Legal Operations Defined & Core Competencies

Legal operations is a multi-disciplinary function that optimizes legal services delivery to a business or government entity by focusing on twelve core competencies:

Legal Operations
  • Strategic Planning:  Create a long-term strategy, aligning yearly goals and corresponding metrics.
  • Financial Management:  Manage the departmental budget. Track accruals and forecasting.  Work with Finance to identify spending trends, potential cost savings and efficiency opportunities.
  • Vendor Management:  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.
  • Data Analytics: 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.
  • Technology Support:  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.
  • Alternative Support Models:  Drive departmental efficiency by leveraging managed services, LPOs, and other service providers.
  • Knowledge Management: 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.
  • Professional Development and Team Building: Deliver improved GC Staff and overall team performance by globalizing the team and creating a culture of growth, development, collaboration and accountability.
  • Communications:  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.
  • Global Data Governance / Records Management:  Create a records management program including a record retention schedule, policies and processes.
  • Litigation Support: Support e-discovery, legal hold, document review.
  • Cross-Functional Alignment:  Create and drive relationships with other key company functions, such as HR, IT, Finance and Workplace Resources.  Represent the Legal organization at CLOC.