Transferring Legal Knowledge Through Experiential & Blended Learning

1 Transferring Legal Knowledge Through Experiential & Ble...
Author: Lydia Adams
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1 Transferring Legal Knowledge Through Experiential & Blended LearningClausehound is proudly incubated at George Brown College!

2 “Most Highly Annotated Legal Document Library on the Web”

3 “Most Highly Annotated Legal Document Library on the Web”Our Technology HOW CLAUSEHOUND WORKS

4 Legal Document Design 1 2 2 3 3 4 4 1 Re-indexed contentReview drafting guidelines to prevent errors 2 Precedents shells can be changed throughout drafting 3 3 Workflow is no longer restricted to a single person 4 4 1

5 The Origins of Clausehound(2) HOW THE IDEA FOR CLAUSEHOUND CAME ABOUT

6 How Clausehound was born...Training new lawyers is time consuming and expensive The review process was inefficient and repetitive The knowledge being transferred was consistent Lawyer knowledge becomes institutional knowledge

7 Clausehound Offers A Technological Approach to Solicitor TrainingEXPERIENTIAL LEARNING Practical training (not just book learning) via problem-based learning based on simulated cases ONLINE REFERENCE MATERIALS “Most Affordable Highly Annotated Legal Document Library on the Web” COLLABORATIVE LEARNING Collaboration tool allows students to work together with advising counsel Learning points (“Tacit Knowledge”) is captured and stored for the future (3) CORE ELEMENTS OF CLAUSEHOUND

8 The Clausehound Knowledge PlatformCustomers can choose an a-la-carte, or end-to-end knowledge solution Legal Document Design with instant access to knowledge library Experiential knowledge transfer using our compare tool Learning tool for concept onboarding Massive Clause Library Our proprietary bursting technology Demo Legal doc design Frameworks Interchangeable frameworks Filter Diverse knowledge sources (case law, commentary, clauses, statutory law) Tacit Knowledge Transfer Comment capture from MSA in compare Comment capture when drafting (in DAT) Learning Tool - Plott - demo stats match, and comment feature Massive clause library Demo tree of life - dispute resolution clauses Demo search tool Demo document library site permission tool

9 How Clausehound is being used to bring blended learning into the classroom(4) CLAUSEHOUND BEING USED BY LSUC, LEGAL CLINICS AND LAW SCHOOL CLASSROOMS

10 Technologically assisted learningUsing technology in the classroom and law firm to: (1) embed knowledge directly into the coursework (2) increase the ability for self-learning (3) reduce the necessity for independent instruction (4) reflect the workflow of law firms

11 Independent/Flex learningMost of the curriculum is delivered via: (1) a digital platform and (2) teachers are available for face-to-face consultation and support. This results in the student learning the materials in a contextualized environment with support when needed from experienced lawyers and professors.

12 Evolving curriculum (1) Learn: Use Clausehound depth of legal knowledge to learn the types of contracts, what different clauses mean and which cases impact each clause. (2) Review: Learn firm-level skills of reviewing legal agreements for both junior and senior counsel. (3) Draft: Apply commercial principles when drafting agreements for mock clients using case study method of learning (4) Compare: Learn high-level analysis of agreement drafting by comparing student’s work with ‘gold standard’ agreement drafting - understand the implications and effectiveness of ‘Draft’ component.

13 Instruction Area One: Reviewing a contract(5) CLAUSEHOUND’s APPROACH IN THE CLASSROOM

14 Instructions guide the student through the site’s reviewing functionalityOur Document Review Tool

15 Instructions guide the student through contract review requirementsOur Document Review Tool

16 Our Document Review Tool: Compares one-to-one or one-to-many

17 Compares one-to-one or one-to-many dynamically

18 Reviewed contracts are finalized by the student in MS Word for submission

19 Instruction Area Two: Drafting a contract

20 Instructions guide the student through the site’s drafting functionalityOur Document Drafting Tool

21 Instructions guide the student through contract drafting requirementsOur Document Drafting Tool

22 Students will (1) Learn about the meaning of clause language within our portal

23 Students will (2) Vary clause language; (3) Provide Comments and Edits for review by an instructor; and (4) Retain comments for future consideration

24 Assignments are finalized in MS Word for submission

25 Communication and guidance is provided throughout the process

26 Clausehound Teaches Young Lawyers to DraftDRAFTING TOOLS THAT YOUNG LAWYERS WILL RELY ON ACCESS TO EXPERT KNOWLEDGE IMMEDIATELY, WITH ZERO WAIT TIME COMPARATIVE LEARNING IS ESSENTIAL CLAUSE BURSTING AND MATCHING PROCESS ACCELERATES LEARNING OF LEGAL CONCEPTS Experience from tasks (and throughout career) is stored on individual user accounts, indexed to contract clauses Case Law Expert commentary and publications are digitized and indexed - “pinpointed” - to contract clauses Deep database of variant clause language assists in the learning process - learning by comparison The time in which unfamiliar clauses are identified and organized has been accelerated by 85% I feel that my knowledge of legal concepts within a contract has increased as well. Looking at different contracts and variations of a type of contract has made me more attentive to ways that a client can be protected. – Clausehound research analyst

27 The Tacit Knowledge Transfer ProblemLegal drafting and negotiating is scenario-based, and negotiating points are “tacitly”-held knowledge Explicit Assets Formal corporate assets Includes: patents, reports, templates and datasets Tacit Assets Informal assets that are based on human experience Mentoring, training and a knowledge-sharing culture A major challenge that firms encounter is transforming their tacit knowledge into explicit knowledge. A great deal of organizational knowledge remains tacit as it cannot be efficiently downloaded from experts, and organized/onboarded to new people dealing with a matter Being able to convert tacit knowledge to express knowledge is a source of competitive advantage for a learning institution

28 We have been teaching law students for a decadeKey Personnel Rajah S. Lehal – 7 years of management in information technology, Ivey MBA, Western Law, Stikeman Elliott LLP (top-tier Canadian transactional law firm), Clyde & Co (international law firm) First Student Director at the Western Business Law Clinic Formerly an instructor of law at George Brown College Founder of Cobalt Lawyers, hired and supervised dozens of law students and junior lawyers Founder of Clausehound Kathy Tomaszewski – Western Law Gold Medallist, Supreme Court of Canada Law Clerk, Osler LLP (top-tier Canadian law firm), Harvard LLM Formerly a Professor of Law at Western University Knowledge and Content Lead at Clausehound I believe the clause definitions would go a long way towards its use, as it helped me with unfamiliar clauses at the beginning – Clausehound research analyst

29 Clausehound Teaches Law Students!“Clausehound makes drafting a legal document easy and efficient. Not only does it allow the Western Business Law Clinic to decrease its turn around time, but it also allows us to learn how to professionally draft a variety of legal documents. I would definitely recommend Clausehound to my co-workers, friends and instructors.” - Caroline Nhan, Student Director, Western Business Law Clinic “Clausehound ... allows our Caseworkers to draft agreements that are specifically tailored to our clients varying legal needs.” - Alexandra Meffe, Student Director, Western Business Law Clinic “The software has allowed me to put use to my knowledge and definitely allowed me to understand its applicability in the legal world much better. It has sharpened my knowledge of how contracts work and how precise they need to be.” - Clausehound research analyst

30 Thank you! Please contact Rajah S. Lehal -