Implementing
Law Firm Intranets & Extranets
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What do Internet technologies really mean to
a law firm? |
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Huge opportunities for firms that focus on adding
value to the client relationship.
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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.
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Know
Your Net: A List of Terms |
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- 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.
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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.
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