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Time for a Legal Ops Overhaul? Some Places to Start

Legal Ops Overhaul Image

As discussed in a previous article, the number of legal operations, or “Legal Ops”, positions is growing as companies try to reduce legal bills and increase legal department efficiency.


This is significant, because as noted by Jordan Furlong in an insightful article on his Law 21 blog, those holding legal ops positions are positioned to profoundly impact the consumption and demand of legal services. He writes:


. . . I suspect that the other new player on the demand side, Legal Operations, will prove to be even more impactful. Whereas Procurement seeks to lower the price of legal services, Legal Ops is interested in lowering the volume of legal services, reducing risks and eliminating unnecessary or inefficient activities. Legal Ops, it seems to me, would like to re-engineer corporations’ entire approach to their legal risks and obligations. Can we act in ways that reduce our legal exposure, streamline our legal processes, standardize our legal activities, and minimize our overall legal spend, both inside and outside? These are important questions, and as companies begin to answer them under Legal Ops’ leadership, the whole corporate legal market will be shaken to its roots.


Taking on a role that “shakes a market to its roots” seems kind of daunting. And, when the main objective of legal ops is to upend how an organization handles and consumes legal work figuring out where to start could be overwhelming. So, for some ideas we asked a few legal ops professionals where they started when they took their roles.


First Order of Business: Understand Existing Processes

Jameson Monteiro, Director of Legal Operations for Assurant, says that the first thing the person in a legal ops role must do is understand current processes and what everybody is doing day to day to handle legal tasks.


Addressing legal operations is a three step process, he says. First current workflows must be analyzed. The next step is to look at, evaluate and identify technology that can be used to streamline legal processes and the third and final step is implementing the technology and process efficiencies.


Monteiro says when he took his legal ops position he started with an “old school” approach and mapped existing legal service delivery processes on a pad of paper. It took many interviews with all participants in the process to fully understand their tasks and roles. He says talking to those involved is invaluable. “If you get on a plane and talk to all people involved, you will get the true ‘Hollywood story’ rather than an abbreviated version because you need to understand process start to finish.”



Teamwork is Key


Frances Pomposo, Head of Legal Operations for Lyft, says that implementing improvements to legal workflows is a team effort and the team should extend beyond the legal department. She says it if often a good idea to open lines of communication with IT and other departments that frequently work with legal.


“Legal and IT depend a great deal on each other so having visibility into what is in the IT pipeline and assisting with initiatives that may have legal impact early on make a huge difference.” Pomposo says that if there are opportunities to partner on overlapping projects then the work provides value to both teams.


Assurant’s Monteiro agrees that building a trusted team is key to helping with process analysis. He says the team must include attorneys, IT, procurement and leadership.


Monteiro stresses that it is imperative to get buy in from management for any changes to the way an organization delivers its legal services. You need 100% buy in from leadership to get things done he says.


Where to Start? Pain Points, Repetitive Tasks and Bottlenecks

Theresa Chang, Director of Legal Operations for tech company Splunk says a good place to look for ways to improve legal service delivery is identifying the organization’s pain points. Good targets for tweaking are process gaps, repetitive tasks, manually-intensive processes, bottle-necks and single points of failure.


Assurant’s Monteiro says improvements in legal operations are often found in matter management, legal billing, contract management and knowledge management. But the key is to get started. As Monteiro points out, “many times when you look at processes you see individual areas to tweak, but it ultimately starts to move back to [improvements in the whole legal delivery] system”.


Posted on September 13, 2017 in Legal Operations, Legal Technology

About the Author

Chad Main is an attorney and the founder of Percipient. Prior to founding Percipient, Chad worked as a litigator in Los Angeles and Chicago. He is a member of the Seventh Circuit Electronic Discovery Pilot Program Committee and may be reached at cmain@percipient.co.