.), Oct. 15, 2020.
Enjoy reading, viewing or listening to these contributions. There are so many reasons to look forward to 2021, including another year of new content and peer sharing. May 2021 treat you exceptionally well!
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