Please enjoy this round-up by Gwyn McAlpine, Director of Knowledge Management Services, Perkins Coie LLP.
Many of you know that each year, I post a round-up of Knowledge Management (KM) programming produced by the International Legal Technology Association (ILTA). My goal is to collect the KM-related content and, in cataloging it, reflect on the themes of the past year. You can find past years’ editions here: 2020, 2019, 2018, 2017 and 2016. Keep reading for this year’s version.
Because KM-related interests can be very broad, there is some editorial discretion in compiling this list. I focus on content targeted to a KM audience, produced by members of the KM community and/or a sprinkling of other topics that seems to be relevant to KM (or me) right now. I do include Marketing Technology content, mostly because I know that through ILTA, it is often produced in tandem with KM colleagues, but also because this is a key area for KM to stay informed about. My editorial discretion does mean that you probably want to visit the ILTA archives for more, particularly if your scope of KM responsibility includes adjacent functions like Information Governance or E-Discovery. Be sure to sign in for access to the whole library. If you attended ILTACON, ILTA’s annual conference in August, you will have even more recordings available to you. They are omitted below because of their limited access.
In creating this year’s round-up, I looked back at last year’s. The tone conveyed confidence that the worst was behind us and hope for a pandemic-free, return-to-normal year. Well, I’ve learned my lesson and will not be predicting what 2022 will bring. But I can tell you about themes from 2021, derived from the content produced:
- Roles are changing. There is a lot of content on evolving roles, upskilling, team collaboration and getting to know fresh voices in our community. To me this reflects trends we are seeing more broadly. The pandemic accelerated new ways of working and new priorities, resulting in a rapid evolution in roles and responsibilities. In tandem, the job market is going bonkers, creating new opportunities and, for some, new colleagues. Many of us are focused more than ever on the people aspects of our roles, and there is much food for thought below to support that.
- Podcasts continue to be popular. Nearly one-third of the listings below are podcasts! If you, like me, have lapsed on those regular walks around the neighborhood, make a resolution to load your mobile device with podcasts and restart those walks. Podcasts are short and conversational, perfect for a lunchtime outing. I’ve included duration so you can create a playlist of appropriate length,
- Crossover topics reign. Each year, I find it harder to categorize the content because there is so much interweaving of topics. The author or presenter may touch on strategy, innovation, skills, specific software and user adoption in a single contribution. KM sees opportunity everywhere, which is reflected in this year’s offerings. Thus, the categories below are simply loose guides.
AI and Automation
- Amy Monaghan, Leigh Snider and Daniel Wood (Moderator), How to Choose an AI Contract Analysis Solution?, Podcast (25 min.), Apr. 6, 2021 (alternate link).
- Catherine Casey, Demystifying the Alphabet Soup of Legal AI, Blog, Apr. 15, 2021.
- Harriet Joubert-Vaklyes and Jack Recinto (Moderator), You Are Already Using Workflows, You Just Don’t Know It Yet, Podcast (15 min.), May 14, 2001 (alternate link).
- Dan Carmel, Modernizing Knowledge Work Means Turning Knowledge from a Noun into a Verb, Article, Peer to Peer Magazine, Spring 2021.
- Nicolas Vilela, Pablo Balancini and Rodolfo Christopherson (Moderator), Session 301 - The Study Case #2: Use of Artificial Intelligence to Optimize the Lawyers Work (Human + Machine) (in Spanish), Podcast (15 min.), Jul. 26, 2001 (alternate link).
- Tobin Brown and Brian Morris (Moderator), Maximize Fixed-Free Arrangements with AI, Analytics and Automation, Podcast (9 min.), Aug. 6, 2021 (alternate link).
- Fergus Wilson and Harriet Joubert-Vaklyes (Moderator), The Work Must Flow: Making the Case for Automated Workflows, Webinar (24 min.), Aug. 13, 2001.
- Ragav Jagannathan, An AI-Powered Chatbot -- A Significant Step in Digital Transformation of Legal Workspace, Article, Peer to Peer Magazine, Summer 2021.
- Andrew Edington, James Quinn and Beth Anne Stuebe (Moderator), Innovation with Impact in the Field of Drafting Automation, Podcast (26 min.), Nov. 21, 2001 (alternate link).
- Evan Shenkman and Jennifer Mendez, AI. and Data Analytics: Transformations in the Legal Field, Article, Peer to Peer Magazine, Winter 2021.
- Alex Smith, Going Beyond Knowledge Management to Making Knowledge Work, Article, Peer to Peer Magazine, Winter 2021.
Cross-Team Collaboration
- Dave Wilson, We Are All Knowledge Workers, Article, Knowledge Management & Marketing Technology White Paper, Jan. 2021.
- Michael Ertel and Christiane Matuch, Be Selfish! Break Down a Silo—or At Least Start Melting One Down a Bit, Blog, Feb. 10. 2021.
- Bárbara Gondim Da Rocha and Christiana Matuch (Moderator), Be Selfish! Break Down a Silo—or At Least Start Melting One Down a Bit: Part Two, Podcast (14 min.), Apr. 30. 2021 (alternate link).
- Nicola Shaver, Jose Paolo Graciotti, Nir Golan and Bárbara Gondim Da Rocha (Moderator), It Takes a Village to Deliver Great Legal Service, Webinar (31 min.), May 27, 2021.
- Caroline Sweeney, Paul Miller, Gwyneth McAlpine, Rick Howell and Catherine Hanley (Moderator), Knowledge Management and IT: Push and Pull, Webinar (36 min.), Jun. 2, 2021.
- Catherine Hanley, Knowledge Management and IT: Push and Pull - Recap, Blog, Jun. 8, 2021.
- Christiane Matuch and Michael Ertel, Be Selfish! Break Down a Silo—or At Least Start Melting One Down a Bit, Blog, Jul. 27, 2021.
Data Mining & Analytics
- Tanya Houseman, Analytics for Beginners, Blog, May 5, 2021.
- Paul Wilner with Jack Recinto, Alisher Yuldashev (Moderators), Eureka! Effectively Using Data-Mining and Analytics to Influence Decisions, Podcast (15 min.), Jun. 4, 2021 (alternate link).
- Kian Poon, Improving Your Firm’s Data Mining Process, Blog, Aug., 12, 2021.
- Navdeep Vohra, There’s Gold in Them There Hills!: Choosing the Best Tools For Your Data Excavation, Blog, Aug., 12, 2021.
Experience Management
Innovation
- Sarah Antonello, David Wang and Rebecca Holdredge (Moderator), Change Management - The Role of the Innovation Influencer, Webinar (29 min.), Mar. 9. 2021.
- Ian Hunter and Eleanor White, COVID-19 Legislation Tool, Blog, Mar, 23, 2021.
- Christiana Matuch, What Matters Most in Proving the ROI in Legal Innovation - Summary Notes, Blog, Mar. 26, 2021.
- Frank Radeck, Jr., Lessons Learned from Rapid Innovation, Article, Peer to Peer Magazine, Spring 2021.
- Rachel Cohee, Eric Jenvey and Natalie Baumgardner (Moderator), Taking Collaboration to the Next Step With Hackathons, Podcast (15 min.), Jul. 16, 2021 (alternate link).
- Michael Ertel, What’s Your Problem? Don’t Solutionize!, Blog, Jul. 26, 2021.
- Leigh Vickery, Can Law Firm Culture Shift to a Post-Pandemic Mindset?, Article, Peer to Peer Magazine, Summer 2021.
Marketing Technology
- Sheila Mennis and Melanie Cato , ILTA's 2020 Marketing Technology Survey Results, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Gordon Braun-Woodbury and Kathryn Whitaker, Will COVID-19 be the Tipping Point for Law Firm Marketing Operations, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Kate Harry Shipham, Networking in Our Virtual World, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Jenna K. Schiappacasse, The Role of Technology in the Client Service Experience, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Jason Kennedy, Three Growing Trends Legal Marketers Need to Prepare for in 2021, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Samantha McKenna, Looking to Drive New Business? Time to Get Serious About LinkedIn, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Eric Coffman, The Secrets of Successful Lead Conversion, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Tara Patterson, Jacqueline Madarang and Michelle Woodyear, Welcome to the MarTech Store, How May We Assist You, Webinar (29 min.), Aug. 18, 2021.
- Caroline Sweeney, Sarah Korth and Rachel Shields Williams, Flexible Technology's Transformational Effect on Business Development, Webinar (20 min.), Nov. 19, 2021.
- Alexander Kotler and Gordon Braun-Woodbury, The Legal Marketing Technology Ecosystem: Identifying Gaps and Opportunities for Firms of All Sizes, Article, Peer to Peer Magazine, Summer 2021.
Product Development
- Jason Dirkx, Product Jobs Are Next, Blog, Nov. 23, 2021 (reposted Dec. 17, 2021) (alternate link).
- David Cohen and Kristi Smith with Caroline Sweeney and Amy Monaghan (Moderators), Law Firm, Software Shop, Both?, Podcast (22 min.), May 12, 2021 (alternate link).
Professional Development / Changing Roles
- Abhijat Saraswat, Changing Role of Knowledge Workers, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Rosa Colon Changing World, Changing Role - The Rise of the Tech-Savvy Marketer (Part 1 – Junior Marketers), Blog, Feb. 2, 2021 (alternate link).
- Patricia Purdy, “Changing World, Changing Role - The Rise of the Tech-Savvy Marketer” (Part 2 – Experienced Marketers), Blog, Feb. 10, 2021.
- Adam Curphey, Daniel Linna and Adam Dedynski (Moderator), The Evolving Role of Educating Students and Lawyers about Technology and Innovation, Webinar (22 min.), Feb. 18, 2021.
- Fiona Fogden, Dean Mason, Steven Lastres and Adam Dedynski (Moderator), Law Librarians: Forerunners of Technology, Innovation and Data, Webinar (32 min.), Mar. 2, 2021.
- Adam Dedynski, Knowledge Management as Educators, Blog, Apr. 23, 2021 (alternate link).
- Rachel Shields Williams, Changing World, Changing Role - The Rise of the Tech-Savvy Marketer - Part Three, Blog, Apr. 30, 2021 (alternate link).
- Meredith Williams-Range, Daniel Newbound and Adam Dedynski (Moderator), KM as Educators for Business, Webinar (28 min.), Sept. 9, 2021.
- Conan Hines and Amy Monaghan (Moderator), What are Firms Doing for Retraining/Upskilling to Accelerate Digital Transformation?, Podcast (18 min.), Nov. 22, 2021 (alternate link).
Series: Fresh Voices of Legal Tech
- Michaela Hanzelova and Holly Hanna (Moderator), Fresh Voices of Legal Tech - Interview #1, Podcast (7 min.), Feb. 2, 2021 (alternate link).
- Katie Davis and Holly Hanna (Moderator), Fresh Voices of Legal Tech - Interview #2, Podcast (9 min.), Feb. 2, 2021 (alternate link).
- Josh Wulf and Holly Hanna (Moderator), Fresh Voices of Legal Tech - Interview #3, Podcast (7 min.), Feb. 2, 2021 (alternate link).
- Tara Ratliff and Holly Hanna (Moderator), Fresh Voices of Legal Tech - Interview #4, Podcast (8 min.), Feb. 2, 2021 (alternate link).
- Kelly Harbour and Holly Hanna (Moderator), Fresh Voices of Legal Tech - Interview #5, Podcast (9 min.), Feb. 2, 2021 (alternate link).
- Jon Beaumont and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #6, Podcast (7 min.), Apr. 28, 2021 (alternate link).
- Amanda Burton and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #7, Podcast (9 min.), Apr. 28, 2021 (alternate link).
- Casey Stephens and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #8, Podcast (8 min.), Apr. 28, 2021 (alternate link).
- Dustin Pittman and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #9, Podcast (7 min.), Apr. 28, 2021 (alternate link).
- Stephen Chan and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #10, Podcast (8 min.), Jul. 16, 2021 (alternate link).
- Erin Welsh and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #11, Podcast (8 min.), Jul. 16, 2021 (alternate link).
- Melanie Segraves and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #12, Podcast (8 min.), Jul. 16, 2021 (alternate link).
- Allison Duncan and Holly Hanna (Moderator), Fresh Voices of LegalTech - Interview #13, Podcast (8 min.), Jul. 16, 2021 (alternate link).
Strategy
- Tara Patterson and Daniel Wood, ILTA's 2020 Knowledge Management Survey Results, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Bárbara Gondim Da Rocha and Marlene Gebauer (Moderator), Back to Basics, Podcast (14 min), Apr. 23, 2021 (alternate link).
- Jae Um and Brad Blickstein, The Law Firm of the Future: What's on the CIO's Agenda (Part 1), Article, Peer to Peer Magazine, Summer 2021.
- Jae Um and Brad Blickstein, The Law Firm of the Future: What's on the CIO's Agenda (Part 2), Article, Peer to Peer Magazine, Summer 2021.
- Kate Cain and Glenn Hoxie (Moderator), The Art and Craft of Building an Effective Business Case - Getting Started, Podcast (15 min.), Dec. 20, 2021 (alternate link).
- Adam Dedynski, KM in a Time of COVID-19, Article, Peer to Peer Magazine, Winter 2021
- Dave Wilson, What We Measure We Improve: Measuring Knowledge Management Success, Article, Peer to Peer Magazine, Winter 2021
Tech Tools & Adoption
- Andy McDonnell, Legal Technology Challenges, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Will Norton, Achieve KM Success with the Keys to Technology Adoption, Article, Knowledge Management & Marketing White Paper, Jan. 2021.
- Michael Ertel, Using Too Many Productivity Apps May Actually Decrease Productivity!, Blog, Mar. 11, 2021.
- Catherine Casey, Navigating the New Legaltech Landscape, Blog, May 3, 2021.
- Brian Morris and Harriet Joubert-Vaklyes (Moderator), Online Collaboration Platforms, Webinar (10 min.), May 10, 2021.
- Evan Shenkman, Legal Tech Startups: The Rewards of Being a Super-Early Adopter, Article, Peer to Peer Magazine, Summer 2021.
- Evan Shenkman and Beth Anne Stuebe (Moderator), Legal Tech Startups: The Rewards of Being a Super-Early Adopter, Podcast (17 min.), Jul. 26, 2021 (alternate link).
- Anna McGrane, Virginio D'Aversa, Dan Anderson, Dan Hauck and Rebecca Holdredge (Moderator), The Vendor/Firm Ecosystem - How Firms can Impact Product Development, Podcast (20 min.), Sept. 2, 2021 (alternate link).
- Tara Patterson, Business Efficiency Tools We Can’t Live Without Post-Covid, Blog, Sept. 10, 2021 (reposted Dec. 17, 2021) (alternate link).
- Ginevra Saylor, Giles Thompson and Holly Hanna (Moderator), How to Deal With ROI Conversations When Vetting Legal Technology, Podcast (15 min.), Oct. 22, 2021 (alternate link).
- Tim Brady, Microsoft leadership shares vision for Teams, Viva, Power Apps, and SharePoint in the new world of modern work, Blog, Dec. 16, 2021.
- Christiane Matuch, The Impact of Staffing on the Adoption of Legal Innovation, Blog, Dec. 21, 2021.
- Abhishek Joshi, Thomson Reuters Marketplace: An Online Store to Purchase Solutions from Trusted Vendors, Article, Peer to Peer Magazine, Winter 2021.
Be safe, wash your hands, wear a mask, and take care of each other. The KM community is indeed a community. Let’s continue to learn from, and lean on, each other. Here’s to 2022!
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