General Counsels (aka CLOs) and the right operations leadership are a match made in heaven 

We, the legal operators, love working with you, GCs, and we are impressed every day by how quickly you get to the heart of complicated problems that are presented to you from across the company regularly and frequently. We admire you for mastering the art of building up your arguments to present compelling cases. And we experience you to be modest, humble, and humorous. 

Thank you for offering us a seat at the legal leadership table and for thoughtfully, intelligently, and supportively sponsoring our initiatives to reimagine the delivery of legal services. We have done well together and came far. Amongst other things, we figured out outside counsel collaboration, eDiscovery, contract automation, and litigation management. We have also made considerable progress in enticing our colleagues – the legal function – to move from consultation to collaboration, which has led to more tangible results and given greater purpose to our lawyers. 

As we have increased the functional maturity of legal teams, we are now ready to address the fact that not every piece of legal work requires tailored attention and a perfect solution. In fact, half of the work that we do should be looked at from a perspective of operational excellence to help our business partners obtain faster, more consistent, and simpler legal solutions. We are convinced that this is a logical next step, and in pockets, for example in contracting, we are well on the way to doing this already – it is about harmonizing, simplifying, and automating these services. The questions that we need to address are: 

“How do we lead a legal function that will cover workstyles that range from providing a commodity service to the extraordinarily complex and bespoke nature of developing a litigation or acquisition strategy?” 

“How do we do justice to our people that want and need to be developed on these extreme ends of the spectrum?” 

 As always we come prepared with three archetypical options: 

  • Focus on core legal activities and delegate everything else to business partners 
  • Split the legal function and have an independent legal solutions team manage the day-to-day operational activities 
  • Broaden the legal leadership approach to accommodate both groups, those that work to support the day-to-day business and those that take care of the extraordinary matters that companies face a couple of times a year. 

 All options will lead to spectacular outcomes, happy business partners, and satisfied and engaged legal professionals on both ends of the complexity spectrum. 

Author: Maurus Schreyvogel, Chief Legal Innovation Officer at Novartis International AG.

Legal Software

Taking a nod from Wordle: How to accelerate the LegalTech of the future

Like much of the rest of the world, I have been Wordling. Every. Day. Today, they said I was Splendid! Beyond the quick endorphin shot that gave me, I’ve been spending more time lately thinking about the magic formula behind this simple word game. What is it that makes it so engaging, and how can we make the technology we use every day in our professional lives this easy and fun?  

Here are my top takeaways on what makes Wordle such a delightful product experience and what inspiration the LegalTech community can take from those insights. First, the three things that really make Wordle connect with users:   
 

  1. Wordle aces Time to Value – it gives users value back within seconds (in this case, value being fun). It doesn’t require a huge learning curve, implementation time or onboarding time. The onboarding instruction guide is 85 words long and took me 40 seconds to read. 
  1. Wordle avoids the Build Trap – it only has a few capabilities, and it makes those features work really well. Plus, it only lets you play once a day – meaning you can’t binge it and then get bored. It makes you want to come back again and again. It just works by doing a few things really well.  
  1. Wordle is Agile –  Wordle was recently acquired by The New York Times, and some small hiccups ensued. We learned we weren’t all solving the same puzzle with our friends and families and speculation started growing that the acquisition would ruin the thing we all loved.  The brand needed an intentional, well thought-through approach to making the integration successful, protecting the essence of all that is good about Wordle. But the team recovered quickly! Our lesson is to listen, iterate and make improvements fast! 

So how can we take the essence of what Wordle does so well and apply it to the much more complex LegalTech space? We can start by bringing some joy into the equation. 

We all know the last two years have not been kind to corporate legal departments. A perfect storm of record M&A volume, a slew of new regulatory and compliance challenges – including a rapidly growing list of environmental, social, and governance (ESG)-related issues – and a pandemic that disrupted traditional workflows and created widespread staffing shortages, has left many corporate legal departments feeling exhausted. 

I’ve seen the phenomenon first-hand. As chief product officer for LegalTech at Thomson Reuters, I help create technology to help legal teams confront their challenges. As those challenges have grown considerably over the past few years, I’ve felt a very real urgency to address the existential question: Can technology really help improve the experience of our people? 

As I’ve continued to talk with clients – one of whom started a call by apologizing for looking disheveled because he hadn’t slept in 48 hours – We’ve landed on three key criteria to inform LegalTech product development experience from the customer’s perspective.   

  1. LegalTech needs to be Smart – The LegalTech industry needs to ensure we are truly saving people time, not asking them to spend more time monitoring and second-guessing the technology. That’s a really big deal when it comes to leveraging AI for things like automated contract review and spend management analytics. It means the technology must understand the language and nuance of each industry to inform the next best actions – and explain those recommendations by showing the logic. It means we need to be able to trust that the AI is fair, representative, and accurate. We need a human-centered approach to AI that instills trust and confidence.  
  1. Proprietary platforms need to be Open – The way we work and collaborate has changed in the last few years, with cats and alien eyes joining us on virtual meetings. We must bring technology to where people are already working. For decades, tech companies have built software on their own proprietary platforms hoping to win clients over to their product universe. In fact, it is a far more effective strategy to build an open platform that can work seamlessly through existing platforms, which legal departments are already using to collaborate, both with their in-house colleagues as well as outside counsel.  
     
  1. Technology is all about staying Connected – Over 50% of large legal departments use more than nine legal technologies, often disconnected from each other. This leads to a fragmented and inconsistent experience, and the effect is the opposite of what  we all want – needing technology to just work, seamlessly. Law departments have a role to play – asking for industry standards like LEDES and SALI, asking for open APIs, asking for ownership of their data. Raise the issue with software providers, asking for your suite of solutions to cooperate with and complement one another. And tech companies need to listen, learn and innovate. 

Tying this all together, tech providers need to think like partners. For some product development that means rolling, iterative software development schedules make incremental refinements and improvements every day or every week, allowing end-users to learn and absorb new product enhancements gradually as part of their workflow. 

The world has changed. The way people work has changed. In LegalTech, this means we need to be smarter, with human-centered AI capabilities, open, with the ability to meet people where they work, and connected, intersecting the choice of technology with the integration of technology.   

LegalTech can not only be better, but it can also be – dare I say – Splendid! 

Author: Kriti Sharma is Chief Product Officer, LegalTech at Thomson Reuters.

 

Working Sessions

Learn how to build your own legal technology roadmap 

By Jeffrey Solomon, Senior Director of Product Management, Wolters Kluwer ELM Solutions 

Corporate legal departments (CLDs) are becoming increasingly technology-driven, and yet most CLDs would probably not consider themselves full of technology experts. After all, who gets into the business of law to become the next Elon Musk?  

Still, there’s no doubt technology is an essential component of a successful, well-run CLD. That’s why, according to Gartner, legal departments are expected to increase their spending on legal technology threefold by 2025. Indeed, if you’re reading this blog, there’s a good chance you probably have some form of legal bill review software or another type of legal operations application a click or two away.  

And while it’s great that you’re likely already using some form of technology to accomplish everyday tasks and (hopefully) make your department more efficient, there are bigger questions at hand beyond just “How can I save time on bill review?” Questions like:  

  • Which technology investments will help me achieve my departmental and corporate goals? 
  • Will AI or similar kinds of modern technologies help me reach my goals more quickly or more strategically? 
  • If so, which solutions are most appropriate for my department today, and which should I plan for in the future? 

A technology roadmap is essential to successful legal operations 

To answer these and other questions–and to make sure you end up investing in the right technologies– you need to develop a roadmap that will help you get from whatever technology maturity stage you’re in right now to where you want to be. A technology roadmap is a long-term, multi-year plan that allows you to assess your current technology resources and align existing and future investments to both your CLD’s and the company’s goals. 

Creating a well-considered and solidly planned roadmap is essential if you want your lawyers to work more productively, intelligently, and efficiently. It will allow you to achieve three things: 

  • Plan for and invest in the technologies that will add the most value to your organization in the short term and long term 
  • Keep you from wasting money on “shiny objects” that will not help you achieve your business objectives or simply won’t be adopted 
  • Ultimately generate greater efficiencies, better business outcomes, and help your teams work smarter and faster 

Building your technology roadmap 

How can you generate your legal technology roadmap—one that’s unique to your business, is adaptable enough to evolve as your organization’s needs change, and sets you up for current and future success? 

That’s the question at the heart of our latest whitepaper, A Practical Guide to Creating a Legal Technology Roadmap. It is a step-by-step guide to creating a technology roadmap to ensure you’re aligning your technology investments with your corporate objectives and your current reality. You’ll learn: 

  • How to get started 
  • Which questions to ask 
  • How to analyze your department’s legal technology maturity level 
  • How to prioritize technology needs for the stage you are in and the next stage in your development 
  • How to get buy-in from senior leadership and the day-to-day users in your core processes 
  • And more 

Download the white paper today to learn how to build a roadmap that is aligned with your CLD’s vision for the future. 

Legal Software

Legal Shared Services 

The art of tailoring an approach that aligns to an organization’s unique needs 

As corporate law departments continue to look for ways to do more with less, the concept of shared services frequently enters into the equation. For most organizations, centers of excellence (COEs) represent a generally familiar approach. Historically, a “typical” COE model was often thought to rely upon lower-cost/administrative resources focused on lower-risk tasks that arise with frequency. And while this type of COE most certainly still exists, gone are the days where this one-size-fits-all approach to shared services is the only option on the table. This blog post will outline the considerations most heavily influencing the design of shared services models today, identify a few potential challenges (most of which can be proactively mitigated) and provide guidance on the next steps toward designing a (successful!) shared services model. 

In exploring how a COE might drive value in an organization, where should a corporate legal operations department start? 

There are many reasons to consider legal shared services: improving client service, reducing costs, standardizing processes, lowering legal costs or spend, supporting corporate strategy, eliminating redundant processes, or helping to introduce new technologies. So — where to start? 

  1. Define  short- and long-term goals in collaboration with stakeholders for the shared services initiative 

Shared services centers appear to be underused, according to findings from a 2021 EY study in conjunction with the Harvard Law School Center on the Legal Profession. While 73% of companies use them to support the legal function in some capacity, only 9% use them extensively. One frequent driver of this lag in shared services adoption is the absence of a clearly articulated set of goals and objectives for the initiative. In the absence of this, shared services models can stagnate, thereby reducing overall value and leaving internal resources frustrated by the lack of progress. To avoid this outcome, formally define goals at the outset and include all impacted stakeholders in the process. 

  1. Solicit executive feedback on shared services goals and enlist leadership support to drive stakeholder buy-in 

The implementation of a shared services model can be challenging under the best of circumstances. However, with a well-articulated set of goals and buy-in from appropriate members of an organization’s leadership team, the likelihood of success with a COE initiative will increase exponentially! Once the goals for the shared services initiative have been defined, pressure test them with leadership to confirm alignment with other strategic initiatives that may or may not be in the COE line of sight. Finally, ask for a commitment from leadership or an executive sponsor to help drive stakeholder messaging, thereby confirming a top-down approach to promote enthusiastic acceptance of the shared services initiative and the organizational changes it will bring. 

  1. Develop an implementation strategy  

There is no substitute for a well-defined strategy, except a well-defined and documented strategy. With this in mind, be sure to formally capture the requisite details of the implementation plan, socialize and gather feedback as required, and identify a resource to maintain and update the COE plan as required. 

  1. Communicate early and often 

No one likes to be surprised by changes to organizational strategy and/or structure. Thus, a change management and communication plan that contemplates stakeholder outreach both early and often is likely to drive the best outcomes. 

Realistically, what legal work can be managed in a shared services setting? 

The law department’s move toward shared services does not necessarily mean making wholesale changes all at once. Typically, law departments will start a shared services journey with activities that are high volume or low risk that have clearly defined and standardized processes, for example, e-discovery, template automation, document review, entity management or contract life cycle management. Starting with high-volume or low-risk areas, companies can design specific workflows and can measure performance according to standard metrics and process guidelines. Begin with one, two or several of these activities during the initial move to this delivery model. 

However, there is a trend for companies to also look at expanding the legal shared services model beyond those traditional activities to include more transactional-type support. These activities may include regulatory remediation and repapering programs, contract drafting and negotiating (vendor or customer) intragroup service agreements, and IP rights management. These types of activities were previously thought to be too high risk to be handled by a shared services format; however, with detailed workflows and proper oversight, there has been success with expanding beyond process support. It should be noted that the expansion typically requires a legal-driven shared services model with the right mix of legally trained professionals or a COE that utilizes professionals with the right legal skills to provide the necessary amount of legal expertise to offer guidance when needed.  

Is it a COE or something different? 

There is often a lot of confusion about the differences between COEs and shared services teams. A shared services center (SSC) usually refers to a dedicated unit, including people, processes and technologies, that is structured as a centralized point of service and is focused on one or more defined business functions. Shared services may come from several different physical locations (regional or global) and can operate onshore, offshore or virtually in some cases. Service delivery may be executed by internal resources or external providers, or a hybrid combination of both, and can involve a single or multiple business functions. Companies sometimes engage external providers to consult with various elements of the design, structure, location and execution options.  

Comparatively, a COE is typically thought of as a specialized knowledge center. A COE is a team that provides leadership, leading practices, research, support or training for a particular focus area. The focus areas of COEs vary and may include technology, business concepts, strategic initiatives or specific legal skills. In other words, they are smaller groups within an organization that can get better results by devoting themselves to a particular activity or set of ideas. Within COEs, there is an emphasis on advanced training and certification, knowledge sharing, and development of standards and methodologies. For COEs to gain acceptance within an organization, they must be given a clear mission and then provide demonstrable value to the business units. Like SSCs, COEs have many variations and should be implemented to meet an organization’s individual legal needs. COEs can be centralized at the enterprise level, within business segments or in the form of smaller communities of practice.  

This is a big change — what is the best way to bring the shared services vision to life? 

The deployment of a shared services team can represent a big change from a cultural and resourcing perspective. A strong business case that clearly illustrates the overall benefits to the organization and the impacted resources will establish a solid foundation on which to build. From there, internal socialization of both project goals and project approach is key, although a methodical change management and communications plan is equally important to determine the right messaging at the right time. Finally, a flexible, phased approach to shared services implementation will allow for adjustments as needed.  

The views expressed by the author are not necessarily those of Ernst & Young LLP or other members of the global EY organization. 

EY member firms do not practice law where not permitted by local law or regulation. Ernst & Young LLP (US) does not practice law or offer legal advice. 

Co-authored by: 

Christine Sanz, Senior Manager, EY Law – Legal Function Consulting, Ernst & Young LLP 

Melissa Miller, Senior Manager, EY Law – Legal Function Consulting, Ernst & Young LLP 

 

Legal Operations Can Pivot to Extract Maximum Value from Outsourced Services Providers 

Legal operations professionals are the cornerstone in any corporate legal department with wide ranging impact across an organization. They are the process visionaries who make sure the legal work gets done on-time and on-budget, that the right stakeholders are included, risk is identified and mitigated, and that the best technology and service partners are tapped to make everything run smoothly. 

When it comes to working with outsourced service providers from managed services or alternative legal service providers (ALSPs), there is both a science and art to managing the vendor relationship to extract maximum value.  Done right, the outsourced relationship can bring tremendous support and expertise to the legal operations function as well as other departments and external law firms.  Handled poorly, the outsourcing effort can fail, creating unnecessary risk, reflecting negatively on the legal operations team and other teams within the organization. 

So how can legal operations pivot to extract maximum value from its outsourced service providers and ensure success?  By focusing on five key areas including Building Trust, Communication, Metrics and Reporting, Active Engagement, and Honesty. 

Building Trust

If trust cannot be established between legal operations and the outsourcing provider, the relationship is doomed; trust is a two-way street.  The outsourcer must consistently and predictably provide excellent communication, quality work, and accountability with proper metrics and reporting to back it up.  All of this instills confidence in their services.  However, the legal operations person also has to become an internal advocate for the outsourcer, someone within the company who is committed to their success. Change can be frustrating so legal operations must ensure that all of the internal stakeholders remain informed and involved as the relationship grows. 

Whether it’s a one-off project or a long-term managed services contract, the legal operations professional has the power to be a champion of the outsourcing effort.  Legal operations often has to make the case for outsourcing, to show proof of concept, anticipated value, and a vision for how it can work best.  There may be some initial resistance and objections at the company, and a preference to use in-house resources.  Legal operations needs to be vocal about the reasons and benefits for outsourcing in order to overcome and address concerns. Service providers need to be very aware that their champion will also be the person taking the brunt of criticism when partners are not performing up to expectations, so their goals must include supporting that champion proactively and substantively wherever possible.

At the outset of the relationship, the provider needs to get connected to the right people and necessary information.  Their client contact within legal operations must help get them what they need to get them off to a flying start.  When both the client and the outsourcing company trust each other and have one another’s backs, the relationship really takes off. 

Legal operations people working at large organizations often face a long process to get an outsourced vendor approved for a Master Services Agreement.  Therefore, it behooves them to support the services provider so that they are able to leverage that resource to the hilt once they finally have the agreement in place.  The company doesn’t need multiple vendors if it makes the most of the ones it has vetted.  Once vendors are approved, give them the training, information, and access they need to succeed.  Document the process with playbooks, briefing documents and workflow maps to establish clarity and uniformity.  Ensure that the company’s legal operations team and in-house lawyers are on hand to provide quality control at key junctures.  Any changes in process, even slight modifications, need to be checked and approved.

Communication

Communication with outsourced providers is more than emails, conference and phone calls – it’s a mindset and modus operandi.  The communication flow must be immediate and mutual between legal operations and the external resource regardless of the information being shared.  This includes sharing good news, relaying bad news, or discussing a process change.

From a troubleshooting standpoint, if an issue or problem arises, the outsourcing company should notify the client immediately and vice versa.  By definition, the outsourcing company has one degree of separation from the company itself, so delayed notification can cause the issue to get exacerbated and potentially more out-of-control.  Communicating the problem promptly and clearly allows for a solution to be devised so resolution comes more swiftly.  Quick issue notification, communication, and resolution are primary factors in building trust in the relationship and being a true partner.

Communication is also crucial from a billing standpoint, and the onus is on the outsourcing company to keep legal operations contacts informed of the financial status of ongoing projects.  Perhaps the work is clicking along fine but the bills are totaling up much higher than the budget allows – that’s a problem.  Or maybe there is not enough work being supplied by the client and the budget is not being used to its full extent; the outsourcer needs to communicate that, too. 

As a legal services provider, there is value in establishing a client’s preferred method of communication. Important emails can be lost in a busy mailbox and phone calls can go unanswered during a hectic day.  Understanding when a short conversation would be more effective than a flurry of email messages should not be underestimated.

Metrics and Reporting

Any discussion about communication these days inevitably leads to accountability through metrics and reporting.  The outsourcing company must track and provide status updates and reporting to the satisfaction of legal operations and its stakeholders.  At any time, legal operations should be able to ask the provider for status on team size, productivity, bottlenecks, and delivery dates and get a quick, thorough response.  Where physically is the work being done, and is the location secure?  Where are the work assignments coming from within the company, and are they in line with the outsourcing agreement?  Weekly check-ins may be necessary at the beginning of an engagement and then less frequent as the relationship becomes more established.  The more granular tracking and details the outsourcer can provide, the more prepared and forthcoming legal operations can be when reporting on progress to the GC and company executives.   

Tracking and reporting on metrics can provide more than updates and status reports. They can deliver valuable insights into a client’s processes, resourcing, data and help frame conversations around methodology or delivery improvements. One of the first operational tasks in a project should be the mutual agreement of the key metrics required to manage the process and risk. Both teams will obviously have different perspectives, but the core metrics needed by both teams will be very similar.

Metrics and reporting can be enormously helpful from a diagnostic point of view if something goes wrong.  Outsourcing companies have human beings on their delivery teams, and they are going to make mistakes, despite their best efforts.  Discovering these errors and mitigating or eliminating them as soon as possible helps to keep risk low and iron out kinks for a smoother, more flawless process.

Active Engagement

Outsourcing companies cannot work in a vacuum – they need frequent interaction to operate as a seamless extension of the corporation’s own team.  The outsourcing resources must be actively engaged with the client via email but also on calls, especially now that in-person meetings are uncommon and most are done virtually. 

The legal operations/outsourcing partner relationship is ever-changing and it can grow over time to serve the client organization more adeptly.  The more the outsourcer becomes familiar with the company’s priorities, protocols and deadlines, the more successfully it can support the client.  Both sides are equally invested in a quality result, both sides are careful not to waste time and money going down the wrong road.  Ideally, both legal operations and outsourcer are empowered to call an audible if a project is going astray. 

One of the secrets of successful outsourcing companies is the personalities of the people they employ.  Client-facing outsourcing team members must be able to speak up, push back, and earn the client’s confidence.  More passive individuals who are less forthcoming may be highly intelligent or knowledgeable but they are not always well suited to client-facing positions.  The best outsourcing providers have client-facing team members who have terrier-like perseverance and who develop the confidence to speak up at the right time.  These inherent tendencies are improved by empowerment and guidance provided by experienced managers.

Honesty and Transparency

The pandemic has brought about a new level of humanity and honesty in the working world.  How many times has a dog barking or child bringing in a school paper appeared in business meetings over the past two years?  Many of the formalities of business have fallen away, giving people the opportunity to be more “real” and connect on a more level playing field.

Honesty and transparency are essential elements to building strong legal operations/outsourced provider foundations.  This involves the culmination of all the principles mentioned above including communication, metrics and reporting, building trust and active engagement.  Over time, the outsourced provider earns trust through being honest and transparent with legal operations and vice versa. 

An honest outsourcing company will admit when a project is out of its wheelhouse and will not overstate its capabilities. While legal operations may be disappointed at an initial no, this is much preferable to the outsourcing company saying it’s capable and then the project fails.  An honest answer paves the way to a possible solution, and the companies may be able to work together to co-create a solution that benefits both.  Both legal operations and the outsourcing resource must be equally transparent about what each is providing and how they meet in the middle to get the job done right.

Conclusion

Legal operations are in a central position to leverage outsourced providers to bring about successful outcomes.  By combining key principles like establishment of trust, communication, measurement and accountability, active engagement and honest transparency, they ensure that outsourcing relationships pay off and deliver on their promise.  Over time, the relationship will shift from being client and outsourcing vendor to an equal partnership.  When legal operations cultivates outsourced teams which are true extensions of their internal resources, that’s a win-win.

 

 

About the Authors:

Clare Chalkley, Robert Daniel and Randi Salzberg are all subject matter experts (SMEs) in their respective fields at Integreon, a global ALSP and managed services provider. 

  • Clare Chalkley, Vice President – Legal Services, is based in London and runs managed document review and litigation services projects for Integreon, having previously been a litigation support manager at Clifford Chance law firm and other roles in the field for 25+ years. 
  • Robert Daniel, Senior Director and Financial Services SME, is based in the U.S., having previously worked for Bank of America in legal discovery and related positions for 25+ years.
  • Randi Salzberg is Vice President, Marketing and Creative Services in Integreon’s Business Enablement Services division. Before Integreon, she was a Managing Director in Marketing at investment firm Alliance Bernstein for 25+ years.

2022 Forecast: Legal Salaries and Hiring Trends to Optimize Employee Acquisition and Retention Strategies

The legal field’s talent shortage is expected to intensify as law firms and legal departments pivot from adjusting to challenges brought on by the pandemic and changing the way they operate and deliver legal services to planning for long-term growth, including team expansion. 

With hiring returning to or even exceeding pre-pandemic levels, it’s important that legal leaders re-examine their recruiting and retention strategies, including benefits and compensation packages and remote work arrangements, to remain competitive. According to recent Robert Half research:

  • 34% of employees currently working remotely said they won’t stay with companies that don’t allow remote work
  • 75% of workers want to work remotely at least part of the time
  • 66% of companies will offer flexible scheduling after pandemic restrictions are universally lifted
  • 78% of hiring managers said they are open to recruiting outside their geographical area

What other factors should managers take into consideration when planning to hire? Here are several key insights into current trends:  

Pandemic realities boost demand for practice area, legal operations expertise

One of the greatest challenges is the lack of available talent as law firms and legal departments directly compete for skilled legal professionals. Midlevel lawyers and paralegals with three-plus years’ experience are especially in strong demand. 

As companies adopt measures to minimize risk and ensure business continuity, they seek advice from in-house legal teams regarding contractual agreements, corporate transactions, mergers and acquisitions, and compliance. The need for legal services is increasing in labor and employment law, insurance defense, healthcare, eDiscovery, and data privacy and security.

The pandemic spurred a critical and expanded partnership between general counsel and legal operations managers. Tasked with optimizing legal resources to increase productivity and revenues while mitigating risks and lowering costs, legal operations professionals play an important role in helping in-house legal teams strategically focus on the business of law. Legal operations managers, typically non-lawyers, with specialized knowledge (e.g., expertise with project management, information governance and financial management practices) are sought by hiring managers and the need for skilled legal professionals should remain acute in the months ahead.

Competitive salaries and perks: Essential to attracting top talent

In today’s candidate-driven market, it’s not surprising that salaries continue to rise for most positions. Job seekers with sought-after skill sets and practice area expertise know what salaries they can command – and aren’t afraid to ask or negotiate for them. Many are receiving signing bonuses and counteroffers. Hiring managers can ensure they are offering competitive compensation by consulting industry resources.

Here are average starting salaries at the national level for several in-house roles. The salaries are from the 2022 Salary Guide from Robert Half, which contains average starting salaries for nearly 50 positions in the legal field.

The salaries are listed by percentile: 50th percentile for candidates with average experience and most of the necessary skills; 75th percentile for candidates with above-average experience and all the needed skills. Bonuses, benefits and other forms of compensation as well as practice area expertise, special skills and certifications are not taken into account. Hiring managers can use the Robert Half 2022 Salary Calculator to benchmark average salaries locally.   

In addition to competitive salaries, job seekers evaluate the perks an organization offers as a way of gauging company culture. Increasingly, benefits such as flextime, remote work, health insurance, retirement savings plans, paid parental leave, and wellness programs can significantly impact a company’s ability to attract and retain top talent.

Other important trends to know in today’s hiring environment

1. Digital skills are essential

The pandemic transformed the legal landscape, with depositions and hearings continuing to be held virtually. However, the need for legal professionals to be tech savvy long predates the pandemic, and job candidates should demonstrate proficiency in the latest digital tools and industry software, such as litigation and practice management. The most sought-after legal professionals will also have ideas on how to leverage technology to improve client services.

Digital expertise is a priority as legal leaders focus on freeing up lawyers to concentrate on legal work. Strategic deployment of tech solutions is a fundamental and integral factor in effective legal operations practices. 

2. Legal teams expand in-house skills with contract professionals 

To meet rising workloads, legal departments may need to hire on a contract basis – legal professionals who can fill gaps and make immediate contributions and specialists who can offer expertise unavailable in-house. 

3. Tech savvy legal support staff in demand

Midlevel paralegals and legal assistants who can conduct case research, manage online calendars, draft legal documents and assist multiple attorneys are highly marketable. These professionals also are needed to assist with video meetings and virtual depositions and court hearings.

4. Growing emphasis on strong interpersonal competencies

Beyond legal experience and knowledge, interpersonal skills are more important than ever. Legal hiring managers are seeking candidates who possess critical capabilities, including:

Increasingly, a key attribute for professionals in any legal role is adaptability. The legal field has gone through profound changes over the past two years, and 2022 could be just as unpredictable. Prepare for hiring by understanding the trends that will significantly impact the legal job market. Doing so now will allow you to fortify your in-house teams and ensure the success of your organization.

 

 

Jamy Sullivan is executive director of the legal practice at Robert Half, a premier provider of talent and consulting solutions for a wide range of initiatives in the legal field, including compliance, contract management, data privacy, litigation support and more. Visit RobertHalf.com.

The Future We Want In Legal Operations

The pandemic has shifted the ground under our feet. It has disrupted not just our industry, but all industries. And it is not just the pandemic; other tectonic shifts have left our world fundamentally changed.

There has been a global reckoning on racial and social justice which can no longer be ignored. The acceleration of climate change effects has seen Environmental, Social and Corporate Governance (ESG) rise to a top investor and corporate priority. And privacy and cybersecurity have become the new imperatives to inspiring trust with customers and employees.

The picture is clear: We are living through a time of unprecedented change. And it is only human nature to be anxious when things change that much, that fast.  But remember: Legal operations has always been about change. As a community, we embrace disruption and turn it into opportunity. We do not need to fear this moment. We need to embrace it, to realize its incredible potential for positive transformation.

We are already living through some amazing shifts in our industry, our culture, our world. Suddenly, nothing seems out of reach. For so long, our industry clung to the past. This wave of disruption has swept away much of that resistance. And we meet this moment with more power and influence than ever. As a legal operations community, we have never had more of a voice. We have gone from playing at the margins of the industry to being true stakeholders.

We stand at a crossroads. For years, the way forward was blocked. Now, at long last, the road ahead is open. So where do we go now? As a legal operations community, what is the future we want for our industry?

For me, there are a few big areas where I want to see us focus. I can sum these up in three words: Ecosystem, Technology, and Humanity.

Ecosystem: We need to break down the silos that separate us

I believe it is time to get serious about connecting our fractured legal landscape.

Think about how far we have come in legal operations. In just a few years, we have made huge strides in modernizing and updating our mindset, approach, and practices. We are smarter and more effective in so, so many ways. And legal operations teams are not the only ones who have improved. Law firms, law schools, new types of service providers, have all invested heavily to add capabilities and new skills.

But here is the problem: Everyone is working on their own backyard, their own organization.

We have really strengthened and improved the nodes. No one is really working to connect all those nodes into a coherent, rational system. We are not thinking holistically or trying to solve problems collectively. Even the term “ecosystem” is misleading. The reality is that our industry often does not feel or behave like a real ecosystem. We are more defined by our disconnection than by our connection.

To bring in the next big wave of innovation and growth in Legal, we need to step out of our backyards and engage with the entire landscape. This means bridging huge gaps of culture, understanding, and practice with law firms, technology providers, and all the other parts of our industry.

This will not be easy! But it will be worth our time and investment. By forging stronger and more rational connections across the ecosystem, I believe we can bring new speed and value to our industry.

Technology: We need more connected and usable solutions

We need a fundamental shift in how we consider, adopt, and leverage technology. Not that long ago, we lacked basic technology capabilities and solutions. No more. Now, there are too many. And they rarely seem to work together.

The result? When it comes to legal tech these days, anything is possible… but nothing is easy. The capabilities are all there, but what is the actual experience of the human beings at the center of it all? Are they adopting it, are they using it? Do they have a unified view of the data?

We need platform solutions that give us new insight and operationalize our manual and lower-value tasks. Most critically of all, we need standardization, simplification, and seamless integration.

We have a big role to play here! We need to partner with technology providers and integrators to understand our needs, and to think holistically to create more user-centered, intuitive, solutions that drive business outcomes. And we need to provide clear common standards and expectations that focus on ease of use and unification.

If we fail to address this, the problem will only become even more daunting. It is time to push for and demand more elevated and holistic technology.

Humanity: We need to get better at supporting and serving our people

Finally: I want to talk about how we bring more humanity, inclusiveness, and purpose to our industry.

As a community, we have always seen, and addressed, some things clearly. We are operations people; we all understand the value of process, organization, technology, use of data and so on. And we are really good at taking on these things and finding ways to make them work better.

But what have we not addressed? We have innovated a lot of creative, smart things to help employees be more productive. What have we done to make sure they are satisfied, in balance, and aligned to the values of the organization? Far less.

Today, employees have different expectations and demands. They want to work for an organization that feels purpose-driven. To feel that their employer is committed to things that they believe in, to feel supported and heard. Employees are rising up to apply positive pressure to an industry that has let them down in some vital areas. From our dismal mental health record to slow progress on diversity and inclusion, they are no longer satisfied with empty promises.

We need to stop looking at our employees through a “manage and control” lens and embrace a new relationship. We need to listen and engage, understand and empower. This is new territory for many of us so you can be sure there will be some mistakes along the way. There are many pieces to this, but to me, it is ultimately about culture. We have to invest in defining and strengthening the culture within our teams and organizations.

This is not easy or obvious. But if we in CLOC bring the same level of creativity and focus to this new challenge as we have to the other parts of our mission, we can make a real difference in people’s lives.

Conclusion: The future is now

 For all the pain and hardship it has introduced, the pandemic has left us all with something priceless. It has reminded us that the most important things in our lives are the ties we share. Family, friends… and this community. Without you, our passionate and engaged members, this organization would be nothing.

You know, we used to talk about the future as if it were this abstract concept over a far horizon. No more. The future is now. It is happening all around us. We see it in the huge shifts across our industry and our world today.

And we have the voice, the power, and the determination as a community to influence that future for the better. That is the thrilling mission that we face now… together. I look forward to taking that journey with all of you!

Rethinking Technological Change: Four Things to Consider for Your Legal Digital Transformation

If there is one thing that no legal professional wants to hear as they endeavor to ‘return to normal’ from COVID-19s, it is that there will likely be another contagion — or calamity — that requires legal teams to shift their legal operations altogether. However, it is our job — as legal, risk and compliance professionals — to consistently prepare for changes in the marketplace and the rest of the world.  Ask yourself, then, if you started to think seriously about legal digital transformation in preparation for that next large-scale crisis. 

When the so-called ‘coronacrisis’ hit, I was the in-house general counsel (GC) for a New York City-based multinational technology company, which provides artificial intelligence, cognitive, and autonomic solutions to other global businesses. One key element in the organization’s survival was the successful adoption and implementation of an advanced, end-to-end contract management system (CMS). It  did not have anything closely resembling a CMS, which prioritizes the needs of the corporate legal team, when I joined the company in 2015.  

A CMS makes contracts and related documents readily accessible, no matter where you are — so long as you have internet access, of course. It allows in-house corporate attorneys to remain productive pretty much anywhere in the world, at any given time. It prevents the office-bound issues that inflict misery on companies — being perpetually stuck in manual contracting mode or using herky-jerky legal technology! 

But how do legal departments and operations begin their digital transformation journey and encourage user adoption in the first place? During my time as a GC — with more than a modicum of tech savvy — I have used best practices to improve contract management processes and methodologies, increase overall productivity, and ensure business continuity during times of crisis. Here are four critical success factors: 

Realizing the Legal Team’s Role 

The role of legal teams in selecting, implementing, and customizing a contract management solution can never be understated. When legal is not involved in the selection and rollout, the project is most likely doomed. The importance of legal professionals embracing the solution wholeheartedly cannot be stressed enough either. If they are not comfortable using the system, the rest of the company will not be either.  

Naturally, legal teams do not have to handle every single step, but they do need to have a hand in creating the company’s vision for the CMS. They can then assign others, who have proverbial ‘skin in the game,’ to handle other parts of the digital transformation project. 

Valuing the Engagement Manager 

Although legal teams must be invested in the decision-making around a new CMS, engagement managers’ involvement is vital as well. For the most part, engagement managers are people who can say confidently, “Here is what I want to see happening.” They show business teams how to configure what they truly want out of their new software and facilitate communications between each. It is not nearly enough for a paralegal, for example, to merely run with it as is. Companies, whether medium- or large-sized, require sound expertise and ongoing technical support. They also need users who can test — and retest — the new solution to see if it meets the business use cases. 

A word of warning, though: the legal team must continue to have a stake in the project. That is because a fully configured application must work for lawyers, first and foremost, while supporting other users in sales, finance, or IT when necessary. With an effectively implemented contract management platform, basically, “you adapt to it, or it adapts to you.” 

Defining CMS Needs 

It is true, though, that most GCs and legal executives will say they just “don’t have the time” to define what they need at the outset of a digital transformation project. But they will end up getting “whatever works” if they do not. Accordingly, they should invest some of their time in the software selection process. After all, they will not have nearly as much of it when they have to constantly adjust the software to mirror their business processes.  

The question then becomes whether GCs and legal executives should be involved in decisions around users’ experience, digital workflows, and other lovely technical details. My answer to that is, “yes — 100 percent!” Even if they do not describe themselves as a technologist, they need to help define the look and feel, capabilities, and other aspects of the CMS. They need to get to the point where there is project buy-in from stakeholders. 

Alternatively, if they allow a technology vendor to do all of the above instead, they will get the kind of general practices that work across many other companies. This is perfectly fine, of course, if they ask the vendor to recommend best practices. However, general practices and vendor recommendations do not always reflect companies’ unique business processes. GCs and legal executives should be involved in communicating their wants, needs, and individual practices, accordingly. 

Getting Even More Involved 

In the context of selecting and implementing a CMS, ‘getting involved’ really means being an active project participant from the very beginning to the end. This significantly improves the chances that a legal digital transformation will be successful for legal and other teams. Participants’ questions for vendors should revolve around software capabilities — not only from a corporate legal perspective, but also from those of their business colleagues. Their close working relationships with customer success managers should not only be established, but also maintained. 

When they are engaged fully and ask the right questions, it helps deliver the results that legal departments and operations demand and deserve.  

Starting Your Legal Digital Transformation Journey 

Ultimately, deploying a contract management solution makes contracting easier at just about every level. The further along you are in your legal digital transformation, the less human intervention is needed for contract assembly, review, and analysis, as well as other functions. What this translates into is increased efficiency, enhanced agility, and — better yet — improved business continuity. It prevents legal professionals from falling way behind. Say, for example, in the middle of a global pandemic.  

With these implementation best practices in mind — and a powerful digital tool in hand — GCs and legal executives can begin to increase the value they bring to the table and take on some of the biggest organizational challenges, both today and in the future. They can aspire to use a framework like CLOC’s 12 core competencies for legal operations, reaching new levels of optimization and maturity.  

 

Learn More from ContractPodAi 

Do you want to find out how legal digital transformation can help you to be more flexible, both operationally and commercially? At the CLOC 2021 Global Institute, ContractPodAi was joined by Steve Rigler, Inmarsat’s Director of Contract Operations. Together, we discussed how Inmarsat went about streamlining and simplifying its day-to-day contract management.  

If you didn’t catch it during the live event, make sure to watch the discussion on-demand. To find out more about ContractPodAi and legal document management platforms, please contact us.  

The Future of Legal Operations: Agile, Value-Centric, and Tech-Enabled

 

The current environment has triggered uncertainty and has accelerated change in law departments in struggling and thriving industries. To best manage an ever-changing environment and, at the same time, advance their evolution, law departments must embrace three critical characteristics: they must be agile, value-centric, and tech-enabled. The foundation for this future state is a mature and data-driven legal operations program.

Agile: Nimble, Responsive, and Proactive

Only one thing is evident during the pandemic: everything you think you know will change—and probably more than once. Returning to the office is just one example of that uncertainty: in roundtables over the last several months, HBR asked law department leaders what percentage of their employees they expect to return to the office in 2021. Over the previous quarter, an increasing number of law department leaders anticipate less than half of their department members return to the office in 2021.

To respond to the ever-shifting environment and clients’ ever-changing needs, law departments must be agile and responsive, continually flexing to meet emerging areas of need. The ability to be responsive to emerging client needs requires effectively allocating and empowering resources in an organizational framework.

Alignment with client needs. While the practice of law is often reactive, there is now a heightened need for structured, proactive alignment with client priorities. Business needs to address a variety of new or urgent priorities quickly.

Leverage model. With the appropriate mix of experience within their attorney ranks and the proper allocation of non-attorney resources, law departments can easily assign work to the right resource level. With the right mix doing the appropriate work, productivity will increase, costs will be lower, and employees will be more engaged.

Organization structure. Concentrating repetitive work such as contracts or research into centralized resource groups (centers of excellence) can allow other resources to flex to areas of need that require more nuanced support.

Resource empowerment. Agile law departments have a culture that empowers individuals and teams to make decisions and react quickly in a fluid environment. Ongoing professional development and cross-training will give team members the skills and knowledge to be confident. In the current climate, creative and continued employee engagement is also critical.

Value Centric: Emphasizing Value While Managing Cost

Value-centric means ensuring that a department’s resources, internal and external, are focused on the highest value tasks and activities. Value centric law departments analyze the work to be done, optimize the processes for performing it, rationalize external spend on law firms and other service providers, and monitor their performance.

In the current environment, cost is a significant value consideration for law departments. Our roundtable polls indicate that law department operations leaders’ priorities have shifted since the onset of the pandemic. In April, talent-related issues were top of mind, as departments scrambled to adjust to the work-from-home environment. By June, the top priority was cost management, even in industries less adversely affected by the pandemic.

Internal value. With new work and personal issues drawing on people’s time, law departments need to maximize their leverage models’ effectiveness, finding new ways of working, and focusing on the highest value activities and tasks. Increasingly, forward-looking departments are working to track and monitor team activity to ensure the department focuses on the highest value work.

External value. To maximize the value received from outside counsel, law departments tighten their partnerships with existing preferred panel firms and rationalize which firms they choose to use based on the alignment between cost and the value received. When reviewing RFPs, leading law departments look for differentiating value—external providers’ opportunity to demonstrate their understanding of client needs.

Tech Enabled: Supporting Agility, Value Centricity and More

The current environment has brought technology to the forefront – technology tools have helped some departments thrive while others have recognized their deficiencies. Technology can drive efficiency, improve decision making, and consistency in delivering legal support and services, including providing underlying support and measurement for departments’ efforts to be agile and value-centric. But with the proliferation of available technology tools and cost management pressures, it is essential for law departments to ensure that their legal tech stack is (a) aligned with their strategic objectives and (b) adopted by end-users to provide its intended value.

Alignment with strategic objectives. Law departments should continually recalibrate their legal technology strategy, aligning technology strategy with the department’s overall strategy. In the current environment, that alignment includes taking into account the “new normal,” such as working from home and enforcing controls more effectively. Still, it is crucial not to lose sight of longer-term strategic goals.

Enabling technology tools should be right-sized for their intended purpose and support efficient processes, consistent tracking, and robust reporting. Generally, a law department’s operational model should leverage an enterprise legal management (ELM) system as one of its central tools, supported by additional tools to address practice area-specific needs. For example, while transactional functions have sometimes felt underserved by traditional, litigation-focused technology, leading law departments are now leveraging workflow and contract lifecycle management (CLM) technology to serve transactional functions better. HBR’s roundtable discussions indicate that law departments are currently prioritizing analytics tools and workflow tools instead of more nascent technology such as AI. Analytic tools can facilitate decision-making regarding spending, resource allocation, and more, and workflow tools can help a department more agilely, timely, and equitably respond to client needs.

Maximizing investment through adoption.

Based on HBR’s roundtable discussions, we find that most law departments focus on maximizing their existing investments—completing implementations and working to ensure adoption by end-users to justify the investment. Most roundtable participants are currently seeing a significant or moderate uptick in user adoption (necessity can drive use), but much of the information they gather is anecdotal or based solely on log-ins. To understand the actual level of adoption, law departments must measure actual usage and monitor relevance. As a result, HBR and others are developing new tools to help law departments better track how users are interacting with legal technology.

Conclusion  

To continue to evolve, law departments must be proactive in shaping their future, taking a strategic, forward-looking view. The concepts presented here are not new, but the current environment offers a unique opportunity to accelerate the evolution towards becoming agile, value-centric, and tech-enabled law departments of the future. Simply reacting to the pandemic’s challenges and its fallout is not enough—seize the moment because the future is now.