CLOC Chicago/Milwaukee Regional Meeting

Join your legal ops peers in the Midwest region to catch up and connect on our shared challenges and opportunities. We’ll welcome any new CLOC Chicago/Milwaukee group members, highlight CGI 2025, and then have an open discussion about current projects underway and any challenges that group members are facing. 

Hosted by the CLOC Chicago/Milwaukee group, this event is open to any CLOC Legal Ops Professional member, regardless of location.

CLOC Huddle: Outside Counsel Guidelines Standards, Compliance and Challenges

Introduction – Why is a discussion around outside counsel billing guidelines (OCGs) needed? OCGs are a “hot button” issue for today’s legal department, as having a well-defined OCG can enforce alignment with corporate values and compliance with internal policies as well as aide in cost control of legal expenses, transparency and consistency in billing process, and efficiency in invoice review and payment. 

Question #1: How do clients manage compliance with outside counsel guidelines?

  • What is the process for circulating guidelines to outside counsel?
  • Can in-house attorneys deviate from guidelines?
  • Manual bill review v. ebilling vendors?
  • Do clients require cost recovery for ebilling? (qualify that needs to be general and not specific)
  • Externally accessible matter management systems?
  • Are there penalties for non-compliance?
  • Are rate increase requests tied to compliance? 

Question #2: How do law firms manage compliance with outside counsel guidelines?

  • Outside Counsel Guideline training / summaries
  • Time entry guidance 
  • Pre-bill evaluation manual v. automated

Question #3: How can clients / law firms collaborate to improve compliance?

  • How can outside counsel improve compliance?
  • How can clients help improve compliance? 

This is meant to be a highly interactive discussion where everyone may interact via smaller breakout rooms. At the conclusion of the huddle, we will poll participants to determine the need for follow up sessions on this topic (general v. advanced). The discussion and its outcome will also be used as a basis for a future article. 

This huddle is open to all Ecosystem members.

CLOC Huddle: Strategies & Home Grown Solutions For Negotiating Outside Counsel Rates

A CLOC Huddle has been scheduled in response to the Community Connect post* exploring strategies and home grown solutions for reviewing and negotiating outside counsel rates. 

Please note: CLOC’s Legal Project Management Committee is also hosting a similar huddle on this topic in February. Their huddle will be open to all ecosystem members. For continuing the conversation and hearing additional perspectives, please register here.

*This community thread is in the Legal Operations Professionals Forum and is restricted to this member type. This huddle is exclusive to Legal Operations Professional Members.

 

CLOC SoCal (LA)

SoCal Regional Meeting

Take advantage of CLOC Southern California’s first quarter regional meeting and join host Daniel Lee as he shares his experience with CLM implementation. This community event is a great opportunity to connect with your peers to share our collective experiences and learnings!

This event will be held in-person at DaVita’s Irvine Office: 15271 Laguna Canyon Road Irvine, CA 92618 

CLOC Legal Project Management Committee Meeting

Our upcoming CLOC LPM committee meeting is set to deliver invaluable insights into a critical area for legal operations: effective project management. We’re thrilled to welcome Travis Zimbelman, Freelance Consultant, and Strategic Advisor (Aline, Stealth Startups) as our guest speaker, ready to tackle the complexities of working with Project Management Offices (PMOs) outside the traditional legal function.

In today’s fast-paced legal landscape, collaboration with cross-functional teams is essential. But what happens when the PMO leading the efforts resides within another department, like IT? How do you bridge the gap and ensure legal projects are executed with precision?

Our speaker will delve into these crucial questions and more, including:

-Decoding the PMO Dynamic: Learn practical strategies for seamlessly working with PMOs located outside of legal, specifically within IT.
-Strategic Project Selection: Discover which types of law department projects and initiatives truly benefit from dedicated project management or PMO support.
-Building a Foundation for Success: Uncover the essential PM practices that drive successful legal projects and initiatives.
-Championing Project Management: Gain actionable tips on how to effectively communicate the value of PM practices and resources to your management team.

This is a can’t-miss opportunity to gain practical knowledge and engage in meaningful discussion with a seasoned expert. Prepare to leave with actionable strategies to enhance your legal operations and streamline your project execution.

The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025.

2025 Meeting Dates

  • January 22
  • March 19
  • May 21
  • July 16
  • September 17
  • November 19
CLOC San Francisco Bay

San Francisco Bay Area Monthly Roundtable: Contract Lifecycle Management

Join your CLOC SF Bay Area regional peers for the latest installment in our virtual roundtable series. Our topic this month is Contract Lifecycle Management (CLM). Are you implementing a new system, considering changes, or just want to know how others are managing contracts? Bring your questions and expertise and let’s learn from each other. We will be limiting the number of attendees to ensure group participation, so register early.

This session will be moderated by Deborah Haile, Associate Director, Legal Operations at Gilead Sciences, Inc. 

 

CLOC Legal Project Management Committee Meeting

Join the CLOC Legal Project Management Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

Associated with LPM Committee

CLOC Huddle: Ironclad Pros & Cons

This CLOC Huddle has been setup to connect and further explore Ironclad, as discussed in this active community thread.* If you are a current user, or considering Ironclad for your legal department, join this conversation to gain community insights. This huddle is exclusive to legal ops professionals.

*This community thread is in the Legal Operations Professionals Forum and is restricted to this member type.

CLOC Huddles are live, virtual roundtables initiated from active discussion threads in Community Connect.

CLOC San Francisco Bay Area Monthly Roundtable: 2025 Priorities & Initiatives

Join your CLOC SF Bay Area regional peers for the latest installment in our virtual roundtable series. Our topic this month will be 2025 priorities and initiatives. What are you focused on for the next 12 months? Bring your priorities (cost savings, AI implementation, OC management, or something else) and expertise and let’s learn from one another. We will be limiting the number of attendees to ensure group participation, so register early.

This session will be moderated by Deborah Haile, Associate Director, Legal Operations at Gilead Sciences, Inc.   

Associated with San Francisco Bay Area