Several of the sessions I attended at the ABA TechShow worked to define what technological competency is in the legal field (including law schools) or how it’s approached in law firms, including “Tech Competencies: Past, Present & Future” to “Can Technology Competency Help You Get a Job?”
Other sessions in the Academic Track, “Law School Tech Training on a Shoestring” (presented by Joe Mitzenmacher and Debbie Ginsberg) and the “Technology in Law Schools: A Single Course or Curriculum Integration?” looked at the work librarians are doing to create “legaltech” training programs for law students within the law school curriculum.
Most of all, I was encouraged to see this topic brought enthusiastic speakers and audiences from a range of backgrounds, not just law school librarians but everyone from firm hiring managers to new law students. The presentations were excellent, but so was the ongoing context provided during the Q&A, so I’ve included my live tweets here that to illustrate this broader conversation at the TechShow.
Why does Legal Tech Competence matter?
The ABA Rule 1.1, adopted almost ten years ago, says
A lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for the representation.
In addition, comment 8, “Maintaining Competence” notes how this applies to technology (emphasis added):
To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject.
Bob Ambrogi has provided a map of Tech Competence state rules on LawSites, which he keeps up to date as new rules are adopted:
#Texas was the latest of 36 states who have adopted the revised comment in the @ABAesq Model Rules of Professional Conduct, stating attorneys have a duty to be competent in #technology. Read more about the rule: https://t.co/c1AsXNHCvy pic.twitter.com/iyp4BGoT5d
— BIA (Business Intelligence Associates, Inc.) (@biaprotect) March 25, 2019
Defining Legal Tech Competency
While the ABA’s professional responsibility rules emphasize “legal knowledge, skill, thoroughness and preparation” and “keep[ing] abreast of changes […] including the benefits and risks,” they don’t define what is meant by technology or how competency should be measured.
I liked this approach from Dan Linna, who has taught a range of legal tech courses at Northwestern and Michigan State University College of Law:
next session at #ABATECHSHOW, hearing from @KentonBrice, @DanLinna, & @CEOLeadr on #LegalTech Competencies – not "mastery" or "specialization" or "expertise" – just basic understandings & staying up to date: https://t.co/xYihskDkBf
— EBarney (@EBarney) February 28, 2019
Training and assessment in tech competency is a moving target, of course, as the field is rapidly changing and so are client expectations:
Should #legaltech competency standards be state specific or national?
— EBarney (@EBarney) February 28, 2019
@CEOLeadr - clients think state & federal are behind the times: should start & end w/ clients@KentonBrice - practice-area skills + client based@DanLinna - different for current #lawstudents#ABATECHSHOW
It’s also important to recognize where the start line is for many new lawyers and not rely on generalizations based on age stereotypes:
Just as Legal Research & Writing teaches a different way of writing, @debgpi wants to teach students how to use basic tech for the practice of law, have them graduate knowing what skills they need to develop to be practice-ready in their careers. #ABATECHSHOW pic.twitter.com/WYXhgTDIOV
— EBarney (@EBarney) February 28, 2019
Who Cares about Legal Tech Competency?
It was instructive to me to see the different concerns from tech trainers, law students, hiring partners, and more:
Law Firms:
Betsey Frank, Director of Staff Development and Technology Training at Sidley Austin LLP, shared how they built a team to develop the standards they wanted their first year associates to have in her talk.
How do you determine the "right" level of tech proficiency? How do you measure it? What assessments help? How do you leverage your tech investment?
Knowing basics may not be what gets you the job, but it can help you excel!
– @betseyfrank #ABATECHSHOW— EBarney (@EBarney) February 28, 2019
They developed a core curriculum and offered ways to test out, but 97% of their first year associates took the training:
After basics of legal docs & doc management, more litigation, transactional, & regulatory practice-specific workshops. @SidleyLaw has ongoing training too:
— EBarney (@EBarney) February 28, 2019
-Redaction
-Comparing documents
-Excel sort & filter
-Excel Pivot Tables
-PowerPoint Basics
-Modifying PDFs#ABATECHSHOW
Law Students
Law students in the audience shared concerns about mixed employment advice they’ve received. They also noted ways they’ve been building their skill sets to position themselves for their legal careers:
Comments from @KentonBrice's students at @UofOklahomaLaw – using @LTC4CoreComps is native to their experience, why wouldn't they want to do something that helps them set themselves apart? @LexisNexis and @BLaw also have training modules! #ABATECHSHOW pic.twitter.com/YUHiKsd576
— EBarney (@EBarney) February 28, 2019
Another hiring partner pointing to programs like @InstFutureLaw as a valuable resource
— EBarney (@EBarney) February 28, 2019
3L student in the room participated in it, is helping interview future people
- got to experience tech he'd only heard about
- great way to put it on his resume#ABATECHSHOW #IFLP
Hiring Partners & Employers
Several times in the Q&A following presentations, employers raised concerns about the hiring process. One hiring partner was concerned that students with the skills weren’t advertising them. Another employer worried their interns would be missing basic skills needed to get started working quickly:
Can this really help get jobs? Comment from hiring committee membe says he doens't see certifications or other proof of their skills or desire to market themselves using those skills. He'd love to see people who understood value of these skills. #ABATECHSHOW
— EBarney (@EBarney) February 28, 2019
Audience Q: I have a student intern coming in. Am I going to be spending all summer teaching them how to do the basics?@lexbiblio: Test them to judge skills. Students in her class are now teaching the folks at their firms after the lawyers heard about the class. #ABATECHSHOW
— EBarney (@EBarney) February 28, 2019
Librarians & Legal Tech Competency
Of course several librarians spoke in the academic track about their work incorporating legal tech training into law schools using a variety of creative approaches:
Think beyond the course – creating "course inserts" on topics like redlining, social media, etc. can help get into classes where the faculty may not teach #legaltech
(sounds like the "modules" @debgpi and I do on topics from Word to PDFs to #VisualLiteracy)#ABATECHSHOW
— EBarney (@EBarney) March 1, 2019
Want to find more examples of for-credit courses? Be sure to check out this collaborative project that @johnpmayer of @caliorg has organized:@elizabethf #ABATECHSHOW https://t.co/ZrSI5V4qOf
— EBarney (@EBarney) March 1, 2019
Kenton Brice, Director of Technology Innovation at The University of Oklahoma College of Law has been able to build up an extensive legal tech program that includes his position as a full time trainer, 75 lunch hour presentations, a university grant that includes $100k for tech and $20k for student lunches, and access to the LTC4 competency list and training:
at @uofoklahomalaw, @KentonBrice says they're going with @LTC4CoreComps because they want their students to be certified and they want to be able to map their training onto the core competencies#ABATECHSHOW
— EBarney (@EBarney) February 28, 2019
Jennifer Wondracek, Director of Legal Educational Technology and Professor of Practice at UNT Dallas College of Law, has been teaching a legal tech course that meets their “Practice-Related Technology” requirement for graduation.
Competency list @JenWondracek:
— EBarney (@EBarney) March 1, 2019
- @Office (Table of Authorities, etc.)
- Online Communications (email & more)
- Social Media basics (evidence, etc.)
- #CyberSecurity basics (open WiFi, etc. IT guest speakers)
- Metadata (redaction, state rules)
- efiling
- Tech eval#ABATECHSHOW
Elizabeth Farrell Clifford, Research Center Director & Professor at Florida State University College of Law, emphasized these full fledged programs are usually not where librarians start. It’s likely more effective to evaluate the wide range of competencies that could be taught and find your “MVP” – minimum viable product – that you could focus on to start building buy-in for more training:
Specialized #legaltech from @elizabethf:
– courtroom/litigation tech
– legal project maangement
– legal services delivery (like @A2JAuthor from @caliorg)
– expert systems
– Legal Analytics#ABATECHSHOW— EBarney (@EBarney) March 1, 2019
Other suggestions from ABA Tech Show speakers and audience members:
Getting cross-listed courses at @GeorgiaStateLaw has made for interesting opportunities in @bjchapm's classes w/ business students.@KenHirsh uses a "law firm website" model for his class to give creative assignments#ABATECHSHOW
— EBarney (@EBarney) March 1, 2019
Time for BIG DREAMS:
Kris Neidringhaus @lexbiblio says intuitive tech is great, but comfort ≠ knowledge. Wish students knew how much time they were wasting, there were competency requirements for graduation#ABATECHSHOW pic.twitter.com/RMf8PkROGC
— EBarney (@EBarney) February 28, 2019