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A curated list to help all people who are interested in the transformation of the legal profession and industry, regardless of stage on their journey: beginners, more advanced innovators, professionals, researchers.

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Meta-Lex: The Ultimate Legal Transformation Resource Library

LTA LTA CC BY-SA 4.0

Meta-Lex is a curated list maintained by the Liquid Legal Institute. Its modest goal is to help all people who are interested in the transformation / innovation of the legal profession and industry, regardless of stage on their journey: beginners, more advanced innovators, professionals, researchers.

With your suggestions and content contributions, Meta-Lex will become the premier global reference hub for the legal trans(formation)-curious.

Find more information at the LLI project webpage on Meta-Lex: The Ultimate Legal Transformation Resource Library.

Please read the contribution guidelines before contributing. Please add a resource by raising a pull request. We also solicit discussion and proposal of new ideas (including additional content sections) as issues. While Meta-Lex's preferred style convention should be evident from the existing entries, the contribution guidelines include Meta-Lex's preferred Architecture and Style Sheet.

Contents

Introduction to Legal Transformation - A Profession and Industry in Need of Change

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Foundational Thinking

Access to Justice / People Law [to be added]

Transformation & Innovation Guides

Law Firms & Legal Functions

  • Book: Successful Digital Transformation in Law Firms: A Question of Culture (Isabel Parker, Globe Law and Business, 2021). Well written, edited, laid out and documented by endnotes. Above all, is well supported on all key points by case studies and interviews from both within and outside legal practice. The author’s approach is fair and balanced; she recognizes both the undeniable strengths and current limitations of the traditional law firm model in today's rapidly transforming world. She offers several plausible paths that firms can take to rise to the challenge of putting client service first in today's digital world. All while being keenly realistic about the likely challenges to be faced and difficult choices to be made. The extensive treatment of law firm "purpose" and by extension, that of all legal professionals is singular and should inform all professionals as they adapt to the digital age. Many insights are also readily transferable to in-house with little or no adaptation, whether in informing transformation agendas or in selecting and instructing law firms.

  • Book: Building an Outstanding Legal Team (Bjarne P. Tellmann, Globe Law and Business, 2017). [add description]

  • Articles: “Don’t Let the Digital Tail Wag the Transformation Dog: A Digital Transformation Roadmap for Corporate Counsel” (Michele DeStefano, Bjarne P. Tellmann and Daniel Wu, 6 February 2022; last updated 23 May 2022, University of Miami Legal Studies Research Paper No 4021593). Soon to be published in the Journal of Business and Technology Law. The typical multinational corporation's internal legal department follows a Three-Phased Digital Maturity Framework. This has initial appeal, but the authors argue that it is suboptimal because it focuses more on technology at the expense of foundational, non-technology changes that are critical if the digital technology changes are to be successful and add full ROI. Their preferred approach focuses first on reviewing and optimizing the service delivery model and its related processes. With examples, they maintain that the most successful digital transformations have followed the latter approach. Nota Bene: An excellent précis to this 61 page article is Anusia Gillespie, “Q. What is digital transformation? A primer for legal professionals” (Legal Evolution, 2 March 2022).

  • Article: In conversation with Thomas Barothy (Interview with Isabel Parker, Modern Lawyer, Globe Law and Business, April 2022). Insightful and inspiring interview with Thomas Barothy, the immediate past Global COO of the UBS Legal Department. Outlines the remarkable transformation progress achieved during his [five] year tenure, with valuable recommendations for other legal departments on this journey.

  • Article: The (re)making of a modern lawyer – an in-house lawyer’s pandemic reinvention journey (Robert Dilworth, Modern Lawyer, Globe Law and Business, July 2022). A first-person storytelling account of corporate lawyer's road to Damascus journey during the Pandemic lockdowns towards radical acceptance that the profession and industry must urgently change in order to be fit for purpose in a digital age. Personal reflections, a renewed sense of personal purpose. Recommendations to individual lawyers sharing these inklings, but not knowing how to start, as well as to in-house legal departments and the law firms that serve them. [Note: update hyperlink in July.]

Practical Applications

  • Book: The Simple Guide to Legal Innovation: Basics Every Lawyer Should Know. (Lucy Bassli, Am. Bar Assoc., 2020). Primer; bite-sized lessons; relatively quick read; everything the title promises. Author was 13 yrs in Microsoft in-house legal. Spoiler alert: Innovation does not always require expensive shiny new toys. Innovation is something that we do and become, not purchase.

  • Book: The Lawyer's Guide to Working Smarter With Knowledge Tools. (Marc Lauritsen, Am. Bar Assoc., 2010). A guide for lawyers and other professionals to practice systems, work product retrieval, document assemby and interactive checklists to help at all levels of legal practice. Highly readable. At the time. Richard Susskind considered it a "first-rate primer". Excellent organization and treatment of key knowledge tools. Includes an early treatment of AI and an Appendix with book review of the related literature at the time. Author is a legal innovator pioneer (mid-1980's), worked in this area for 13 yrs at Harvard Law School, President of Capstone Practice Systems, a lecturer at Suffolk University Law School in Boston and a contributor to Legal Evolution. Tip: Amazon Kindle and LexisNexis e-book price is strangely >USD75; used paperback edition is <USD10.

Legal Business Development

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Humanization, Diversity and Well-being

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Legal Design and Innovation

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Legal Operations - General

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Project Management and Strategic Planning

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Legal KPIs (Key Performance Indicators) and Metrics

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Legal Processes and Workflows

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Knowledge and Document Management

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  • Book: The Simple Guide to Legal Innovation: Basics Every Lawyer Should Know. (Lucy Bassli, Am. Bar Assoc., 2020). Primer; bite-sized lessons; relatively quick read; everything the title promises. Author was 13 yrs in Microsoft in-house legal. Spoiler alert: Innovation does not always require expensive shiny new toys. Innovation is something that we do and become, not purchase.

  • Book: The Lawyer's Guide to Working Smarter With Knowledge Tools. (Marc Lauritsen, Am. Bar Assoc., 2010). A guide for lawyers and other professionals to practice systems, work product retrieval, document assemby and interactive checklists to help at all levels of legal practice. Highly readable. At the time. Richard Susskind considered it a "first-rate primer". Excellent organization and treatment of key knowledge tools. Includes an early treatment of AI and an Appendix with book review of the related literature at the time. Author is a legal innovator pioneer (mid-1980's), worked in this area for 13 yrs at Harvard Law School, President of Capstone Practice Systems, a lecturer at Suffolk University Law School in Boston and a contributor to Legal Evolution. Tip: Amazon Kindle and LexisNexis e-book price is strangely >USD75; used paperback edition is <USD10.

Artificial Intelligence and Legal Text Analytics

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Computational Law, Blockchain / DLL and Smart(er) Contracts

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  • Book (Compendium): Legal Informatics (Daniel Katz, Ron Dolin, Michael Bommarito, eds., Cambridge Univ. Press, 2021). A first-of kind overview of legal informatics - the academic discipline underlying the technological transformation and the economic underpinnings of the legal industry. Over two dozen essays and with real-life case studies. Approachable by non-technical readers. Richard Susskind called it a “treasure trove” and the “definitive text” for legal informatics. Prof. David Wilkins (Harvard Law School CLP): “This is not just a book. It is a movement.”

  • Book: Legal Data for Banking: Business Optimisation and Regulatory Compliance. (Akber Datoo, Wiley, 2019). Great primer. Datoo is a key adviser to ISDA, ISLA and the Law Society of England & Wales and founder of D2 Legal Technology, a consulting firm at the intersection of Reg Tech and FinTech. Main theme is that since the 2008-9 financial crisis, legal data is at the heart of post-2009 regulatory reform. Complying with the increased regulation involves enormous new amount of data; coping with this volume and using it in meaningful ways require new ways of thinking and doing, including at a contractual level. “Legal Data Management” means change, both by institutions and lawyers in how they think and work. The author shows the way, which is gaining traction in several key banking and financial services sectors.

Web 3.0 / Metaverse and other Emerging Technologies

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[Additional categories to add: vendor / provider / solutions / job search sites (cross-link to Legal Tech Hub); educational and training programs - CLPs, Centres on Law & Technology, etc.]

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Credits

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Meta-Lex was conceived by: Sarah Bellum. See contributors and committers (and many more).

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

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A curated list to help all people who are interested in the transformation of the legal profession and industry, regardless of stage on their journey: beginners, more advanced innovators, professionals, researchers.

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