Knowledge Management

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As someone who worked in the KM trenches for years, I have repeatedly watched legal tech companies promise to tame the wild west of documents residing in law firm Document Management Systems (DMS). Over the years I implemented or worked with a variety of KM solutions from Lexis, West and smaller software companies.  Recently the dominant DMS providers iManage and Netdocs have launched AI enabled drafting solutions

This past July Lexis completed the acquisition of Henchman, a Belgium based legal tech company that enriches the data from the DMS for faster document drafting. 

Over the past decade many large law firms opted to implement the Lexis LSA solution which offered the unique taxonomy, tagging and algorithms from their corporate intelligence product Intelligize to tame the DMS precedent collection. As a fan of LSA I wanted to find out what would happen to the LSA product following the Lexis acquisition of Henchman. Was LSA about to be sunset? Would there be a marriage of LSA and Henchman and most important …Would it be a happy one? I am happy to report – after talking to Jeff Pfeifer, Chief Product Officer, Canda, Ireland, US and USA – I am feeling optimistic.

Read the full article on LegalTech HubContinue Reading The Evolution of Document Drafting: A Conversation with Jeff Pfeifer about LSA, Henchman and Lexis Generative AI Solutions

The American Association of Law libraries, Annual Meeting & Conference brought several harbingers of good news on the job market for law librarians and knowledge management professionals.

I don’t need to remind anybody that the “death of the law librarian” has been repeatedly predicted over the past 20 years.  Many law firm administrators and legal tech writers mistakenly believed that as print libraries shrank and morphed into digital resources, there would be no need for information professionals. Of course, this prediction made no sense to me because law firms are in an information business and their clients’ interests live and die by the quality of the legal, business, trade, legislative and scientific information at their fingertips.  Law librarians’ information management skills were never tethered to print, and became even more important in a digital world which introduced new challenges related to information, quality, as well as the increasing volume, velocity and variability of unstructured data. Library and KM Directors upscaled their staffs and seized the opportunity to generate strategic business and legal insights through the integration of internal and external data.  Zach Warren, eTechnology & Innovation Insights, Thomson Reuters Institute, provided a fascinating overview of a recent Thomson Reuters Staffing Survey which reported a remarkable spike in the demand for library and KM professionals. Before I dive into that I want to highlight another surprising development

The CIA wants you!

I have been going to AALL meetings for about 40 years and I can’t ever remember a time when any employer set up a booth in the exhibit area of the conference in order to recruit law librarians.  Even more stunning was the nature of this employer – The Central Intelligence Agency! Now the CIA knows a lot about research and it is really a testament to the special skill set offered by librarians that they came to the Conference to track down the real experts. The recruiting literature states that the CIA has created its first new directorate in 50 years. The Directorate of Digital Innovation. The DDI is looking to fill its team with “forward thinking digitally savvy professionals…’shapers’ and ‘connectors’ who will lead, inspire and turn ideas into action.”

Read full article on Legal Tech HubContinue Reading GAI Driving a Hot Job Market for Library and KM Professionals

LexisNexis® Legal & Professional,  has  announced that  it has completed its acquisition of Henchman, a legal tech company that enriches data from Document Management Systems (DMS) for faster document drafting. Belgium-based Henchman has 170+ legal and corporate customers globally including top U.S. and European law firms and companies.

The Henchman acquisition was previously…

Today vlex and iManage,  are announcing a new partnership which will integrate and enhance their customer’s workflows and access to firm’s knowledge base. Subscribers to the two services will be able to simultaneously query their firm “know how” in their iManage DMS and the vLex public law library and generate an answer. In addition, the firm’s state and federal litigation filings will be identified in DocketAlarm,  and loaded into the correct client matter folder in iManage.

Here are more details on the two initial integration points:Continue Reading vLex and iManage Announce Workflow Integrations to Enhance Law Firm Knowledge and insights.

The American Association of Law Libraries is seeking nominations for the 2024 Product of the year award. Both members and vendors can submit nominations.

This award honors new commercial information products that enhance or improve existing law library services or procedures or innovative products which improve access to legal information, the legal research process, or procedures for technical processing of library materials.

A “new” product is defined as one which has been in the library-related marketplace for two years or less. New products may include, but are not limited to, computer hardware and/or software, educational or bibliographic material, or other products or devices that aid or improve library workflow, research, or intellectual access. Products that have been reintroduced in a new format or with substantial changes are eligible.

The world before and after Generative AI If you are scratching your head and trying to Continue Reading Nominate Your Favorite Products for AALL’s Product of the Year Award

Once Again We Must Ask –What business are we in?

Over the years when speaking to library and knowledge management audiences, I have often invoked the importance of knowing what business we are in.

,I became a librarian because “I loved books.” Yet on the day when I started my first law library job, a hulking piece of equipment was rolled through the door of the Pace University Law  Library. This was an omen, like a comet across the night sky, my career path would pivot in unforeseeable directions. The Lexis DeLuxe research terminal was the size of a washing machine, and it connected to Mead Data Central computers in Ohio via a dial-up modem. This “state of the art” equipment provided access to Ohio statutes and cases. Within 10 years the Lexis and Westlaw WALT terminals would shrink, the World Wide Web would be born and the stacks of books would be compressed into bits of data accessible on everyone’s desktop.

I love the “Black & Decker marketing strategy that recognized that their customers “don’t want a drill they want a half-inch hole in a board.” And librarians who thought lawyers and law firm administrators only needed books became flotsam in a surging tide of technology. Librarians and knowledge managers need to be aligned with what lawyers really need and  that they have the unique expertise to deliver: information that gives them a competitive edge, new clients, happy clients, predictive and  actionable insights , efficient workflow, and tools that make their lives easier. (Read the full post at Legal Tech Hub)

Seizing the Technology of the DayContinue Reading AI and the Future of Law Libraries : Opportunity or Armageddon

As the 2024 budget planning season ramps up, we all look to both internal and external intelligence to support renewal, cancellation and acquisition decisions.

In August many of my readers participated in the annual Start/Stop survey which was open during the month of August 2023. I partnered with Harbor to conduct the survey and present the results On Thursday, September 14, 2023, at the third annual Legal Information + Knowledge Services Conference (LINKS)— a full day of virtual thought leadership conference.

As in the past, this survey was intended to  gather feedback on both products and projects which readers started or stopped during the past year or plan to start or stop in the near future. For this years survey I added new questions related to the emergence of generative AI. Thirty-tree organizations participated in the survey (93% were law firms)

Some overall trends – Generative AI trending up. Analytics Market Shaking out.

Generative AI although legal publishers have been embedding and utilizing AI in their products for decades, the emergence of large language models (LLMs) has captured the market in a rather feverish way. There are firms out on the bleeding edge, but most are  holding back and struggling to create an AI policy and select from the ever expanding galaxy of products. Vendors are plunging ahead with AI offerings.

The most dramatic “shape shifting” market event was Thomson Reuters acquisition of Casetext, less than a year after the launch of WESTLAW Precision. The move was clearly designed to catapult TR  over competitors, who are developing  muti-modallarge language models  based AI products internally.Continue Reading The 2023 Start/Stop Survey: CoCounsel Best New Product, Analytics Segment Shakeout.

On July 6th Wolters Kluwer and Above the Law released a survey Generative AI in the Law: Where Could This All Be Headed? The survey queried lawyers and other business professionals in the legal industry to assess the expected impact of Generative AI on the Legal Profession. It seems that every day there is a survey or a webinar offering to answer the big question – can AI replace lawyers and other allied legal business professionals? It is a kind of anticipatory l marketing – lets just plant a flag on “Planet AI.”

The long term impact of Generative AI may well be profound, but today there is no consensus on how soon or how dramatically it will impact the practice of law. The survey respondents suggests a pessimistic future for law librarians and knowledge professionals. I have heard it all before. For the past 20 years the end of law librarians was immanent and yet for those 20 years we have been at the forefront of introducing new technologies that eliminated some traditional work and made room for us to climb the value ladder…. analytics, insights, APIs….New roles in support of Generative AI testing are already obvious.

Librarians Invented Prompt Engineering One of the key challenges to using Generative AI is learning how to construct the right query to generate the best result. Well law libraries are already “prompt” experts. Their skills reach back to the early days of “dot command” platforms that practically required a programming language to extract research results. Prompt Engineering sounds a lot less demanding than the technologies we mastered in the past.

The Chief Query Officer In 2013, I predicted the rise of a role I called “The Chief Query Officer” writing that “In a Big Data world, advantage will be  gained by asking better questions….In a Big Data world, every firm will be striving to be one question ahead of the competition……..And it will need to be the right question!” Librarians have mastered the “art of the Query.”.. step aside…

Key Findings of The Wolters Kluwer ATL Survey:

Continue Reading Another AI Survey– Another Cliché about the End of Librarians — But I See the Rise of The Chief Query Officer!

Courtroom Insight  is announcing  today the launch of CI API Connectors which will enable subscribers to import complete complete Courtroom Insight directories and profile information, along with linked private/external content, and seamlessly integrate this data with existing case and contact information held within  the organizations systems. This is a big advance for KM and BI initiatives involving lawyers, arbitrators, experts and judge information.

“Courtroom Insight has long been an innovator in delivering the comprehensive and proven insights about litigation professionals that legal organizations need when preparing their cases,” shared Nikki Shaver, founder of Legaltech Hub. “With the announcement of CI API
Continue Reading Courtroom Insight Announces Launch of CI API Connectors