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How a practice management technique called knowledge strategy can help law firm leaders achieve strategic goals – ideas from a former AmLaw 20 senior partner.


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Friend or foe? Document management system risks for large firms

Posted by Jack Bostelman | Dec 13, 2017 | 0 Comments

The Executive Committee learned to their surprise that a huge number of documents was being stored by lawyers outside the document management system. This created heightened security risks for the firm in the event of a network virus, liability risks in the event of malpractice claims or requests for complete client files, and loss of efficiency and quality through inability to share prior work product. There were multiple reasons identified through lawyer interviews, and the solution involved a corresponding multi-pronged approach. The effort would extend for 6 months and involve a significant internal publicity and education campaign, as well as changes to the configuration of the DMS itself and a manpower commitment for analysis and follow-up. The pending security audit required by an important financial services client placed additional pressure on firm leadership to address the problem promptly.

About Us

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KM/JD Consulting LLC renders impartial practice management advice to law firms on improving efficiency, increasing profits and reducing risk, emphasizing knowledge strategy.

Jack Bostelman, President

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Before founding KM/JD Consulting LLC, Jack practiced law in New York for 30 years as a partner of pre-eminent AmLaw 20 firm Sullivan & Cromwell.

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How a practice management technique called knowledge strategy can help law firm leaders achieve strategic goals – ideas from a former AmLaw 20 senior partner.