Litigation Support & IP Management
Support e-discovery, legal hold, document review.
The 12 core competencies represent areas of focus that every legal department must manage to have a disciplined, efficient, and effective legal function. They are also part of a bigger picture: determining legal department maturity. The 12 competencies serve as a benchmark to compare a department’s growth to others in the industry and break down legal operations departments into foundational, advanced and mature in order to improve and grow systemically.
CLOC'S 12 CORE COMPETENCIES
Litigation Support & IP Managemnet
Information Govermence & Record Management
Technology & Process Support
Service Delivery & Alternative Support Models
Organizational Design, Support & Management
• The core competencies are used as the reference model for achieving operational excellence by in-house legal teams.
• Legal operations professionals, working with their GCs and legal leadership teams, use the core competencies to develop strategic and tactical plans to create service delivery models (in-house, law firm, LSO, and tech solutions) to deliver the right quality of legal support at the right cost by executing against those competencies.
• Each core competency is comprised of several sub-core competencies.
|Financial Management||Foundational||Manage the departmental budget. Track accruals and forecasting. Work with Finance to identify spending trends, potential cost savings and efficiency opportunities.|
|Vendor Management||Foundational||Create a vendor management program to insure quality outside counsel support at the right rates and under optimal fee arrangements. Hold regular business reviews. Negotiate fee agreements. Drive governance of billing guidelines.|
|Cross-Functional Alignment||Foundational||Create and drive relationships with other key company functions, such as HR, IT, Finance and Workplace Resources. Represent the Legal organization at CLOC.|
|Technology & Process Support||Foundational||Create a long-term technology roadmap including tools such as e-billing/matter management, contract management, content management, IP management, business process management, e-signature, board management, compliance management, legal hold, subsidiary management, etc.|
|Service Delivery & Alternative Support Models||Advanced||Drive departmental efficiency by leveraging the right resources for the right matters, including using managed services, LPOs, and other service providers and technology as appropriate.|
|Organizational Design, Support & Management||Advanced||Deliver improved GC Staff and overall team performance by globalizing the team and creating a culture of growth, development, collaboration and accountability.|
|Communications||Advanced||Work collaboratively across the legal ecosystem to create consistent global processes, from on boarding to complex project management support. Publish regular departmental communications, plan and execute all-hands.|
|Data Analytics||Advanced||Collect and analyze relevant data from department tools and industry sources, define objectives to provide metrics and dashboards, that drive efficiencies and optimize spend, etc.|
|Litigation Support & IP Management||Mature||Support e-discovery, legal hold, document review.|
|Knowledge Management||Mature||Enable efficiencies by creating seamless access to legal & department institutional knowledge through the organization and centralization of key templates, policies, processes, memos, and other learnings.|
|Information Governance & Records Management||Mature||Create a records management program including a record retention schedule, policies and processes. Support Intellectual Property Matters.|
|Strategic Planning||Mature||Create a long-term strategy, aligning yearly goals and corresponding metrics.|