The Handbook for Legal Innovation
Published: 2023
Pages: 294
eBook: 9781787429154
With 20 years of experience in the legal industry, including a decade each of practicing law and driving innovation initiatives in large legal organizations, Shaver draws upon her experience as well as broad industry knowledge to inform this practical guide.
In The Handbook for Legal Innovation, Shaver, the 2020 ILTA Legal Innovation Leader of the Year and a College of Law Practice Management Fellow, outlines how to set up an effective strategy for innovation, provides practical guides for conducting current-state audits, establishes frameworks to help identify project priorities, and outlines how to build and grow the right team. With 20 years of experience in the legal industry, including a decade each of practicing law and driving innovation initiatives in large legal organizations, Shaver draws upon her experience as well as broad industry knowledge to inform this practical guide.
In addition to strategy suggestions, the Handbook delves deeply into methodologies for change. Shaver provides an overview of effective methods drawn from other industries that can be leveraged within legal to support and supercharge innovation efforts, equipping lawyers and legal innovation leaders with tools that will help them drive real change within their organizations.
Table of Contents
Cover | Cover | |
---|---|---|
Title | i | |
Copyright | ii | |
Dedication | iii | |
Contents | v | |
About the author | ix | |
Foreword | xi | |
Introduction | xiii | |
The boom in legal technology | xviii | |
Leading innovation | xix | |
Who this book is for | xxi | |
A note on terminology | xxii | |
Part 1: Establishing and Building your Innovation Function | 1 | |
Chapter 1: The impetus for change | 3 | |
Why change, why now? | 3 | |
Chapter 2: Establishing a vision | 7 | |
Crafting your vision | 10 | |
Checklist: Setting a vision | 11 | |
Chapter 3: Innovation strategies for culture change | 13 | |
Developing a strategy | 13 | |
Sample strategies | 14 | |
Examples of broad educational programming | 25 | |
Sample engagement best practices | 30 | |
Checklist: Establishing a strategy | 33 | |
Chapter 4: Planning for the future | 35 | |
Three Horizons theory | 35 | |
Innovation ambitions | 40 | |
Budgeting for future growth | 42 | |
Checklist: Planning for multi-horizon growth | 44 | |
Chapter 5: Building a portfolio of initiatives | 47 | |
What is an audit? | 48 | |
Sample knowledge audit questions | 50 | |
Sample innovation audit questions | 50 | |
Building a project portfolio | 51 | |
SWOT analysis | 51 | |
Client-facing initiatives | 54 | |
Listening programs | 55 | |
Checklist: Identifying strategic projects | 56 | |
Chapter 6: Determining priorities | 59 | |
Categorizing projects | 59 | |
Value versus effort | 65 | |
Project streams | 67 | |
Business planning | 68 | |
Checklist: Prioritizing strategic initiatives | 69 | |
Chapter 7: Creating and growing an innovation function | 71 | |
Roles in KM and innovation | 72 | |
Organizational structures | 83 | |
Building your team | 84 | |
Hiring hints | 90 | |
Checklist: Building your team | 94 | |
Part 2: Methodologies for Change | 97 | |
Chapter 8: Supercharging your strategy | 99 | |
TNT – Tiny Noticeable Things | 99 | |
Locating bright spots | 103 | |
Appreciative inquiry | 107 | |
A note on mental health | 110 | |
Checklist: Optimistic change approaches | 110 | |
Chapter 9: Change management | 113 | |
What is change management? | 114 | |
The change curve | 115 | |
Change planning | 120 | |
Building your change team | 128 | |
Overcoming resistance | 131 | |
Influencing without authority | 139 | |
A note on process change | 141 | |
Checklist: Managing change during a complex project | 141 | |
Chapter 10: Communications and storytelling | 145 | |
Developing a communications plan | 145 | |
Communicating the vision | 149 | |
Five tips for communicating your vision | 150 | |
Elevator pitches | 152 | |
Launch communications | 153 | |
Low key change | 154 | |
Seven Touches | 155 | |
WIIFM messaging | 156 | |
Personas | 157 | |
The power of storytelling | 159 | |
The difference between hearing and listening | 160 | |
Ten steps for effective communication | 161 | |
Appealing to ethos, pathos, and logos | 162 | |
Checklist: Planning for effective communications | 164 | |
Chapter 11: Creative problem-solving and process improvement | 167 | |
Scientific method | 167 | |
Service design and design thinking | 169 | |
Legal design | 176 | |
Systems thinking | 179 | |
How to apply design principles in legal | 181 | |
Manufacturing methodologies | 187 | |
Upstream problem-solving and problem-prevention | 195 | |
Two root cause analysis tools you can use now | 198 | |
Checklist: Problem-solving and process improvement techniques | 201 | |
Chapter 12: Approaches to work and ways of working | 207 | |
Law as a business | 207 | |
Michael Porter’s Five Forces | 207 | |
Red and blue ocean theory | 211 | |
The Innovator’s Dilemma | 214 | |
Software development methodologies | 220 | |
Application to legal | 223 | |
Checklist: Effective ways of working | 226 | |
Chapter 13: Product management | 231 | |
Product strategy | 232 | |
The Business Model Canvas | 235 | |
The product development lifecycle | 242 | |
Product management tools | 244 | |
Tips for productization | 251 | |
A note on value-adds | 252 | |
Checklist: Building successful products | 254 | |
Chapter 14: Incentives and adoption | 257 | |
Strategies for adoption | 257 | |
Case study: Strategizing for adoption at King Wood Mallesons (KWM) | 258 | |
Planning for adoption | 259 | |
Assessing the behavior change necessary for adoption | 265 | |
The adoption curve and the virtue of patience | 267 | |
The qualities of adoptable innovations | 270 | |
Locking in the old with the new | 272 | |
Incentives | 273 | |
A note on disincentives | 275 | |
Remedial adoption | 276 | |
Case study: Adoption success story at Nauta Dutilh | 276 | |
Adoption metrics | 278 | |
Training | 279 | |
Word of mouth | 280 | |
Checklist: Adoption techniques | 281 | |
Conclusion | 289 | |
Acknowledgements | 293 | |
About Globe Law and Business | 294 |
This is the most practical guidance for innovation in law firms I have seen. As one could expect from Nikki Shaver, it is comprehensive, filled with useful tips and frameworks and well written. Built on strong theoretical frameworks this will be the go-to guide for any law firm serious about innovation.
Jeroen Plink
More and more law firms are realizing that innovation is not just a client expectation or a nice public relations story. As in other businesses, new service delivery models can be very good for the firm’s own bottom line. However, it is sometimes difficult to determine what to build, and it is always difficult to drive the necessary change. Nikki Shaver’s Handbook for Legal Innovation does the industry a great service by providing a roadmap for not only identifying opportunities to innovate, but also for driving those projects to success.
Brad Blickstein
Innovation is not a destination, but a direction of travel. Where are your clients headed? How will you make sure you are there with them? Nikki has captured a human-centric, practical approach for propelling innovation in your firm. Look here and get moving.
Heath Harris
I can't recommend it highly enough! I always keep it within reach, even when I'm traveling.
Luís Alves Dias
CEO and Co-Founder, Legau
NICOLA SHAVER
https://www.linkedin.com/in/nicola-shaver/
https://www.legaltechnologyhub.com/
Nicola Shaver has been working at the forefront of change in the legal industry for the past ten years. She is the CEO and co-founder of Legaltech Hub, the foremost educational platform for insights and analysis on legal innovation, digital transformation, and legaltech procurement, combined with the most comprehensive directory of legal technology solutions globally.
Nicola has 20 years of experience in the legal industry, including ten years of practice experience with top tier firms and Fortune 500 companies and close to a decade of global experience as a senior innovation leader with international firms. In 2020, the same year that her department at Paul Hastings LLP was named Innovator of the year, the International Legal Technology Association named her Innovative Leader of the Year. Nicola developed a curriculum on legal technology for summer associates that was shortlisted by the Financial Times Innovative Lawyers Awards for the Future of Law category. In 2021, she became a Fastcase 50 honoree and a Fellow of the College of Law Practice Management. In 2022, the ABA named her one of its Women of Legaltech.
In addition to her work with Legaltech Hub, Nicola is the host of Luminate+ series The Innovation Edge, and an adjunct professor at Cardozo Law School, where she developed and teaches the school’s inaugural course on legal technology and the business of law. She is a frequent advisor to law firms, corporate legal departments, and legaltech companies. She has been invited to speak at conferences in Australia, Canada, the United States, Latin America, and Europe, on topics such as digital transformation and technology adoption. She is a regular contributor to publications including Law360, ALM Legaltech News, Modern Lawyer, and Legal Business World, and a passionate advocate for positive change in the legal industry.