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CLOC Legal Project Management

The CLOC Legal Project Management guide focuses on a practical way to further augment the value of a legal department in the following situations:

  • Managing business clients’ expectations regarding the work lawyers should, and do, perform
  • Handling projects relating to legal operations
  • Participating in corporate projects in which the legal department plays a supporting role (such as new product development)
  • Managing external service providers ranging from law firms to e-discovery vendors.

Please view the Legal Project Management (LPM) Guide, which is based on a framework that breaks projects into four stages “Intake”, “Planning”, “Execution” and “Review”, each of which has activities, results, and success criteria, as well as roles and responsibilities. An LPM program or pilot can be developed from a business case and action plan that outlines the why, what, how, and whom within a given project.

To understand how the LPM guide works, members are invited to view the on-demand webinar series providing a deeper knowledge into each of the framework attributes. If you’re an in-house legal operation professional and would like to become a member and view the webinars, please apply here.

2019 CLOC LPM Webinars on Demand

These webinars are available to CLOC members only. If you’re an in-house legal operations professional, become a member now.

Session #1 – Framework and Intake
Session #2 – Planning
Session #3 – Executing
Session #4 – Review
Session #5 – Application

Resources and Tools


Thank you to the members of the legal ecosystem who participated in the creation of this initiative led by:

Co-chairs 2019-2020

Aileen Leventon, LegalShift
Alex Rosenrauch, Telstra

CLOC LPM Committee 2019

Dominic Crosby, Microsoft
Scott Rosenberg, LegalShift
Pratik Patel, Elevate
David Rueff, Baker Donelson
Danny Kotlowitz, Telstra
Susan Lambreth, LawVision
Rick Kathuria, Gowlings WLG
Kevin Bielawski, Husch Blackwell
Janelle Belling, Perkins Coie
Karen Helten, Kaiser Permanente
Greg Kaple, Kaiser Permanente
Mary McKay, GAPAC
Lisa Brown, Starbucks
Marisa Flores, Starbucks
Nicole Bergknoff, Raymond James