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Best Practices for

Onboarding Attorneys Making that good first impression easier to achieve

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Speakers

Bruce Markowitz Director of Practice Technology

and Docketing

McKenna Long & Aldridge LLP

bmarkowitz@mckennalong.com

Carol Volle Director of Records & Information

Management

K&L Gates

carol.volle@klgates.com

Sean Luman Senior Director, Knowledge

Management

Bracewell & Giuliani

Sean.Luman@bgllp.com

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Session Outline

Onboarding process overview

Case studies

Dealing with exceptions

Best practices

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Onboarding Realities

Impacts all areas of the firm

Occurs on a sensitive timeline

Generally includes a consistent “checklist”

Exceptions happen

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Onboarding Opportunities

& Challenges

Opportunities:

• Help new attorneys become

productive quickly

• Make a good first impression

Challenges:

• Making it work for single laterals

as well as for large groups

• Establishing and sticking to a

repeatable process

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Timeline

• ESSENTIALS • Computer

• Office

• Phone

• Card Key

Day 1

• INTEGRATION • Introductions

• Training

• Work priorities

• Manage expectations

Week 1 • “PROCESSING” • Transfer of

Records and Information

• All stakeholders involved

Month 1

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Common

Elements

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Process

Some elements of onboarding lend themselves to

checklists: equipment needs, access and support,

operational concerns, types of clients and data

that are anticipated

And some don’t:

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“It takes a village…”

Establish an On-boarding Support Team or Identify a

Knowledgeable Mentor

Talk Early and Often

Both Internally & Externally

• Set Expectations internal to the organization

• Set Expectations for the Lateral

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Common Thread

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McKenna Long &

Aldridge LLP Bruce Markowitz

PRACTICE TECHNOLOGY

& DOCKETING

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Key items to be discussed

Practice Technology

Type of data

ITRA

Classified

e-Data formats and types

File Share data

Personal

Client

Docketing

Type of Docketing

system

Up coming deadlines

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Bracewell &

Giuliani Sean Luman

KNOWLEDGE MANAGEMENT

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Each Lateral Process is Different

Acquiring of entire section of

attorneys can create other

challenges:

Massive file transfers

New internal firm policies

and records requirements

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Managing the Process

SharePoint site that attorneys/staff had

access to prior to the official start date.

Helped manage assets

Assisted with smooth

transition by posting

things like floor maps,

office phone numbers,

benefits information,

calendar events

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Managing the Process

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K&L Gates Carol Volle

RECORDS

& INFORMATION MANAGEMENT

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Outside the U.S. is Definitely

Different

International lateral transfers require adherence to local firm

policy and statutory requirements

UK Privacy Laws

CRM data delivered in hard copy

UK “Garden Leave” Law

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Dealing with Exceptions

Lead time

Unique equipment needs

Very large groups or mergers

Unique practice group

New or remote locations

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Communication is Key

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Questions?

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Thank You

Bruce Markowitz Director of Practice Technology

and Docketing

McKenna Long & Aldridge LLP

bmarkowitz@mckennalong.com

Carol Volle Director of Records & Information

Management

K&L Gates

carol.volle@klgates.com

Sean Luman Senior Director, Knowledge

Management

Bracewell & Giuliani

Sean.Luman@bgllp.com