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Implementing Law Firm Intranets & Extranets

Ground Zero: Will you survive the internet explosion? One firms story
internet technology image

What do Internet technologies really mean to a law firm?
 
Huge opportunities for firms that focus on adding value to the client relationship.
 

Summary of Part 1: This article analyzes the firm's experience in two parts. The first half discusses the path the firm took, beginning with its first database-driven intranet application in 1995, and how these systems have proved themselves numerous times with lawyers who are not technology-oriented. The second half of the article (a link to which is below) reflects on the experience and discusses the larger significance of this technology investment particularly the opportunities that can be pursued now that a sound foundation is in place.

When an organization adopts a new technology, the implications may not be understood or appreciated for a few years. Atlanta's Alston & Bird learned this firsthand. The firm committed resources very early to Internet technologies, including intranets and extranets. It was an ongoing education.

Database Driven
"WE ONLY HAD AN INKLING OF WHERE WE WERE GOING."

A&B's initial foray into intranets did not begin with publishing firm policies or creating links to valuable Internet resources. Instead, the firm sought to solve an everyday problem. Its lawyers needed to create a work product retrieval system-one that was user-friendly-and to focus their technology investment on understanding the processes involved rather than on expensive software licensing.

Result: a Web-enabled, full-text database containing a half million documents. The system was easily usable with its point-and-click browser interface. It even had online, computer-based videos (using Lotus' ScreenCam) and documents for training. This system was created using Cold Fusion v1.5 as the middleware environment with a Fulcrum SearchServer database on the back-end. At that time, Cold Fusion did not have its embedded Verity search engine, and SearchServer was a full-text engine accessible by ODBC. The Cold Fusion development environment and web server was loaded on the Fulcrum server. (For more information on this system, the reader may wish to look at the article at http://www.lptc.com/articles/.)

The successful creation of this important legal practice system was fortuitous for the firm. By 1996, it had laid to rest a number of important issues:

  • Internet-based systems could be robust and were ready for prime time;
  • Internet middleware packages (e.g., Cold Fusion) could help an organization tap into major back-end capabilities;
  • The systems were easy to deploy because there was nothing to do on the PC but equip it with a browser;
  • Intranets could be an inexpensive dream come true for a cost-conscious enterprise;
  • The focus of the intranet systems should be the development of legal practice systems for lawyers.

In short, success with a hard system had paved the way for additional substantive work.

Alston & Bird has transformed its practice with a database-driven Web authoring application focused on collaboration within the legal environment. From intranets to client-centered extranets, it’s about serving clients in the 21st century.

How Did We Get Here?
THE INTERNET PUBLISHING DILEMMA.

In 1996, the firm had put into place a robust set of static Web pages for its intranet. However, it had become clear that too much time and energy was required to maintain these pages. In addition, updates were being forwarded to the technology people, who understood how to craft HTML. This was a problem for several reasons. First, the technology people's time is valuable, and coding HTML is not the best use of a Web applications developer. Second, an information bottleneck had been created. Third, there was no effective way to assess the varying needs of different practice groups; the work was done on a first-come, first-served basis.

By the close of 1996, it had become clear the intranet publishing dilemma must be solved, and quickly. It was not going to be cost-effective to train people in the use of FrontPage or other HTML editing tools. Not only were those tools at the time cryptic; it was simply ridiculous to think any significant number of lawyers would have the time or interest to learn them. It also was clear the kind of information on the firm's Web pages actually comprised a fairly short list of objects: text, URL links, pictures and documents. In short, lawyers, paralegals and staff needed an easier way to add these elements to a page-not another application to learn. They wanted to collaborate, not become gurus in Internet protocols.

It also had become obvious to the software architects that the firm should not focus its efforts solely on the intranet. Of course, extranets in 1996 were unknown to most law firms. No such project was even on the horizon for Alston & Bird. Nevertheless, the goal had become to create a database-driven Web authoring application focused on collaboration within the legal environment. A database and Web-based forms would let lawyers, paraprofessionals and staff easily create new pages and maintain information objects on these pages. Full-text search technology would allow easy location of anything within the intranet/extranet, and simple security would allow any given page to be owned and edited by a specified group of users. Thus, it was envisioned that such a system could be left internal as an intranet or be ported to an external server to act as an extranet.

Pure Oxygen, Pure Collaboration, Extreme Growth
“AGGRESSIVE PUBLISHING.”

In January 1997, the application (code-named "Pure Oxygen") was demoed at Price Waterhouse Cooper's New York LegalTech. (The name was metaphorical of its intended purposes; the oxygen atom always appears in collaboration with another oxygen atom, and oxygen acts as an important ingredient in biological organisms for physical work.) By summer, all static HTML pages were gone; every page of the intranet was being driven from databases.

Pure Oxygen was implemented initially in version 2.0 of ColdFusion. It took advantage of a variety of additional tags, most notably client variables. It was originally implemented using the Fulcrum engine as the database and for full-text retrieval. Since then it was ported to Microsoft Access and the embedded Verity full-text database so that it could be easily distributed. Many of the original SQL queries had to be revised to make the templates compatible with all of the CF v4.0 syntax.

The new tool liberated both the technology personnel and those holding the content. Each practice group had its own page (with subpages) and easily could maintain the content within the pages.

According to Fran Pughsley, director of library services, it "allowed the library to move aggressively into the realm of publishing on the intranet." Instead of merely finding valuable resources, "the library could now move forward on its own without any reliance on MIS, publishing its legal resource links, library newsletters and online catalog."

For the library, the focus became the publishing of information, not a bunch of technical how-PTO's.

Know Your Net: A List of Terms
 
  • Black-box - Equipment that requires very little effort to set-up and has a well-defined human interface; it is called a black box because one need not know anything about the internals within the box. The TV and telephone are good examples.
  • Cold Fusion - An excellent example of a middleware development environment. See http://www.allaire.com.
  • Database-driven intranet - The use of databases to store information rather than capturing it within static documents. Database-driven intranets automatically can have searching and sorting capabilities through leveraging of the database.
  • Extranet - The creation of a private site for interaction between a law offices and an external entity. Depending upon the specific being exchanged, security measures may be extreme or lax.
  • Full-text database - Full text databases have special capabilities where large volumes of text are stored. Their usual hallmark is unstructured, natural language searches, though structured Boolean queries can also be used. In past years, Verity, Fulcrum, Excalibur, etc. were the only databases to provide such capabilities; now Oracle, Informix, and SQL Server have limited, if not robust, full text capabilities.
  • Groupware - Software that is used by a group for collaborative purposes. Email, Lotus Notes, and Groupwise are examples. Intranets may or may not contain groupware capabilities.
  • HTML - Hyper Text Mark-up Language. This is the formatting language that is used to create documents that are readable by a web browser like Netscape Navigator or Microsoft Explorer.
  • Intranet - The use of Internet technologies (usually web pages and related technologies) for internal purposes within an organization.
  • Middleware - This is a programming environment that allows one to "connect" web pages to databases, mail servers, and other "back-end" facilities.
  • Multi-media applications - Applications go beyond text and may present information in graphical form, audio, or video.
  • Network Effects - The result where "critical mass" of a technology is achieved and the use and growth of the technology becomes self-sustaining.
  • Portal Site - A web site that becomes a primary resource to an individual and one that acts as a jumping off place for all sorts of resources.
  • URL Link - Links are unique references to materials on an intranet, extranet, or Internet site (e.g., http://www.abanet.org).
  • Web Server - A PC that has software on it that allows the machine to be accessed by other machines running a web browser. Web server software can run on even desk-top PCs running Windows 95/98.

Enter Knowledge Services “THERE IS NO END IN SIGHT.”
After four Internet-years, one might think that the firm's needs for these technologies could be waning. Not so, according to Nill Toulme, the firm's technology partner. "There is absolutely no end in sight to the applications we will create. The internal demand and the needs of our clients have become so extreme that we have spun off the Web team into an entire department titled 'Knowledge Services.' By mid-1999, we expect to have six Web developers on staff."

Over the four years, the firm's intranet has grown dramatically. Applications have included a help desk tracking/routing process (using ColdFusion's CFMAIL tag to provide the messaging capabilities), a summer associate work request/evaluation system, the "InfoFinder" search tool (using CF's Verity search engine for full-text retrieval and HTTPGet to acquire the content of pages), an expert witness profile/testimony application, a foreign counsel tracking system, an investment banker database application, an audit letter routing/tracking groupware procedure, niche case/matter tracking applications, and numerous Pure Oxygen sites (example: the firm's paralegal site). These systems have increased the skills of the firm's technology personnel, paving the way for even more complex and demanding groupware applications with imaging and mail enabling features.

Today, more intranet applications are in development, like an online conference room/visiting attorney office scheduler and a robust employee directory application.

Interestingly, while the intranet was growing rapidly, the firm's Web site project had stalled. By pulling the project back in house and bringing in graphics design talent, the firm was able to implement a graphically pleasant site with robust database-driven capabilities. This experience showed that project management for a Web technology project did not differ from any other kind of technology project. Managing the content production was just as important as developing the technological back end. Bringing it inside allowed consistent project management.


This part discussed how and why Alston & Bird implemented its legal intranets and extranets. The second part of the article discusses why legal intranets and extranets matter and how the investment in deploying these technologies can provide value. It discusses some of the lessons learned about implementing these systems and addresses some of the issues that lawyers may wish to consider as they think about legal intranet and extranet strategy. Part 2 of this article will appear on Monday, May 3rd, 1999.

A version of this article was first published in the March 1999 issue (Volume 25, No. 2)
of the American Bar Association’s Law Practice Management magazine.

Copyright John Hokkanen, 1999. All Rights Reserved.