To tame some of the wild, tacit knowledge of lawyers: guidelines, checklists and annotations

If lawyers take the time, they can record the lessons they learn from their practice. Among the many forms recordation takes, this blog has recognized guidelines, checklists, and annotations. Here, to make explicit my tacit posts, I have collected them.

As to checklists (See my post of Jan. 26, 2010: checklists with 9 references.).

Guidelines differ from checklists in that the former discuss what to do, the latter just list steps to take (See my post of July 2, 2007: when a law department lawyer should or may retain a firm; Feb. 16, 2008: when to retain a law firm; Aug. 26, 2008: pro bono involvements; April 22, 2009: Cisco’s guidelines for patent preparation and prosecution; March 4, 2010: Law Society guidelines as the services of management consultants; March 9, 2010 #2: Council on Litigation Management’s travel rules; and Aug. 25, 2010: protocols for trademark usage.).

Annotations codify knowledge about documents (See my post of Aug. 31, 2005: common documents and notations; Oct. 1, 2006: Board software with a note-taking function; Dec. 17, 2007: clause libraries; April 6, 2009: use plain English for client-oriented documents; April 27, 2009: if guidelines become tomes, gathering dust; Sept. 1, 2009: count annotations on legal intranet; and Aug. 10, 2010: Sidewiki annotations.).

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