Table Of Contents

Around the CLOC - January 2017

CLOC Newsletter | March 2017

Book your room at the Bellagio before time runs out!

Be sure to take advantage of the limited number of rooms with CLOC's special rate ($199/night) at the Bellagio. The discount period ends April 1st

Don't forget to register as well! The countdown has begun and preliminary session topics have been selected for CLOC’s 2nd Annual Institute May 9-11th in Las Vegas. We hope you’ll join us at the largest gathering of Legal Operations professionals in the world. If you have any questions, email info@cloc.org.

CLOC European Launch

The inaugural CLOC Europe meeting took place on Monday, February 27 at British Telecom’s (BT) offices in London. Twenty-five recognised leaders in legal innovation gathered for the first of four roundtables this year to discuss common operational and management challenges for in-house Legal departments. Dan Fitz, BT’s General Counsel, gave the opening address which demonstrated the growing importance of the legal operations role to GCs. The results of CLOC’s legal operations European Maturity Model Survey were also released.

Connie Brenton, CLOC CEO and Head of Legal Operations at NetApp, addressed the group assembled by long-time CLOC member, Aine Lyons, VP & Deputy General Counsel at VMware. The Europe group’s goal is to mirror the success of CLOC in the U.S. and bring legal operations professionals together, share best practices, and drive positive change across the corporate legal services ecosystem. It was an extraordinary event – the people and talent, the passion, the collaboration was extraordinary!

Member Highlight: Lucy Bassli

Lucy was recently promoted Assistant General Counsel, Legal Operations and Contracting at Microsoft. We caught up with Lucy to hear about her new position and legal ops journey. Also be sure to check out Lucy’s podcast, “Go for it! The other side of legal business development table” with LeftFoot.

Lucy’s Story:

I have been interested in efficiencies and legal processes since I stepped foot into Microsoft’s legal department 12+ years ago. The overwhelming volume of contracts that came to my desk as a transactional attorney forced me to be creative and led me on my legal outsourcing journey. With outsourcing came process simplification, automation and smarter resourcing models. I quickly discovered that this is where my passion lies – figuring out new ways of lawyering and helping attorneys remove the repeatable, predictable work off their plates. Once an opportunity came up to consolidate some existing legal operations functions with the contracting operations I had developed, I jumped on it! Now I can apply my experience with operational efficiencies and automation to other parts of our department.

Corporate Memberships Now Available

Membership to CLOC is now available Enterprise-wide so your entire Legal Ops department can take advantage of the extensive resources available only to our members. If you’ve already renewed your membership and would like to switch to an Enterprise account for your company, please email info@cloc.org. Costs of all existing individual memberships within a company will be deducted from the Enterprise price ($2,500).

Individual membership is also available for $195 per year and includes a discount for our 2017 Institute.

Your membership to our community is the best way to make sure your voice is heard as we shape the legal ecosystem. Membership also provides you access to CLOC members around the world and real-time benchmarking and insights.  

CLOCstar Awards 

Nominate Your CLOCstars: Help us celebrate the amazing contributions made in our Legal Ops world. We want to recognize CLOC members: Rising Stars, Serial Innovators, Results Deliverers, Early-Adopters, Technology Drivers, Community Contributors, Sharers, Initiative Leaders, Promotors-of-the-Profession and Ops-Embracing GCs.  Nominees must be CLOC members who are in-house legal ops professionals. You may nominate individuals or teams in multiple categories or submit multiple nominations.

Nominate those who deserve recognition by clicking here and completing the submission form on or before Friday, April 14th.

CLOC Institute Workshop: Personality Traits & Team Building

Prior to the CLOC Institute on May 9 – 11 at the Bellagio, Las Vegas, CLOC is pleased to offer you a special opportunity to participate in a interactive workshop on the importance of personality traits and legal department team building by noted industry expert Dr. Larry Richard, PhD.  

The session will take place from 2:30-5:30pm on Monday, May 8th at the Bellagio for only $75pp. Space is limited and available on a first-come, first-served basis. You must register here in advance. 

This workshop will introduce you to the 18 traits of the Caliper Profile scientific instrument. You will complete the Caliper test in advance and receive feedback during the workshop about your own personality traits.

CLOC Initiative Updates

Legal Operations Career Development Initiative

Initiative Lead, Peter Krakaur

The CLOC Legal Operations Career Development Initiative is excited to announce the publication of the Legal Operations Career Skills Toolkit

The Toolkit provides the legal ecosystem a roadmap to assess legal ops skills and careers. Individuals can use the toolkit to plan for, transition to, and develop a legal operations career. Legal department leaders, in turn, can use the toolkit to explore and build their team's current and future operational skills. The toolkit enables users to conduct a quick Ops skills gap analysis, identify opportunities for growth, and access approximately 100 online networking, reading and training resources.

The initiative was led by Peter Krakaur. A special thank you to David Cowan, Terrene Collins, Carrie Powicki, Carrie Mallen, and Katrine Keiffer for their contributions. 

Peter and Jennifer McCarron (CLOC NYC Regional Co-Lead) will present to the New York City Bar Association on March 29th from 6pm-8pm on "What is Legal Ops? An Exercise on Finding and Succeeding in a Legal Operations Career." Check out the event here

Law Firm Performance Evaluation Initiative

Initiative Co-Lead, Molly Tynan Perry

Initiative mission: Develop a common methodology for evaluating outside counsel performance for use by CLOC member law departments.

Initiative pilot: The working group created a survey which is currently being piloted by initiative members. If you would like to pilot or implement the survey, contact Molly Tynan Perry (molly.perry@hpe.com) or Kevin Clem (kclem@hbrconsulting.com). Be sure to check out the initiative’s community page.

Molly's current position: Chief Operating Officer (reporting to the General Counsel) at HP Enterprise

Molly's "legal ops" story: I was contacted by a former manager to fill an operations role for the IP team. Our General Counsel created the COO role in 2013 and centralized previously distributed Legal Operations roles under the COO role, along with our Technology Solutions, Records Management and e-Billing teams. Our organization includes the Legal function, as well as Global Security, Cyber Security, Brand Protection and Aviation. Prior to joining the OGC I held various strategy, planning and finance positions at HP, and started my career with Ernst Young in Dallas.

Emerging Law Department Group

Frances Pomposo, Co-Lead

How did you become involved with the Emerging Law group? I joined the Emerging Law Group in late 2016 when I started as Head of Legal Operations at Lyft. Previously, I was the legal operations manager at Adobe for 3 1/2 years. I participated in CLOC throughout my time at Adobe, and look forward to bringing my experience from both to my role as co-lead of the group.

What is your current role and how did you becoming involved in Legal Ops? My current role is Head of Legal Operations at Lyft. My work in Legal Ops started when I transitioned from a paralegal role at Adobe into their Legal Ops team. I initially worked on knowledge management and technology, but soon grew into the legal operations under the mentorship of Lisa Konie. I am also fortunate to have been a part of the early days of CLOC and am delighted to see its growth these past few years.

How has the community enabled emerging law departments to connect across the ecosystem? The community does this best through messaging platforms, mobilizing CLOC legacy knowledge, and fostering relationships. The live ELD meetings enable collaboration and sharing in real time. The Socius platform makes the immense amount of CLOC knowledge and experience readily available and useful. And most importantly, a strong sense of community has been established and that has fostered great relationships that would otherwise not be possible.

How would you like to see the group and emerging law departments evolve? I’d like to see the group increase our knowledge base and expand the reach that our programs have. I’d also love to see the group roll out a comprehensive best practices resource that would serve as the standard for emerging legal operations programs. The group has played a major role in my professional development, and I hope to see the group have the same impact on even more legal operations professionals.

NYC Regional Group

Kim Wolfe

What is your current role? I’ve been at Barclays for 16 years in a number of roles across Operations, the Business and now Legal. Currently, I am the Chief of Staff and Global COO for Barclays International Legal.

What do you see as the biggest challenge or opportunity in legal operations in the future? Any operations function, Legal or otherwise, is constantly under cost pressures and expected to operate as leanly and efficiently as possible… The Legal Operations function has an opportunity to define and execute the function in such a way that it relieves the lawyers of non-legal work, so that the Firm is getting best value for money as it relates to the lawyer’s time.

How did you become involved with CLOC? Mary Shen O’Carroll reached out to me only weeks after I had started in the role… She told me the story of CLOC, and I was immediately intrigued and excited… A few months back, an email was circulated across the membership asking for a volunteer to coordinate the NY region. In addition to my banking career, I’ve run a few small businesses and also led the Northeast region for a business fraternity. It seemed only natural for me to raise my hand and dive right in.

How do you envision CLOC and the NYC group supporting in house counsel going forward? CLOC has proven to be a very agile organization with a wide global reach. Members only need to throw out a question or an issue by email, and information and guidance comes flying in at a such a rapid pace, that it’s challenging to keep up… CLOC is a hub that connects people across the globe who are working in a common function. It enables us to not only compare notes on technologies, policies, and a whole host of other topics but also to implement solutions far more quickly than would’ve been possible without each other.

Jennifer McCarron

What is your current role? Legal Product Owner, Spotify

How did you become involved in Legal Ops? As a Tech Program Manager in Tandberg (acquired by Cisco) and Cisco's Legal Operations team.

How did you become involved with CLOC? I learned of CLOC through my VP of Legal Ops at Cisco, Steve Harmon, one of CLOC's founders. My involvement began with benchmarking knowledge management with other bay area tech companies, attending the first institute, and now, co-leading the New York City CLOC Chapter.

How can members learn more about the New York group? Under the Regional Groups > NYC Chapter section of CLOC community website, Community Calendar, or by contacting Kim Wolfe (kim.wolfe@barclays.com) or myself (jennifermccarron@gmail.com)

Copyright © 2017 Corporate Legal Operations Consortium, All rights reserved.
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Around the CLOC - January 2017

CLOC Newsletter | January 2017

Renew Your Membership by January 30th

Free access to CLOC's membership community ends January 30th. The membership site is accessible at community.cloc.org and enables CLOC members to connect and collaborate, share best practices, and access the wealth of resources from across the ecosystem.

Be sure to register NOW to continue to access this invaluable resource. 

Completed CLOC Initiatives

January 2017: The CLOC Internship Initiative is excited to announce the publication of an Internship Playbook developed by a collaborative group within the legal ecosystem. 

The playbook is accessible to everyone in the legal ecosystem and posted under Guidelines and Initiatives on our website.

A special thank you to the team that contributed to this initiative including: Ashlee Best, Connie Brenton, Daniel Coll, Lisa Konie, Tom Davidson, Terry Galligan, Sandy MacDonnell, Sarah McCormick, and Sami Najm.


Fall 2016: CLOC released a summary for the role of Legal Operations & Chief of Staff. The summary of key responsibilities is posted under Guidelines and Initiatives

Early Bird Pricing for CLOC Institute Ends Soon

Early bird pricing for the 2017 CLOC Institute ends February 1st. The Institute is May 9-11 at the Bellagio in Las Vegas. It will feature more than 50 content rich sessions and convene the largest gathering of Legal Ops professionals in the world. Register today.

Legal Operations Compensation Survey Coming This Week 


Legal operations is a relatively new discipline and as such we lack quality benchmarks on how different legal operations roles in different industries and locales are compensated.
 
To address this information vacuum, CLOC will conduct a legal operations compensation survey the week of January 23rd. The survey will be completely anonymous.
 
Please participate and help us provide you with the information you need to drive compensation conversations and career development decisions thoughtfully.

Atlanta Regional Group Leadership 

Laura Dieudonne

Title: General Manager – Legal Administration
Company: Delta Air Lines, Inc.
Legal Dept Size: 55
Size of Team: 12
Something you are currently working on at work? Performance Evaluations and RFP fee arrangements.
What you like to do for fun? Travel, spending time with family and community relations.

Interesting or fun fact: I have worked over 30 years in the law firm environment in legal administration/human resources and Delta is my first in-house position.

Boston Regional Group Leadership 

Brenda Hansen

Title: Compliance & Legal Operations Lead
Company: Biogen
How did you become involved in legal operations?
I’ve always worked with attorneys. My first job was a receptionist, “girl-Friday” for a law firm in High School. After college I started as a litigation paralegal and realized that I wanted more. That’s when I  began my mentorship with the Office Administrator at the firm. I was eventually promoted to the Office Administrator role and started my career in operations. I find it challenging and rewarding.  

How did you become involved with CLOC?
Several colleagues recommended CLOC as a resource for some benchmarking we were doing in my organization. At the same time, a few vendors I was speaking with also recommended CLOC. Once I looked into it and realized the breadth of professionals in the organization, I was hooked.

Christina Jackson

Title: Legal Operations Specialist, Global Law & Policy for GE
How did you become involved in legal operations? 
I didn’t know it at the time, but looking back, I’ve been working in legal operations almost my entire professional career... I am passionate about utilizing computers to address the mundane, repetitive, and analytical components of the practice of law. My inclinations - to build and apply technology that allows lawyers to actually operate as lawyers - kept pulling me towards what is now known as legal operations, and eventually gave me a name for what I always knew was a better way to practice law. I look forward to the challenge!
How did you become involved with CLOC? 
I heard about CLOC via the industry grapevine and was immediately attracted to the opportunity to learn from and contribute to the development of a group focused on companies, rather than vendors. Connie, Mary, and everyone I’ve met has been so enthusiastic about working together as we build this new industry; I’m looking forward to establishing more contacts nation-wide and in our new Boston group!

Houston Regional Group Leadership 

Vincent Cordo

Title: Global Sourcing Officer
Company: Shell Oil Company
Legal Dept Size: 800+
Size of Team: 5
Something on which you’re currently working? Designing a new AFA tracking system tied to our budgeting, RFP and invoicing systems. We’re also working on QBR heatmaps and executive dashboards.
What you like to do for fun? Family Time, Music, and I am a big time FOODIE!
Interesting or fun fact: I played music for many years.

Charlotte Harris

Title: Manager, Practice Support
Company: Hess Corporation  
Legal Dept Size: 45
Size of Team: 6
Something on which you’re currently working? The largest and most impactful project involves collaborating with IT, Records and other departments to defensibly delete legacy data and to develop processes and procedures to proactively manage data going forward.
What you like to do for fun? Reading and spending time with family, especially the grandkids.
Interesting or fun fact: I am the Chairman of the Board of Keep Magnolia Beautiful. 

Rebecca Purple

Title: Manager – Legal Operations & Administration
Company: CB&I
Legal Dept Size: 120
Size of Team: 6
Something on which you’re currently working? The most impactful thing I’m currently working on is a project to enhance the way we manage major litigation... As part of the project, we have worked with our law firms to agree upon terms that incentivize them based upon efficiency and outcome – not effort. In addition to increasing predictability in outside spend and a stronger partnership with our law firms, we are also expecting first year cost savings to be significant.
What you like to do for fun? I enjoy travelling and love boating and water sports. The very first thing I hope to do when I retire is make the Great Loop in my boat.
Interesting or fun fact: As a child, I spent summers on a small island on that my family originally purchased from the Wangunk Indians. We lived in a cottage with no electricity and spent our days swimming, boating, fishing, and building forts in the woods.

2017 CLOC Scholarship

Through our ongoing effort to engage the Legal Operations ecosystem across the spectrum, we’re elated to announce our second annual CLOC Scholarship. This scholarship is for graduate degree (J.D., MBA, and other) students who are interested in a career in Legal Operations.

The scholarship is a $10,000 award to be given to the most promising candidates whose applications show a genuine interest in a Legal Operations career.

Contact scholarship@cloc.org if you have any questions. Online applications will be accepted through March 6, 2017.

Copyright © 2017 Corporate Legal Operations Consortium, All rights reserved.
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CLOC Newsletter | October 2016
 

2017 CLOC Institute - Register Today!

CLOC’s 2017 Institute is May 9-11th at the Bellagio in Las Vegas. We anticipate between 500-800 participants from hundreds of companies will attend to learn from experiences across the legal system and transform their own legal departments. Register today!
 

CLOC Member Platform - Coming Soon

Membership is currently free and starting January 2017 we will charge small yearly membership dues to support our infrastructure and keep the organization growing. We're also going to be launching a new membership only section of the website that will include membership directories and community forums. Stay tuned for more details.

Recently Launched Initiatives


Internships
Creating standard program materials to be used for onboarding and managing legal operations internships, including sample planning, tracking and reporting templates. Identifying law schools with active legal operations internship programs and promoting the development of those programs in those that don’t, as well as liaising with faculty leads within those programs to connect them with interested corporate legal sponsors. Contact Dan Coll (Daniel.coll@elevateservices.com
).


Legal Ops Career Development
The initiative aims to provide the legal ecosystem a roadmap to understand how to plan for, transition to, and develop a legal ops career. The initiati
ve will focus on researching and recommending career development best practices for legal operations professionals. Contact Peter Krakaur (CLOC@krakaur.net).

Legal Project Management (LPM)
The LPM Initiative will research and propose standards and resources for the development and implementation of LPM for CLOC ecosystem participants. The Initiative aims to provide a business case for adopting LPM in legal matters through developing templates and implementation protocols for in-house management of legal matters and outside counsel engagements. Contact Larry Bridgesmith (larry.bridgesmith@Law.Vanderbilt.Edu) or Patrick Ellis (patrick.ellis@gm.com).


Rotation Programs
The Rotation Program Initiative pulls together best practices, lessons learned and alternative solutions for implementing and managing attorney rotation programs in large and small in-house Legal Departments. The initiative looks to map out the tactical, strategic and financial impacts of enhancing in-house attorney experiences by offering them an opportunity to explore the legal practices within their own Legal Department. Contact Molly Dodge (molly.dodge@capitalone.com).

CLOC Group Updates

Group Highlight: Australia
CLOC Australasia is up and running! Following a kick off call in August with GC and Legal Ops reps from a dozen of Australia’s largest companies, the CLOC team held their inaugural face to face meeting in Melbourne on September 2nd. The next chapter meeting will be in Sydney on October 24th. The chapter is putting its first efforts into sharing best practice on collecting legal department data to demonstrate value. Contact Mick Sheehy (
mick.sheehy@team.telstra.com).

Reach out to your CLOC Colleagues to get involved in the following groups:
Atlanta - Laura Dieudonne (laura.dieudonne@delta.com)
Houston/Texas - Vince Cordo (vincent.cordo@shell.com)
New York Area - Mary O'Carroll (mocarroll@google.com)
Pacific Northwest - Lisa Kremer Brown (lbrown@starbucks.com)
Emerging Law - Dana Varney (dana.varney@yahoo.com)

Calling all Institute sponsors!

CLOC is offering sponsorships of all levels to showcase your company’s valuable resources and offerings throughout the Institute. There will be opportunities to present to attendees, take part in the exhibit hall, and much more depending on your level of sponsorship. We encourage you to refer to our 2017 CLOC Institute Sponsorship Overview to learn more.

 

Reminder - CLOC Member Meeting this Friday (10/7)

CLOC’s bi-monthly member meeting is this Friday, October 7th from 10am-2pm PT. All members should have received a calendar invitation with attendance information. Please email info@cloc.org if you’re a member and did not receive the meeting information.

 
Member Spotlight · Lisa Kremer Brown

Title: Managing Director, Legal Operations and Strategy

Company: Starbucks Coffee Company

Legal Dept Size: 230

Size of Team: 25

Project Highlight: Working to define and implement our refined Outside Counsel Engagement Management Program (yes, it’s a large umbrella!), including data and process enhancements and addressing the latent reporting needs of our internal constituents.

What do you do for fun? Spend time with family and friends out on the water!

Interesting fact: I have spent most of my career supporting CIOs in the finance, vendor and project / portfolio management space. It has been a great challenge and opportunity for me to parlay that broad experience base and skillset to the corporate legal environment. I am immensely thankful to my CLOC colleagues for helping me to find my wings!

 
Copyright © 2016 Corporate Legal Operations Consortium, All rights reserved.
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Around the CLOC newsletter - August 2016

CLOC Newsletter | August 2016 

Supporting everyone in house

Membership to CLOC is now open to all in house professionals! Membership is currently free, but small dues will likely be set in the future as we grow and establish organizational infrastructure and support our many initiatives. If you haven’t already, sign up to be a member at cloc.org.

To our non-corporate friends - Stay tuned for way to participate and for benefits for other parts of the ecosystem (law firms, law schools, vendors, etc.) in the future.

CLOC is growing!

Following our inaugural institute in May, we’re proud to announce the formation of new regional groups. If you would like to join or learn more about a group, please contact the contacts below.

If you are interested in forming a regional group in your geography, please contact info@cloc.org.

Get to know your CLOC colleagues

Mick Sheehy
Title: General Counsel, Finance, Strategy, Technology & Innovation
Company: Telstra Corporation Limited
Location: Melbourne, Australia
Legal Dept Size: 200+
Size of my Team: 25
Project highlight: I’m really pleased with the progress of a new Legal Innovation Forum we’ve been running in Telstra. We’re using design thinking processes to rapidly prototype solutions to eliminate low value, non-strategic work. We are well on track to meet our end of calendar year target of eliminating 30,000 internal lawyer hours spent per annum on specific categories of low value work. 
What do you do for fun? Ocean yacht racing, kite surfing and playing guitar in my band.
Interesting fact: I had a previous career performing on film and stage as part of a comedy team. These days the only people who find me funny are my 3 small children.

Initiative Updates

Building on the release of CLOC’s Billing Guidelines and key Legal Operations role descriptions, CLOC members are leading several new initiatives. These initiatives involve working groups of CLOC members, as well as volunteers from throughout the ecosystem. We welcome the involvement of firms, vendors, technology providers and others to help create these industry best practices, together. Please contact the team leads directly to get involved.

We have several other initiative ideas in the pipeline (see our
website) that are in need of a leader. If you would like to volunteer to lead one or have a suggestion for a new initiative, contact info@cloc.org.

Law Firm Performance Evaluation - Creating a standard set of evaluation templates and reports (Molly Perry)

Metrics - Creating a standard set of metrics to serve as the common language in measuring performance across the industry (Sandy Owen)

IP Fixed Fees - Creating an industry standard for how to structure and define the scope for patent fixed fees (Mary O’Carroll)

Dashboards - Creating an industry standard dashboard for GC's and their reports that includes a set of standard KPI's and metrics which we will define during the project.  Will look to leverage an industry standard BI technology to build the dashboard and make the template available to all (Jeff Franke)

Copyright © 2016 Corporate Legal Operations Consortium, All rights reserved.
Icons made by Gregor Cresnar and Freepik from www.flaticon.com 

Our mailing address is:
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