20190312 UpdatedSlideDeck LegalOpsVRT · í ô kwzz/',d î ì í õ u } v ] o ] } >> r >> z/',d^ z...

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Advancing and Formalising Legal Operations an ACC Legal Operations Virtual Roundtable 12 March 2019 COPYRIGHT © 2019, Consilio LLC - ALL RIGHTS RESERVED 1

Transcript of 20190312 UpdatedSlideDeck LegalOpsVRT · í ô kwzz/',d î ì í õ u } v ] o ] } >> r >> z/',d^ z...

Page 1: 20190312 UpdatedSlideDeck LegalOpsVRT · í ô kwzz/',d î ì í õ u } v ] o ] } >> r >> z/',d^ z ^ zs /hjdo rshudwlrqv lpsuryhvdqg pdlqwdlqvwkh hiilflhqf\ dqg hiihfwlyhqhvv ri wkh

Advancing and Formalising Legal Operationsan ACC Legal Operations Virtual Roundtable

12 March 2019

COPYRIGHT © 2019, Consilio LLC - ALL RIGHTS RESERVED

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Housekeeping Matters• ACC is on a mission to develop a community of in-house leaders

across Europe, providing on-going educational programming and mutual knowledge-sharing to support advancement of operational sophistication and innovation in legal services.

• Virtual roundtable sessions will be hosted every other month on-going, the next being on 7 May.

• ACC Europe is hosting its 2019 Annual Conference from 12-14 May in Edinburgh that features a Legal Ops session on 13 May. Early bird discounts are available before 22 March on www.acceurope2019.com

• ACC Legal Operations and Consilio will host an in-person event in October in Frankfurt. Details & venue to be advised.

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Today’s Panel

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Robin Snasdell, FacilitatorManaging DirectorConsilio LLC

Andrew Dey, FacilitatorSenior Director ConsilioFormerly Director of Legal Operations, Barclays

Vince CordoCentral Legal Operations Manager at Shell

Hans AlbersChief of Staff & Head of World Wide Legal Operations at Juniper Networks; President of ACC Europe

Helen FletcherChief Operating Officer, Legal UK at BNP Paribas

Avnee ThakrarSenior Legal Adviser3M United Kingdom Plc

Thierry PerrouaultDirector of Legal Operations at Orange

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What is your current state and how did you get there?

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What functions are most commonly the responsibility of

the legal operations team?

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Legal Operations

Financial Management

Vendor Management

Outside Counsel

Management

Human Resources

Department Operations

and Management

Systems and Technology

Knowledge Management

Litigation Support

Program/ Project

Management

Freeing Attorney

Time

Strategic Planning

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Managing overall budget

Managing external spend

Managing non-legal activities

Managing systems, documents and data

Legal Operations FunctionMost Common Responsibilities

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28%

14%

13%8%

11%

6%

10%11%

Internal Law Department Operations

Outside Counsel Management

Technology

Law Department Strategy

Law Department Administration

Vendor Management

Financial Reporting/Forecasting

Other Corporate Initiatives

What percentage of legal operations time is spent on the following?

Source: The Eighth LDO Survey

Legal Operations TeamResponsibilities

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What are some of the things that should be considered when

determining the appropriate size and skillset for the legal operations team?

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Source: The Eighth LDO Survey

7%

10%

41%

25%

14%

2%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Zero

1

2 to 5

6 to 20

21 to 99

100+

Legal Operations TeamStructure and Supporting Roles

How many FTEs report to Legal Operations?

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A COO/DLO and supporting group provides a structured approach and dedicated resources to most effectively manage legal operations and fully leverage the available programs and technologies.

The following represents typical roles in a legal operations group. The scope and size of the legal operations staff will depend on the size of the law department, the extent of technology usage, and the level of focus on operational processes.

Legal Operations TeamStructure and Supporting Roles

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Source: The Eighth LDO Survey

Breakdown of degrees and designations held by Legal Operations team members.

57

15 10

50

1 7

-

10

20

30

40

50

60

B.S / B.A. MBA MA JD CPA Other

Num

ber o

f deg

rees

hel

d w

ithin

team

Legal Operations TeamSkillset

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Source: The Eighth LDO Survey

26%

8%66%

By personnel who arededicated to legal but report toIT

By personnel who arededicated to legal and reportto legal

By personnel who are notdedicated to legal

How is IT support provided?

Legal Operations TeamSkillset

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To whom should the Legal Operations lead report?

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To what position do you directly report?

42.7%

20.8%

18.8%

4.2%13.5%

General Counsel/Chief Legal Officer

Deputy/Associate/Assistant GeneralCounsel

CEO

CFO

Other

Source: The Eighth LDO Survey

Legal Operations Reporting LinesLead Operations

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What technologies are likely to assist Legal Operations in its

responsibilities?

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36.8%

25.4%

11.3%

7.1%

26.1%

41.2%

43.7%

36.6%

25.7%

18.8%

22.1%

31.0%

52.1%

67.1%

55.1%

0% 20% 40% 60% 80% 100%

IP Management

Contract Management

Document Management

Matter Management

E-billing

Source: The Eighth LDO Survey

How responsible is legal operations for the following technology?

Not responsible | Some influence | Primarily responsible

Law Department TechnologyBenchmark

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What helps Legal Operations prove its value?

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• Legal operations improves and maintains the efficiency and effectiveness of the department

• The function helps put in place strategic initiatives and process improvement programs

Outside Counsel Management

Other Service Provider Management

Reporting and Metrics

Performance Management

Business Processes and Legal Technology

Legal Sourcing Strategy

Hard, short-term

payback

Soft, long-term

payback

• Tangible cost savings are generated by aligning the Legal Department’s role and services with the needs of the business

• These initiatives lead to cost savings in the range of 5% to 10% of total legal spend

• Savings are sustained through the strategic use of standard processes and technology and management of performance through relevant metrics and measurements

Legal Operations FunctionROI

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Total legal spending as a percentage of

revenue

Internal to external spending ratio

Lawyers per billion dollars of revenue

Total costs of in-house counsel

Budgeted to actual costs

Common KPIs used by Legal Operations

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Legal Operations Check List Establish direct report to GC Define role and scope of legal operations team Establish 3 year plan with goals that deliver value Know and understand your stakeholders Identify initiatives and define sequencing Build 3 year technology plan Know and understand your global/regional spend Implement robust change management plan Don’t be afraid to engage experts Be bold but not unrealistic!

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Thank You.

For any questions or more information, please contact [email protected]

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