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Lauritsen - The Lawyer’s Guide To Working Smarter With Knowledge Tools

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Lauritsen The Lawyer’s Guide To Working Smarter With Knowledge Tools
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This ground-breaking guide introduces lawyers and other professionals to a powerful class of software that supports core aspects of legal work. The author discusses how technologies like practice systems, work product retrieval, document assembly, and interactive checklists help people work smarter. If you are looking to work more effectively, this book provides a clear roadmap, with many concrete examples and thought-provoking ideas.
This book is a first rate primer on knowledge systems for lawyers. On each page, it exhibits the extensive practical experience and deep conceptual insight of its author. Crucially, it is written with a jauntiness and a lightness of touch that render it entirely accessible to all lawyers.
--Professor Richard Susskind, author, The End of Lawyers?
This is mandatory reading for anyone considering game-changing technology applications with high impact on day-to-day legal practice. From document assembly to decision-assistance, Marc Lauritsen opens the doors to meaningful technological change.
--Dennis Kennedy, author, The Lawyers Guide to Collaboration Tools and Technologies

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THE LAWYERS GUIDE TO WORKING SMARTER WITH KNOWLEDGE TOOLS Marc Lauritsen - photo 1
THE LAWYERS GUIDE TO
WORKING
SMARTER
WITH
KNOWLEDGE TOOLS

Marc Lauritsen

Commitment to Quality The Law Practice Management Section is committed to - photo 2

Commitment to Quality: The Law Practice Management Section is committed to quality in our publications. Our authors are experienced practitioners in their fields. Prior to publication, the contents of all our books are rigorously reviewed by experts to ensure the highest quality product and presentation. Because we are committed to serving our readers needs, we welcome your feedback on how we can improve future editions of this book.

With kind permission from Springer Science + Business Media: Book review of Richard Susskind, Transforming the Law, by Marc Lauritsen, 9 Artificial Intelligence and Law 295-303 (2001).

Cover design by Jim Colao.

Nothing contained in this book is to be considered as the rendering of legal advice for specific cases, and readers are responsible for obtaining such advice from their own legal counsel. This book and any forms and agreements herein are intended for educational and informational purposes only.

The products and services mentioned in this publication are under or may be under trademark or service mark protection. Product and service names and terms are used throughout only in an editorial fashion, to the benefit of the product manufacturer or service provider, with no intention of infringement. Use of a product or service name or term in this publication should not be regarded as affecting the validity of any trademark or service mark.

The Law Practice Management Section, American Bar Association, offers an educational program for lawyers in practice. Books and other materials are published in furtherance of that program. Authors and editors of publications may express their own legal interpretations and opinions, which are not necessarily those of either the American Bar Association or the Law Practice Management Section unless adopted pursuant to the bylaws of the Association. The opinions expressed do not reflect in any way a position of the Section or the American Bar Association.

2010 American Bar Association. All rights reserved.

Printed in the United States of America.

12 11 10 5 4 3 2 1

Library of Congress Cataloging-in-Publication Data

Lauritsen, Marc.
The lawyers guide to working smarter with knowledge tools / by Marc Lauritsen.
p. cm.
Includes index.
ISBN 978-1-60442-826-1
1. Law officesUnited StatesAutomation. I. Title.
KF320.A9L38 2010
340.0285dc22

2010004059

Discounts are available for books ordered in bulk. Special consideration is given to state bars, CLE programs, and other bar-related organizations. Inquire at Book Publishing, American Bar Association, 321 N. Clark Street, Chicago, Illinois 60654.

Dedication

DEDICATED TO MY PARENTS, Ruth and Norman Lauritsen, who taught me to appreciate music, craftsmanship, and other beautiful and useful things. And to my wife, Joy Bahniuk, who sustains me with love and humor.

About the Author
Marc Lauritsen
Marc Lauritsen is a Massachusetts lawyer and educator with nearly twenty-five - photo 3

Marc Lauritsen is a Massachusetts lawyer and educator with nearly twenty-five years of experience in knowledge-system development. After earning degrees from the Massachusetts Institute of Technology and Harvard Law School, he worked as a poverty lawyer and became director of clinical programs and a senior research associate at Harvard. He established Capstone Practice Systems in 1998 and later served as vice president for practice technology at AmeriCounsel.com, an Internet legal services company. He more recently founded Legal Systematics, Inc.

Lauritsen has lectured and published widely on the uses and implications of information technology in the legal profession. He is active in professional and scholarly communities concerned with law and technology both nationally and internationally. He is a technology correspondent for Artificial Intelligence and Law, cochair of the American Bar Associations eLawyering Task Force, and a Fellow of the College of Law Practice Management.

Acknowledgments

IVE HAD THE PLEASURE of interacting with and learning from a brilliant group of colleagues, clients, and friends over my several decades of engagement with law and technology. For a first-time book author, its deeply humbling to compile a list of such people. Here are most of them, in alphabetical order.

Ken Adams, Paul Agostinelli, Betty Allebach, Tim Allen, Bill Andersen, Wells Anderson, Stephen Armstrong, Kevin Ashley, Bob Aubin, Joe Bastista, Adam Bendell, Jon Bing, Kate Bladow, Gary Bellow, Don Berman, Danile Bourcier, Michael Bowen, Bill Boyd, Dave Boyhan, Karl Branting, Norv Brasch, Andy Brewster, Tom Bruce, Chrissy Burns, Dan Burnstein, Hugh Calkins, Lily Casura, Henry Chace, Jeanne Charn, Simon Chester, Bob Clark, Dave Clough, Lisa Colpoys, Valerie Connell, Clark Cordner, Doug Cornelius, Fran Cutler, John DeGolyer, Richard DeMulder, Vanessa DiMauro, Brian Donnelly, Bart Earle, Russ Edelman, Jim Eidelman, Dan Evans, Philip Evans, Larry Farmer, Rich Farrell, Nick Finke, Sheila Fisher, Ron Fleischer, Scott Fletcher, Jeff Fortkamp, Ken Frank, Ron Friedmann, Michel Gahard, Hugh Gibbons, Sally Gonzalez, Tom Gordon, Richard Granat, Graham Greenleaf, Joe Hadzima, Carole Hafner, Patricia Hassett, Jim Hazard, Erik Heels, Jeff Hogue, John Hokkanen, Will Hornsby, Dan Hunter, Harry Jacobs, Blair Janis, Claudia Johnson, David Johnson, Cliff Jones, Bob Jordan, Ethan Katsh, Jim Keane, Dennis Kennedy, Duncan Kennedy, David Kiefer, Gene Koo, Mark Larson, Philip Leith, Stewart Levine, Eric Little, Innar Liv, Chet Lustgarten, Ejan Mackaay, Paul Maharg, David Maister, Michael Marget, Kingsley Martin, Peter Martin, Terry Martin, Todd Mattson, John Mayer, Viktor Mayer-Schnberger, Thorne McCarty, Jim McMillan, Rachel Medina, Brent Miller, Bruce Miller, Greg Miller, Michael Mills, Vijay Mital, Roland Monson, Marshall Morrise, Mike Moss, Darryl Mountain, Rees Morrison, John Murdock, Peter Murray, Roberta Nannucci, Sharon Nelson, Charles Nesson, John Niemeyer, Mike Norwood, Mark OBrien, Tom OConnor, Bruce Olson, Peter ONeil, Anja Oskamp, Mel Ostrow, Abdul Paliwala, Fred Parnon, Alan Paterson, Todd Pedwell, Daniel Poulin, Lonnie Powers, LaVern Pritchard, Glenn Rawdon, Edwina Rissland, Mark Robertson, Alan Rothman, Jeff Rovner, Seth Rowland, Ahti Saarenp, Catherine Sanders Reach, Giovanni Sartor, Erich Schweighofer, Bob Seibel, Peter Seipel, Bob Serafin, Doug Simpson, Dan Smith, Alan Soudakoff, Bill Speros, Ron Staudt, Larry Stevens, Richard Susskind, Olav Torvund, Allan Tow, Don Trautman, Meg Turner, Cynthia Vaughn, George Wood, Brett Woodvine, Max Young, John Zeleznikow, Richard Zorza.

Thanks to all of you.

Thanks also to Joan Bullock for a painstaking review of my manuscript, and to Tim Johnson, Denise Constantine, and Trish Cleary of the ABA Law Practice Management Section for helping me get it into print.

Introduction

THIS BOOK INTRODUCES A class of software tools that support the distinctive work of lawyers and other legal professionals. Well talk about how technologies like work product retrieval, document assembly, and interactive checklists help lawyers work smarter. Well review the main technical, financial, and management issues in acquiring and using knowledge tools and touch on important future trends.

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