Success Stories

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Squire Patton Boggs undertook a firm-wide project to migrate their US offices from eDocs DM 5 to iManage 9 with Universal Search and upgrade the other offices which already used iManage. With over 1,000 lawyers and staff in 44 Offices located in 21 countries, the firm took advantage of this upgrade to train all users to be proficient in the new software and also to instill document management best practices.   Rather than the traditional classroom methods, Squire utilized a virtual training classroom. All training to all users was conducted using a Cisco WebEx virtual training environment with break-out labs so that individuals could undertake hands-on practice assignments.   This training format provided a number of distinct advantages:

  • Preparatory on-line learning to bring users up to speed before the virtual sessions
  • Hands-on practice during training for all users in offices large and small
  • A smaller group of trainers meant for more standardized training
  • Reduced training set-up demands on local IT resources
  • Better data gathering and reporting on training sessions
  • Reduced travel expenses

The firm also took the opportunity to LTC4 certify their users and was able to LTC4 certify 250 lawyers in the Managing Documents and Emails workflow.

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“All of our efforts to improve skills help us to provide even more value to our clients”
– Downs Rachlin IT Director

The firm was aware that attorney technology skills had become a hot topic with their clients and throughout the legal community. The firm recognized the need to show the firm’s commitment to innovation through the use of technology.   With the support of the Managing Partner and Practice Group representatives the firm introduced its “Step it up” program and engaged Capensys to provide training tools which would allow the firm’s staff and attorneys to access the training, tutorials and KnowledgeChecks which would lead them to the required skill levels.

The firm decided to introduce 2 levels of competence – Level 1 being competencies which were common to all users and Level 2 those which were aligned to jobs and roles. Using monthly incentives the firm saw a very high level of participation – 100% of staff and paralegal and 80% of associates have now completed Level 1. The firm also uses the program for new hire training ensuring that all new staff are well prepared before they join.   Future plans include the introduction of Capensys’ latest tool “LiA” (Learning in Action) which measures multiple methods of accomplishing tasks in the firm’s own live applications and also working towards LTC4 Certification.

LONDON, Ontario – April 26, 2016 – McKenzie Lake Lawyers are pleased to announce that they are the first Law Firm in Canada, to have their training program recognized with LTC4 Certification.

The Firm has always been committed to continuing education for its members says Laurie Hause, CIO, but the depth and breadth of continuous learning and up-skilling opportunities were limited without a full featured Learning Management System.

In October 2015, the Firm launched Core Builder, the name of the overall Learning Management Program featuring LTC4 (Legal Technology Core Competencies Coalition) e-learning plans. LTC4 is an international non-profit coalition of over 80 law firms, corporate departments and law schools that has established legal technology core competencies and certification for law firms to measure ongoing competencies for legal technology.

The Firm’s goal – ensure that all members of the Firm apply core technology skills in the workplace so as to handle matters dependably, efficiently and professionally for their clients. Certification aligned with LTC4 standards provides evidence of our proficiency. Technology skills that address workflow demonstrate our ongoing effort to meet our clients’ growing demands for efficiency and consistency.

Over half of the Firm’s lawyers and all legal staff are certified in Managing Documents and Emails and will be completing Working with Legal Documents this summer. Three further Learning Plans have already been identified which the IT Team will roll out in the coming year.

We are always looking for ways to create an advantage for our clients, to better serve our clients – it’s in our nature, says John McNair, Managing Partner.

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“FWIW, personally I actually rather enjoyed this. I thought the content was well presented. And I have used several of the tricks I learned.” 

 “I second those comments. In fact, I plan to run the exercise again a few more times, as I came across a number of useful things I did not know, and by now I have forgotten.” – Satisfied Schwabe Attorneys

Schwabe wished to implement a firm-wide training program for attorneys and staff focused on competency ‎based performance standards, evaluation and ongoing training that would have a meaningful impact ‎on firm morale, productivity and profitability. The program offered the opportunity to become ‎‎LTC4 certified in various workflow based core competencies which were relevant to how users work.   They knew that an attorney up-skilling program based on LTC4 would provide them with an industry standard of legal IT core competencies, a benchmark for them to achieve — a benchmark formulated by the industry, not just the attorney’s firm or IT training department. There were multiple objectives and expected outcomes for ‎implementing a certification program at the firm:

  • Attorney and Staff Performance: This initiative allowed us to support attorneys and staff to improve skills, gain efficiency in all tasks, and to measure baseline skills and continuous performance improvement using industry standards.
  • Staff Ratios: Better skills and greater efficiency result in higher productivity, therefore improving our attorney to staff ratio, resulting in reduced overhead.
  • IT Department Client Service: We achieved a reduction in Help Desk Calls which meant that Help Desk staff could serve clients more proactively.
  • ROI: We produced Efficiency Dashboard reports with calculated ROI which were provided to the Board on a predetermined schedule.

Goals achieved

  • Improved skills
  • Improved efficiency/productivity
  • Improved quality of work product
  • Provided objective measurements for performance evaluation
  • Reduced calls to the Help Desk
  • Improved staff ratios
  • Elevated attorney satisfaction with staff
  • Improved employee satisfaction and retention

Partial Client List

  • Baird Holm LLP
  • Baker Hostetler LLP
  • Berger Singerman LLP
  • Bird & Bird
  • Bulkley Richardson and Gelinas LLP
  • Butler Snow LLP
  • Capell & Howard P.C.
  • Charles Russell Speechlys LLP
  • Clyde & Co.
  • Codan Canada
  • Cole Schotz P.C.
  • Cooley LLP
  • Costello, Shea & Gaffney LLP.
  • Cozen O’Connor
  • Dannis Woliver Kelley
  • Day Pitney LLP
  • Dechert LLP
  • DLA Piper
  • Downs Rachlin & Martin PLLC
  • Epstein Becker & Green
  • Faber Daeufer & Itrato PC
  • Fladgate
  • FordHarrison LLP
  • Gordon & Rees LLP
  • Hanson Bridgett LLP
  • Hinckley Allen
  • Hinshaw & Culbertson LLP
  • Hoffman & Baron, LLP
  • Holland & Knight LLP
  • Honigman
  • Jeffer Mangels Butler & Mitchell LLP
  • JP Morgan Chase
  • Kaye Scholer LLP
  • Keesal Young & Logan
  • Kramer Levin Naftalis & Frankel LLP
  • Langrock Sperry & Wool LLP
  • Legal Service NYC
  • Lewis Brisbois Bisgaard & Smith LLP
  • Littler Mendelson P.C.
  • Manatt, Phelps & Phillips LLP
  • McGuire Woods LLP
  • McInnes Cooper
  • McKenzie Lake Lawyers LLP
  • Miller Thomson LLP
  • Modrall Sperling
  • Nixon & Vanderhye PC
  • Norton Rose Fulbright
  • Nossaman LLP
  • NY Legal Aid Society
  • Offit Kurman P.A.
  • Ogletree Deakins Nash
  • Smoak & Stewart P.C.
  • Osler Hoskin & Harcourt LLP
  • Partridge Snow & Hahn LLP
  • Polsinelli LLP
  • Robinson Bradshaw & Hinson P.A.
  • Schwabe Williamson & Wyatt
  • Sedgwick
  • Shearman & Sterling LLP
  • Sirote & Permutt P.C
  • Spiegel Sohmer Inc.
  • Squire Patton Boggs
  • Stephenson Harwood LLP
  • Stoel Rives LLP
  • Sugar Felsenthal Grais & Hammer LLP
  • Sutherland Asbill & Brennan LLP
  • University of Missouri Kansas City
  • Verizon
  • White & Case LLP
  • Whiteman Osterman & Hanna LLP
  • Young Basile Hanlon & MacFarlane P.C.