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Osler, Hoskin & Harcourt LLP
Mara Nickerson
Jennifer Thompson
Legal Process Improvement &
Efficient Strategies for In-House Counsel
June 13, 2018
Welcome & Introduction
3
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Agenda
Essence of Lean & Legal Process Improvement
The Eight Classic Wastes
Litigation Efficiency Projects
Other Tools & Strategies in the Lean Toolkit
Essence of Lean &
Legal Process Improvement
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
What
Do We
mean By Going
Lean?
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
What is
Lean Six
Sigma?
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Understanding
&Value
Waste
The Eight Classic Wastes
9
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Lean’s Classic Eight Wastes
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
D
O
W
N
T
I
M
E
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Defects
Over Production
Waiting Delays
Non-Utilized Talent
Transportation (of things)
Inventory
Motion (of people)
Extra Processing
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
What
Isa
Legal Process?
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Identifying Wastes
A Case Study:Osler’s Email
Management Program
Litigation Efficiency Projects
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Automated Civil
Litigation
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Other Tools &
Strategies in the Lean Toolkit
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Process Mapping
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
Questions?
Osler, Hoskin & Harcourt LLP
Mark Gelowitz
Geoff Hunnisett
Privilege Best Practices in the Data Age
WEDNESDAY JULY 11TH
JOIN US ON
FOR PART 3
Osler, Hoskin & Harcourt LLP
Toronto Montréal Calgary Ottawa Vancouver New York | osler.com

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Legal process improvement efficient strategies for in house counsel

  • 1. Osler, Hoskin & Harcourt LLP Mara Nickerson Jennifer Thompson Legal Process Improvement & Efficient Strategies for In-House Counsel June 13, 2018
  • 3. 3 LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Agenda Essence of Lean & Legal Process Improvement The Eight Classic Wastes Litigation Efficiency Projects Other Tools & Strategies in the Lean Toolkit
  • 4. Essence of Lean & Legal Process Improvement
  • 5. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL What Do We mean By Going Lean?
  • 6. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL What is Lean Six Sigma?
  • 7. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Understanding &Value Waste
  • 9. 9 LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Lean’s Classic Eight Wastes Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing D O W N T I M E
  • 10. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 11. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 12. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 13. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 14. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 15. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 16. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 17. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Defects Over Production Waiting Delays Non-Utilized Talent Transportation (of things) Inventory Motion (of people) Extra Processing
  • 18. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL What Isa Legal Process?
  • 19. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Identifying Wastes A Case Study:Osler’s Email Management Program
  • 21. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Automated Civil Litigation
  • 22. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 23. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 24. Other Tools & Strategies in the Lean Toolkit
  • 25. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 26. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL Process Mapping
  • 27. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 28. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 29. LEGAL PROCESS IMPROVEMENT & EFFICIENT STRATEGIES FOR IN-HOUSE COUNSEL
  • 31. Osler, Hoskin & Harcourt LLP Mark Gelowitz Geoff Hunnisett Privilege Best Practices in the Data Age WEDNESDAY JULY 11TH JOIN US ON FOR PART 3
  • 32. Osler, Hoskin & Harcourt LLP Toronto Montréal Calgary Ottawa Vancouver New York | osler.com

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