unlocking value in traditional legal industry
TRANSCRIPT
#ClioWeb)
Joshua Lenon
Background • American • Trained in International &
Comparative Law • Licensed in New York • Plays sand volleyball • Cooks a lot
Lawyer in Residence • Clio – legal practice
management software • Vancouver-based • Legal scholarship
– Educational trainer – Sales & support
enhancement – Product advice – Market research
#ClioWeb)
Value
1. Money is a poor stand-in for Value 2. Value is emotional 3. Increasing the Benefit is almost always
superior to slashing the Investment
AgileA7orney.net)
#ClioWeb)
Value Denied
93.8% say there’s more intense price competition
88.6% say there’s demand for
commoditized legal work
82.3% see increased competition from non-traditional sources
Altman)Weil)2014)Law)Firms)in)Transi2on)
Survey)
#ClioWeb)
Value Denied
39.4% of firms are changing strategic
approach
Altman)Weil)2014)Law)Firms)in)Transi2on)
Survey)
#ClioWeb)
Legal Process Management
Laying the Foundation • Understand the context of the case or matter
(past and present) • Define legal and business issues and goals • Identify primary project team members • Identify range of interests • Define success criteria • Define scope of project • Assess risks, time and budget constraints
Altman)Weil,)Inc.)J)Legal)Project)
Management:)A)Value)Triple)Play)for)Law)
Departments)
#ClioWeb)
Legal Process Management
Formulating the Project Plan • Define tasks • Set deadlines • Identify entire project team and other resources • Develop work plan with schedule and budget • Establish reporting, communication and
change strategies
Altman)Weil,)Inc.)J)Legal)Project)
Management:)A)Value)Triple)Play)for)Law)
Departments)
#ClioWeb)
Legal Process Management
Implementation • Execute the plan and deliver the services • Track and monitor, make adjustments to work
plan as necessary
Retrospective Analysis • Debrief with team and client • Identify successes and shortcomings • Refine process for future projects
Altman)Weil,)Inc.)J)Legal)Project)
Management:)A)Value)Triple)Play)for)Law)
Departments)
#ClioWeb)
Easy Project Management
1. Find something at which you’re good; 2. Figure out why you’re good at it; 3. Use that experience to guide future actions; 4. Repeat