CLOC ReCharge Webinar Series – Operational Dynamics presented by Mitratech

The explosion of Generative AI is changing legal operations, creating opportunities for a new type of digital transformation. This panel will feature perspectives from in-house, law firm and service providers on how we can leverage this new technology to enhance and streamline key components of legal practice. The panel will discuss how legal departments can ethically, knowledgeably, and thoughtfully adopt such uses of GenAI, while avoiding potential missteps.

Join our webinar for discussion by legal and technology leaders of AI applications to legal practice, which will include:

• Legal research and Drafting

• Policy creation and Compliance Training

• Contracts Analysis

• Matter Management (including with Outside Counsel)

• eDiscovery

• Delivery of Services

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

Join us for an engaging webinar where leading in-house counsel and law firm partners delve into the future of Diversity, Equity, Inclusion, and Belonging (DEIB) initiatives, moving beyond mere metrics and data. This session will explore how to create meaningful and impactful DEIB partnerships between in-house departments and law firms in 2025. Our panel will discuss innovative strategies, including the benefits of secondments, supporting affinity groups, and other forward-thinking approaches.

Topics:

Beyond Metrics and Data: Discover how to move past traditional metrics to foster genuine partnerships between your law department and external counsel.

Secondments: Learn how secondments can enhance DEIB efforts and build stronger partnerships between clients and law firms.

Affinity Group Support: Explore effective ways to support and empower affinity groups between your organizations’ DEIB affinity groups.

Speakers: Leading in-house counsel and law firm partners with extensive experience in DEIB initiatives between law firms and their clients.

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

In 2020, the Cruise Chief Legal Officer, Jeff Bleich, tasked Cruise’s Legal Operations team with building an industry-leading DEI program. Fast forward to 2023 and most of 2024, Cruise Legal was recognized by two legal industry awards for its role in DEI leadership and innovation, and is Mansfield Legal Department Certified.   

Rob Kwant, former Managing Lead for Cruise’s Legal Operations for 6.5 years (currently Head of Legal Operations at Snap), will share step-by-step how he approached this massive project from drafting a strong mission statement that laid out the department’s vision and goals, to building a multifaceted DEI framework, addressing each of the department’s goals in a manner where progress could be measured and tracked.      

Topics include:  

• Summarize the industry standard DEI resources and frameworks Cruise used to build its legal DEI program.  

• Discuss how to draft a DEI program charter and how to get stakeholder buy-in and engagement.  

• Explain how to measure representation in legal department hiring, and then how to take action within the legal department with hiring managers to achieve results in each stage of the hiring funnel.   

• How to build a framework to measure law firm DEI progress, then how to implement a law firm scoring program within the legal department to drive actual change with retained firms.   

• Show Cruise’s outside counsel DEI scoring framework. 

• Practical examples of how our DEI program led to operational excellence and attorney buy-in for broader law firm and matter management processes. For example, requiring Cruise attorneys to consider the DEI scoring of outside counsel prior to engagement and showing the impact of their outside counsel spend on DEI efforts within the legal industry as a whole. 

Note: This presentation was approved for public distribution by Cruise Legal. July 2024, Rob started a new role at Snap, and will not be sharing any information about Snap.

CLOC ReCharge Webinar Series – Optimization & Efficiency

Unable to source budget to invest in a market CLM tool, but still need to optimize your contract management process?  

Join Nigel Schilling, alongside Tom Orrison from Microsoft and Jake Fogel from HEARST, as they dive into the case study on how HEARST transformed its independent contract management process using a custom, cost-effective CLM application built on the Microsoft Power Platform. HEARST has since begun to clone the app for additional use cases. 

Hear insights from Jake Fogel on the developer’s perspective and Nigel Schilling on the business angle of custom CLM development and low-code digital transformation. This exclusive webinar, moderated by Tom Orrison from Microsoft, expands on HEARST’s practical approach to CLM, originally showcased at this year’s CLOC Global Institute. Don’t miss the chance to learn how you can optimize workflows and be inspired by the HEARST success story. Secure your spot for this enriching discussion by registering now!

CLOC ReCharge Webinar Series – Cultivating Strong Partnerships Track, sponsored by Integreon

In Legal Operations, we all love a good tech solution – but technology is only as effective as the people and processes within and around it. Many excellent tech solutions fall flat because we need to fully realize end-user adoption at the end of our change management cycle and to strategically seek continued adoption by upholding the usefulness and integrity of the tool and skillsets for the people utilizing it. Managing change for a solution doesn’t stop when implementation is complete; change is a verb and a continual process we must actively participate in. This presentation seeks to provide the audience, with practical tools, best practices and actionable steps, emphasizing that the Legal Operations role is crucial in ensuring end users embrace the tools you introduce within their entire lifespan in an organization.   

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 

2. Fostering buy-in at all levels of the organization 

3. Strategically pinpointing where to begin their automation journey 

4. Nurturing user adoption through effective change management strategies 

5. Refining, measuring, and optimizing their investment 

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 

Gain insights into the dynamic world of legal operations, where technology, innovation, and data drive significant transformation in the legal industry. This session will explore the catalysts behind establishing legal ops functions and the evolving role of legal ops leaders within senior leadership teams. Attendees will learn how in-house legal departments are leading this change, pushing the boundaries of traditional roles and responsibilities. Discover the rise of legal operations as a critical function, focusing on strategic planning, data analytics, and efficient resource management, and learn about the core functions of legal ops as defined by the CLOC Core 12 and their impact on the legal department’s effectiveness and efficiency.

Key Takeaways:

• Clearly understand the evolution of legal operations and its impact on the legal industry.
• Identify and articulate the critical role of legal operations within a legal department and the impact that this role provides to general counsel’s across all levels of experience 
• Apply key strategies to drive success and navigate the transformative changes in the legal landscape.

Speakers

• Frances Pomposo, VP of LGA Strategy & Operations and Chief of Staff to the General Counsel at Splunk
• An Trotter, at Senior Director of Operations, Office of the General Counsel at Hearst

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.