Enterprise Search at White & Case

Transcription

1 Enterprise Search at White & Case ILTA Conference August 27, 2012 Philip Bryce Knowledge Resources Counsel

2 White & Case LLP PART I: INTRODUCTION Philip Bryce Knowledge Resources Counsel Search at White & Case LLP White & Case 2

3 White & Case LLP: Who Are We? One of the world s largest law firms lawyers in 38 offices in 26 countries practicing in 17+ languages About 65% of our lawyers are outside of the United States Emphasis on global footprint as competitive advantage Seamless global integration, and One Firm approach, is a high priority Strong commitment to Knowledge Management Chief Knowledge Officer (Oz Benamram) Knowledge Department includes Professional Support (over 30 Professional Support Lawyers, globally) Library and Research Information Governance and Records Management Conflicts and New Business Knowledge Systems (Intranet, Search) Search at White & Case LLP White & Case 3

4 White & Case LLP: Application Portfolio Decisiv Search v.7.1 (Recommind) imanage 8.5 Office-specific libraries (plans to move to regional, matter-centric libraries) Special purpose libraries Knowledge Bank (models/best practices) Electronic Closing Binders Filed Litigation Documents Windows 7, Office/Outlook 2010, SharePoint (Intranet) LegalKey (Conflicts/Records) Elite (Time and Billing) Experience Manager (Matter Profiling) Humanic (HR) InterAction (CRM) CompuLaw (Docketing) Search at White & Case LLP White & Case 4

5 White & Case LLP: Enterprise Search Goals We launched Decisiv Search in 2011 Unify Access (Problem: Too many systems ) Centralize access to all systems via the Intranet Integrated search Intranet, DMS, , Knowledge Bank, CRM and people expertise Simplify Focus ( Too much information in each system ) Powerful full text search engine with strong relevancy ranking Zoom in by relevant filters like people think by using meta-metadata Make Information Actionable ( Need context to determine relevance ) Implement workflows to notify users of news or events that are relevant to them Connect related information to show context and identify experience and relationships Search at White & Case LLP White & Case 5

6 White & Case LLP PART II: SEARCH IN ACTION Recommind s Decisiv Search Search at White & Case LLP White & Case 6

7 Knowledge Strategy at White & Case LLP Strategic Goal: Empower our people to mobilize the Firm s collective knowledge to improve the quality and efficiency of the services we provide worldwide for our clients Key Themes: Connect People with Information Connect People to People Improve Processes and Lawyer Productivity Search at White & Case LLP White & Case 7

8 Search as an Enabler of Knowledge Strategy V A L U E E F F O R T Clients and Why Matters People and Who Contacts Documents What & Data & Data Search at White & Case LLP White & Case 8

9 Decisiv Search: Access via Intranet Search at White & Case LLP White & Case 9

10 Decisiv Search: People (Expertise) Search at White & Case LLP White & Case 10

11 Decisiv Search: People (Person Page) Search at White & Case LLP White & Case 11

12 Decisiv Search: People (Work History Graphs) Sample Work History for an M&A Attorney Search at White & Case LLP White & Case 12

13 Decisiv Search: People (Work History Graphs) Sample Work History for a Commercial Litigation Attorney Search at White & Case LLP White & Case 13

14 Decisiv Search: People (Work History Graphs) Sample Work History for a Trade Attorney Search at White & Case LLP White & Case 14

15 Decisiv Search: Matters and Filtering Search at White & Case LLP White & Case 15

16 Decisiv Search: View of a Matter Can t show you an individual matter, but can tell you we display: Matter description Matter profile information (filter values) Actual timekeepers and time, showing who s still here with links to their profile Documents and Time Notes that are relevant to your search term Matter Financials (for Partners only) Related Cases (from CompuLaw docketing system) Search at White & Case LLP White & Case 16

17 Decisiv Search: Documents Search at White & Case LLP White & Case 17

18 The Unexpected Confusion over whether Outlook Inboxes were exposed No only filed in imanage Security is everything Apprehension about sensitive administrative documents (evaluations, etc.) Public documents in administrative matters are treated as private in search Certain highly sensitive administrative matters are completely blocked in search Greater use of matter screens and internally confidential matter tags Increased education about confidentiality generally and imanage and Matter security Time Notes and special treatment Time notes have great value in searching matters We only show responsive time notes and no more than 10 per person You can t browse through anyone s time notes Speed bumps Dynamic Joins use processing power/deciding when to process filters, for example Search at White & Case LLP White & Case 18

19 The Innovative Work history graphs They are clickable, so you can see the related matters Filter by Folder Closing Binders Library as a virtual Opinions database Shared and Saved Searches Send via Save and subscribe to new content The use of saved search links to deliver content via Intranet pages Future enhancement: Expert Searchers (Information Hotline) Search at White & Case LLP White & Case 19

20 Worldwide. For Our Clients. White & Case LLP 1155 Avenue of the Americas New York, NY United States Tel: Fax: In this presentation, White & Case means the international legal practice comprising White & Case LLP, a New York State registered limited liability partnership, White & Case LLP, a limited liability partnership incorporated under English law and all other affiliated partnerships, companies and entities.