CLOC Talk Live Well-being at Work

CLOC Talk Live: Well-being at Work

In this episode of CLOC Talk, recorded live from CGI 2024 in Las Vegas, guest host Adam Becker, Director of Legal Operations at Cockroach Labs, chats with seasoned legal management and coaching professional, Natalie Loeb, Founder and CEO of LOEB Leadership.

The discussion highlights the importance of wellness in the legal profession which is critical for an industry know for high standards and a culture of perfectionism.

Adam and Natalie examine the impact of the billable hour on lawyer well-being, the challenges in seeking help, and the widespread issue of burnout.

Natalie emphasizes the importance of self-care, leadership modeling wellness practices, and the need for systemic support within organizations.

If you are looking to up your all-around work-life wellness game, this conversation is for you! Enjoy!

The Importance of Soft Skills in Successful Organizational Change

The Importance of Soft Skills in Successful Organizational Change

Meet Holly Ransom, the dynamic CEO of Emergent Global, a sought-after keynote speaker, and a master interviewer who’s all about shaking up the status quo. As the author of The Leading Edge and a true trailblazer in leadership, Holly’s work spans from boardrooms to global stages, where she brings a fresh perspective on what it means to lead with purpose and agility.

She’s tackled big conversations with some of the world’s most influential figures and is shaking up industries as co-founder of Energy Disruptors. Holly is also driving sports inclusion as a Non-executive Director at Port Adelaide Football Club and board member at Pride Cup.

Tune in to discover how Holly’s redefining leadership for today’s world. You can follow Holly on LinkedIn and Instagram, and don’t miss her Love Mondays newsletter for your weekly dose of leadership wisdom to kickstart the week!

Meet the Europe Region Leaders!

Meet the Europe Region Leaders!

In this episode of CLOC Talk, recorded live at CGI 2024, Jenn sits down with Sheila Dusseau and Sean Houston, Europe region leaders, to discuss their experiences and insights as part of the founding advisory council in Europe.

They delve into how legal operations in Europe differs from the U.S., focusing on resource constraints and the drive for efficient processes. Sheila and Sean highlight the necessity of strategic thinking, humility, and integrity in hiring for legal ops roles and emphasize the importance of communication, storytelling, and questioning the status quo as essential skills.

You don’t want to miss this discussion as they emphasize their commitment to advancing the legal operations field in the Europe region! Enjoy!

CLOC Mexico: LEGAL OPS Foundations – Moving from Reactionary to Anticipatory with Jessie Santiago

Join this CLOC Mexico group event designed to help legal operations professionals transition from a reactive approach to a proactive strategy. Learn from industry experts about strategic planning, organizational optimization, and the core functions of legal operations as outlined by CLOC. Discover how to identify key areas for improvement, implement effective project management, and utilize technology to enhance efficiency. This session will provide actionable insights on establishing strong partnerships, setting strategic priorities, and fostering a culture of continuous improvement. Don’t miss this opportunity to elevate your legal operations to the next level.

Associated with Mexico

Legal Questions

Mentoring: Worth the Time and Effort? 

Investing in a mentoring relationship can have a powerful career impact, but is it worth the time and effort? After all, mentoring is time consuming, mentees can resist advice, and even worse, some who consider themselves mentors do not have a full appreciation of what it takes to be a successful mentor. But if done well, with someone who is both skilled and really cares about being a mentor, the answer is it is absolutely worth the time and effort!   

While the primary goal of the relationship is career development of the mentee, mentoring goes beyond simply offering career advice. It is not a one-time or short-term fix. Mentoring is an investment in an ongoing relationship designed to guide, support, and expand an individual’s growth. 

Mentoring fuels professional goals, engaging regular and periodic “face time,” whether virtual or in-person, to delve deeper into the mentee’s aspirations. This ongoing dialogue allows the mentor to address specific challenges and opportunities, while adapting to changes in roles and professional environments. 

The value for the mentee is in gaining guidance, insights, and encouragement from an experienced leader who they admire as their career progresses. The value for the mentor is in the satisfaction of helping someone else grow, learn, and succeed while further solidifying their leadership skills. 

Guidelines for Getting Started  

When commencing a mentoring relationship, first establish two critical ground rules:  

  1. A mentor should never assume the role of a supervisor. Performance evaluations hinder mentoring dialogue. Sessions are not something done once a quarter over lunch or video with an assigned mentee. 
  1. The mentor and mentee should have their motivations aligned. They must have a clear understanding of goals and desired outcomes: is the mentee hesitant to take on a new project, considering a different career path, trying to get promoted?  It is imperative that the mentor fosters a safe space to brainstorm, identify gaps in skills, and explore potential solutions and paths forward. 

Attributes of a Successful Mentor  

A great mentor is motivated to cultivate a relationship that empowers the mentee to grow and achieve.   

Mentors focus on leveraging strengths with genuine enthusiasm in sharing knowledge and expertise.  A mentor who is reluctantly forced into the role as a job responsibility and who lacks this desire to help others almost always does a poor job. 

Great mentors celebrate the wins and consider lessons learned when providing constructive feedback and encouragement when setbacks or disappointments occur, creating a safe space along the way. Most people consider feedback a valuable gift, but it needs to be delivered constructively and with care. 

Adapting one’s style shows respect for the mentee’s individuality and sets the stage for a successful and rewarding relationship. Mentoring is never a one-size-fits-all approach. Although mentoring is a collaborative effort, it is incumbent on the mentor to take responsibility for ensuring goal alignment.  

Active listening and communicating for understanding are key. Trust and openness will be established in the relationship when the mentee feels listened to and understood. A mentor guides but does not direct.    

The mentor should stay alert to external influences which can impact the mentee’s trajectory. In today’s competitive landscape, a career journey can detour as unanticipated complexities increase. Focus on situational changes including leadership transitions, re-organization, and the creeping impact of workplace politics. 

Elements of a Successful Mentoring Program 

Mentoring fosters invaluable guidance and support.  There are several essential principles to consider that will cultivate an impactful relationship:   

  1. Mentors should be selected by the mentee, and never assigned. 
  1. Mentoring is collaborative and requires equal investment between the mentor and mentee.  Both should always be well prepared, be open, and commit to follow-through. 
  1. A great mentor will help the mentee navigate company politics. Whether or not one agrees with certain company initiatives, this is an essential career skill. 
  1. Relationships that embrace Diversity, Equity, Inclusion and Belonging also tend to be successful for the mentee and the mentor and can have a positive impact on company culture. Diversity can be cross generational, ethnic, gender, demographic and other differences or preferences which embody inclusivity.    
  1. Mentoring relationships developed outside one’s department or company can be very valuable. Mentees will benefit from different points of view that offer fresh perspectives. 
  1. Building and expanding one’s network also has far reaching impact. The mentee will be guided to other networks of professional contacts throughout the industry, both internal and external to the company. Mentees should be encouraged to use LinkedIn to connect with potential mentors and expand professional networks. 

Importance of Self Awareness 

Self-awareness is equally important for both the mentor and mentee. To cultivate self-awareness, the mentor and mentee must embrace open communications and vulnerability. Being open, honest, and direct in discussions is key. This fosters trust and allows for a deeper understanding of each other’s perspectives. 

It is essential to determine the self-awareness of the mentee. Those who are keenly self-aware own their strengths and weaknesses, seek others’ perspectives, and embrace constructive feedback. They are adaptable, accountable and have comfortable, realistic self-confidence.  Those who trend low in self-awareness are often defensive, assign blame, challenge feedback, and tend to be inflexible. 

Self-awareness is crucial for navigating one’s career path effectively. This provides an open and clear path to successful mentoring which will enable tangible results. When individuals are self-aware and are clear on their values, they are better equipped to navigate career goals.   

Interestingly, keen self-awareness helps boost one’s self-confidence. This leads to comfortable openness in refining one’s skill set. 

Reverse Mentoring 

Consider reverse mentoring, where the relationship is flipped for a specific skill. The mentee with more experience in a selected area guides the more senior employee, often a leader.  Reverse mentoring has been around for decades and can be very valuable. Mentors who set aside egos will be welcoming of reverse mentoring and be that much more successful.   

Not surprisingly, reverse mentoring often centers around technology, use of social media and other digital platforms including Gen AI.   Reverse mentoring can provide the mentor with deep insights into company/department culture from an avenue they may not directly access regularly.  Perspectives represented from the “front lines” can be particularly insightful in supplementing the leadership team points of view.  Reverse mentoring further fosters trust in the mentor/mentee relationship and enhances leadership skills for the mentee.  And it’s fun.   

Why Do Mentoring Relationships Fail? 

Keep in mind factors that can lead to a failed mentoring relationship, including the lack of alignment and understanding of goals. Without clear objectives, the relationship will struggle. 

Be sure that the mentee is fully comfortable with and confident in the mentor’s approach. It is better to cancel the program and re-direct to help the mentee find the right mentor early on. If one of you does not feel the relationship is a good fit, it will not work and should be terminated. 

A mentor who is motivated by money or self-interest, (e.g., “checking a box”) in their leadership track will fail. And remember, the mentor’s primary role is to develop, not supervise. Performance evaluation can hinder progress. 

A mentor who embodies these qualities can become a powerful force in the mentee’s life, helping them achieve their full potential. With the investment of time and ownership in a well-structured mentoring partnership, both mentors and mentees will reap significant rewards throughout their careers.  Is mentoring worth the time and effort?  Absolutely!

About the author

Juanita Luna recently retired as Director of Legal Operations, Administration and Claims at Pacific Gas & Electric Company.   She continues active in the Legal Ops community, speaking frequently at industry conferences.  Juanita is a very active and passionate mentor to several mentees around the country. 

CLOC Australia Regional Group Meeting

Take advantage of the opportunity to connect and learn with peers during the next CLOC Australia Regional Group Meeting taking place on 13 June 2024. 

AGENDA

  1. Welcome & Acknowledgment of Country (~5 minutes)
  2. Generative AI Implementation Stories (~50 minutes)
    1. Roundtable discussion featuring Australian organizations that have deployed Generative AI
      • Who has tried it?
      • What are your use cases?
      • What has worked and what hasn’t?
      • What else do you want to know?
  3. Break (~10 minutes)
  4. Legal Ops PD & Jobs Sub-Committee (~30 minutes)
    1. Draft job/position description content
    2. Automation tool: prototype & feedback
    3. Discussion: Recruiting/building a legal ops function
  5. CLOC News (~20 minutes)
    1. 2024 APAC Summit
    2. Updates from the ground at CGI
    3. Legal Ops Maturity Assessment Playbook Launch
    4. Other events/conferences/groups of interest
  6. Wrap up

Associated with  Australia

CLOC Developing Foundational Training for the Legal Operations Community  

San Jose, CA – March 14, 2022

Workers in the fast-growing legal operations industry – the professionals who handle strategic planning, financial management, project management, and technology for corporate legal departments – have a new resource for sharpening their skills and planning their careers.

The Corporate Legal Operations Consortium (“CLOC”), the leading organization dedicated to transforming the business and practice of law, announces the launch of an educational initiative focused on a core curriculum including the twelve functional areas of legal operations, industry terminology, and foundational tenets.

The initiative’s first program, the “Legal Ops 101 Workshop,” debuts at the CLOC Global Institute in May.

“This newly launched resource is something I wish I had available to me when I started my career in legal operations,” said Laura Dieudonné, Legal Operations and Administration Director for Delta Air Lines.

Dieudonné serves on the CLOC Education Advisory Council, a diverse workgroup of industry leaders, some of whom are developing content for early-career legal ops professionals including in-person and virtual courses and assessments.

“We believe this curriculum will become a keystone in onboarding legal operations professionals across the legal industry,” said Nicole Zafian, Head of Content and Education at CLOC. “Many organizations are just beginning to unlock the value of what best practices in legal operations can mean for their ability to serve clients efficiently and effectively. As we shorten the learning curve of legal operations functions, legal departments will achieve those successes even more quickly.”

CLOC will roll out new components to its foundational training in the months following May’s Legal Ops 101 introduction at the Global Institute.

“Having attended a CLOC Global Institute early in my professional career, I was able to bring back to my company new ideas, resources and tools to improve processes, develop financial management skills, and build the best strategic plan for the legal department,” recalled Carl Morrison, now Director of Legal Operations for The Cosmopolitan of Las Vegas, and a member of CLOC’s Education Advisory Council. “This workshop will set participants, and their employers, on the path to success in managing people, payments, and processes.” 

Other members of the Advisory Council focusing on the Legal Ops 101 curriculum are:

  • Adam Becker, Director of Legal Operations at Cockroach Labs 
  • Bibiana Martínez Camelo, Head of Legal Transformation and Innovation, Bancolombia  
  • Tom Stephenson, Director, Legal Operations, Credit Karma  

For more information on the workshop at the upcoming 2022 CLOC Global Institute, please visit www.cloc.org/cgi.

Press Contact:
Nicole Cote
703-786-6671
nicole.cote@cloc.org

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!

Living the Mission: How One Legal Ops Team Is Helping the Global Fight Against Cancer

Recently, I had an opportunity to sit down with Eric Ortman, the senior director of legal operations at BeiGene.  

If you’re not familiar with BeiGene, their work is pretty inspiring: in pursuit of the next generation of cancer treatments, they are taking a truly global approach to their research. They have trials running across five continents, with major operations in Australia, China, and the U.S. Their company motto says it all: “Cancer has no borders. Neither do we.” 

This cross-border work doesn’t begin and end with research. BeiGene’s legal department is constantly looking for ways it, too, can work seamlessly across borders so they can support the company’s mission—an effort that Eric and the legal ops team must support through better systems and processes. 

In my conversation with Eric at the 2021 CLOC Global Summit entitled “Contracting without Borders”, Eric noted, for example, the compliance requirements around contracting that the legal department must comply with across the many jurisdictions BeiGene operates in. 

“There are some ways of doing business and also legal issues that vary between the U.S., China, Australia, Europe, and so we needed to make sure that certain contract workflows were designed to support business processes in each jurisdiction,” Eric said. 

Leveraging CLOC Competencies to Work Globally 

Historically, a company may approach this challenge by setting up small legal teams in each country that operate independently, with little effort put toward comparing performance or best practices across geographies. 

However, by leveraging one core CLOC competency—Technology—Eric and his team have been able to leverage another—Business Intelligence

CLOC notes that Business Intelligence allows Legal Ops to “Uncover hidden trends, find new efficiencies, and focus your team on clear and measurable outcomes that make a difference to the business.”  

Contracts define what a company buys, what it sells, and how it runs. When managed correctly, contract data can provide high-value insights to the business—call it “contract intelligence.” These insights range from the fairly straightforward (e.g., how long does it take for a contract to get approved) to the highly complex (e.g., which clauses are associated with better business outcomes post-execution).  

From a compliance standpoint, Eric noted the importance of being able to pool data in order to quickly report out on what contracts fall under various regulations due to their component parts. 

“When we have someone from a regulatory agency, say the FDA comes in, and they want to see a list of the contracts that are related to a specific study, you’ve to be able to quickly run that report, and prepare that, and share that list,” Eric says. 

Given the global nature of BeiGene’s operations and the local considerations of its contracts, creating a single source of truth for this business intelligence required legal ops to take a different approach to managing its agreements. 

This is where leveraging the CLOC Core Competency, Technology, came into play. 

How Contract Management Software Helped BeiGene Realize Its Vision  

CLOC recommends legal ops departments use technology to “automate manual processes, digitize physical tasks, and improve speed and quality through the strategic deployment of technology solutions.” 

Eric shared with me that, when he arrived at BeiGene, the fast-growing company did not have a contract lifecycle management (CLM) system in place. Eric immediately identified CLM as a critical asset for BeiGene to unify its global contracting operations due to its ability to harmonize processes across geographies and create a system of intelligence for all of a company’s entitlements and commitments.  

Advanced CLM pushes beyond contract management and ensures that all agreements are in compliance and commitments are upheld, that changing conditions dynamically trigger the appropriate actions, that high-value insights are available in real time, and that new information makes the whole system increasingly smarter and faster. 

Deploying Technology Solutions to Last 

Importantly, one piece of guidance CLOC provides on technology is to “create and implement a long-term technology roadmap.” 

Too often, companies embarking on a CLM journey choose a rudimentary solution that can be stood up fast, avoiding a comprehensive solution they perceive will take years to implement. 

BeiGene’s story demonstrates why this is a short-sighted choice. When it set out to choose a contract management platform, it did not just look at what it needed in the immediate term but took the time to scope out what it ultimately wanted from the solution in the years to come. It crafted this ambitious plan by bringing together a diverse set of stakeholders: What did the clinical trials team need from a CLM? What about compliance? What about the marketing team that engaged doctors to speak on behalf of their therapies? 

“There is nothing more important for us than making sure those clinical trial agreements are operating smoothly. And so I brought in people from the clin-ops team who are working on those clinical trial agreements to work very closely with us on the design to help us to develop the requirements,” Eric said. A recent study conducted by Forrester Research validated the benefits of this approach, finding “that firms who involve coalitions of C-suite stakeholders in CLM decision-making and have more fully integrated solutions are better prepared and more confident in managing rapid change.” 

Notwithstanding this benefit, managing a large coalition of stakeholders can sound daunting and unwieldy, raising the specter of project scope spinning out of control. Yet Eric and the legal ops team were systematic in their approach, knowing that while a solution should be able to address needs across multiple functions, deployment of solutions would be incremental, with firm priorities and milestones. They broke the deployment into stage gates that have enabled them to iterate and create champions as they expand to more departments and agreement types—with learning and feedback occurring throughout. 

Of course, there is always more work to be done. Eric notes that as BeiGene’s adoption matures, he looks forward to trading best practices with other like-minded LDOs within pharma and life sciences. This type of networking will only improve CLM processes and practices for the industry. 

Today, thanks to the efforts of legal ops, BeiGene has a global approach to contracts that matches its global fight against cancer. 

 

About Icertis: With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the world’s most iconic brands and disruptive innovators trust Icertis to govern the rights and commitments in their 7.5 million+ contracts worth more than $1 trillion, in 40+ languages and 90+ countries. Find out more at https://www.icertis.com  

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.