Solution Lab: Beyond Buy-In: Strategies for Sustainable Legal Tech presented by Mitratech

Deciding to invest in legal technology and picking the right solutions are only pieces of the puzzle. What comes before and after each purchase is what determines whether your implementation will be a long-term success.  

From justifying initial spend to leadership, driving excitement for a new process among peers, proving ROI, showcasing accomplishments, and driving continuous user adoption, join us for this expert perspective on building a sustainable legal tech stack. We’re bringing together two industry leaders who have learned from years of trial, error, and success in legal technology program development and longevity.  

After operating off of a homegrown solution for eight years, TD SYNNEX transitioned to Mitratech’s Matter Management and Workflow Automation platform (that now automates 600+ legal contract requests monthly). Meanwhile, after an unsuccessful IT-led program, the legal team at YUM! Brands are rolling out workflows to achieve cross-functional automation and collaboration. 

Join this webinar and learn firsthand how they have navigated the landscape of 

  1. Building a compelling business case 
  1. Fostering buy-in at all levels of the organization 
  1. Strategically pinpointing where to begin their automation journey 
  1. Nurturing user adoption through effective change management strategies 
  1. Refining, measuring, and optimizing their investment 

Solution Lab: Innovative Alternatives for Tackling High Volume Legal Processes with Integreon

In the fast-paced world of legal operations, managing high volumes of Subpoenas, Law Enforcement Responses, Garnishments, Levies, Liens, and DSAR’s can be a daunting challenge. These requests can present complex issues of jurisdiction and enforcement and a substantial, sometime insurmountable, constant burden on companies. Many of these repeatable processes can be outsourced at lower process points without increased risk, freeing key resources to focus on higher-value work. 

Join us for an insightful webinar where legal industry leaders from Liberty Mutual and DoorDash will share their innovative strategies and solutions for efficiently and effectively handling high volume, lower risk processes that are eating away at your shrinking budgets. 

What You’ll Learn: 

  • How they partnered with an ALSP to offload some of the burden, saving time and money 
  • How to identify and define processes that are ideal for outsourcing 
  • How best to select the ALSP that has the experience to help 
  • Use cases highlighting successful implementation of these strategies 
  • Best practices for ensuring compliance while maximizing efficiency 

Leveraging Ops Tools for Adoption of Outside Counsel D&I Metrics

Brought to you by the CLOC Diversity, Equity, Inclusion, and Belonging Council 

Fewer in-house legal departments are making law firm diversity information a high priority when deciding to hire outside counsel.  17% in 2023 reported it as a high priority versus 23% in 2022, according to the Thomson Reuters Institute Law Department Operations. In addition, 39% reported in 2023 that their in-house functions had a diversity initiative in place compared to 47% in 2022. This apparent reduction in priority has more to do with a fast-changing and dynamic risk landscape and regulatory framework and less to do with D&I lessening as a priority. Indeed, the importance of D&I as a main source of talent attraction is not going away soon. So, how can legal departments provide ongoing efficiency in the operations of legal functions as the scope of their responsibilities expands, while at the same time continue to drive efficiency in outside counsel D&I metrics and reporting?  What tools are the most useful?  In this session, you will hear from two legal ops professionals on the innovative practices and tools they are using to ensure their D&I initiatives remain a high priority amongst an ever-increasing workload.   

CLOC Ask The Experts: Become Data-Driven through Automation, RFPs and Change Management with Thomson Reuters

Rates are still going up: the recent State of the Legal Market report from the Thomson Reuters Institute shows that negotiated rates rose 6% in 2023, for the fifth straight year of major increases. In-house counsel are responding with better tools and more data to manage spending.  Beyond that, some are aggressively moving work to smaller or cheaper firms. 

But how do you ensure that you’re getting quality work and consistent outcomes when increasing efficiency? And how do you manage the relationship with those big firms that are now getting a smaller piece of the pie, but still handling your most important, bet-the-business work? 

Join us for a webinar with Thomson Reuters that will discuss both what data-driven matter pricing looks like, and how to get there. An expert panel will cover: 

  • Why RFPs are vital, and how to use them well. 
  • How automation can help price individual matters consistently. 
  • Introducing competition to drive cost and performance benefits. 
  • Using spend and outcome data effectively. 
  • Managing change within your department and with outside counsel. 
  • Making clear comparisons among hourly rates, AFAs and other options. 

Presented by

White Paper: Turning Legal Into a Value Center – Cost-Saving Strategies from Legal Ops Professionals 

This webinar will share the findings from an upcoming white paper produced by CLOC and Priori, as well as feature discussion with some of the legal operations professionals who participated in the white paper. You’ll learn about trends in how legal departments of all sizes are approaching legal spend and gain insights into their decision-making processes. 

Topics to be covered include a framework for prioritizing legal spend projects, key considerations for analyzing legal spend (such as internal resources and work assessment, legal technology and outside counsel and other external resources), and how departments consider these factors and make decisions that optimize spend. 

Are we meeting our SLAs? How Ops leaders use goal setting to define, measure and share success 

CLOC ReCharge Webinar Series – Strategy and Alignment Track Sponsored by Wolters Kluwer

Running your legal department like a business is dependent on setting effective goals, using data to measure yourself against these goals, and sharing the data to build consensus and direction. This is especially true for contracting – where legal departments sit at the intersection between organizational revenue growth and risk management. 

This session will focus on bridging the gap from simply gathering data to using it to set goals and guide action.  Ops leaders will tackle practical solutions to questions our peers face, such as: 

  • What are the right contracting goals for your organization when it comes to balancing efficiency, revenue impact and risk -and who needs a seat at the table when we decide? 
  • How do we align these goals to broader organizational OKRs? What is an OKR, and how does it apply to legal ops teams? 
  • Are we staffed efficiently to support our contracting needs? How do we reduce the overall cost of transactions while maintaining quality and speed? 
  • Where can we be less conservative and take on more risk in contracting? Where are we overly risky in contract negotiation and management and how do we reduce risk? 
  • How do we improve contracting turn-around times? Are we meeting our SLAs? 

CLOC ReCharge Webinar Series – Strategy & Alignment Track Sponsored By:

 

Breakdown of Creating Your Business Terms and Conditions

CLOC ReCharge Webinar Series – Cultivating Strong Partnerships 

From culling examples, reviewing best practices, and on the ground experience, learn how to build and refine your company’s outside counsel engagement standards (business terms and conditions or “Standards”). Hear tips on how to obtain buy-in, levers to insert into your Standards, and how to keep them current.  

Key Benefits of Developing Your Standards: 

  • Protection: covers the base requirements your company expects from firms 
  • Time Saving: referenced and leveraged for all legal engagements 
  • Cost Savings: provides the firm direction on tactical items (how to bill, permissible costs) 
  • Strategic Alignment: issues guidance on major company initiatives (alternative fees, DE&I) 

Moving the Needle on DEI in the Legal Industry – The Integral Role of Legal Operations

Brought to you by the CLOC Diversity, Equity, Inclusion, and Belonging Council

The legal profession has a diversity problem. Per the ABA, only 38% of lawyers are women and only 19% are racially or ethnically diverse. This lack of diversity has negative consequences, both for the profession and for its clients. Diversity is both good for business and an integral part of corporate ESG goals. A study by McKinsey found that companies with a more diverse workforce are more likely to outperform their competitors financially.

A diverse workforce brings a wider range of perspectives and experiences, leading to better decision-making. It is also more likely to be innovative and creative and more likely to attract and retain top talent. In addition to being good for business, DEI initiatives help meet corporate ESG goals. These ESG goals will extend into both legal departments and their outside law firms. Legal operations professionals have an opportunity to lead the way with DEI goals for both internal legal departments and outside law firms. A diverse legal department is more likely to be successful and help with risk management and mitigation by including a broad range of perspectives to reduce blind spots.

Externally, it is imperative that corporate legal operations groups hold their majority-owned outside law firms accountable for DEI initiatives and goals. This can be done by requiring law firms to meet certain criteria, such as: implementing a supplier diversity program, utilizing diverse-owned law firms for conflict counsel, requiring diverse timekeepers on matters, providing additional training to diverse associates, and requiring diverse attorneys to inherit client relationships. Increasing DEI in the legal profession is essential for the future of the profession. This panel discussion will provide a valuable opportunity to discuss the importance of DEI and learn tactics that legal operations professionals can use to move the needle on diversity in the legal profession.

CLOC Ask The Experts: Navigating the Future: Executing Your 2024 Tech Roadmap presented by Wolters Kluwer

You’ve done the work, have a tech roadmap in place, and are now looking to put those plans in action in 2024.   This session will delve into critical aspects of a successful roadmap implementation, including: change management, the delicate balance between process alignment and technology integration, and the art of prioritization. Join Jennifer Mattson, Associate Vice President of Legal Operations at Nationwide, Stacy Lettie, Chief of Staff to the General Counsel at Organon, and Jeff Solomon, VP and GM, LegalVIEW BillAnalyzer  to hear strategies, best practices, and real-world examples to help guide you through the successful execution of your tech roadmap.