Law Librarians Take Note. Or "Captcha" This.
Changing the Message
[Please welcome Guest Blogger Colleen Cable from Cable&Clark, and blogger with Law Firm Bottom_Line]
Oftentimes we get stuck in a rut and just don’t know how to get out. I sometimes feel this way about the current status of law librarianship and how we communicate with firm management. This is especially true these days as we try to defend our budgets and perhaps our very existence in the organization.
So what should we do? Since most of us are in the same rut, I’m always a big fan of looking outside our profession or industry for inspiration and new ideas. Recently, I came across this video (also embedded below) on Twitter and it immediately resonated. The basic message from Laura Patterson is: impact not output. While the video and the topic might be geared toward redoing a marketing budget, the general message applies perfectly to law librarians. Like many, we typically think about the ‘numbers’ from an output perspective. For example, how many reference requests did we have during the month of February? How many new titles were added to the catalog this month? But I wonder if this is enough? Is this meaningful to anyone? Does it show value? It hasn’t worked, so how do we change the message?
In the video, Laura recommends focusing instead on these three things:
- Acquiring new customers
- Customer retention
- Customer growth
This could be a real game-changer for librarians. Instead of the number of reference requests, what if we focused on increasing the number of new attorney users to a recently purchased product? How can we grow the customer base? You could then measure the cost of the subscription on per attorney basis and watch the value increase month over month. Another opportunity: We know that only a fraction of the potential customer base uses the library, so how can we acquire new customers and retain them? How can we expand our services to existing customers? How can we increase the IMPACT of the library on the organization?
Bottom line: stop measuring the ‘stuff’ we do and start measuring the outcomes we achieve.
The Compelling Presentation: Don’t Use PowerPoint
LexisNexis Client Analysis – My Sneak Peek Before 4/1 Launch
After seeing the initial product some two years ago, I got to walk through the new LexisNexis Client Analysis (LNCA) products with Lexis’ Chris Whitmore. The product was beta tested throughout 2010 and is set to go out for general release on April 1st, and Lexis pushed out a press release on it yesterday. I wanted to go over some of the features that Whitmore showed me and add in some comments on what the product is set up to do from a Business Development perspective.
The idea behind LNCA began after Lexis purchased Redwood Analytics and decided that all that financial data was great, but could it be married up with other products like the firm’s Client Relationship Management (CRM) tool [InterAction] and external client information that is housed in Lexis’ product atVantage? By combining the different products business development professionals (or law firm partners if you’re in a pinch) could break down that data and create self-service analysis reports, cross-selling opportunities, client profiles, and trends analysis reports. Those just happen to be the four general features of the LNCA product.
While I was talking with Chris Whitmore, he mentioned that the demand for intelligence and analytics is on the rise in the legal field within the area of business development, and that Marketing has evolved from generic tactical approach to a more analytical and intelligence approach. In other words, firms are realizing that client development, cross-selling and retention can no longer be accomplished through a shotgun approach where the idea was to scatter the firm’s resources and talent over a wide batch of clients. Instead, firms need to focus like a laser on existing clients and then isolate potential clients where the firm’s services fit their needs.
Many firms have been doing these types of deep-analytical reports, but they tend to be manual processes based on data that may not be relevant to the real needs of the firm in a biz dev approach. The most common of these are the famous “Top 25” or “Top 50” client projects that firms take on to see what kind of opportunities in cross-selling can be made for those clients. The typical pattern for pulling these are based on the past year or two financial data with a few clients sprinkled by some of the firm’s top Partners.
Although the idea of using last year’s financial data may be the easiest way to pinpoint who the firm is doing the most business with, LNCA is set up to do a deeper analysis of that data and identify those key clients, along with attempting to do analysis of those clients that are at-risk of leaving the firm, or trending in a way that shows significant reduction in work going to the firm. According to some of the Redwood studies, it is typical for clients to reduce their legal spend with a firm somewhere in the average of 15% every year. So, firm’s are constantly looking for ways to stop this reduction in work.
LNCA uses that financial data, over an extended period of time (1 year, 2 years, 5 years) to help label clients based on their trends over those periods. Clients are profiled into one of four quadrants based upon the hours of work performed for the clients and the weighted average hours of work per year based on partner rates, the breadth of work, and key partner participation. The best clients fall in the first quadrant, and the clients with the least amount of work trickle down to quadrant four.
Once the quadrants in eight potential areas:
- Acorns – clients that start small and grew into very large clients. (more on these later)
- Backsliders – Started in Q1/Q2 but are now in Q3
- Cross-Sell Legacy – Where clients with have fluctuated over the past two or three years and have worked with more than two practice groups during that time.
- Cross-Sell New Opps – Newer clients that have worked with more than two practice groups in the past two years
- Cross Sell Ongoing Opps – Older clients that still use the firm, but haven’t used more than two practice groups at any time
- Fallen Star – Clients that were in Q1, but have fallen below certain sub-quadrant scales
- Growth – Current Q1 or Q2 and have increased in scale since inception (excludes those labeled as Acorns)
- New High Activity – New clients currently in their first 12 months of activity that have more than 10 active matters, each with more than five hours.
Cross sell analysis … Slice and dice the data
Trend analysys … Identify the trends
Profiles piece … Where it all comes together
Profiles attempt to sum up the lifetime value of the individual clients. Clients that are high performers, clients that are at risk, and those that fall somewhere in between. The profiles portion is set up to help the firm work toward building better relationships with the client, or even determine that the firm needs to reduce the time the spend attempting to attract new work from clients that have weak ties to the firm.
InterAction, Redwood and atVantage… Do you have to have all of them?
Obviously, not everyone has all three pieces of the LNCA pie. Whitmore explained that LNCA comes with Redwood. So, if you don’t have Redwood already, then it will be a part of this product. In addition to bringing in Redwood, LNCA will bring in a limited portion of atVantage if your firm does not subscribe. The limited version is not as broad as the full version, so there will be some reduction in overall capability of LNCA, but there should be enough to point you in the right direction on legal work for those clients. If you do not have InterAction, however, then that piece will not be brought in with LNCA. There is also no plans to integrate LNCA with any other type of CRM resources.
Cost? Setup?
LNCA is a web-based product set up on the Microsoft Silverlight platform. It is a subscription based product that is normally set up on a three-year license agreement based on number of users within the firm. There is no installation fee, so the monthly price will include the set up of the product.
I asked if this resource is also designed to help identify potential billing rates or alternative fee arrangement opportunities, and was told that LNCA isn’t designed to do that, and that type of information was something that the Redwood Planner platform (separate service) was set up to do. Also, the data generated by LNCA is usually generic so that it won’t expose sensitive billing or realization information on individual rates between partners.
The product goes out on April 1st. Hopefully, I’ve relayed enough information from my preview to let you know whether it fits the business development needs of your firm. I’m sure you’ll hear from your Lexis sales rep before too long!
The Next Thing: Your Own QR Code?
New and Emerging Legal Infrastructures Conference (NELIC)
Toby was kind enough to highlight for me a very interesting conference scheduled for April 15 at Berkeley Law School. It’s called the New and Emerging Legal Infrastructures Conference (NELIC), and is hosted by a legal startup called Robot Robot & Hwang — two of the partners are ‘robots’; the third is Tim Hwang, formerly a researcher at the Berkman Center for Internet and Society at Harvard, and currently a strategist and analyst at The Barbarian Group.
- Quantitive Legal Prediction: “How might recent work in machine learning and natural language processing influence legal practice and strategy in a big way? To what extent can judicial and legal decision-making be reduced to statistical modeling and prediction?”
- Legal Automation: “What is the current state of the automation of legal tasks, and how far can it scale? How much can be replaced by these applications, and what does the legal profession look like in a world of broad automation and commodification?”
- Legal User Experience and Interface Design: “The design of easy-to-use ‘human-readable’ user interfaces to manage complex legal tasks holds the possibility of radically democratizing access to the legal system. What is the broad impact of abstracting from legal text? What are the best practices in the design of these interfaces?”
- Legal Finance: “As banks and other firms continue to experiment with the finance and investment of lawsuits, what is the long-term impact on the legal marketplace? Could it open the door to securitization and larger tradable legal assets? What would be the opportunities? The risks?”
The Value of Law Firm Experience Lists and Other Musings from an AGC
Elephant Post: What Software Do You Use That You Wish You Didn't Have To?
We go to work… we log on to our computers… we open up our standard software… then we shake our heads at how bad that software is, or how we really wish we could use something (anything!) other than this program. So, that was our question for you this week, what do you have to use, that you really wish you didn’t. We received a number of different perspectives this week, from old legacy programs to server-based software that just doesn’t quite understand what we need to accomplish in our day-to-day operations.
Enjoy the contributions, and scroll down below them to see next week’s Elephant Post. If you enjoy reading other perspectives, then chime in with your own (it’s easy!!) In fact, next week’s question is almost the opposite of this week’s. “What Software Do You Wish You COULD Use At Work?”
Megan Wiseman
Law Librarian
DBText
First off: my firm’s version of DBText is a leftover dinosaur from the mid-nineties. Yes: di-no-saur. Those who came before me merely kept it going … honestly I have no idea what the situation was: whether they looked for alternatives/updates or not. Perhaps there was no buy-in from others regarding change. And, yes, technically it works. We’re only using it as a catalogue which means the pressure to make a change is relatively low.
However, as a librarian, I am in the business of making information available, and our current setup effectively hides the catalogue from anyone except myself and my library assistant – talk about a terrible practice of information control!
But this isn’t merely a “boy, have I got a bad piece of software” rant. As I have said, the program is good and does what it promised. In the 90s I am sure this was a great idea, but then, I didn’t even have internet at home until around that time. Putting it in perspective, I would do better having a card catalogue in the library: at least my patrons could use it! Luckily, I have the option to change as long as I can cut through all the red tape. Currently, I am looking into open source options – something our tech person is being very supportive on, despite the scary lack of documentation and details some open source software provide. It’s amazing how many little things can get in the way of choosing Koha or Evergreen…migration work aside. So I guess I may have answered my question after all regarding why we’ve never changed this piece of software. (Kudos to tech people everywhere!)
John Hafen
Lawyer
Microsoft Outlook
Outlook is both the most crucial and most despised piece of software in my practice. I am in it all day. But it is slow, bloated and constantly freezes (even after my recent computer upgrade).
Three simple improvements would vastly improve my Outlook experience: more speed, less freeze and better search functionality.
George Carter
Lawyer
Word, Windows
WordPerfect is a much better word processor and Ubuntu is much better than Windows. I want Google to put key strokes as WordPerfect’s Alt-F7, Shift-F7, etc and reveal codes into its Docs. Word is not for people who want to type starting with a blank document.
David Whelan
Information Pro
Lotus Notes
Lotus Notes is my work e-mail client and, because e-mail is a primary communication and organization tool for me, Notes 8.5 is a negative drag on my productivity. I know it’s not an e-mail program, it’s a database. But that’s no reason for it to offer the promise of e-mail management only to pull the carpet out, laughing, providing fewer features than Google Mail when it was in beta. To be fair, how software is implemented across an enterprise, which may block or break features that are available, is part of the problem. We have not fully implemented the latest version because it requires more powerful hardware than our PCs have. Even the Web version(s -I am offered 3 interfaces when I log in, none of which offer the same suite of functions nor work in all browsers) are substandard, although at least they remove the hardware issues.
How bad? Threaded messages often show the wrong messages in the threads, wrong topic, wrong senders/recipients. If you sort by the subject line of messages, messages with “re:” or “fw:” are sorted by R or F, respectively, not the real subject line. Some columns (like sender name) do not always sort, so you can scroll down sender names and find names out of alpha order. It’s not even that Lotus Notes is worse than Microsoft Outlook/Exchange. It’s that Notes isn’t even as good as free e-mail clients like Thunderbird or Google Mail. E-mail is such a cornerstone tool that when the e-mail client negatively impacts productivity, it should be tossed.
Fiorentino
Analyst
IE6
Until recently, my company had been on IE6, the biggest piece of garbage software I have ever used. It rendered half the webpages properly. Just horrible.
K DeLia
Marketer
Lotus Notes
Enough just saying the name – no need to elaborate! I think we can all agree Outlook is a better corporate email system. While Lotus Notes, claims more security from hackers, etc., the sluggishness and multiple crashes are trying. Further, creating content management systems and centralized repositories in databases is just passé…
Ayelette Robinson
Knowledge Management
SharePoint
I have two bones to pick with SharePoint: (1) it’s not user-friendly, and (2) it purports to be user-friendly. The first reason wouldn’t be so bad if it was marketed as a tool for the technology-fluent. But the first reason in combination with the second really gets my goat. I know there are good enterprise and industry reasons to use SharePoint, but the trials and tribulations we all go through to get it to do what we want just doesn’t seem right.
Stacey Burke
Lawyer/Marketer
Blackberry Email on Phone
Our firm does not have a Blackerry Enterprise Server therefore my emails are routed through some *place* online and dump a few at a time every 5 minutes or so. I get them WAY too late. The partners have mostly switched to iPhone and they get emails on their pda’s before their desktops sometimes. I simply cannot let go of the tactile Blackerry keypad so I have to keep it. Yet each time I step away from my desk, even to travel down the hall to the main scanner, I know I am missing or experiencing an unnecessary delay on email web submissions from my sites. It irks me. We just upgraded to a 2010 Outlook Exchange Server. I am told by our outsourced IT that it will impact our pda’s but not what that means. I wish I may, I wish I might that it might make my Blackerry emails more instant. I doubt it. Rant over.
Toby Brown
AFA/KM
IE7
Based on some internal applications, I need to use IE7 daily. Separately I run Chrome. Watching these two browsers side-by-side was quite revealing. IE7 is significantly slower and sometimes chokes on websites, etc. One time I was having a problem with an internal app running in IE7, so on a whim I tried it in Chrome. It worked fine there.
I assume upgrading to the newest version of IE would help alleviate some of this. But then we would have compatibility problems with some of our apps. And I recall hearing in the not-so-distant past how the next IE would no longer be slow and cumbersome. So count me as a skeptic that upgrades are the answer.
So I suppose the real answer to the IE problem is: Chrome.
John Nann
Librarian
Word
Well, it’s really a tie between IE, Outlook, and Word. Why? Let’s see: slow, clunky, slow, limiting, slow, susceptible to crashing, slow, susceptible to crashing, slow, constraining, and, let’s see, yes, they’re a little slow…
Kingsley Martin
Attorney & Software Developer
Security by hidden trick / Software that imports data easily, but makes it hard to extract
As a software developer, I should probably not throw stones. But, in this case, I’ll throw caution to the wind and offer a couple of bricks.
- Security by hidden trick. NT is known for its enhanced security. It’s frequently more of an enhanced waste of time. True security is not a matter of undisclosed tricks. For example, turning off wireless networking by default in Windows Server 2008—and without notification—simply wastes time. Selectively disabling javascript functions appears to be an example of the security maxim: “for your added protection, we haven’t told you that we disabled some javascript functions. Once you’ve discovered this nifty disabling feature, next guess which function calls we hobbled.” Fun for all the network engineers!
- Software that imports data easily, but makes it hard to extract. One of the most important principles of technology is that information has a longer live span than applications. Legal forms, for example, can date back 100’s of years and will likely be handled by numerous successive applications making switching costs one of the most important considerations when choosing technology. A good example of this is Adobe PDF. Of course, you can’t place the entire blame on Adobe: who in their right mind creates an electronic document, prints it, signs it, and then scans it: without preserving the original electronic file! Companies are going to make millions OCR’ing these documents back into machine-readable form. This principle also has a cautionary lesson for law firms considering SharePoint. Each of the applications being built on the SharePoint platform will likely capture information that will be later be ported to some successor—perhaps cloud-based—app. Hopefully, this is not a case of déjà Lotus Notes all over again.
What Software (or Hardware) Do You Wish You COULD Use At Work?
We’ve listed out a number of things that we hate to use this week, so we thought we’d turn the issue upside down and see what software, hardware, devices, etc. that you’d love to be able to use at work. I’m still trying to think of a really good reason to have NetFlix streamed to my work desktop, but I’m having a hard time coming up with a sustainable business reason… However, I do love using Chrome as my web browser and would love to be able to take advantage of some of the extensions that are offered on it or FireFox without my IT group coming down on me like a ton of bricks.
How about you? Got something you use at home, or have “unofficially” installed on your desktop? What makes it so useful that you think that IT should look the other way when they come to fix something on your computer?
As always, we put the form right here for you to fill out, but you can also:
Point, Click. It's Yours!
“Let’s spin a little story here: you are an excellent person, therefore you downloaded Square. Your reader arrives, and you immediately want to show it off. You run into the kitchen, where your visiting Aunt Myrtle is busy doing her crossword puzzle.” “You mesmerize her by swiping her credit card through the reader on your phone, jokingly charge her $10,000, and quickly cancel the transaction before it is authorized. Whoops! You just put a hold of $10,000 on her bank account!” “Aunt Myrtle isn’t quite so docile anymore. Thankfully, you didn’t actually charge that money, but nevertheless that hold remains. Now you have an angry aunt, no extra money, and you could have avoided this whole situation (and made a buck) with a simple test swipe of a single dollar.”













