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CLOC Privacy Statement

CLOC collects your information to facilitate your attendance at events, as well as in support of membership with CLOC, if applicable. This includes analytics, providing member benefits; and communicating events, products, or news that may be of interest. While certain information is necessary to provide services to you, CLOC also shares data with select third party vendors in order to perform the business activities called out above. By registering for this event, you agree that as a part of registering and attending CLOC events, the personal data collected by CLOC may be used or potentially shared with third parties for membership and marketing purposes, including without limitation, tracking attendance, lead generation, networking, and awarding continuing education credits where applicable.  


If you opt in, your name, title, email address, and company name will be shared with the sponsors of the event you register for, or attend. By selecting “No” you are opting out. In this case, CLOC will remove your email address from the shared attendee list. Please note that third parties will still be provided an attendance list with information generally discoverable through sources such as LinkedIn.

 

Firm Management

Celebrating Legal Innovation at the ALITA Awards 2023 — CLOC Joins as a Supporting Organization

We’re excited to announce that CLOC (Corporate Legal Operations Consortium) is a supporting organization for the prestigious ALITA Awards 2023. Organized by the Asia Pacific Legal Innovation & Technology Association (ALITA), this year’s awards ceremony will take place live at TechLaw.Fest in Singapore on September 21-22. Our very own President, Mike Haven, will serve as a judge for the awards, solidifying CLOC’s commitment to promoting innovation in the legal space.

About the ALITA Awards

ALITA Awards have been designed to give voice and recognition to the trailblazers in the legal technology and innovation ecosystem across the Asia-Pacific region. This is the 3rd edition of ALITA’s flagship awards and promises to be an eventful ceremony, held in conjunction with TechLaw.Fest 2023 at the Suntec Singapore Convention & Exhibition Centre.

Award Categories

The ALITA Awards 2023 will recognize outstanding achievements in various facets of legal innovation with six award categories:

  1. Outstanding Legal Innovator (Law Firm) Award
  2. Outstanding Legal Innovator (Individual) Award
  3. Outstanding Legal Innovator (In-House & Operations) Award
  4. Outstanding Legal Innovator (Solution Provider) Award
  5. Outstanding Legal Entrant Award
  6. Outstanding Legal Innovation / Legal Tech For Good Award

Additionally, there will be a People’s Choice Award, making it a grand total of seven accolades to be won.

CLOC’s Role

CLOC, as a global community committed to transforming the business and practice of law, is proud to support the ALITA Awards. Our President, Mike Haven, brings a wealth of experience and insight as a judge for these awards.

“We are committed to fostering innovation and collaboration in legal operations across the globe. The ALITA Awards are a fantastic platform to recognize and celebrate the people and organizations that are changing the face of legal practice in the Asia-Pacific region,” says Mike Haven.

How to Participate

If you believe that you are (or know) a deserving nominee, please consider nominating yourself or share details of the ALITA Awards 2023. The deadline for nominations is September 8, 2023. Finalists and winners will be showcased at TechLaw.Fest, providing an excellent opportunity to network and learn from the best in the industry.

Final Thoughts

The ALITA Awards are more than just trophies; they are a testament to the collective efforts to innovate and improve the legal industry. As a supporting organization, we are thrilled to be a part of this journey towards a more efficient, transparent, and equitable legal system.

We encourage all our members and partners to engage with the awards, either by nominating deserving candidates or by attending the TechLaw.Fest event. Let’s celebrate the incredible work being done in legal innovation and technology.

This blog post is part of CLOC’s ongoing commitment to supporting initiatives that foster innovation and improve the financial management of legal departments worldwide.

 

Privacy Statement

CLOC Leadership Message 2022

A note from Mike Haven & Betsi Roach, CLOC Leadership. Read the full message.

We enter 2022 primed for growth and impact.

We are living through one of the most challenging, but exciting, times in our history, a crossroads in the development of legal operations. After many years pushing for change, our community has helped drive a wave of investment and adoption that has transformed the face of Legal. Even a historic multi-year pandemic has not stopped the momentum and growth of our movement.

Let us resist the temptation to slow down or tamp down our ambitions. This is no time to stop moving forward. Our organization has always been about solving problems; it is what has made us great, and what defines our community. Collectively, we have innovated powerful new ways to work smarter, faster, and with greater scale and focus to the delivery of legal services. We will keep pushing in these areas, but it is now time to apply that same problem-solving power to the stubborn challenges of equity and access.

We can, and must, make our industry work better for everyone. We have to look at access at all levels, particularly when it comes to the pipeline of young people entering the field. We have to make Legal more compelling and accessible for a new generation of diverse professionals. When we bring more diverse candidates into our space, we shift entrenched systems and culture in deep ways. Let’s work together to find ways to push Legal forward in this, the most important challenge of all.

As we move forward, our problems are only becoming more complex. To solve them, we have to reach across the ecosystem. We have to stop relying on our own limited toolsets and start pulling in other experts and voices. One of our clear focus areas for 2022 is to continue to engage with law firms, legal service providers, technology companies, and law schools. No one has all the answers. Almost everything requires a combination of skills and approaches. We will keep broadening our community to find the ideas, expertise, and perspectives we need.

Our progress is a testament to the strength of this community. The real power of CLOC lies in the ingenuity, determination, and collaborative spirit of our members. Our greatest assets have always been the capability and generosity of our people. We are honored to have the opportunity to help steer this incredible organization. Thank you for your support and trust. We look forward to an amazing 2022!

An invitation to join CLOC’s new Education Advisory Council

As an impactful organization, CLOC is committed to being at the forefront of moving the business of law forward. Offering relevant and innovative content and education to the legal operations profession is key to that mission. Therefore, we are forming an Education Advisory Council (EAC) that will help guide strategic initiatives and develop content and educational offerings. 

We are looking for a cross-section of CLOC membership to serve as volunteers on this inaugural council with the following traits

  • Sincere, dedicated, conscientious, credible, and principled.  
  • Speaks their own mind but can compromise.   
  • Has experience with multiple learning formats (virtual, in-person, hybrid)  
  • Is a CLOC Member respected among their peers. 

Responsibilities of this role will include: 

  • Be a sounding board for the Head of Education and Content in formulating the education strategy of the association.  
  • Assist with industry scans, including the economic, social, and political climate in which CLOC and the legal industry are situated.  
  • Ensure voices of all constituents and CLOC member segments that need to be heard are encouraged to be part of the conversation related to program planning.  
  • Provide assistance building partnerships with other organizations, if necessary, to ensure programming is effectively designed and successfully delivered.  

Serving on this council will offer professional and personal benefits, including  

  • It is an honor to be chosen for the EAC. Invitations are extended to those viewed as thought leaders and experts in their field.  
  • Participating is an excellent networking and learning opportunity. EAC is comprised of a cross-section of high-level industry participants. Members can extend relationships forged at EAC meetings into long-term working alliances.  
  • Current EAC members will receive a discount to attend CLOC events.  

If you are interested in being considered for this opportunity, please review, and complete the application form here. CLOC Leadership will review all applications and reach out to the selected members with an invitation to participate no later than October 29, 2021. 

If you have any questions or would like more information about the role, please feel free to contact CLOC’s Head of Content and Education, Nicole Zafian at: nicole.zafian@cloc.org.  

Thank you so much for considering this opportunity to play an integral role in transforming the business of law! 

My Personal “Why”: Carrying the Torch, Fanning the Flame and Charting the Course

On May 1, I officially assumed the helm as President of CLOC, the world’s largest and most respected peer association promoting and supporting the legal operations ecosystem. I am humbled to be selected for the role, honored at the opportunity to build upon the work of great leaders before me, and excited to serve a trillion-dollar industry whose progress is essential to a civilized and just global society. It must have been an easy decision to accept the appointment, right?

Not exactly. Before agreeing to step up, I spent considerable time asking myself a simple question: “Why me?” I would be thrilled to see another diverse leader in the role. I already have a busy day job (that I love) and steering the CLOC ship will eat into precious free time. Despite my knee-jerk reaction to dive in without testing the water temperature, given these second thoughts I had to consider carefully whether accepting the additional responsibility was the right decision.

Having been involved with CLOC since the beginning, and on the board of directors for the past two years, I understand and believe deeply in CLOC’s vision. I have a vested interest in the success of the organization and our community. But I needed to wrap my head around why me. I needed to define my personal “why” to truly make sense of it all and ensure that I was making the best decision for the thousands of people and companies who are stakeholders in CLOC’s success.

After analyzing my “why,” I’m all in. At the highest level, I decided to accept the weight of a global movement on my shoulders because I want to give back to an industry that has done so much for me. Indeed, that is why I dove in to CLOC in the first-place years ago. But my decision to lead this wonderful organization into the next phase of its journey to transform the business of law has a deeper layer. My personal “why” for serving as President of CLOC consists of three elements underpinning the desire to give back.

Sense of Duty to Carry the Torch

First, I care deeply about all the people in our community. I want to honor and support them, as they have given so much of themselves in sacrifice for the greater good. At its core, CLOC is about sharing best practices and helping each other solve problems. We would not be where we are as legal operations professionals, as an organization, or as a legal industry today if not for the generous contributions of our members. They deserve a share of my nights and weekends, and I am happy to give it to them.

In this new role, I am a steward of the vision of the great people who founded and stood up CLOC. This is a high honor. Their efforts and sacrifices must not wither away in vain. I refuse to allow the work of our legendary founders and leaders go to waste. They have built something big – a community greater than the sum of its parts – and we have only just begun to reap the fruits of their labor. The opportunity to honor the struggles and successes of these pioneers by continuing their mission and taking it to the next level was too profound to pass.

I am grateful that several of these amazing founders remain on the CLOC board and encouraged me to take on the lead role. I also am grateful for the next generation of leaders, who are as committed as I am to the success of our community and future of our industry. We know that we were handed something special and have a lot of work to do to build on it. Together, we will roll up our sleeves and propel CLOC into the next phase of legal transformation.

Passion for Fanning the Flame

The idea of moving forward and taking CLOC to the next level leads to the second element of my personal “why.” I am passionate about adding oxygen to the flame lit by our founders and making it shine even brighter. This means expanding our mission and our focus into critical new areas.

In its first five years, CLOC has focused primarily on promoting the evolution of legal operations through education and support of in-house professionals who in turn brought game-changing operational improvements to their corporate legal departments. We have pushed for progress in areas such as process improvement, digital transformation, and data analysis – things I consider to be “matters of the mind.” This was a critical phase in our evolution. It facilitated the explosion of the field into what it is today.

Now, we must broaden our focus to put what I call “matters of the heart” – values such as inclusion, equity, justice, empathy – front and center on our agenda. This is what our industry needs now. We must unite as an ecosystem. We must bring more people to the table. We must ensure that those people come from diverse backgrounds and experiences.

Coming out of the pandemic, we find ourselves in a different place as a society than we were in early 2020. The past year has taught us many lessons. Among them, we were reminded that we are stronger together than we are as individuals. This applies to progress in our industry just as it does society as a whole. When we work together and push collectively for fairer, better outcomes for all, we can make a real impact.

CLOC began to take steps in this direction even before the pandemic hit by giving law firms a seat at the table, then took a step further by creating the ecosystem membership. It is critical that we double down on those efforts, encouraging all people in the legal ecosystem to join our crusade and work together to transform legal into a more accessible, diverse, practical, and efficient industry. Our collective future depends on it.

Charting Our Course for the Future

The third component of my personal “why” is sheer excitement about where we are going as an industry and the opportunity for CLOC to make a profound impact on the journey. We are at an inflection point in history. The pandemic, advancements in technology, a focus on efficiency, and the demand for diversity, equity and inclusion have created the perfect storm for change. CLOC has become a powerful force in the industry and is well positioned to lead. It is vital that we continue to rethink our strategy roadmap to ensure that we are addressing these important issues of our time.

As we continue to develop our functional maturity, it is important that we continue to look within ourselves and ensure we have the organizational maturity to support our responsibilities to our community and industry. In this regard we have come a long way in the past year, adding our esteemed Executive Director, Betsi Roach, and an excellent staff of committed professionals to handle the day-to-day business of CLOC. Still, we have more to do.

As part of our next chapter, we need to include more of our members – including ecosystem members – in the leadership of this organization. We must elevate our regional leaders and give them more opportunities to impact our direction. We must find more ways to highlight the great work and innovation of all our members, to help them achieve success on a personal, organizational and industry level. I could not be more excited to tackle these challenges and help move CLOC forward.

* * *

When I started with “why” it became abundantly clear that, despite my reservations, taking on the responsibility as CLOC’s next President was the right thing to do. Now that I’m in role, it is time to shift my thoughts away from personal reasons and lean into CLOC’s “why,” “how,” and “what.” Why do we want to transform as an industry? How should we go about it? What specifically are we trying to accomplish? These are important questions in sequence, and throughout my term as President I will be posting regularly to ensure transparency in CLOC’s vision, mission, and progress.

Meanwhile, we have a great program on tap for the CLOC Global Institute starting on May 10. I hope you can attend and be a part of history as we move into CLOC 3.0 and our post-pandemic future.

Thank you for your confidence in me. Onward and upward!

Looking Forward, Looking Back

Read the full message here.

We begin this new year in gratitude for this community. The qualities that have always defined CLOC members – innovation, resilience, and a willingness to support others – were on full display in a turbulent, challenging 2020. Our community stepped up, driving our volunteer programs and working hard to find creative answers to our shared problems. We are so appreciative of all of you who contribute your time, energy, and ideas to advancing the cause of legal operations. You remind us that CLOC is so much more than an organization – it is a global movement, powered by the amazing people of this community.

For all its chaos and unpredictability, 2020 was a great year for CLOC. As COVID upended our world, we were forced to scrap our plans, canceling live events and programs. We changed to fit the world around us and to better reach and serve our most important constituents: our members. We adjusted our approach and our organization, strengthening our leadership and professional staff while shifting to digital engagement and virtual programs. We grew our member base and international presence, took big steps forward in redefining our digital experience, and delivered our first ever all-virtual Global Institute.

2021 promises to be just as momentous for our community and our industry. We can expect the most influential factors of the past year – the global shift to a work-from-home model, the increasing pressure on corporate budgets, and the rising emphasis on social justice and representation – to continue to shape our world. After years of slow progress, we are now seeing change at an unprecedented pace and scale.
We are changing too, expanding our membership programs to grow our community and serve more of our ecosystem.

We thrive on transformation. Our mission – to redefine the business of law – is more urgent and relevant than ever. This community has always been about creating and harnessing change. While none of us can say what the future holds, you can be sure that CLOC will have a big role in shaping and improving the Legal industry of tomorrow.

Continue reading the full 2021 Leadership Message >

To stay connected to CLOC, subscribe to our communications in the footer of this page and follow us on LinkedIn. Interested in becoming a member? By joining CLOC, you will open doors to resources and networking opportunities for every stage of your career and become part of a diverse network of people eager to share and collaborate. Learn more and join today.

 

How CLOC Created its Virtual Institute Agenda

Earlier this year, CLOC made the decision to transition the in-person experience to an online global experience this November. While this was a difficult decision to make, it gave CLOC a chance to focus on providing valuable content for legal professionals in a multi-time zone environment. 

CLOC Institutes are known as “the event of the year” for legal professionals across the entire ecosystem to come together to connect, learn, and collaborate.  If you have ever been to one of these events,  you know it’s an experience that’s hard to replicate. But not for CLOC. We understand that during this time where our lives are adjusting, we have the opportunity to meet you where you are, regardless of where you are located. 

CLOC recognizes that transitioning to an online event requires a considerable amount of thought and timely execution. It’s also more than creating webinars and finding speakers, it’s about delivering value, engagement, education, and networking. 

Before CLOC began planning the program, it was important to hear from CLOC members and law firm participants.  CLOC launched the Personalize Your Virtual Experience survey to gain insights into what challenges legal professionals were facing, what they wanted to learn, and how they wanted to engage with other attendees. The survey received responses from legal professionals all over the world including Australia, Canada, Germany, India, Switzerland, and Hong Kong. 

People responded when asked “What is one thing that you want to learn or experience at the Global Institute?” and the responses below helped shape the agenda, topics, and speakers to give attendees exactly what they asked for. 

“I want to hear about the latest trends and how we compare to what other firms and in-house teams are experiencing.” – Director of a Law Firm

“I am curious to learn how other organizations with large legal departments are structuring their Legal Ops Team to support their business and what are their current priorities.” – Manager of Corporate Legal Department

“I want to learn how to drive innovation in the legal industry with my peers and my organization’s stakeholders.” – Vice President of a Corporate Legal Department

“I want to learn how to empower changes that need to happen in an environment that is comfortable with how things currently are.” – Program Manager for a Corporate Legal Department

CLOC is excited to bring the Institute to you and provide optimal opportunities to once again gather to connect, learn, and collaborate, an experience delivered to your desktop.

Here is what you can look forward to with an all access pass to the CLOC Global Institute:

Exhibit Hall: Over 40 technology providers, service providers, and law firms will be ready to meet you and provide more information about their products and services. Don’t be shy! Engage with them at their booth by asking questions in live chat, watch demo videos, and get access to downloadable documents, all geared to teach you how to make your role more efficient. As a bonus, you can get a chance to win a free lunch or free swag!

Meet the Change Makers: The first session will include senior executives from influential organizations including EY, Harvard, Orrick, and VMWare, as they discuss how legal disruption is an opportunity for change, ways to design for a new future and will share their bold thoughts on where you need to go and how you get there.  

General Counsel Panel Discussion: Hear general counsels from large enterprise organizations like Coca-Cola, easyJet, and Microsoft as they discuss the current state of the legal industry, trends that have impacted the way that legal does business, and what to expect moving forward despite the constant change that you experience. 

Panelists include Badley Gayton who joined Coca-Cola after nearly 20 years at Ford Motor Company, serving in various roles from Global Trade Taxation & Customs to Legal Affairs for Canada, Mexico, and South America to General Counsel. He is joined by Maaike de Bie from easyJet after several years at Royal Mail and now leads a mid-size legal team that supports an affordable airline operation that transported 96 million passengers, in more than 1000 routes to over 30 countries around the world last year.  Both are joined by Dev Stahlkopf who leads a large legal team of 500 at Microsoft, one of the world’s largest organizations, and was featured as one of Fast Company’s Most Creative People in 2019. This is a session you won’t want to miss.

Breakout Sessions: The Global Institute agenda includes 14 sessions throughout the day, which gives you an opportunity to choose one of two sessions each hour to view live or on-demand. 

Here are some of the confirmed sessions today. CLOC has more abstract proposals to review and will be adding even more sessions to the agenda.

  • Making Impact as a Leader in the Distributed World will be an interactive experience to show you how to be purposeful, resilient and influential in your relationships with peers, stakeholders and your team.  
  • KM for Small Legal Departments: Maximizing Your Impact With Limited Resources will be a case study of the Asurion Legal Operations Team and how they were able to build a knowledge management solution in less than 2 months with no resources and limited technology budget. 
  • Understanding the Technology Journey: From Skillset to Planning will be a case study of the Marvell Semiconductor Legal Ops Team and how they were able to successfully implement multiple tech solutions by leveraging champions throughout the organization and using existing technology to save time and money.
  • How to Tackle Your Legal Operations Projects will discuss how to use legal project management (LPM) principles to approach legal ops projects and share stories of their  successes to the failures to help ensure you learn from their experiences.  
  • Strategic Planning for New Legal Operations Leaders will discuss how to navigate through your new role, how to create a strategy, implement your plan, and execute your vision in your first year. 
  • Other topics that we are considering adding to our agenda include Data & Diversity: The Importance and Benefits of Diversity in Today’s Legal Environment, Legal Ops Battleplans for 2021, Building a Future-Proof Legal Tech Stack, Using No-Code Automation To Improve Efficiency Without Adding New Tools, From Fighting Fires to Driving Impact: Innovating Without Change Management, and Contract Data Storytelling: Growing Legal Ops Influence Across the Org. 

CLOC will be confirming the remaining topic proposals soon, so check the CLOC Global Institute Agenda for more updates. 

Roundtable Discussions: Throughout the event, you will have the opportunity to participate in regional and committees networking, industry groups and trending topic discussions with your peers. These interactive sessions will allow you to break out into smaller groups and be inspired by actionable takeaways that not only empower efficiencies in the way you work but enable department transformation.

  • Regional Networking – EMEA, Americas, and APAC
  • CLOC Committee Networking – Diversity & Inclusion, and Legal Project Management
  • Industry Groups – Fortune 1000 & Other Large Enterprise, Legal Technology & Innovation, and Emerging Legal Departments 
  • Trending Topics – Business Intelligence, Strategic Planning, Knowledge Management, Professional Development, Process & Workflow Automation, Tech Strategy & Implementation Lessons Learned, Intake & Self Service Tools, Dashboards & BI Tools

Engagement Activities:

  • Visit the Chat Lounge to engage via live chat with other Institute attendees.
  • Add and Download the CLOC Global Playlist and listen to the vibes during breaks.
  • Pop into the CLOC break room for a stretch with an instructor and more.
  • Enter to get lunch on us with an UberEats gift card by visiting exhibitor booths in the Exhibit Hall.
  • Sign up for the CLOC Networking Event and meet 1:1 with global legal professionals. Details will be announced during the Institute. 

Like all other Institutes, CLOC is redefining the way information is delivered to its members, law firms, and the entire legal ecosystem with a jam-packed, digital Institute filled with real-talk panel sessions, impactful workshops, mentor power hours with the best, peer to peer networking, and more!

Register today!

THE ROAD AHEAD

Finding perspective in a strange time

I am a planner. Like many people in legal operations, I am constantly thinking about what comes next and how to get there. The last few months, of course, have been a real blow to all of us planners. Sometimes life takes your carefully laid out plans, rips them up, and tosses the pieces in the air.

Almost overnight, our lives changed. My days used to kick off with a mad rush to get the kids to school and fight traffic to get to the office. I used to see my kids for a half hour each morning, then maybe an hour or two in the evening. In between, I was rushing from meeting to meeting, barely taking a break to get everything done by the end of the workday. It was a good life, but it felt chaotic and rushed, and I found myself wishing for more time with my family.

The hard turn my family took into a shelter-in-place, home schooling lifestyle was a shock for sure. It also came with some important gifts, the first of which is gratitude.

Unlike so many, my husband and I can keep working remotely. The pressures we face are nothing compared to what some families confront. This is not to say we don’t feel frustrated or anxious sometimes, but we realize how fortunate we are to be safe and whole at a time when so many are not. The problems we have – homeschooling three healthy, feisty young children while juggling our work commitments – are good problems.

Another important gift: the time we have been able to spend with our loved ones. My favorite part of each day was watching my five year-old doing her P.E. class. She goes at it with impressive intensity, concentrating hard during the yoga segment and huffing and puffing through jumping jacks and burpees. After months spent in the house together, I look at her, my other girls, and my husband in a new way. We are all learning so much about each other. 

This desire to connect, and appreciation for others, extends beyond the people in my house. I have thought more about, and reconnected with, old friends around the world more in the last few months. Instead of being so caught up in the whirlwind of my busy days, I have found myself making time to reach out and catch up.

A big change in life context can sometimes bring about a big shift in perspective. We have the physical space and time, and mental distance, to see our world with more clarity. We can see the things in front of us better and value them properly. This is the silver lining of this moment, I believe.

The power of purpose

We spend so much time preoccupied with the “what” and the “how” it can be easy to lose track of the “why.” When you strip away all the noise of our busy lives and crowded minds, what rises to the top?

What matters most? This simple question has been a huge focus for us at CLOC over the last few months.

It is a good time for reflection. Our little group, that I used to call a “book club,” has grown into a world-class organization. Once just a small gathering of contrarians trying to define a new space called “legal operations,” we are now active in leading companies across the globe. Representing major industries over many geographies, our members are pushing and testing the limits of what is possible. As a result, legal operations has moved from a fringe idea, to a back-burner initiative, to a strategic mandate for most companies.

So just what are we doing? Why are we here? When my fellow board members and I recently stepped back to ask ourselves this, the answer was simple: we are a global community focused on redefining the business of law.

We are taking one of the oldest, most tradition-bound industries, into the future. We are all different, carrying our own perspectives and needs, but all connected by the power of one bedrock principle: There must be a better way.

I am talking about changing systems and processes of an entire industry. And that can sound dry and academic to some, but those systems and processes are driven by people. So what we are really talking about is actually vital and deeply human. This is about reinventing one of the oldest industries in profound ways that affect many, many people.

This is a huge task, and one that will only be possible with the contributions of every part of the ecosystem. It will take a long time, and it will only happen with the help of many entities pulling together, but it is already underway.

A new direction

Getting clear on our vision and on what really matters has helped us think about where to take CLOC. Before it is anything else, CLOC is a community, a movement of like-minded people. As that community grew larger, more diverse, and more international, we realized that we needed to evolve.

We were at a crossroads. We had come a long way, but still had a long way still to go. To launch into our next stage, we realized, would require investing in our organization. There were so many things we wanted to do that demanded more resources and infrastructure. We realized that we needed to build a professional team equal to the energy and passion of our community.

That is why I was so excited to bring in our new Executive Director, Betsi Roach. In just a few months under her leadership, and with the support of the strong team she is putting in place, CLOC has already added scale and capabilities. We are working to improve the way we serve and reach members in deep ways. I am so excited for the future.

In some ways, the pandemic has forced us to accelerate our evolution in positive ways. As an organization founded in the U.S., we have long worked to extend our value and reach internationally. Canceling our in-person events has meant that we had to develop new ways to reach and serve global audiences. I am counting down the days until our Global Institute, a fully virtual conference scheduled for November 10th (Pacific Time). This is going to be a great opportunity for the community to come together in a new way. We are hard at work on the content and the curriculum, taking the results of the feedback we received from over 400 of you. I think people will really enjoy it.

We can do better

There is a phrase that I have been hearing a lot lately: “It’s time to get back to normal.” I understand why people say that, and the desire for a return to the familiar and comfortable. When it comes to the legal industry, however, I could not disagree more strongly. The very LAST thing we need is to go back to “normal.”

We can, and must, do so much better. I look around our industry and, for all the progress we have made, I see so many places we can improve. I see huge opportunities to make our industry more effective, efficient, and equitable. From the way we make decisions, to how we identify and hire talent, to how we create value chains, we are barely scratching the surface.

Our organization has always been a catalyst accelerating change, but current events have added fuel to the fire. After many years pushing a stubborn, static industry to transform, we have a historic opportunity to create real change. The COVID shutdown, the economic shock, and the rise of racial and social justice movements are all putting pressure on the legal industry to transform.

We have the chance to help shape that new direction for the betterment of all. We have the chance to create the future rather than react to it. Let’s seize that chance together.

Evolution of CLOC Core Competencies: Observations from a Maturing Market

We’ve met with more than 50 clients in the past 12 months and have enjoyed a front seat to the transformation happening across legal departments. Our meetings have reinforced that CLOC’s 12 core competencies are not stagnant and continue to evolve in their application and impact. Here is a taste of what we are seeing you all accomplish. You can use these to plan your next project, benchmark with your colleagues, and to continue to show the value that you bring to your legal departments and companies.

Financial Management: This has evolved into so much more than simply reporting on spend or managing to the budget. Legal departments are overlaying spend against key objectives of the company to ensure that the allocation of legal resources aligns with the strategic priorities of the company.

Vendor Management: We started with preferred vendors and negotiating favorable pricing. Legal departments are working with vendors to solve common challenges in technology, ediscovery, and more. They are also asking vendors for data dashboarding to spot trends and inform future action.

Cross-Functional Alignment: Legal operations roles are often filled with business professionals from within the company, including finance, products and IT. These hires bring with them relationships and institutional know-how, and allow companies to repurpose people, process, and technology used in the business for use in the legal department.

Technology & Process Support: Legal operations is changing the culture of legal departments by driving the adoption of technology and incorporating process-driven workflows into serving the business.

Service Delivery & Alternative Support Models: This is not just about insourcing versus outsourcing. It is about right sourcing the work to ensure that tasks are assigned to the right resource. This allows everyone on the team to focus on the high-impact and high-value work. Legal operations professionals are shining a light on churn and helping legal departments to stop doing tasks that don’t bring value.

Organizational Design, Support & Management: Legal operations departments are no longer behind the scenes. The groups are front and center within legal departments and the business. Legal operations professionals are increasingly leading pitch meetings, panel selection, fee negotiations, and outside counsel evaluations, and have more optics into organizational changes impacting their legal departments.

Communications: Together with their GCs, legal operations departments are helping accelerate change and are creating innovation fluency about the company’s business and legal industry. At legal department meetings, they are highlighting how technology is transforming their business, mapping legal goals to innovation objectives of the business, and are training on skills core to legal operations. At legal department retreats, they are changing the curriculum to include design thinking sessions, technology updates, and data metrics discussions. They are also bringing together outside counsel to share innovation success stories so that they may be replicated across all firms supporting the company.

Data Analytics: Using data, legal operations is changing the conversation about value. What is the business goal for the matter? How will success be measured? Are legal resources aligned to the business’s strategies? Legal operations departments are driving the creation of dashboards to spot trends, inform future action, and identify missed opportunities. They are also capturing knowledge about the performance and use of their outside counsel. This includes tracking who at what firms have done work in particular areas for the company, working toward a future where legal operations can provide predictive analytics on who is best suited to solve a specific problem for the business.

Litigation Support & IP Management: Legal departments are partnering with IT to bring even more of the ediscovery lifecycle in-house. Teams from information security, IT, internal investigations, and legal operations are working together to show how particular license offerings can reduce spend exponentially. They are using advanced features to identify risk before litigation and are reducing their digital footprint with their vendors by 50 to 90%.

Knowledge Management: In response to the needs of the business, especially during periods of rapid growth, legal operations departments are creating on-demand, self-service legal solutions for their internal customers. To do so, they scope what the business needs, how much of the need requires interaction with a lawyer, and what portion can be solved with automation and standardization. These solutions are driven by playbooks, AI and legal bots.

Information Governance & Records Management: Legal operations departments are creating programs that provide the business better access to information so that it can harness data for a strategic advantage and, in some cases, monetize that data. They are driving the creation of policy and procedure that is practical and enhances service to the business. They are also complying with emerging data privacy laws and protecting against data breach and the associated reputational damage.

Strategic Planning: Legal operations leaders are reporting directly to their general counsel and are helping set the strategy and goals for the legal department. They increasingly have a seat at the table and are measuring their achievement and performance against the established goals for the legal department.

 

My Opening Remarks and Reflections from CLOC’s 2019 Institute

In April 2018, as I closed out the Vegas Institute, I was simply blown away by the energy, the passion and the power of that event. I remember thinking at the time, “It just doesn’t get any better than this.” Well, I was wrong. Our 4th Annual CLOC Institute in Las Vegas last week was, as so many attendees pointed out, filled with an energy level and positivity that was off the charts. I returned home more energized and inspired than ever before!

In the past, I have written and posted my closing remarks from the CLOC Institutes, but this time, I will simply direct you to the video of my opening (too lazy to type it all up!). As you’ll see, we kicked things off with an inspiring welcome video featuring testimonials by GCs from some of the world’s leading companies. Each spoke on the positive impact of legal operations and of CLOC. And to think, just a few years ago, people didn’t even know what the term “legal ops” meant.

I’ve had a week to reflect upon the Institute and wanted to share some additional thoughts. First, I am so humbled to represent the CLOC community and this movement as your president. This year’s Institute, with over 2200 attendees, was the ultimate evidence of how far our once-small community has grown. Nowhere else will you find this many experts, drawn from all backgrounds, all perspectives, and all parts of the legal ecosystem, sharing their best ideas and practices, and collaborating on results.

So what’s next? As I mentioned in my opening, we’re more committed than ever to taking this community and movement forward. This year, we’re purpose driven by two major principles: 1. Focusing on the community and 2. Engaging across the ecosystem.

Focusing on the Community

First, we are returning the focus to what we believe makes this organization great — the community. The whole idea behind starting CLOC was to help Legal Ops professionals do their jobs better and to create and share best practices. We want to ensure we’re doing that by making it easier for you to interact, participate, and learn from each other. To support this principle, we’re launching a new member community platform that will allow us to create more subcommunities and topical discussions, to create more webinars and trainings, and work across the ecosystem to generate more relevant and useful content.

Engaging Across the Ecosystem (with a focus on Law Firms)

While there is more interest and belief than ever about legal operations from all the players in the ecosystem, there continues to be a significant divide in our perspectives and approaches. We believe that CLOC has a huge role to play in bridging these divides and driving real change in the industry. As such, we’re starting by actively focusing on getting law firms more involved with CLOC this year. In a couple of months, we will pilot a new membership type for law firm legal operations professionals. This will be separate from our existing in-house CLOC community, but will allow these law firm participants to network, share ideas, and actively communicate across the divide with each other and with in-house members. We foresee creating topical discussion forums like pricing, diversity and inclusion, knowledge management, and more, where individuals from both law firms and in house teams can collaborate and help each other. We believe that including the voice of the firms in our discussions is critical to better alignment and movement in our industry.

One of the concerns I expressed from the stage during my kick off at the Institute is whether or not law firms can “embrace the CLOC culture” which requires us to be courageous enough to be imperfect, to share openly, and to admit when we have no idea what we’re doing. We were afraid that we would launch this thing and no one would be willing to ask questions or contribute their experiences, learnings, or struggles. After all, law firms are used to being the expert on all things to their clients and have indicated to me in the past that they are uncomfortable admitting that they don’t have it all figured out yet. By the end of the three days, however, I feel very hopeful about what’s to come. I had so many meaningful conversations with law firm attendees who expressed excitement, initiative, and positivity about what we’ll be able to accomplish together. I feel like we’ve moved past the point of uncomfortable conversations to a new phase where we are ready to embrace the change, energy, and passion and where happily we find ourselves sharing the driver’s seat on this new adventure!

As I have said many times before, everything about legal operations is hard — every step of the way. We’ve come so far, but there is still far, far to go. This community we’ve created is full of passion and perseverance and when we have passion and perseverance, anything is possible. Just remember the quote I closed with: “It’s supposed to be hard. If it wasn’t hard, everyone would do it. The hard… is what makes it great.”

Thank you for making the 2019 Institute a success and for being such an integral part of this movement. I can’t wait to see where this rocketship goes next. See you next year!