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Legal Technology Core Competencies

Does Your Firm Measure Up?

LTC4TM – Legal Technology Core Competencies Certification Coalition

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Who we are• Sponsors of LTC4• Full-Service Training Organization• 100+ years combined experience in

law firms as Training Directors, Help Desk Managers, e-learning specialists• Team of Smart Owls…• Creators of Goal-Based Learning

Approach

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What do users really need to know in order to do their work?• Legal technology core competencies • A coalition of leading law firms (LTC4TM)

has created an industry standard• Target Audience: – Support Staff– Associates

• Positive attitude - Certification rather than Assessment– Offering CLE/CPD where possible

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Steering Group – US/UK• McGuireWoods LLP• Munger, Tolles & Olson LLP• Kramer Levin Naftalis & Frankel LLP• Littler Mendelson, P.C.• Ford Harrison LLP• Eversheds LLP• Linklaters LLP• Freshfields Bruckhaus Deringer LLP• Squire Sanders

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What’s in it for the law firm?• Competitive advantage• Increasing demand for technical

competence from client’s General Counsel • Not wasting the client’s money on “busy

time”• Average user productivity loss is 17%

(Neochange)• Risk of being fired because of poor

document quality

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What’s in it for the law firm?

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What’s in it for the Firm?• Puts the onus on the user to learn • Clients assured of technical competence

(Certification)• Establishes an industry standard– Attorney buy-in with CLE

• Pressure to increase support staff/attorney ratios so skills need to be higher

• Flexibility among staff

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Past issues• Application-centric as opposed to

workflow-based• Not always legal-specific• Time and resources to review and

analyze results• Can be daunting for users• One-time exercise, not on-going

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Success factors • Marketed positively • Gently introduced• Incremental build-up• Tied in to appraisal• Automated process

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The LTC4 Process• Determined core competencies• Determined best practices – generic

and firm-specific• Selected core applications• Arranged by workflows – attorneys and

staff• Each member expanded on a workflow• Consolidated, agreed on scenarios

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The LTC4 Process

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The LTC4 Process

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The LTC4 Process

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The LTC4 Process

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CLE

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Workflow-based Competencies

• Document Production• Managing Electronically Stored Documents/Emails • Collaborating with Others: E-Mailing and Sharing

Documents

• Time and Billing• Mobile Devices for Lawyers• Working with Clients• More as required….

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Questions?• What ways have you been successful

in introducing skills-building in your Firm?

• How successful have you been in attributing CLE points to e-learning program for technology training?

• What other driving factors would there be for core competency in your firm?

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Support “humane” skills improvement

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• Organize scenario-based legal technology core competency workflows

• Measure, manage and report• Provide remedial training where

needed• Provide CLE attracting courseware

where possible• Make it easy to administer

When creating a program…

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Thank you!We will email you an evaluation form. Fill it out to be entered into our drawing for half a day free consulting on achieving training goals.Please contact us to find out more about KnowledgeCheck and LTC4.

info@capensys.com