THE MANAGEMENT AND TECHNOLOGICAL ENVIRONMENT OF LAW PRACTICE


Instructor: Richard S. Granat, J.D.

Welcome! This course is designed to be both substantive and practical. It is designed to be challenging and fun. It will not be like any other course you have taken in law school.

This course is for third year law students who plan to enter private practice and want to understand the issues involved in managing the modern law firm in a period of rapid change caused in large part by the impact of information technology on the practice of law.

This course is not about the technical work of law; it is about learning how to think about managing legal work and law firms and the delivery of legal services in the age of the Internet. The impact of information technology on law will result in reorganizing the legal profession into two communities: those that know how to managet the delivery of legal services using information technology ; and those who continue to practice as if the world were still dominated by print technology. Ethan Katsh has labeled the former: "Digital Lawyers."

According to Katsh: " The essential difference between the digital lawyer of the future, which may turn out to be the only kind of lawyer to thrive in the future, and today's attorney, lies only partly in access to technology and in skill in using technology. Rather, the core change in the digital lawyer is an understanding of the value of information in an environment where new tools for processing and communicating information make adding value to information and using information to develop new relationships the central concern of the economic system. The digital lawyer knows that although the new media present opportunities to save time, the most novel characteristic of these technologies may be in how they operate on space and distance. The successful digital lawyer is one who knows that he or she is in the information business as much as in the legal business..."

This seminar, while about management and technology, will also deal with legal issues and the problems of professional responsibility that pervade every aspect of law practice management. For example, the course will deal with issues such as ethical issues in marketing legal services, ethical issues in delivering legal services on the Internet; legal issues involved in law firm organization; and ethical issues involved in law firm personnel management, supervision, and the unauthorized practice of law. Unlike the course in Professional Responsiblity, this course will discuss these issues in the context of law firm management practices.


Required Texts:

Gary Munneke, Law Practice Management, West Publishing Co. (1996)

Ethan Katsh, Law in a Digital World, Oxford University Press, 1995.

Henry H. Perritt, Jr., Everything the Solo Practitioner Needs to Know About Computers, (Practicing Law Institute, 1994).

Burgess Allison, The Lawyer's Guide to the Internet, Section of Law Practice Management, American Bar Association, 1995.

Katsh, Ethan, Digital Lawyers: Orienting the Legal Profession to Cyberspace

Martin, Peter W., Five Reasons for Lawyers and Law Firms to Be on the Internet

Netscape Navigator (Download for Free from Netscape Web Site).

Other materials will be distributed to you and certain materials will be placed on reserve in the law library for reference. I also urge you to join the American Bar Association Section on Law Practice Management which will get you access to a host of law practice management publications, including the monthly journal, Law Practice Management.



Using the Internet

On-line presence and usage of the Internet is a major aspect of this course. We will not only be discussing the impact of the network on the practice of law- we will be using it actively throughout the semester. You will need to be comfortable using Email. You should also become familiar with accessing material on the World-Wide Web, using a web client such as Netscape or Mosaic.

I have placed on reserve several HTML authoring guides including: Laura Lemay, Teach Yourself WEB Publishing with HTML in a Week (1995). I have asked the bookstore to order several copies of the Lemay book as well. You should feel free to substitute any comparable introductory guide to writing an HTML document (also known as a World Wide Web page), including those found on the Internet.

Much of the material for this course will be accessible via the World-Wide Web on the course home page/web site. The web site contains course information, including pointers to assigned readings and source materials. This page is also the place to look for current announcements and assignments. You should check here at least once every few days during the semester.

Please do three things before the first class:

1.Acquire from the Book Store.

2.Send me a private e-mail to richard@granat.com. Tell me what you hope to learn from this course.

3.Join the Seminar Mailing List. To subscribe to the mailing list send an email message to listserv@law.ab.umd.edu.

Leave the subject line of the e-mail blank.

The first line of your message should read:

SUBSCRIBE COMPAPP

You should get a message back confirming your subscription.

Once you are subscribed, to send e-mail to the list, address the e-mail to: COMPAPP@law.ab.umd.edu

Anything you send to the list will be distributed to the entire class.

GENERAL INFORMATION

 

Class Policies

Attendance. I will take formal attendance in this class. Since we only meet once a week, you ought to be able to make it. Any student who skips often enough for it to become noticeable will suffer a deduction from class participation credit.

Taping. No classes may be taped without my specific permission, which will not be given for reasons other than verified medical emergencies, or to students with particular disabilities.

Grading.

No Exam. Grades will be based on your production of an individual World Wide Web (WWW) page as part of your team law firm planning project, your team report as described below, and your Indepenent Study Project. Your grade will also include a substantial class participation component. I expect everyone to do the reading and to be prepared for class. Class participation includes taking part in assignments to do something and report to the class mailing list in a timely way.

Seminar Format: The seminar will have two, complementary formats:

(a) During certain periods of the course, the class will function in the normal seminar format consisting of part lecture and part discussion. This format will be used during the first 6 sessions of the course. This should give everyone the opportunity to feel comfortable with the course materials and the subject matter. During this part of the course we will cover material on how to create a web site for the World Wide Web.

(b) At times during the first portion of the course, as well as during the last part of the semester, the entire class will function as the Executive Committee of a law firm during its initial start-up phase. I will function as the "Managing Partner" of the law firm, and sometimes in the role of a "law firm management consultant" who will provide feedback to the work of the Executive Committee. The objective of this part of the seminar is to develop a workable design for a new law firm. The findings of the class will be presented in the last class session to a panel, consisting of myself, and two guests who have experience in law firm management and technology.

Team Assignments: During the early part of the semester you will be assigned responsibility for developing a report to the Executive Committee on a specific law firm management topic. During class sessions #6 to #13, students will make oral and written reports on their specific projects to the class sitting as the decision-making body of a law firm. The final version of the written report is not due until the last class and you have an opportunity to revise your recommendations based on class discussion during the semester. These reports will provide the class an opportunity to discuss different topics in depth and to participate in a decision-making process which simulates the actual law firm decision-making process. As Law Firm Committee Chairpersons and participating Committee members you will have the opportunity to prepare a recommendation to the law firm in the format that you would use before an actual law firm executive committee or other law firm planning body.

Each assignment will involve the evaluation of a particular subsystem of a hypothetical law firm. You must do these reports in teams of two, rather than individually. The assignments are varied, which will allow students without a great deal of computer experience to undertake a project which requires no background in computers.

Each team will receive a grade for their work for these assignments and for developing a law firm web site. This grade will constitute forty percent (40%) of the grade for the seminar.

Final Project: The final project will be a paper or software system completed on an individual basis. For this Final Project you can elect one of the following options:

a. You can design a computer-based substantive mini-system such as a document assembly system or mini-expert system.

b. You can choose to investigate an aspect of management and technology in a law firm environment and prepare a written paper on the subject. You can use traditional research methods as well as "field research" methods. Field research might consist of interviewing law firm managers, lawyers, vendors, publishing companies, etc. Topics for individual papers can extend work already done for class in the individual assignments, or constitute new subjects, Typical topics might be:

Artificial Intelligence and the Law

Expert Legal Systems

Evaluation of Attorney Performance

Total Quality Management in the Law Firm

Types of Decision-Making Systems in Law Firms

Law Firm Training Programs for Associates

Marketing Legal Services on the Internet

Confidentiality Issues in Delivering Legal Services in Cyberspace

An Evaluation of Document Assembly Software Programs

An Evaluation of Automated Litigation Support Programs

Methods of Increasing Law Firm Productivity

The Law Firm Library of Tomorrow

What is the Competent Attorney?

Organizing Tomorrow's Law Firm

The Impact of Ethical Rules on Law Practice

Unauthorized Practice of Law and Non-Lawyer Practice

New Patterns of Law Practice

Organizing a Tele-Lawyer Service: Legal, Ethical and Management Issues

Increasing Lawyer Satisfaction

Computer Literacy Training for Attorneys

A Computer Literacy Curriculum for a Law School

Law Firm Financial Models

Law Firm Marketing Strategies

Legal Issues Affecting Law Firm Marketing

Law Firm Practice Development Strategies

New Approaches to Continuing Legal Education

The Implications of a Changing Work Force

Law Firm Affirmative Action Programs

Pre-Paid Legal Service Programs: Legal and Ethical Issues

You are free to choose other topics that interest you. The seminar topic must be approved by me and must be submitted by Class #5.

This seminar paper will count as seventy-five percent (75%) of your total grade.

Syllabus

Class #1 - Trends in the Practice of Law

Assignment: Read Chapter 1 & 2, Law Practice Management, Chapter 1, Law In A Digital World, plus distributed Materials. Please make sure you read the distributed articles. Also read: Katsh, Ethan, Digital Lawyers: Orienting the Legal Profession to Cyberspace

Martin, Peter W., Five Reasons for Lawyers and Law Firms to Be on the Internet

Topics: Evolution of the practice of law; the law firm as a software factory; images of future law practice; emerging organizational forms; changes in the structure of society which have an impact on the legal profession.

Class#2 - Developing a Web Site: Technqiues and Technologies. Read Distributed Materials and Chapter 1-2, Burgess Allison, The Lawyer's Guide to the Internet, Section of Law Practice Management, American Bar Association, 1995; Also Katsh, Chapter 2-5.

Class #3 - Governing, Managing and Ownership of the Law Practice: Law Firm Planning Process; Strategic Planning Process
Assignment: Read Pages 612-621, Law Practice Management, plus distributed article by Ward Bower on Strategies for Profitability.

Assignment of Individual Law Firm Projects: Assignment of Roles and Assumptions Underlying the Law Firm Planning Process.

Class #4 People - Legal and Non-Legal
Reading Assignment: Read Chapter 3 and 4, Law Practice Management

Class #5. Marketing of Legal Services: Practial and Ethical Issues
This unit will cover ethical issues in marketing legal services in the traditional manner, as well as on the Internet.

Reading Assignment: Read Chapter 14, Pages 516-543, Law Practice Management.

Class #6. Practicing Law With Computers.
Reading Assignment: Henry H. Perritt, Jr., Everything the Solo Practitioner Needs to Know About Computers, (Practicing Law Institute, 1994). Chapter 8, Law Practice Management, plus distributed articles.

Class # 7 Law Firm Finance
Reading Assignment: Read Chapter 11 and 13, Law Practice Management plus distributed articles.
Final Paper Topic Selection is Due

Class #8 Law Firm Executive Committee Meeting #1
Report #1: Prepare a market analysis and marketing plan for the proposed firm. Include identification of market segments; potential clients; assignment of responsibilities; and statement of marketing objectives.
Reading Assignment: Distributed Materials.

Class #9 Law Firm Executive Committee Meeting #2
Report #2: Prepare a personnel plan and organizational chart for the firm. Include both lawyers, paralegals, and support staff. For the lawyers, describe the substantive work assignments, management responsibilities, including supervision and evaluation. Include a plan for utilization of non-lawyer personnel, including legal assistants and other support staff. Include recommendations concerns recruiting, training, and staff development. Estimate training costs.
Reading Assignment: Distributed Materials

Class #10 Law Firm Executive Committee Meeting #3
Report #3: Utilizing the planning assumptions provided to you in Class #2, the marketing analysis provided in Report #1; and the human resource analysis provided in Report #2, create a partnership agreement which reflects the realities of the people, resources, and strategic objectives of the proposed firm. First develop a law firm mission statement; then draft a partnership agreement which reflects the values in the mission statement.
Reading Assignment: Review Chapters 1 & 2. Please distributed materials.

Class #11 Law Firm Executive Committee Meeting #4
Report #4: Recommend a computer system for the firm, including specific recommendations concerning the hardware platform, software capabilities, including identification of a document processing system, and pricing alternatives.
Reading Assignment: Chapter 8, Law Practice Management.

Class #12 Law Firm Executive Committee Meeting #5
Report #5: Recommend specialized legal software applications that support the marketing and strategic objectives of the firm. Examples would be automated litigation support software, document assembly software, and other specialized programs. Discuss use of networks such as ABA/NET and the American Lawyer Counsel network. Implications of technology for firm strategy and client recruitment and retention.
Reading Assignment: Chapter 9, Law Practice Management, and Distributed Materials.

Report #6: Recommend support administrative support software programs such as tickler and docket control; document management; timekeeping and billing.

Reading Assignment: Chapter 10, Law Practice Management, and Distributed Materials.

Class #13 Law Firm Executive Committee Meeting #6
Report #7: Develop a plan for the library and the physical facility. Estimate costs. Analyze alternative facility costs and options. Develop a concept of how the physical facility will support the strategic objectives of the firm.

Reading Assignment: Chapter 5,6,and 7, Law Practice Management.
Class #14 Law Firm Executive Committee Meeting #7
The financial planning process. Integrating the various subsystems into a viable financial model.

Reading Assignment: Chapter 12: Law Practice Management
Other topics covered: Managing change; responding to the new workforce; what technological, financial and organizational missions can support internal strategies for professional growth? What makes a proposed change a reasonable risk? what strategies encourage innovators? How can a law firm change to become more innovative? to survive in the 1990's. Comments on total quality management methods..
Reading Assignment: Chapter 14 and Chapter 15, Law Practice Management

Class #15 Law Firm Executive Committee Meeting #8
Presentation of model firm strategic plan to a law firm management consultant. Each team presents a 5 minute summary of their recommendations, which may have been revised based upon the materials presented by other class members during the seminar. The class elects a Managing Partner who presides over the presentation, introducing each team, and summarizing the basic strategy assumptions at the end of the session.

Final Report is due plus Web Site Project.

Independent Study Project is Due on: May 17, 1997.