Introducing the Effectiveness Project

Personal pride in delivering high-quality work is the hallmark of legal professionals. But once we get beyond substantively correct legal work, legal professionals rarely know where to begin this effort—or when they’ve done enough to call the effort complete.

As of May 2021, 39 states in the United States of America have adopted ethics rules to explicitly include technology competence in a lawyer’s overall duty to provide competent representation. But the concept of a baseline quality of work, specific technology tools to use, and how long it should take to complete a task competently remains largely unspecified in the United States or elsewhere.

We created this working group to uncover and address these unstated and unspecified expectations. The working paper and corresponding checklists are our first deliverables. With them, we hope to establish a baseline understanding for the document-creation work valued in the legal ecosystem, define parameters for the work, and set expectations for quality, effort, and result.

Document Competency

What Every Legal Professional Should Know for Effective & Efficient Drafting.
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Our Audience

  • For legal professionals… We hope you will discover better ways to perform tasks and seek training to effectively use the tools available to you.
  • For clients… We hope you will feel empowered to demand more from legal professionals and that you will have the tools to question the work done on your behalf and guide legal professionals to serve you more effectively and efficiently.
  • For judges and fee examiners… We hope you will use this document as a guide when evaluating fee requests and hold lawyers to established standards for technology competence and ethical billing.
  • For educators… We hope you will use this document as a guide to show students what skills they must develop to be successful legal professionals and help them to develop judgment for creating documents that meet client needs while also meeting value expectations.
  • For students… We hope this document will help you see how effectiveness and efficiency are deeply connected parts of document creation. We hope you will use it as a guide to seek training in legal writing and legal technology.

Effectiveness Project Members

  • Alma Asay, Evangelist, Litera
  • Rachel Baiden, Global Technology Training Manager, Squire Patton Boggs
  • Adrian Bailey, Chief Architect, DocStyle, LLC
  • Chris Cangero, Chief Executive Officer, DocStyle, LLC
  • Dave DiCicco, Senior Director of Product Management, LexisNexis
  • Florentina Field, Co-Founder of Prelimine, Litigation Attorney
  • Jacob Field, Co-Founder of Prelimine
  • Tony Gerdes, Director of Knowledge and Innovation, Offit Kurman, P.A.
  • Ivy B. Grey, Vice President of Strategy and Business Development, WordRake
  • James Gillis, Estates and Trusts Attorney, Offit Kurman, P.A.
  • Sherry Kappel, Evangelist, Litera
  • Colin Levy, Director of Marketing and Business Development, WordRake
  • Dyane L. O’Leary, Associate Professor of Legal Writing and Director, Legal Innovation & Technology Concentration, Suffolk University Law School.

Interested in talking to us?

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