The document discusses the legal content lifecycle and its importance. It is comprised of three parts - work in progress, knowledge, and records. Failure to have clear procedures on version control during work in progress can lead to editing the wrong document or producing an unvetted final document, exposing the firm to risk. For knowledge, full-text search is not very useful if templates use common words and documents are not properly profiled. Regarding records, without good management clients own most of the file, and the firm cannot implement retention policies or satisfy client requirements, potentially resulting in malpractice or sanctions. The document urges understanding this lifecycle to increase lawyer productivity and decrease firm risk exposure.
5. Work in progress
The practice of law is primarily about the
creation of documents
6. Unintended consequence
The failure to have clear procedures on version
control can lead to:
Editing the wrong document
Producing a final document that has not been fully vetted
Exposing the firm to potential malpractice.
7. Knowledge
Much of the firms
knowledge is
captured in
Prior work product
Practice area
templates
as well as
Practice notes
Notes on case law
Client advisory
Checklists
http://
8. Unintended consequence
Full-text search isnt very useful
Templates and prior work product often use the same words
No incentive to profile documents
Typical DMS profile is document or miscellaneous
neither facilitates searches
9. Records
All the final documents
the firm generates
grouped according
to type:
Client documents
Received letters, email
Pleadings filed by the
other side
Documents filed by the other
side
Agreements and drafts
Court orders
Other govt documents
Research
10. Unintended consequence
Clients own most of the file. Without good
records management:
Firm cannot implement retention policies
internally
Firm will be unable to satisfy client requirements
for retention on their content
Failure to comply with either can result in
malpractice or sanctions for spoliation of data
11. How well do you
understand the
legal content
lifecycle?
Is your firm
experiencing any of
these unintended
consequences?
LEGAL
CONTENT
LIFECYCLE
12. LEARN MORE
Printable brief: Understanding the Legal Content Lifecycle
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