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Developing a Document Assembly Platform That Works by Patrick Dundas

SRZ built an investment fund document assembly platform using HotDocs, which enables our attorneys to draft a full suite of high-quality private fund documents efficiently. We did this to maximize the value of our services to our clients by drafting better documents more quickly and cost...


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Expertise Location and Social Collaboration: Three Case Studies on a Winning Formula by Vishal Agnihotri, Gail Bergmiller, Dora Tynes and Ramin Vosough

Law firms sell and are differentiated by their highly specialized, unique expertise. The KM organization commonly maintains the firm’s highest-value knowledge –– skills and expertise of individual associates, client and matter information, and precedent documents. Recognizing the need to...


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Peer to Peer - Summer 2017 Feature - Marketers Can Learn Digital Endurance from Tech Giants

"In a world of digital products and services — think of the iPhone, apps like Facebook or Twitter, cloud-based software like Salesforce and cars similar to the Tesla — continuous improvement is a fundamental assumption. Each of these devices or software platforms releases new versions and...


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Peer to Peer - Summer 2017 Feature - Drive Superior Lawyer Experiences Through Design Thinking

"Last summer, Peer to Peer ran two insightful articles, one by John Alber and the other by Jay Hull, that applied the principles of design thinking to the client service model, primarily by focusing on the relationship between lawyers and their clients… The Alber and Hull articles highlight the...


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Peer to Peer - Summer 2017 Feature - Forget About Robot Lawyer… This Is the First Way AI Will Affect Legal Practitioners

"Most discussions around artificial intelligence (AI) in the legal industry have focused on ways that it can assist attorneys with the practice of law, such as contract review and legal research. Those areas show great promise — once law firms are willing to embrace emerging technologies — but...


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A Worldwide Law: The EU, the GDPR and You by Dan Anderson

“In December of 2015, the European Union (EU) voted to implement the General Data Protection Regulation (GDPR) in place of the Data Protection Directive (DPD)” to provide… better control of personal data. This article addresses five important changes under the GDPR and provides recommended steps...


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The Motivation To Adopt CRM by Jody Glidden

“Lawyers are paid to be discerning and trained to identify leverage, and when a law firm’s tech initiative does not align with its lawyers’ best interests, it is doomed from the start… Most law firms have adopted a CRM system, but, in general, lawyers have not found using it to be to their...


Library Entry
Peer to Peer - Spring 2017 Feature - Here or There: Exchange On-Premises Versus Exchange Online

"Should you implement Exchange on-premises or in the cloud? Arriving at an answer can be difficult, especially for law firms... Security is a primary concern, but cost, licensing, maintenance and availability also complicate the decision. As Exchange 2010 nears obsolescence, management and IT...


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Peer to Peer - Spring 2017 Feature - The Art of Implementations: The Purpose and Process of Projects

"The art of implementing new software and hardware can be hard to master, yet most of us are tasked with this every day. Here are some basic but important considerations to a successful implementation." by: Sean Luman #ProjectManagement #Strategy #ITOperations #PeertoPeer


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Peer to Peer - Spring 2017 Best Practices - Don’t Let Tech Choices from the Past Limit Opportunities Today

Technology continues to grow in importance in the legal profession... Yet relative other industries, "legal services are slower to adopt and adapt to newer, more efficient technology models... and "there is less opportunity to invest due to technological debt acquired from decisions made five or...