Patrick Dundas serves as the knowledge management (“KM”) special counsel for the Investment Management Group. In this role, he collaborates with attorneys and firm business departments to establish and maintain systems and processes that enable the firm to provide prompt client service of the highest quality by harnessing the collective knowledge of the firm for the benefit of the firm’s clients.

Patrick has experience in form/precedent development, document assembly technology (including programming), document management systems, experience systems, legal project management, contact relationship management systems, learning management systems, artificial intelligence technology, intranets, extranets and enterprise search, among other legal processes and systems. He has built a reputation for practical, solution-focused KM by applying his experience as an attorney to the discipline of systems design, working regularly with major legal technology vendors to ensure technology meets the needs of attorneys and clients. Patrick regularly speaks on KM topics at industry conferences, including ILTACON, LegalTech and ARK KM, and has authored works on KM topics and the laws governing private funds. He is a member of the New York City Large Law Firm Knowledge Management Group and a co-chair of the New York City Practice Support Lawyer Knowledge Management Group. Before adopting his KM role, Patrick advised hedge funds and investment advisers in connection with their structuring, formation and ongoing operational needs, general securities laws matters, and regulatory and compliance issues.

Publications

“Qualified Client ‘Assets-Under-Management’ and ‘Net Worth’ Test Amounts Increased to $1.1 and $2.2 Million, Respectively,” SRZ Alert, July 1, 2021

“Harnessing Collective Knowledge: An Interview with Schulte Roth’s KM Special Counsel Patrick Dundas (Part 1),” Thomson Reuters, Nov. 21, 2019 (quoted)

“Harnessing Collective Knowledge: An Interview with Schulte Roth’s KM Special Counsel Patrick Dundas (Part 2), Thomson Reuters, Dec. 4, 2019 (quoted)

“Getting it Done at ILTACON 2019: Taking the Temperature of Legal Innovation in Practice,” Thomson Reuters, Aug. 28, 2019 (quoted)

Hedge Funds: Formation, Operation and Regulation (ALM Law Journal Press) (contributor)

Private Equity Funds: Formation and Operation (Practising Law Institute) (contributor)

“The $10 Million Question: A Special Report on the Future of Legal Knowledge Management,” CasetextFebruary 2018 (quoted)

“Developing a Document Assembly Platform That Works,” ILTA Knowledge Management White Paper, August 2017

“Recent Trends in Alternative Funds,” Best of the Best USA Expert Guide 2017 (co-author)

Law Firm KM: Driving Practice Innovation and Redefining Service Delivery (ARK Group), 2016 (co-author) 

“SEC Updates Form PF Frequently Asked Questions,” SRZ Client Alert, July 20, 2012 (co-author)

“New Net Worth Standard for Accredited Investors,” SRZ Client Alert, Jan. 12, 2012 (co-author)

Speaking Engagements

KM Landscape Review,” KM Legal 2022, Chicago, October 2022

“New Intranet; New Features,” SKILLS 2022, January 2022

“‘Do you know anyone who…?’ Leveraging Contact Information for KM,” Ark Group KM Legal 2021, October 2021

“Processes for Evaluating Tools/Platforms and Getting Feedback from End-Users,” Ark Group 16th Annual Knowledge Management in the Legal Profession, October 2020

KM 101 – How to Build a KM Function with Limited Resources,” Ark Group 2nd Annual Mid-Size Law Firm Conference Future-Proofing Mid-Size Law Firms, June 2020

Learning Management Systems as Knowledge Distribution Platforms,” SKILLS 2020, New York, February 2020

“How to Successfully Pilot AI Technologies (for Lawyers),” Ark Group 15th Annual Knowledge Management in the Legal Profession, New York, October 2019

“Driving to Value: Assessing the Benefit of AI and Other Technology Solutions to the Firm,” Ark Group 14th Annual Knowledge Management in the Legal Profession, New York, October 2018

“Knowledge Management During the Lifecycle of a Matter,” LegalTech 2018, New York, January 2018

Panelist, “The Future of Legal Knowledge Management,” Casetext Webinar, January 2018

“Case Study: Schulte Roth & Zabel LLP,” USA HotDocs User Group 2017 - Making Connections, New York, November 2017

“Faster, Better, Cheaper, Smarter and Happier? Document Assembly in the Real World,” Ark Group 13th Annual Knowledge Management in the Legal Profession Conference, New York, October 2017

“KM Tools Lawyers Love,” International Legal Technology Association ILTACON 2017, Las Vegas, August 2017

“Client & Matter Classification: Developing a Taxonomy That Works,” Ark Group 12th Annual Knowledge Management in the Legal Profession Conference, New York, October 2016

“Connecting and Collecting: How Law Firms of Various Shapes and Sizes Make It Easier for Attorneys to Use and Contribute Knowledge,” Ark Group 11th Annual Knowledge Management in the Legal Profession Conference, New York, October 2015