Legal Ops professionals depend on a variety of technologies. According to the 2016 Law Department Operations Survey, just 18% of law departments have a strategy for acquiring the right technologies and ensuring their effectiveness. In this session, legal ops visionary Brad Blickstein shares his advice for creating a department-wide strategy to get the outcomes you want from your legal tech investments.

1. #AccelerateQTC
Brad Blickstein, Blickstein Group
Robin Snasdell, Consilio
May 4, 2017
Legal Ops Needs Legal Tech: Developing an Effective
Technology Strategy for Your Law Department

2. “Talk about a dream. Try to make it real”
-Bruce Springsteen
Robin Snasdell,
MANAGING DIRECTOR,
CONSILIO
Brad Blickstein,
PRINCIPAL,
BLICKSTEIN GROUP

3. The Problem
Just 18% of law departments have a
strategy for acquiring the right
technologies and ensuring effectiveness
Today’s Discussion
What that roadmap should look like
Most important
What are the opportunities, and how can
we overcome impediments?
Setting the Stage

4. Law Department Operations Survey
The Ninth Annual Law Department Operations Survey from the Blickstein
Group, prepared in cooperation with Consilio, provides insight into many
critical success factors of effectively managed corporate law departments.
Survey Objectives
• To collect information about Law Department Operations (LDO) and LDO
executives and to provide benchmark data to assist in guiding the efficient
management of in-house law departments.
• The 2016 Survey was taken by 133 law department professionals
You can download the Survey Reports from www.blicksteingroup.com

5. LDO Survey Advisory Board
David Cambria
Advisory Board Chair
Global Director of Operations: Law, Compliance and Government Relations – Archer Daniels Midland
Reese Arrowsmith
VP, Head of Operations – Campbell Soup Company
Jon Osgood
Assistant GC & Director, OGC Operations – Ford Motor Company
Connie Brenton
Chief of Staff and Director of Legal Operations – NetApp
Jeffrey D. Paquin
Chief Counsel, Legal Operations – General Motors LLC
Elaine Deutch
Legal Operations Manager – PPL Services Corporation
Carol Simcox
Manger of Legal Operations – TE Connectivity
Danette Gallatin
Business Manager – The Williams Companies, Inc.
Aaron Van Nice
Director, Operations, Law Department - Baxter International
Lisa Girmscheid
Legal Project Manager – Rockwell Automation
Winston Yeung
Legal Technology & Operations Manager – T-Mobile
Elizabeth Jaworski
Director, Legal Operations – Motorola Mobility

6. 18%
48%
34%
Yes, we have a strategy
We are planning or
developing a strategy
No
Only 18% of Law Departments have a 3-Year Roadmap
Why is this important?
Do you have or plan to develop a legal
department technology strategy or three-year
road map which addresses how you integrate,
evolve and replace your systems to support the
legal departments processes and needs?

7. 57.30%
42.70%
Agree
Disagree
Many of you do not have the right technology to do your job
Please indicate if you agree or disagree with the
following statement: “I have access to the right
technology to do my job.“

8. 17.1%
45.7%
27.1%
5.7%
4.3%
Very effective
Somewhat effective
Somewhat ineffective
Very ineffective
Don't know
Very few of you consider your technology to be VERY effective.
Almost double as many consider it to be INEFFECTIVE.
How would you rate your law
department’s effectiveness in legal
technology?
Ineffective

9. 69%
56%
78%
78%
64%
70%
61%
65%
74%
70%
58%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
eBilling
eDiscovery Software
Matter Management
Legal Hold Tools
Document Management
Contract Management
IP Management
Entity Management
Board Management
Reporting & Analytics Tools
Dashboards
So what technology should you have?

10. 6.6 6.7
6.4
5.5
5.8
6.6
7
7.5
6.2
6.6
7.5
6.8
7.8
7.3
0
1
2
3
4
5
6
7
8
9
Matter
Management
eDiscovery Intellectual
Property
Contract
Management
Document
Management
eBilling Litigation
Hold
Board
Management
Entity
Management
2015 2016
Effectiveness is decent – but no better

11. 7.7%
30.1%
8.0%
18.7%
35.1%
26.0%
22.7%
42.1%
49.3%
44.6%
41.3%
48.7%
53.4%
62.7%
57.3%
48.1%
57.1%
53.3%
36.8%
30.7%
41.9%
44.0%
43.6%
16.4%
29.3%
24.0%
16.9%
16.9%
24.0%
21.1%
20.0%
13.5%
14.7%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Other
Entity Management
Board Management
Intellectual Property
Litigation Hold
eDiscovery
IP Management
Contract Management
Document Management
Matter Management
E-Billing
Yes
No
Don't Know
Everything should be evaluated every 3 years… at minimum
Are there plans to update, evaluate or implement any of the following technologies in the next 12 months?

12. 52%
92%
84%
84%
88%
36%
52%
44%
88%
92%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Other general expenses
Training
Memberships, sponsorships, or…
Law department technology
Travel and entertainment
Premises and equipment
IT
Outside counsel spend
Professional fees (e.g. consulting)
Salary/incentive/benefits
Don’t forget budgetary challenges
The good news…it’s under your control
What is included in the operations budget? (check all that apply)

13. 6
9
10
10
11
11
15
15
18
19
21
26
26
33
42
Other (please specify)
Communicate successfully with the general counsel
Managing a budget
Managing and retaining staff
Gaining attorney buy-in
Globalization
Document ROI of the LDO position to the corporation
Managing IT
Compliance issues
Stay abreast of law department technology
Effectively reporting performance to stageholders
Obtain funding or resources, i.e. for staffing, technology, etc.
Containing costs
Identifying opportunities for business improvement & cost savings
Driving/Implementing change
0 5 10 15 20 25 30 35 40 45
Budgetary Challenges
The bad news...obtaining resources is a top challenge
As the LDO, what are the top three challenges you face related to managing law department functions?

14. 1. Start with objectives: Don’t let the technology tail wag the strategy dog
2. Don’t get distracted: Good tech salespeople can be helpful, but remember
they are there to sell
3. Think strategically: You cannot solve every problem. Focus on:
– The most important ones (and your boss’ priorities)
– Problems that can be solved without much investment
4. ROI: Try to calculate value in ROI. To the extent that value can be
measured in revenue (rather than reduced cost), all the better.
Overcoming Budgetary Impediments

15. 6 Key Steps
1. Leadership and Tone at the Top
2. User Involvement
3. Messaging and Marketing
4. Real and Perceived Value
5. Training
6. Post-Implementation Messaging
and Marketing
Don’t forget about user adoption
Projecting the ROI of Technology,
by Robin Snasdell
Upgrading a law department’s technology requires a
significant investment of time, money, and resources. To be
successful, it requires support from those implementing the
system on a day-to-day basis and from those footing the bill.
Setting the appropriate vision for them will assure this
support.
https://tinyurl.com/Legal-Article

16. Change Management
81.3%
18.7%
Agree
Disagree
CORPORATE LAW DEPARTMENTS
WILL BE THE PRIMARY DRIVER OF
INNOVATION AND CHANGE IN THE
LEGAL SECTOR

17. #AccelerateQTC
Legal Ops Needs Legal Tech: Developing an Effective
Technology Strategy for Your Law Department
Brad Blickstein
Blickstein Group
brad@blicksteingroup.com
@bradblickstein
www.blicksteingroup.com
Robin Snasdell
Consilio
Rsnasdell@consilio.com
@consilio
www.consilio.com