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Introduction

Purpose and Scope

Blueprint is a Knowledge Management System designed primarily for law firms. It enables the curation of a segregated data set of key knowledge documents from across the firm. Lawyers can collect and share their broad and specific knowledge, including precedents and templates related to various legal topics, through Blueprint.

By curating and sharing knowledge through Blueprint our clients can easily ascertain key themes, precedents and templates from across their business and use this to drive efficiency and improve outcomes for their customers.

The Blueprint application is intended for anyone within a firm who interacts with knowledge and whilst not limited these are some examples:

  • Knowledge Managers - A Knowledge Management (KM) manager in a law firm is responsible for overseeing the processes of capturing, organising, and sharing the firm’s collective knowledge.

  • Professional support lawyers (PSL’s) - The professional support lawyer role, also known as Knowledge Lawyer role, is a non-client facing role to provide complex problem solving, research, training, and market positioning within a given practice area in support of fee-earning lawyers.

  • Partners - A partner is a senior lawyer who owns a share of the law firm and often has significant influence over its operations.

  • Associates - An associate is a junior lawyer who works under the supervision of partners and senior associates. They handle a variety of tasks, including legal research, drafting documents, and assisting in court proceedings, with the goal of eventually becoming a partner.

Blueprint Overview

The Blueprint application is designed to allow you to Nominate, Review, Search and Retrieve knowledge. The application provides comprehensive configuration to assist this process. A high level overview is provided below:

Nominate

  • Search iManage Libraries or your local file storage for key knowledge

  • Add metadata to enrich the quality of the knowledge submission

Review

  • Approve or Reject submitted knowledge

  • Add/amend metadata and set review dates

  • Assign Review permissions to select users within the application

Search

  • Browse the entire Knowledge store

  • Easily search for keywords either within the document title or the content of the documents

  • Apply advanced filters to refine your search criteria based on your customised metadata

Retrieve

  • Open documents via Quick View, Full View or Download functions

  • Utilise the in-built document preview and search within the preview for key information

Field and Context editing

  • Create unlimited Text, Boolean, Tag, Taxonomy, Date and Number metadata fields

  • Apply a different selection of fields to different areas of the application via Contexts to personalise your workflows

  • In-built Taxonomy Editor allows you to add, copy, delete, move and rename your Taxonomy values to ensure your application stays up to date with your firms’ requirements

Knowledge Bundles

  • Group packs of knowledge documents together to enhance their combined value

  • Share bundles with users to enhance their expertise in certain areas

Application roles and permissions

  • Automatic connection to your Microsoft Azure to import your users and enable single sign-on

  • Create Roles for individuals/groups and assign them permissions to access the application and features

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