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Clio Cloud Conference 2014 
SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
“Get Lean” 
by Nicole Bradick 
@NicoleBradick 
Clio Cloud Conference 2014 #ClioCloud9
Is your firm doing any of the following to increase 
efficiency of legal service delivery? 
Reengineering work processes 
Shifting work from lawyers to 
paraprofessionals 
Project management training 
Shifting work to contract/temporary 
lawyers 
Knowledge Management 
Altman Weil 2014 Law Firms in Transition 
60.1 
61.1 
41.3 
43.1 
46.2 
29.9 
0 10 20 30 40 50 60 70 
Using tech to replace human resources
Many law firms feel pressure to change elements of their business model to 
stay competitive in the post-recession economy. Has your firm significantly 
changed its strategic approach to lawyer staffing strategy? 
27% Yes 
Altman Weil 2014 Law Firms in Transition 
46% 
27% 
No 
Under 
Consideration
Is your firm currently pursuing any of the following alternative staffing 
strategies? 
Outsourcing legal work 
Low-cost center for back office 
Outsourcing non-lawyer 
functions 
Using staff lawyers 
Using part-time lawyers 
Altman Weil 2014 Law Firms in Transition 
48.1 
55.5 
59.4 
10.3 
11.7 
19.8 
Using contract lawyers
Are your efforts to change your lawyer staffing strategy driven primarily by: 
- Internal factors (e.g., improved profitability) 
- External factors (e.g., client or market pressure) 
45% Internal 
55% 
External 
Altman Weil 2014 Law Firms in Transition
Value 
What 
clients 
want 
Greater 
Control 
Greater 
Financial 
Accountability 
Efficient 
production of 
commoditized 
work
No risk of idle workforce 
Firm 
Benefits 
Avoid overhead costs of 
employment 
Focus on Business 
Development 
Quick adjustment to 
market changes 
Fight off competition 
from 
insourcing/alternative 
providers/DIY services
Change your mindset about what it 
means to serve your clients 
Review state bar rules and opinions, 
discuss with carrier. 
Source a good provider, individual, 
or firm. 
Break projects down into discrete 
functions and delegate appropriately 
Get comfortable giving up control - 
manage by trust
30 
25 
20 
15 
10 
5 
0 
2014 - MBO Partners Inc. 
Number of independent workers 
(millions) 
2013 2018
“Until the profession decides to pay associates what they are 
really worth in the marketplace, young lawyers will continue 
to be too expensive and often misaligned with client value 
perceptions. Law firms need to stop assuming that they need 
a new associate whenever work volume is pressing. If a 
practice group or office asks for a new associate, it should be 
able to rigorously justify the expense. Begin to consider 
different kinds of lawyers (e.g., part-time, contract, etc.) who 
can fill the same needs much less expensively.”
Thank you for listening! 
Clio Cloud Conference 2014 #ClioCloud9

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Nicole Bradick - Get Lean: Agile Lawyering and Staffing

  • 1. Clio Cloud Conference 2014 SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
  • 2. “Get Lean” by Nicole Bradick @NicoleBradick Clio Cloud Conference 2014 #ClioCloud9
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Is your firm doing any of the following to increase efficiency of legal service delivery? Reengineering work processes Shifting work from lawyers to paraprofessionals Project management training Shifting work to contract/temporary lawyers Knowledge Management Altman Weil 2014 Law Firms in Transition 60.1 61.1 41.3 43.1 46.2 29.9 0 10 20 30 40 50 60 70 Using tech to replace human resources
  • 9.
  • 10. Many law firms feel pressure to change elements of their business model to stay competitive in the post-recession economy. Has your firm significantly changed its strategic approach to lawyer staffing strategy? 27% Yes Altman Weil 2014 Law Firms in Transition 46% 27% No Under Consideration
  • 11. Is your firm currently pursuing any of the following alternative staffing strategies? Outsourcing legal work Low-cost center for back office Outsourcing non-lawyer functions Using staff lawyers Using part-time lawyers Altman Weil 2014 Law Firms in Transition 48.1 55.5 59.4 10.3 11.7 19.8 Using contract lawyers
  • 12. Are your efforts to change your lawyer staffing strategy driven primarily by: - Internal factors (e.g., improved profitability) - External factors (e.g., client or market pressure) 45% Internal 55% External Altman Weil 2014 Law Firms in Transition
  • 13.
  • 14. Value What clients want Greater Control Greater Financial Accountability Efficient production of commoditized work
  • 15.
  • 16. No risk of idle workforce Firm Benefits Avoid overhead costs of employment Focus on Business Development Quick adjustment to market changes Fight off competition from insourcing/alternative providers/DIY services
  • 17.
  • 18. Change your mindset about what it means to serve your clients Review state bar rules and opinions, discuss with carrier. Source a good provider, individual, or firm. Break projects down into discrete functions and delegate appropriately Get comfortable giving up control - manage by trust
  • 19.
  • 20. 30 25 20 15 10 5 0 2014 - MBO Partners Inc. Number of independent workers (millions) 2013 2018
  • 21. “Until the profession decides to pay associates what they are really worth in the marketplace, young lawyers will continue to be too expensive and often misaligned with client value perceptions. Law firms need to stop assuming that they need a new associate whenever work volume is pressing. If a practice group or office asks for a new associate, it should be able to rigorously justify the expense. Begin to consider different kinds of lawyers (e.g., part-time, contract, etc.) who can fill the same needs much less expensively.”
  • 22. Thank you for listening! Clio Cloud Conference 2014 #ClioCloud9

Editor's Notes

  1. Not just increasing revenue to increase profitability – can maintain revenue and shrink overhead to increase profitability.
  2. A ton of ways, including practice management efficiencies, but here focus is on legal services outsourcing as a means to shrink the overhead.
  3. Nearly 60% for firms over 250 lawyers
  4. 71% - use of more contract lawyers will be a permanent trend going forward
  5. Cite Allen & Overy stats
  6. Cafeteria lunch example – Don’t have to do it all yourself! Efficiency and profitability maximized when people are working at their highest ability levels – encourage more challenging work.
  7. The amount and quality of independent lawyers now available is unprecedented.
  8. Ready availability of high end legal talent. Site Jordan Furlong’s paper. 1 in 2 workers will freelance at least in part by 2020.