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Start with Why. Value storytelling is essential (series summarized here). But, as storytellers, we’re not experimenting with the form. We should tell simple, compelling stories with no mystery as to the What, How, and Why.

What is outputs. How is inputs/process. Why is purpose, outcomes, and value.

What, How, and Why all matter. But, for our business audience, legal’s What and How are inherently uninteresting. Always start with their Why.

Why is the subject of the previous post. Business value is the one true Why. The call to action. The hook. The propulsive force. But the framing of Why is context dependent. The way we talk about business value will often need to be calibrated to our subject matter and our target audience—identifying our target audience and understanding what messaging resonates with them is quintessential to mastering our own context.

The stories we tell must cohere with the stories our audience tells themselves about their own starring role in the business’s journey. We must present ourselves as allies in the same cause. Which we are. This sense of shared purpose is most crucial when we are engaged in productive disagreement and accountable for persuading our allies of unpalatable truths—whether seeking to rejigger their perspective on value preservation (e.g., refining their legal-risk/business-reward calculus) or recommending that finite resources be allocated to the legal function despite the very real opportunity costs.
Continue Reading Start with Why – Value Storytelling (#4)

Matthew Coatney, CIO at Thompson Hine, and author of The Human Cloud sits down and talks about what he sees as the transformation of how we work. According to Coatney, freelancing and project-based work (The Human Cloud) combined with Artificial Intelligence and Machine Learning (The Machine Cloud) will soon disrupt the way we deliver work. Law firms will not be exempt from this disruption. Matters are really just projects.  Contract attorneys are freelancers. According to some experts, 80% of work to be done by organizations in the 2030s will be project-based work. And AI and ML will eat into the other 20%. Coatney says that we are missing out on an opportunity if we are not preparing for this reality.

We asked how life as a CIO has changed over the past couple of decades for a CIO in a law firm and Coatney says that a CIO of 2000 would have culture shock if they were to be transported to today. CIOs are still the brand ambassadors of the IT departments, but Chief Technology Officers and Chief Data Officers are making their way into the fold to help offload some of the overwhelming responsibility that many of today’s CIOs find falls on their shoulders.

Matt also co-hosts The Human Cloud Podcast with Matthew Mottola where they put out twice-weekly episodes diving deeper into these topics. Go check out “The Matthews” on their own pod if you’re curious about how the structure of work is going to change.

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Information Inspirations
You may have noticed that we took last week off from this podcast, but we were busy recording other podcasts to fill the void.
Greg went on the Legal Value Network’s “Off the Clock” podcast and talked with Keith Maziarek of Katten and Percipent’s Chad Main about the recent increase of available APIs from a number of legal information vendors. These APIs may very well open the door to a much easier method of pulling data in from vendors directly into internal law firm databases to better prepare firms to handle clients’ needs.
Marlene hosted an ILTA podcast panel on How Virtual Hearings Altered the Fabric of Dispute Resolution with Florida Circuit Judge Christopher Sprysenski, Trial Consultant with Paul Hastings, Jeremy Cooper, and Partner at Jackson Walker, Richard Howell. The three give their personal experiences on how they handled virtual trials over the past twenty months.
Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.
Transcript

Continue Reading The Geek in Review Ep. 136 – Matthew Coatney – The Human Cloud: The World of Projects and Freelancers

I interrupt our regularly scheduled programming—the continuing series on value storytelling—with a rant inspired by my pending Continuing Legal Education deadline.

Despite the temptation to satisfy everyone’s daily outrage quota by taking on a soft target, I consider our collective (and my personal) annoyance with CLE a minor symptom of a major problem. Our culture of learning is broken. This has all manner of downside implications, including for innovation.

But, first, a little rantastic fun. Can you spot what’s missing from this ad I received in the mail?

I am getting CLE right now. While typing these words, a CLE audio file is playing in the background on mute. I felt compelled to acquire hard evidence before launching into a tirade.

What’s missing from the advertisement is any suggestion I might learn. No mention of quality or relevance. Rather, the repeated, bolded promise of “no final exam” struck me as an assurance there would be no requirement I pay attention—i.e., I could avoid learning anything at all. A promise made; a promise kept.
Continue Reading CLE is Broken (as is our approach to learning/innovation)

Back in May (ep. 117), we had Bloomberg Law’s Molly Huie on the show to talk about the Bloomberg Law DEI Framework survey she and her team created and were pushing law firms to contribute. So we close the loop on this conversation by asking Molly to come back and talk about the results of the survey. There were over 30 firms who participated in the survey with 28 of those firms making “the cut” to be included in the 2021 DEI Framework results. Molly walks us through why these firms jumped onboard this inaugural survey, what issues they may have had in collecting and answering the over 90 questions in the survey, and what reactions they had to the results of the survey.
The survey results are free to download from Bloomberg Law’s DEI Framework page, and the 2022 edition of the survey will be out in the first quarter of next year for any firms who want to see if they make the cut for inclusion in the DEI Framework.
 

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Share with a friend
If you like what you hear, please share the podcast with a friend or colleague. Or, reach out to us and let us know what you think.
Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.
Transcript

Continue Reading The Geek in Review Ep. 135 – Results of the Bloomberg Law DEI Framework with Molly Huie

Richmond Law School professors Jessica Erickson and Josh Kubicki join us to discuss how they are teaching law students not only the critical skills to “think like a lawyer” but also the understanding that they are entering the world of business. Whether that is in BigLaw, non-profit, in-house, public interest, or solo practice, they need to have a baseline of business acumen to practice and thrive.

Prof. Kubicki runs Richmond’s Legal Business Design Hub that delivers leading-edge competitive skills to the law students and is part of a one-two punch created by Richmond Law Dean Wendy Perdue who also hired Prof. Janice Craft to lead the Professional Identity Formation program which focuses on interpersonal skills needed to be a successful, yet healthy legal professional.

Prof. Erickson runs the Law and Business Forum which connects Richmond Law Students with the local business community and teaches students a better understanding of what it means to be a business lawyer.

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Information Inspiration

Our inspiration this week comes from someone who we met (virtually) at the HBR LINKS conference. This fellow legal information professional mentioned that he’s listened to all 133 (now hopefully 134) episodes. That is amazing! You inspire us!!

Share with a friend

If you like what you hear, please share the podcast with a friend or colleague. Or, reach out to us and let us know what you think.

Contact Us

Twitter: @gebauerm or @glambert.

Voicemail: 713-487-7270

Email: geekinreviewpodcast@gmail.com.

Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript

Continue Reading The Geek in Review Ep. 134 – Teaching Law Students Business Design Skills – Jessica Erickson and Josh Kubicki

As we move toward the end of the year, or as in Texas, the end of a lawyer’s birthday month, there becomes a mad scramble for completing Continuing Legal Education (CLE) courses. Has CLE become more about checking the box than about enhancing/maintaining a lawyer’s skill? Why is it that CLE credits are based on time, rather than knowledge? Is there a better way? Our guests this week certainly think so.

Ian Nelson, co-founder of Hotshot, a company whose business model is based on short instructional videos, originally without CLE… is now offering CLE credit with some of their packaged videos. This is a crack in the foundation of the traditional CLE model, and one that Sarah Glassmeyer, Legal Tech Curator · Reynen Court Inc. and Margaret Naughton, CLE Manager · McDermott Will & Emery hope continues.  Margaret did point out that not all CLE is boring, especially if you can kayak and learn.

Join us for a roundtable discussion on the potential for the next generation of CLE where the focus is more on true education, learning, and skills. Perhaps we can look outside the United States at places like the UK, Canada, Australia, and others where there is more focus on an educational plan than there is on the rigid structure of sitting in a seat and listening to a “sage on the stage” talking for 30 or 60 minutes.

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Information Inspirations

Jessica Gore, 3L at University of New Hampshire Franklin Pierce School of Law has an attitude of “if nobody else will do it, allow me”… And she proved that by producing a better design for understanding the Federal Rules of Evidence.  She joins us, ironically on the same day as her Evidence mid-term, to talk about how she knew she could design a much better rules book than what was on the market. Her method of using Twitter to gather feedback and improve upon the prototype is exactly what we discussed in last week’s episode, so she is definitely our inspiration this week. Check out Jessica’s IP Illustrated tools website as well.

Share with a friend
If you like what you hear, please share the podcast with a friend or colleague.
Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
Music: As always, the great music you hear on the podcast is from Jerry David DeCicca who 4th solo album just released a vinyl edition this month!
Transcript

Continue Reading The Geek in Review Ep. 133 – Ian Nelson, Sarah Glassmeyer, and Margaret Naughton on the Next Generation of CLE

You have to appreciate a book that discusses Legal Design and puts design concepts into action by working with a fellow designer on the layout and functionality of the book itself. The results of The Legal Design Book: Doing Law in the 21st Century is both a great read for the content and the physical interaction with the book. Astrid Kohlmeier and Meera Klemola, Lawyers and Legal Designers, join us from Munich, Germany, and Helsinki, Finland respectively to discuss their motivation in writing a book designed to raise awareness of legal design concepts and tools to the legal industry.
We define Legal Design and discuss the ten philosophies that legal design professionals need to understand as they implement these ideas and processes within their organizations. There is a role for legal designers within the industry, and it is one that we are constantly defining and redefining at the moment. And as we define it, we must be able to measure it and prove the value and return on investment as well. And the focus cannot simply be how lawyers and legal professionals apply Legal Design concepts, the legal user experience (LUX) must also be taken into account.
Join us for this podcast user experience into the evolving area of Legal Design.

Share with a friend
If you like what you hear, please share the podcast with a friend or colleague.
Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
Music: As always, the great music you hear on the podcast is from Jerry David DeCicca who 4th solo album just released a vinyl edition this month!
Transcript

Continue Reading The Geek in Review Ep. 132 – The Legal Design Book with Astrid Kohlmeier and Meera Klemola

Business value is business-centric. Law departments frequently ask me about metrics. My response is not nearly as definitive as they desire. I recommend they start with the customer—incorporating the metrics the business is already using and then proceeding accordingly to develop the complementary, internal (to the law department) metrics necessary to manage the department in supporting business objectives.

Talk to most (not all) law departments, you find the inverse. Most law department metrics are law-department centric, full stop. Most track their spend, consistent with a savings-centric narrative, the pitfalls of which I discussed last post. Spend with law firms. Spend v. budget. Internal v. external spend. Necessary. Fine. Limited.

You can also find excellent content online on how a more sophisticated law department can, and should, measure itself. Matter volume. Matter velocity. Cycle times. Better. Rare. Still law-department-centric.

To ground the conversation, we require some metrics on metrics. The most common law department metric is Total Spend By Law Firm, in use at 90% of law departments. No other metric cracks 60%. Cycle Time, by contrast, is near the bottom, tracked by only 16% of law departments. Legal Spend To Revenue is in the middle of the distribution at 29% penetration.

Critically, excepting diversity, these metrics are essentially meaningless from a business perspective. The CEO cares as little about how many matters the law department handles as they do about how many tickets the IT help desk closes, despite the fact both are essential to running the business. These are useful measures for managing workload within a specific function but irrelevant for managing the business—unless and until they are translated into actual business impact (i.e., value storytelling).
Continue Reading Defining Business Value – Value Storytelling (#3)

We bring in Brad Blickstein and Beatrice Seravello, Co-Heads, NewLaw Practice Group at Baretz+Brunelle to discuss the recently released B+B survey, “If You Build It, Will They Come?” A Research Report on the Internal Adoption of Innovation by AmLaw 100/200 and Global 100 Law Firms. This free report breaks down the adoption of innovation and the sliding scale (1-5) in where the adoption process resides. Of course, with the reference to possibly the greatest baseball movie of all time, we geeked out and brought in some quotes from the movie. So, prepare yourself for some whispers and words of wisdom from a baseball field in the middle of an Iowa cornfield.
Download the Free Report Here.
We’ve asked Brad and Beatrice to return in a few weeks with an update on part two of the report.

Information Inspirations
We mix up our traditional Information Inspiration segment by focusing on the upcoming HBR Legal Information + Knowledge Services (LINKS) Conference. Both Marlene and Greg are speaking at the October 14th half-day conference. HBR’s Colleen Cable sat down with Greg to go over the details and topics of the conference, including an industry overview of Leadership as we head into 2022, a review of HBR’s 2021 Benchmarking in Law Library and Information Services Survey (BLISS), and a wrap-up session from the Geek in Review Podcast hosts. 3 Geeks and a Law Blog is happy to be supporting this conference. The $45 conference fee ($35 for BLISS contributors), will go to support AALL’s George A. Strait Minority Scholarship & Fellowship fund. There will also be a social event following the conference which leverages the Airmeet conference platforms special features for attendee interaction. We hope to see you there. Registration Information can be found here.
Share with a friend
If you like what you hear, please share the podcast with a friend or colleague.
Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!
Transcript

Continue Reading The Geek in Review Ep. 131 – Innovation Adoption – The Law Firm Field of Dreams