JordanFurlong + skills + ops   2

What Is Legal Operations - CLOC
Strategic Planning:  Create a long-term strategy, aligning yearly goals and corresponding metrics.
Financial Management:  Manage the departmental budget. Track accruals and forecasting.  Work with Finance to identify spending trends, potential cost savings and efficiency opportunities.
Vendor Management:  Create a vendor management program to insure quality outside counsel support at the right rates and under optimal fee arrangements. Hold regular business reviews.  Negotiate fee agreements.  Drive governance of billing guidelines.
Data Analytics: Collect and analyze relevant data from department tools and industry sources, define objectives to provide metrics and dashboards, that drive efficiencies and optimize spend, etc.
Technology Support:  Create a long-term technology roadmap including tools such as e-billing/matter management, contract management, content management, IP management, business process management, e-signature, board management, compliance management, legal hold, subsidiary management, etc.
Alternative Support Models:  Drive departmental efficiency by leveraging managed services, LPOs, and other service providers.
Knowledge Management: Enable efficiencies by creating seamless access to legal & department institutional knowledge through the organization and centralization of key templates, policies, processes, memos, and other learnings.
Professional Development and Team Building: Deliver improved GC Staff and overall team performance by globalizing the team and creating a culture of growth, development, collaboration and accountability.
Communications:  Work collaboratively across the legal ecosystem to create consistent global processes, from on boarding to complex project management support.  Publish regular departmental communications, plan and execute all-hands.
Global Data Governance / Records Management:  Create a records management program including a record retention schedule, policies and processes.
Litigation Support: Support e-discovery, legal hold, document review.
Cross-Functional Alignment:  Create and drive relationships with other key company functions, such as HR, IT, Finance and Workplace Resources.  Represent the Legal organization at CLOC.
ops  skills  training  future 
july 2017 by JordanFurlong
CLOC Legal Operations Career Skills Toolkit: Lawyers, Your Clients Value Legal-Service Delivery Skills | LegalTech Lever
CLOC divides legal-operations skills into IQ (“hard”) skills and EQ (“soft”) skills:

IQ Skills

Business Operations
Data, Analysis & Reporting
Knowledge & Content
Outside Counsel
Process & Project
Substantive Law
Talent & People
EQ Skills

Project Management
For each skill, CLOC provides links to five “reading” and five “education” resources—180 skill-building resources.

In an industry sorely lacking in best practices and standards, CLOC aims to build community and drive positive change to help legal industry players optimize legal-service delivery models. All law students, lawyers, and legal-services professionals can learn a lot from the CLOC toolkit and the skill-building resources it identifies. Download the CLOC toolkit, assess your current skills, and start using the resources to improve your legal-service delivery skills today!
ops  client  skills  training 
may 2017 by JordanFurlong

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