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Forming a Seamless Relationship: Tactics for Facilitating Collaboration Between Inside & Outside Counsel

With mounting pressure on corporate legal departments to reduce spend, and law firms increasingly looking to differentiate their practice, there are specific strategies that counsel can incorporate to increase efficiency, and make the relationship as seamless as possible. Working together, these strategies can benefit both inside and outside counsel. A focus on process, communication and technology is crucial, which will all be explored in this webinar.

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Forming a Seamless Relationship
Tactics for Facilitating Collaboration Between Inside & Outside Counsel
November 2nd, 2016
#CounselCollab
LLMinc.com
Introductions
Greg Casas
Partner
Don Knight
Application Manager
Lindsay Stevens
VP of Technology
lstevens@llminc.com
#CounselCollab
LLMinc.com
Agenda
• Quit Reinventing the Wheel: Knowledge management
• Think Like a Project Manager
• Bids, Billing and Budgets
• A Catalyst for Collaboration: AFAs
• In Lockstep: Litigation & Investigations
• Legal Holds & Custodian Interviews
• Collection
• Case Strategy
• Reporting on the Relationship
• Q&A
#CounselCollab
LLMinc.com
Quit Reinventing the Wheel: Knowledge Management
We created a very cooperative operation. There were
never disputes over territory or efforts to prove the
superiority of one firm’s approach – just true
collaboration to achieve the best possible outcome.
- Alan Modlinger, Counsel & Director, Merck
Modern Counsel, Inside Looking Out
• Make use of templates and playbooks
for transactional work or to share with
outside counsel
• Make answers available to internal
clients
• Self-service training
• Standardize RFP process
• Implement technologies that facilitate
shared document resources
#CounselCollab
LLMinc.com
#CounselCollab
LLMinc.com
Think Like a Project Manager
• Appoint main contacts for the
matter from each side
• Discuss strategic and/or financial
plans
• Define and adhere to guidelines
for outside counsel
• Use technology that can help
centralize communication &
provide real-time status
• Produce regular, documented
status reports
Over communication is good – NO SURPRISES!
#CounselCollab
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Forming a Seamless Relationship: Tactics for Facilitating Collaboration Between Inside & Outside Counsel

  • 1. Forming a Seamless Relationship Tactics for Facilitating Collaboration Between Inside & Outside Counsel November 2nd, 2016 #CounselCollab
  • 2. LLMinc.com Introductions Greg Casas Partner Don Knight Application Manager Lindsay Stevens VP of Technology lstevens@llminc.com #CounselCollab
  • 3. LLMinc.com Agenda • Quit Reinventing the Wheel: Knowledge management • Think Like a Project Manager • Bids, Billing and Budgets • A Catalyst for Collaboration: AFAs • In Lockstep: Litigation & Investigations • Legal Holds & Custodian Interviews • Collection • Case Strategy • Reporting on the Relationship • Q&A #CounselCollab
  • 4. LLMinc.com Quit Reinventing the Wheel: Knowledge Management We created a very cooperative operation. There were never disputes over territory or efforts to prove the superiority of one firm’s approach – just true collaboration to achieve the best possible outcome. - Alan Modlinger, Counsel & Director, Merck Modern Counsel, Inside Looking Out • Make use of templates and playbooks for transactional work or to share with outside counsel • Make answers available to internal clients • Self-service training • Standardize RFP process • Implement technologies that facilitate shared document resources #CounselCollab
  • 6. LLMinc.com Think Like a Project Manager • Appoint main contacts for the matter from each side • Discuss strategic and/or financial plans • Define and adhere to guidelines for outside counsel • Use technology that can help centralize communication & provide real-time status • Produce regular, documented status reports Over communication is good – NO SURPRISES! #CounselCollab
  • 7. LLMinc.com Bids, Billing and Budgets • Define and adhere to billing guidelines for outside counsel • Submit detailed budgets and track spend against them • Benchmark and forecast for more certainty in the future • Use RFPs, bids and fee arrangements to match the right type of work to the right pricing and firm #CounselCollab
  • 8. LLMinc.com A Catalyst for Collaboration: AFAs • Forces more preparation • Fosters communication and collaboration • Creates accountability and trust • Provides budget certainty for both parties #CounselCollab
  • 9. LLMinc.com In Lockstep: Litigation & Investigations Legal Holds & Custodian Interviews Collection Case Strategy #CounselCollab
  • 10. LLMinc.com Legal Holds & Custodian Interviews Identify legal hold targets and custodians Create and provide templates for legal hold notices Create templates with survey questions for custodian interviews #CounselCollab
  • 11. LLMinc.com Collection Create a data systems map Targeted searches and terms to cull data Identify key/hot documents #CounselCollab
  • 12. LLMinc.com Case Strategy Generate a chronology of the case immediately Make identifying witnesses and experts collaborative Get inside counsel involved in outlines and depo prep #CounselCollab
  • 13. LLMinc.com Reporting on the Relationship • After action reviews of litigations • Firm and project evaluations post engagement (scorecards) • Communicate and educate on values important to the team • Diversity and inclusion • Frequency of reporting • Qualitative categories not captured in other metrics • Document metrics internally for future decisions • Rates and future bid estimates and comparisons #CounselCollab
  • 14. Questions? Thanks for joining us! Stay in touch! www.LLMinc.com connect@llminc.com @LLMinc #CounselCollab