Establish a tailored budget planning process, incorporating data-driven insights and leveraging appropriate technology. Our services include:

-Developing a strategy and detailed process for managing outside counsel and other legal vendors: From designing a selection process to creating and enforcing billing guidelines, negotiating rates and AFAs, creating scorecards, evaluating ongoing relationships, and more.

-Leveraging the right technology for your needs: Whether it's selecting an e-billing or matter management system, determining the right integration points and/or data feeds, or optimizing your existing system.

-Identifying KPIs, building robust reporting, dashboards, and more: We help you establish key performance indicators and implement comprehensive reporting tools to ensure a thorough and transparent financial oversight.

Implement a holistic, adaptive, and technology-driven framework in managing your processes, projects, and systems. Our services include:

-Crafting a strategic legal technology roadmap: One which is benchmarked and adapted regularly, and considers implementing new technology, optimizing existing technology, integrating GenAI where applicable, and leveraging enterprise-wide tools to fit your needs.

-Evaluating, implementing and gaining user adoption: We are experts in the legal tech vendor space and can support vendor selection, implementation strategy, project management, and change management; driving adoption and establishing integrations to align your processes across the enterprise.

-Implementing standardized processes: We can analyze your current state, identify areas of efficiency/improvement, and design standardized processes tailored to your specific needs.

Make data-driven decisions. Our services include:

-Identifying KPIs, building robust reporting, dashboards, and more: We help you establish key performance indicators and implement comprehensive reporting tools to ensure thorough and transparent oversight of your legal department and enterprise goals.

Evaluate your service delivery effectiveness and focus on resource optimization. Our services include:

-Developing and executing a resource strategy that considers:

1. what work should be done in-house, and by whom: optimize staffing so that the right work is assigned to the right level of expertise;

2. what work can be automated, what tools are best for the job, and how can you leverage GenAI;

3. what work should be outsourced, and by whom: law firm, ALSP, etc.;

and integrates metrics for continued growth.

Enhance operational efficiency by establishing processes for and access to legal and departmental institutional knowledge. Our services include:

-Developing and executing a knowledge management strategy: We can dive deep into your processes and knowledge base to centralize key templates, policies, processes, and more in a way that works best for your organization, and integrate those into your current work streams and processes.

Establish a comprehensive records management program. Our services include:

-Developing and implementing a records retention policy, benchmarked to industry standards, and in compliance with regulatory requirements.

-Evaluating and providing recommendations for enhancements to your existing records management program, to include a digitization strategy and handling of legacy records, repository tools, offsite storage strategy and destruction, and more.

Craft a comprehensive strategy that aligns legal department and enterprise goals with measurable metrics. Our services include:

-Developing and implementing an annual legal strategy planning process, to include all of the areas above (financial, technology and process, metrics, service delivery, knowledge management and records management), with regular reviews and corresponding metrics.

-Developing standard processes for embedding change management into all legal department initiatives.