How to Implementing Agile Practices in Legal Firms

In IT firms, agile practices are commonplace for efficient project management. However, many legal teams are not as familiar with these practices and how they can be used to manage legal projects effectively. In this article, we will explore what agile practices are and how they can be applied to legal management for IT firms.

What is Agile?

Agile is a project management methodology emphasizing flexibility and collaboration in project delivery. Agile aims to break down large projects into smaller, more manageable tasks that can be completed in shorter timeframes. This approach allows teams to adapt to changes quickly, as they can adjust their work plans based on stakeholder feedback.

Agile practices are often used in software development, but they can be applied to any project requiring flexibility and collaboration, like legal firms. These practices include things like:

  1. Planning: Agile starts with planning, where the team identifies the project’s scope and breaks it into smaller, manageable pieces. The team identifies the tasks to be completed in each sprint and determines the order in which they will be completed.
  2. Sprint: The team then works in short sprints, typically one to four weeks, to develop and deliver small pieces of working software. Each sprint has a specific goal, and the team works to achieve that goal during the sprint.
  3. Daily stand-up meetings: During each sprint, the team holds daily stand-up meetings to discuss progress, identify roadblocks, and plan for the next day’s work. These meetings are usually short and focused, with each team member providing a brief update on their progress.
  4. Testing: Agile emphasizes testing throughout the development process. After each sprint, the team tests the software to ensure it works as intended and meets the customer’s needs.
  5. Review and feedback: At the end of each sprint, the team holds a review meeting with stakeholders to demonstrate the working software and gather feedback. The team then uses this feedback to improve and adjust the project scope.
  6. Continuous improvement: Agile teams constantly seek ways to improve their processes and products. After each sprint, the team holds a retrospective meeting to discuss what went well, what didn’t, and what can be improved in the next sprint.

What is the organization of agile requirements?

Organizing Agile requirements can be a complex process that involves breaking down larger features into smaller, more manageable pieces. User stories, epics, and tasks are common ways to organize requirements in Agile methodology. Let’s talk about each of them.

Theme: A broad category or topic represents a set of related user stories or features. Themes help to organize Agile requirements by providing a high-level view of the product and its goals. Themes can be used to group related user stories and epics, making prioritizing work and tracking progress easier. For example, a theme might be “Improved user experience,” including user stories related to better navigation, clearer messaging, and more intuitive interfaces. Themes can be used to guide product development and ensure that the team is focused on delivering features that align with the overall vision of the product. By using themes to organize Agile requirements, development teams can better communicate with stakeholders, ensure that their work is aligned with business goals, and deliver a product that meets the needs of their users.

Epics: Epics are larger user stories broken down into smaller stories. An epic may be too large to complete in a single iteration, so it is broken down into smaller, more manageable user stories. Epics capture customer requirements that cannot be captured in a single-user story. Epics are typically displayed on the same board as user stories but may be displayed in a different color or another section. The development team can then work on the individual user stories that make up the epic, ensuring that the epic is completed over time.

Story: User stories are short, simple descriptions of a feature or functionality that the customer wants. They are written from the user’s perspective and describe what they want to achieve rather than how the feature will be implemented. Each user story typically follows a simple format: As a (user), I want (feature), so that (value). This format helps ensure that the focus remains on the user and the value that the feature will provide. User stories capture customer requirements and support the development team in understanding the customer’s wants. User stories are typically written on index cards or sticky notes and are displayed on a board, such as a Kanban board or a Scrum board. The development team can then work on the user stories in priority order, ensuring that the most important features are delivered first.

Tasks: Tasks are the smallest unit of work in agile development. They are used to capture the specific work that needs to be done to implement a user story or an epic. Tasks are typically written on sticky notes or cards and are displayed on the board along with user stories and epics. Tasks help the development team understand what needs to be done to implement a user story or an epic. Tasks are typically assigned to individual team members, and the progress of each task is tracked on the board. This helps ensure that the team is progressing toward completing the user stories and epics.

How to create User Stories in Law firms?

Even with a powerful productivity tool like a kanban board, it is simple to become overburdened by the many tasks we must complete at any given time. Agilists avoid these task-based activity traps by altering their perspective on the work that has to be completed. They begin by stating what problem needs to be solved and why rather than specifying what work needs to be done and what features it has to have. In reality, asking yourself, “what is the problem I am trying to address” can effectively overcome challenges or mental hurdles. But when describing issues that need to be resolved, Agile practitioners frequently employ a series of open-ended words known as a “User Story.” A User Story, in essence, is a summary of a specific consumer requirement and the factors that led to it. A simple example of a User Story is:

To be able to solve_______(problem)________________, I need to __________(plan of action)____________________, so that I can __________(desired result)____________________.

A user story for a lawyer working on a case could be: as the representing counsel for the case, I need to divide the research of the case in such a way that each of my associates can focus on different parts of the case dealing with different questions of law.

Though multiple agile methodologies exist, Scrum is the most widely used. So let’s talk about Scrum.

What is Scrum?

Scrum is an Agile framework used for managing complex projects. It was first introduced in the 1990s as a way to increase productivity and improve the quality of software development. Scrum is based on Agile principles, prioritizing flexibility, collaboration, and responsiveness.

The Scrum framework consists of three roles: the Product Owner, the Scrum Master, and the Development Team. The Product Owner is responsible for defining and prioritizing the product backlog, a list of features and requirements that must be completed. The Scrum Master ensures that the Scrum framework is followed and that the team works efficiently. The Development Team is responsible for completing the items in the product backlog.

How Does Agile Scrum Work?

Agile Scrum methodology breaks down complex projects into smaller, manageable tasks. The process begins with a product backlog and a prioritized list of features and requirements that must be completed. The team then defines the tasks required to complete each item in the product backlog.

Each sprint begins with a sprint planning meeting, where the team decides what tasks will be completed during the sprint. The team then works on these tasks during the sprint, with daily stand-up meetings to ensure everyone is on track. At the end of the sprint, the team presents the completed work during a sprint review meeting.

The sprint retrospective meeting takes place after the sprint review meeting. The team reflects on the previous sprint and identifies ways to improve their process in the next sprint.

What are the Benefits of Agile Scrum Methodology?

Agile Scrum methodology offers several benefits for organizations looking to manage complex projects efficiently. Here are some of the key advantages:

Increased Flexibility: Agile Scrum methodology allows teams to adapt to changing requirements quickly, which is particularly important in today’s fast-paced business environment.

Improved Collaboration: Agile Scrum methodology promotes collaboration between team members, leading to better communication, more innovative solutions, and a greater sense of ownership over the project.

Faster Time-to-Market: Agile Scrum methodology allows teams to deliver high-quality software quickly and efficiently, which can help companies get their products to market faster.

Higher Quality: Agile Scrum methodology emphasizes continuous testing and integration, which can result in higher-quality software and fewer bugs.

This video was extracted from this website.

How can Scrum be adapted in Law Firms?

Scrum can be adapted and applied to other fields, such as law firms. In a law firm, Scrum can be implemented by forming cross-functional teams that consist of lawyers, paralegals, and support staff. The team can then work together in short sprints to accomplish specific tasks, such as drafting legal documents, conducting research, or preparing for a trial. During these sprints, the team can hold daily stand-up meetings to discuss progress, identify roadblocks, and adjust their approach. Using Scrum in a law firm allows the team to collaborate more efficiently, increase transparency, and deliver higher-quality legal services to clients. Below is a video talking about this topic.

This video was extracted from this website.

What are the Best Scrum Tools for Agile Project Management?

The article below talks about the best Scrum tools that you can use for implementing Agile Project Management.

10 Real-World ideas to implement Agile Methodology in Law Firms:

1. Contract Review and Negotiation

Agile methodology can be applied to contract review and negotiation by breaking the process into smaller, more manageable tasks. Teams can plan their work in short sprints, with each sprint focused on completing a specific set of tasks. This approach allows teams to adapt to changes quickly and incorporate feedback from stakeholders in real-time and can be broken down into the following tasks:

• Identify the key terms and provisions of the contract
• Determine the scope of the review
• Identify potential issues and risks
• Provide recommendations for changes and negotiation points
• Collaborate with stakeholders to finalize the contract

2. Litigation Support

Agile methodology can also be applied to litigation support. By breaking down the process into smaller tasks, legal teams can plan their work in short sprints and adjust their plans as needed based on feedback from stakeholders and can be broken down into the following tasks:

• Collect and organize relevant documents and evidence
• Conduct legal research to support the case
• Draft pleadings, motions, and briefs
• Coordinate with experts and witnesses
• Collaborate with the legal team to prepare for hearings and trials

3. Legal Project Management

Agile methodology can be used for legal project management by breaking down projects into smaller tasks and planning work in short sprints. This approach allows teams to monitor progress and adjust plans as needed and can be broken down into the following tasks:

• Define the scope of the project and the deliverables
• Break the project down into smaller tasks
• Estimate the time and resources needed for each task
• Assign tasks to team members
• Monitor progress and adjust plans as necessary

4. Intellectual Property Management

Agile methodology can be applied to intellectual property management by breaking down the process into smaller tasks such as research, analysis, and drafting. This approach allows teams to collaborate more effectively and deliver high-quality work in shorter timeframes and can be broken down into the following tasks:

• Conduct research to identify existing intellectual property
• Analyze the strengths and weaknesses of the intellectual property
• Draft patent applications, trademark applications, and copyright registrations
• Conduct trademark and patent searches
• Coordinate with foreign counsel to file international applications

5. Due Diligence

Agile methodology can be used for due diligence by breaking down the process into smaller tasks such as document review and analysis. This approach allows teams to prioritize work, collaborate more effectively, and adapt to changes quickly and can be broken down into the following tasks:

• Define the scope of the due diligence review
• Identify the documents and information to be reviewed
• Conduct a review of the documents and information
• Identify potential issues and risks
• Provide recommendations for addressing the issues and risks

6. Legal Research and Writing

Agile methodology can be applied to legal research and writing by breaking down the process into smaller tasks such as research, analysis, and drafting. This approach allows teams to collaborate more effectively and deliver high-quality work in shorter timeframes and can be broken down into the following tasks:

• Conduct legal research to support a legal opinion or memorandum
• Analyze the legal issues and provide recommendations
• Draft legal documents, including opinions, memoranda, and briefs
• Collaborate with team members to finalize the document
• Incorporate feedback from stakeholders

7. Regulatory Compliance

Agile methodology can be used for regulatory compliance by breaking down the process into smaller tasks such as research, analysis, and drafting. This approach allows teams to collaborate more effectively and adapt to changes quickly and can be broken down into the following tasks:

• Conduct research to identify applicable regulations and laws
• Analyze the impact of the regulations and laws on the business
• Draft policies and procedures to comply with the regulations and laws
• Conduct training on the policies and procedures
• Monitor compliance and update policies and procedures as necessary

8. Data Privacy and Cybersecurity

Agile methodology can be applied to data privacy and cybersecurity by breaking down the process into smaller tasks, such as risk assessment and compliance. This approach allows teams to collaborate more effectively and adapt to changes quickly and can be broken down into the following tasks:

• Conduct a risk assessment to identify potential risks and vulnerabilities
• Develop a plan to address the risks and vulnerabilities
• Draft policies and procedures to protect data privacy and cybersecurity
• Conduct training on the policies and procedures
• Monitor compliance and update policies and procedures as necessary

9. Contract Management

Agile methodology can be used for contract management by breaking down the process into smaller tasks such as contract drafting, review, and analysis. This approach allows teams to collaborate more effectively and adapt to changes quickly and can be broken down into the following tasks:

• Draft contracts based on legal requirements and business needs
• Review and analyze contracts to identify potential issues and risks
• Negotiate contract terms with stakeholders
• Collaborate with stakeholders to finalize the contract
• Monitor compliance with the contract terms

10. Alternative Dispute Resolution

Agile methodology can be applied to alternative dispute resolution by breaking down the process into smaller tasks such as research, analysis, and drafting. This approach allows teams to collaborate more effectively and adapt to changes quickly and can be broken down into the following tasks:

• Conduct legal research to support the case
• Analyze the legal issues and provide recommendations for resolving the dispute
• Draft settlement agreements and other legal documents
• Coordinate with stakeholders to negotiate a settlement
• Collaborate with the legal team to finalize the settlement

Using agile practices, the legal team can plan their work in short-term sprints, with each sprint focused on completing a specific set of tasks. The unit can meet daily to discuss progress and identify roadblocks that can be addressed in real-time.

Another way agile practices can be applied to legal management is using Kanban boards. Kanban boards are visual tools that help teams manage their work by showing the status of each task. Teams can use Kanban boards to track the progress of legal projects, identify bottlenecks, and prioritize work.

Agile practices can improve communication and collaboration between legal teams and other stakeholders. By breaking legal projects into smaller tasks, legal teams can update stakeholders regularly and incorporate feedback in real-time.

Conclusion

In summary, agile practices can be a valuable tool for legal management in IT firms. By breaking legal projects into smaller, more manageable tasks, legal teams can adapt to changes quickly, improve stakeholder communication, and increase collaboration. Using agile practices, legal teams can improve their efficiency and deliver high-quality work in shorter timeframes.

That’s it for today!

Sources used for the creation of this article:

https://www.stackfield.com/blog/legal-management-it-firms-107
https://www.prolawgue.com/agile-methodology-for-lawyers-beginners-guide/
https://www.kartalegal.com/insight/what-is-agile-in-the-law
https://www.wrike.com/project-management-guide/faq/what-is-scrum-in-agile/

The Future of Legal Content Interpreting: How NLP Can Help?

Legal content is dense, complicated, and often less than straightforward. As such, it’s crucial to understand what you’re reading and make decisions based on that information. That’s where natural language processing (NLP) comes in.

What is NLP?

NLP, or natural language processing, is a field of computer science and artificial intelligence concerned with the interactions between computers and human (natural) languages, mainly how to program computers to process and analyze large amounts of natural language data.

NLP interprets legal content through algorithms that identify relevant information from unstructured text. This process can extract key phrases, concepts, and entities from a document for further analysis. Additionally, NLP can generate summaries of legal documents or identify critical issues within a document.

Why Use NLP for Interpreting Legal Content?

There are many reasons to use natural language processing (NLP) when interpreting legal content. First, NLP can help you to identify the essential information in a document. This is especially helpful when dealing with long and complex legal documents. Second, NLP can help you understand the text’s meaning by extracting key concepts and ideas. This is extremely helpful in understanding the implications of a legal document. Finally, NLP can help you to identify relationships between different concepts in the text. This can help identify issues that may not be immediately apparent.
Overall, NLP can be a very helpful tool when interpreting legal content. It can help you to identify the most crucial information, understand the meaning of the text, and identify relationships between different concepts.

Applications of NLP in the Legal Field

There are many potential applications for NLP in the legal field. Here are a few examples:

  1. Automated contract analysis: NLP can automatically analyze contracts and identify critical provisions, such as parties, obligations, and termination clauses. This can save time and improve accuracy compared to manual contract review.
  2. Legal research: NLP can quickly search large volumes of legal documents (e.g., court opinions) for relevant information. This can save time and improve accuracy compared to traditional keyword search methods.
  3. Sentiment analysis of legal documents: NLP can be used to analyze the sentiment of legal documents, such as court opinions, to identify positive or negative feelings towards specific individuals or entities. This information could be helpful for lawyers when making strategic decisions about cases.
  4. Predictive analytics for litigation: NLP can predict the outcome of litigation based on past cases with similar facts and circumstances. This information could be helpful for lawyers when deciding whether to settle a claim or take it to trial.
  5. Automated document summarization: NLP can automatically summarize legal documents, such as court opinions, to save time and improve accuracy. This information could be helpful for lawyers who need a quick case overview.
  6. Entity extraction from legal documents: NLP can automatically extract entities, such as names of people and organizations, from legal documents. This information could be helpful for lawyers when they need to find information about specific individuals or entities quickly.

Let’s explore some real examples extracted from John Snow LABS.

What is John Snow LABS company?

John Snow Labs, an AI and NLP for a healthcare, legal, and finance company, provides state-of-the-art software, models, and data to help healthcare, legal, and life science organizations build, deploy, and operate AI projects. Click here to go to their LinkedIn page.

They have a model called “Spark NLP for Legal” to work on Legal documents. Let’s deeply in.

Introducing Spark NLP for Legal

What’s in the Spark NLP for Legal?

State-of-the-art software + pre-trained legal-specific models

One of the most common uses of NLP is Entity Recognition. Let’s try using a Portuguese document.

If you want yourself try this example, click here. Also, you can look at the Python code on Google Colab here.

Another exciting use of NLP technology is to extract relations between parties in an agreement. Look at the example below.

This model returns something like this to organize and save the insights.

Identified relations
Identified chunks

If you want yourself try this example, click here.

You can save this information with each document and use it to analyze and predict insights. This tool is so powerful and is available to work in multiple languages. In addition, you can look at other attractive models in John Snow LABS in healthcare and finance.

Conclusion

NLP is a powerful tool that can be used for various tasks, including the interpretation of legal content. In this article, we’ve looked at how NLP can be used to interpret legal documents and how it can be used to improve the accuracy of translations. We hope this has given you a better understanding of how NLP can be used in the legal industry and how it can benefit your business.
If you found this article helpful, please share it with your network! And if you have any questions or comments, please feel free to leave them below.

Let’s share more articles talking about Spark NLP For Legal:

Spark NLP For Legal 1.0.0: Over 300+ new state-of-the-art models in multiple languages!

Legal NLP 1.1.0 for Spark NLP has been released

Legal NLP 1.2.0 for Spark NLP has been released!

That’s it for today!

Where is the most relevant information for data analysis in Law and Intellectual Property?

Strategic information that is relevant for data-based decision-making in the areas of law and intellectual property is most often stored in PDF documents. Information such as who was the judge who decided a lawsuit, what was the reason for rejection, in the case of patents, who were the examiners who signed a technical examination report or decision, what was the reason, and what articles were used as a basis for the rejection of a patent are just a few examples.


Information is usually stored in an unstructured way, and a simple OCR procedure is often not enough. Nowadays we have a lot of APIs that use artificial intelligence that we can use to extract information in a structured way. Here’s an example of form-aware APIs. These tools can extract, for example, a table in table form from a PDF document. There are several solutions on the market. The solutions I’ve had the opportunity to test are Google Document AI and Azure Form Recognizer.

Let’s take a look at the pros and cons of each option to help you decide.

Google Document AI Pros:

  • integrates with Google Drive, making it easy to use for businesses that already use Google products
  • offers a free tier with limited features for businesses on a budget
  • an easy-to-use interface makes it quick to get started with little training required

Google Document AI Cons:

  • lacks some of the more advanced features offered by competitors, making it less suitable for businesses with complex needs
  • not as widely used as some competitors, making it harder to find support and resources if you encounter problems
  • pricing can be expensive for businesses that need more than the free tier offers

Azure Form Recognizer Pros:

  • offers more advanced features than Google Document AI, making it better suited for businesses with complex needs
  • widely used, meaning there’s plenty of support and resources available if you encounter problems
  • pricing is based on usage, so you only pay for what you need

Azure Form Recognizer Cons:

  • not as easy to use as Google Document AI so it may require more training for employees
  • doesn’t integrate with other Microsoft products as seamlessly as Google Document AI integrates with Google products

I tested using the Azure Form Recognizer API on a patent technical examination report downloaded from Brazilian Patent and Trademark Office (BRPTO). Documents are normally in the format below. If you want to see the file in full click here.

If we simply perform an OCR on these tables, the data looks like this:

Quadro 2 – Considerações referentes aos Artigos 10, 18, 22 e 32 da Lei n.o 9.279 de 14 demaio de 1996 – LPI Artigos da LPISim NãoA matéria enquadra-se no art. 10 da LPI (não se considera invenção)XA matéria enquadra-se no art. 18 da LPI (não é patenteável)XO pedido apresenta Unidade de Invenção (art. 22 da LPI)XO pedido está de acordo com disposto no art. 32 da LPIXComentários/Justificativas

Quadro 3 – Considerações referentes aos Artigos 24 e 25 da LPIArtigos da LPISim NãoO relatório descritivo está de acordo com disposto no art. 24 da LPIXO quadro reivindicatório está de acordo com disposto no art. 25 da LPIX

We could not efficiently and accurately identify the options indicated in the tables. So the best solution is to use an API that recognizes tables as shown below:

Click on the image for a full screen
Click on the image for a full screen
Click on the image for a full screen
Click on the image for a full screen
Click on the image for a full screen

You can see that the columns in the tables are recognized perfectly, and we extracted the data exactly as it is in the table converted to JSON format.

If you want, you can download the JSON file here.

From these form recognition APIs, we can create an algorithm to perform a mass reading and save the structured information in a Data Lake, Database, or whatever format you need to use in your data analysis.


If you liked the post and want me to make an example of the algorithm in Python, write below in the comments that I will be happy to share it with you.

That’s it for today!