Thursday, April 20, 2017

Bloomberg Law Releases Data Compliance Risk Benchmark Tool and Report Identifying High Risk Countries

Yesterday Bloomberg Law released an important new feature in the Bloomberg Law: Privacy & Data Security product called the  Complaince Risk Benchmarks tool. The tool ranks the “burden” and compliance risks in 47 countries.  South Korea  tops the list of data breach notification compliance risk earning a score of 87 out of 100.

 Bloomberg Law also released  a related report, “Anticipating the Burden ofRisk,” which provides an overview of the international regulatory environment and the risk landscape surrounding breach notification compliance.  The report features an analysis of the countries with the highest compliance risk for breach notification, with write-ups on the top five countries, which include South Korea, Colombia, Mexico, France, and Japan.  

 What is the Compliance Risk Benchmark?

The tool is designed to assist outside and inside counsel , and compliance professionals in assessing data compliance risk around the world.  To accomplish this they have created a risk score based on 8 risk factors analyzed using a proprietary algorithm. Compliance Risk Benchmarks  compares the  burdens and risks related to ten topics impacting global businesses including data security, data transfer, online privacy, and employee monitoring and surveillance.
Bloomberg Law's Risk Benchmark

 The new tool and data provide a relative risk score for each country based on measures including
  •          enforcement level
  •         potential monetary penalties
  •           imprisonment
  •          litigation exposure.    

The Compliance Risk
Compliance Risk Benchmarks incorporates expert analysis from data protection professionals in each country as well as news and relevant laws and regulations from 55 countries with its robust data visualization feature Users can also go from viewing multiple countries to a snapshot of each country’s risk factors.  Comparative charts can be generated to show legal requirements for key issues such as: employee health information, online privacy, personnel records, electronic marketing, data transfer, employee background checks, employee monitoring and surveillance, data security, data collection and processing.
Algorirthms and Visualization
The score is generated by a proprietary BloombergBNA algorithm and offers subscibers a wide range of interactive comparative charts. Upcoming legislation charts displays the status of proposed legislation and regulation across jurisdictions.

EU Compliance
Additional features in the platform include the EU GDPR development Timeline which provides access to legislative history, analysis and guidance on the complex EU data privacy laws and regulations.


All Bloomberg Law subscribers now have full access to the benchmarking tool. Bloomberg Law: Privacy & Data  Security us also available as a stand alone product. Additional information regarding the product and contact information is available in the press release.

Tuesday, April 4, 2017

Join Me at Upcoming Presentations: Los Angeles (SCALL) , New York (ARK) and London (Janders Dean)

I am looking forward to speaking at  3 upcoming events during April and May. These programs are  sponsored by The Southern California Law Library Association (SCALL),  The ARK Group  and Janders Dean. It is always great to meet new colleagues and learn from professionals rising to challenges across the legal  profession.

It Takes More Than A Dumpster to Build a Digital Law Library, Southern California Law Library Association, Los Angeles., April 13, 2107

Driving Analytics into Practice: A high speed tour of the world of commercial analytics and predictive tools. Ark  Conference Business Intelligence & Analytics in the legal Profession, New York, April 27, 2017  

Does Your Firm Have an Insights Engine? It Used to Be Called the Law Library! Janders Dean  2017 Legal Horizons Conference, London UK, May 10, 2017.


Monday, April 3, 2017

The Wisdom of Colleagues: A Plea for Print-- KM, Curation, Outreach and ROI Top Process Initiatives in Start Stop Process Survey

Today I am summarizing  the process initiatives submitted by readers responding to the Start Stop Poll.

The 2016-17 initiatives focus on: visibility outreach, targeted marketing, lawyer training and collecting attorney feedback and measuring value and satisfaction with resources and services. The more surprising response was a plea for the retention of print resources.

 Could we have reached the end of “the end of print?”
I have been reading a book called “The Revenge of Analog” which offers a fascinating catalog of “dead” analog formats which are being revived and re-positioned in new higher end niche markets: phonographic records, 35 millimeter film and yes… print magazines and books. Today my  Sunday Washington Post – yes I read a paper newspaper –included a new “ Weekly TV Guide.”  I thought they eliminated the TV Guide over 10 years ago.

And then… there was in this year’s survey responses  I discovered a plea to slow the relentless elimination of print.  “Stop eliminating print treatises that lawyers want to read the old-fashioned way. Enough of the architects and finance people driving this: Our associates want print copies of the best books, and research shows that full absorption of knowledge is best achieved when reading print media.”

While every firm is at a different stage of migration from print to digital some firms may have reached the bone – there is no more to cut. Other firms will continue to eliminate print – but perhaps print will stabilize. There will be a core set of resources that will be deemed by firms and practices as necessary and worth the cost and the overhead.

Describe any ORGANIZATIONAL (task/process/initiative) that you STOPPED in 2016 or plan to STOP in 2017?

  • ·       We stopped buying about 50% more of our print collection.
  • ·       We stopped using ref tracker as we found it no longer worked for us and are looking at other ways to track reference requests.
  • ·       KF call numbers
  • ·       Posting upcoming training sessions on our SharePoint page (No one ever read them.)
  • ·       We stopped creating a separate "classes with online materials" page on the law school website
  • ·       Since we have reduced our collection, we no longer have a need to outsource our filing.
  • ·       No longer keeping any ABA periodicals in print
  • ·       Retired our legacy news delivery home-grown service.
  • ·       Research team to focus on complex research. All Document retrieval  to be handled by paraprofessional team
  • ·       Stopped daily review of new cases files.
  • ·       Stopped doing new client intake research for new business department.

Describe any ORGANIZATIONAL (task/process/initiative) that you STARTED in 2016

·       We began analyzing usage of Courthouse News and its effectiveness in acquiring new business.

  • ·       Improved data tracking of invoices to better see practice group allocation of resources.
  • ·       Started tracking filing time/budget by title to target high maintenance print resources.
  • ·       Started to revamp desk book distribution methods in effort to turn some titles digital.
  • ·       Expanded the content and number of Lexis Advance Resource Centers (eLibraries)
  • ·       More streamlined accounting
  • ·       We added several more custom curated newsletters for practice groups
  • ·        Switched news aggregation platform.
  • ·       Systematic procedures to "market" the library's services using "triggers" such as a new client, lawyer promotion.
  • ·       We started getting in front of attorneys more.  Our plan is to do a ton of travel in 2017.
  • ·       Replacing Manzama with  EOS
  • ·       We've started including the clinic in our technology lectures
  • ·       Enhanced data Collection
  • ·       Supporting legal project manager
  • ·       Competitive Intelligence team moved from marketing to Research and Knowledge team.
  • ·       Litigation History Checklist Legal Research Competencies Self-Assessment Tool (based on AALL competencies)

Describe any ORGANIZATIONAL (task/process/initiative) you plan to START in 2017

  • ·       Legal Research Platform RFP  eLearning Modules
  • ·       Adding a 4-question survey to responses to requests, encouraging customers to comment on our service.
  • ·       We are looking into KM and the also how to possibly apply AI to our practices.
  • ·       Re-vamp the intranet and increase the library's offerings of practice-group specific resource links and suggested research starting points.
  • ·       Creating an internal knowledge repository for the library.
  • ·       Writing procedure and policy manuals and cross training staff.
  • ·       We are starting to drive use to specific online resources over print on a practice group  basis
  • ·       Improve real-time client pages using Thomson Reuters Intelligence Center
  • ·       Knowledge platform revamp.
  • ·       Focus will be on a number of knowledge management tools that bring efficiency to the practice.
  • ·       Launch a new firm Intranet. 
  • ·       Launch SmartTasks
  • ·        Launch LexisNewDesk and BNA Convergence dashboards
  • ·       Relaunch a newly envisioned Knowledge services bulletin
  • ·       Move off of CNS dockets to Bloomberg Enterprise dockets/Westlaw Dockets.
  • ·       Install Research Hub
  • ·       We plan to start including the incubatees in our technology lectures
  • ·       Redesign our library's Intranet page
  • ·       Space planning
  • ·       Reboot KM
  • ·       Migrate from RefTraker to Quest
  • ·       Making more presentations to practice groups and surveying the attorneys to find out what they use the most and what they would like to learn.
  •        GeniePlus [Lucidea product] library management system. Upgrading from Inmagic DBTextWorks.
  • ·       All document retrieval shifted away from research specialists and sent to  document retrieval team in low cost center.

Thursday, March 30, 2017

Start/Stop Poll Results: Ravel Law Analytics Voted Best New Product--Lexis Search Term Mapping Best New Feature--ROI Tracking and Research Workflow Tools Emerge as Leading Workflow Enhancement Products

In December I offered readers the opportunity to respond to the 2016 Start/Stop Poll in which they could vote for the best new products and features and highlight the products that they planned to say good-bye to. The results of the process part of the survey are posted here.

For the second year in a row Ravel Law Analytics has won the Dewey B Strategic Readers  "Start Stop Poll" for best new product. Lex Machina’s New Securities Module placed second. Ravel Law tied for best product in 2015 with Wolters Kluwer's Cheetah search platform.
Ravel Law's Court Analytics
 Additional products ( in alphabetical order)  nominated by readers include:
  • Audit Analytics
  • D&B Onboard
  • Docket Navigator which is actually a patent analytics product
  • CARA from Casestext which reviews documents for missing precedent
  • Cheetah – Wolters Kluwer’s new platform replacing Intelliconnect which tied for first place last year.
  • iPad Pro 9.7/Pencil
  • Lex Machina’s Securities Module
  • LitIQ – linguistic analysis of documents
  • Luminance for product review and due diligence
  • Newsdesk – the LexisNexis news aggregation and curation platform.
  • Practice Point

 What was the best FEATURE/FUNCTION added to an information resource in 2016?

Lexis Search Term Mapping and navigation bar was voted best new feature added to an existing product.

LexisNexis Search Term Mapping
Additional features recommended by readers:

  • ·       PDFs of significant complaints included in Court Wire emails for attorney self-service
  • ·       "GRAB A" from Bloomberg Professional
  • ·       Lex Machina Apps
  • ·       Westlaw Answers
  • ·       Practice Point
  • ·       Bloomberg Law's new business intelligence and analytics platform
  • ·       Lexis Predictive Legislation
What PRODUCT did your department/organization STOP using in 2016 or plan to stop in 2017?

The perennial products on the chopping block are  print materials as well as the high ticket Westlaw and Lexis enterprise contracts. As enterprise contracts for Lexis and Westlaw come up for renewal law firms grapple with the challenge of cancelling one and relying exclusively on the vendor. Only one respondent reported taking the sole online provider plunge by cancelling their enterprise Lexis contract in 2016.

Law firm budgets remain flat. The easiest way to bring in a new and innovative product is to cancel an existing subscription. The variety of products listed below suggests to me that resources monitoring platforms have enabled the surgical targeting of under-performing products. Information professionals are taking an active role in the strategic management of digital resources.

  • ·       VC Experts
  • ·       Hoover's
  • ·       RefTraker
  • ·       InfoNgen (news aggregation platform)
  • ·       West KM
  • ·       CCH Cheetah
  • ·       Practical Law
  • ·       Lexis Publisher (moved to NewsDesk)
  • ·       Courthouse News Service Jumbo
  • ·       Checkpoint
  • ·       ROSS
  • ·       Debtwire
  • ·       Intelligize
  • ·       Capital IQ

What NEW INFORMATION/WORKFLOW PRODUCTS do you expect to be rolled out in your organization in 2017?

Electronic Resource Management products ( Research Monitor and Onelog  and Research workflow products  ( Quest and Reftraker)  were the two categories of products mentioned most often as 2017 product implmentations to improve workflow.

Additinoal initiatives include:

  • ·       We are looking at KM products
  • ·       We have purchased a new intranet product and will be rolling it out in 2017.
  • ·       Enterprise Proview for desk books from Thomson Reuters
  • ·       Adding more Law360 modules.
  • ·       BigSquare
  • ·       Single sign-on/SSO/SAML for a variety of our legal research products, to eliminate the need for lawyers to have to enter credentials.
  • ·       Lex Machina Antitrust Smart Tasks
  • ·       Kira
  • ·       Research Hub
  • ·       Clarion  BNA convergence dashboards
  • ·       NewsDesk
  • ·       I'm working on posting some of my technology sessions online using Panopto's new quizzing feature.
  • ·       Courtroom Insights
  • ·       iManage -- Document management system

 What product would you most like to see developed in Legal information technology area?

Improvements to access to litigation analytics from both state and federal courts with enhanced coding to improve strategic insights emerged as the leading product demanded by information professionals.

  • ·       Access to all state court documents online, similar to PACER.  But better, and preferably free.
  • ·       I would love for a way to be able to search across all the platforms we subscribe to, but I would even settle for a way to locate specific titles or products via a search. As long as that search doesn't require us to catalog a vendor's entire offerings!
  • ·       State court complaints and dockets are coming online too slowly.  Disruption would be welcome in this category.
  • ·       More transparent search engines.
  • ·       We need a better financial system for tracking our expenses that goes deeper than our firm's financial system allows.  An invoice often contains many titles, a mix of print and electronic, a mix of book versus subscription, and a mix of individual and department users.  We need a system that enables us to track AND REPORT at the granular level, preferably one that ties to Research Monitor usage and includes contract images, contract terms, licensed user info and more.
  • ·       A litigation landscape tool that would allow you to more easily identify the high value cases (as opposed to the commoditized work) pertaining to a particular company. Lex Machina and Bloomberg are heading in that direction.
  • ·       An easy-to-use "know your client" product that can produce reports and be used by "non-researchers"
  • ·       Something that searches across all of our online subscriptions.
  • ·       A low-cost news aggregator that provides info law schools need (and that we can afford)
  • ·       I would like to see companies continue to improve access to dockets that have not been electronically filed and at reasonable cost.
  • ·       Easier classification of emails into the document management system
  • ·       A biometric device that will eliminate passwords. 
  • ·       Analytics

 What is your favorite app for personal use? (What do you use it for if it has multiple functions?)

  • ·       Shazam
  • ·       PocketCasts.  I can organize podcasts by category (fun and work-related), sort and play podcasts set at specific speeds.
  • ·       Words with Friends.
  • ·       MTA bus time
  • ·       Waze
  • ·        Every Dollar
  • ·        Google maps
  • ·       Kindle app
  • ·       Selfie Editor
  • ·        Tile  app
  • ·       Asana -online team and task management
  • ·       Pinterest
  • ·       Pok√É©mon Go
  • ·       "Find my IPhone" 
  • ·       Gas buddy locates gas stations and  prices on a map.

Thanks to everyone who took the time to share their wisdom and insights with their colleagues.