Transforming Legal Services With Simplicity
What is Legal Transformation?
Change
Shifting from manual to digital operations
- Data and document digitization
- Process improvement and workflow automation
- Resource, finance and workload optimization
Change
Improving cross-functional and external collaboration
- Legal helpdesk for businesses & stakeholders
- Real-time multi-party collaboration
- External communication tagging
Consolidate
Switching to a simplified management system
- Individual and team accountability
- Data, document and work centralization
- Enhanced visibility with in-depth analysis
Assessment & Discovery
- Assessing the key pain points: contracts, or matters? Other manual tasks? Where to start the project for best results?
- Key goal of legal team is making legal a value center, not a cost center
- This ensures low level tasks don’t eat up organizational resources, freeing space for innovation
- Identify and assess compliance, risk and integration with other function needs
Recommendations & Evaluation
- Identification of specific workflows, tasks, processes that need automation at the basic level
- Prioritise them as per subfunction – litigation, onboarding, contracts; set a timeline / budget and milestones of the first phase
- Once achieved, target higher order objectives for a fully transformative impact on the entire legal function
- Set budget, accountabilities, full milestone chart of entire project
Implementation & Support
- Process / workflow documentation
- Required templates, data, formats
- Early user identification
- Training plan in detail
- Milestones at each stage
Beyond the Basics
-
Step 1
Assessment of the issues and opportunities at grassroot level. -
Step 2
Aligning legal and business goals by respective pain points. -
Step 3
Evaluate possible solutions and their feasibility. -
Step 4
Continually monitor progress, gaps & opportunities to increase success rate. -
Step 5
Prepare a plan to implement solutions within a specified period. -
Step 6
Finalize requirements to achieve the desired outcome.
Transformation Stages & Progression
The legal operations are run using very basic office to no automation tools.
The legal operations are minimally automated with one or two solutions in place, but most operations are still manual.
The legal operations are partially automated. However, the involvement and usage of these processes are limited to specific members of the team.
The legal operations are largely automated. However, the involvement and usage are restricted to the legal team.
The legal operations are largely automated and integrated with other business processes and tools with usage spread to multiple stakeholders and departments across the organization.
Incremental Growth
Transformation of the entire legal operations may seem overwhelming and required planning for a structured and incremental growth. While every team is different and requires a unique roadmap, we have made a few recommendations based on our standardized transformation stages and progression to give you an idea of how you start your journey.
Contract Repository
Centralize your matters, contracts, obligations, etc.
- Matter Management
- Contract Management
Contract Collaboration
Collaborate with internal & external parties including, business teams, attorneys, etc.
- Matter Management
- Contract Management
Legal Operations
Streamline legal operations & track work across multiple entities.
- Entity Management
- Legal Workspace
- Legal Spend/E-Billing
Contract Management Integration
Integrate legal operations with compliance, risk & business systems.
- Compliance Management
- Risk Management
- Business Systems
Artificial Intelligence - SensAI
Introduce AI/ML and advanced analytics to take your department to the next level.
- Data Extraction
- Cognitive Search
- Intelligent Analytics
Resources
FAQs
What are the key components of a successful legal transformation strategy?
What role does technology play in legal transformation?
How can our legal team start the transformation process?
Tactics Top In-House Legal Teams Use to Manage Workloads