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Ongoing training helps users stay within your cost recovery policies
Developing a solid online cost recovery strategy at your firm is a major achievement, but it's only the beginning. The critical next phase is putting that strategy into practice and managing it for the long haul.
Law firms with successful cost recovery programs share one important attribute: all have implemented an ongoing training program that teaches users how to conduct online research within the parameters of their firm's cost recovery policies.
As you develop user training, you should answer these important questions:
Cost recovery is ultimately executed during the actual research session. Training for this strategy is critical.
It is likely that you will want to tailor different training modules to different users with unique needs. In developing the actual modules, consider developing two course tracks: one that focuses on the firm's cost recovery policies, and one that teaches tailored cost-effective research practices.
Cost recovery strategy (policies and guidelines, talking to clients, client validation)
Cost-effective online research (basic, advanced, user-specific, practice area-specific, transactional vs. hourly usage, printing options)