Today, to attract and maintain clients, law firms are being asked to lower fees through discounted rates, alternative fee arrangements, fixed fee through the life of the matter, and to follow client guidelines that restrict who can bill and what expenses can be charged. Firms can respond by writing off charges (losing profitability) or by examining their internal processes to determine how to increase efficiency and to improve quality. How should AmLaw 100, and 200 law firm Executive Directors, Chiefs, and Partners respond to these challenges? Education is the first step. To help, we at CRE8 Independent Consultants will be presenting in February and March of 2018 an on-line "free" workshop on law firm process improvement. And as we know you are busy, this workshop will provide 20 ideas in just 20 minutes.

1. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
LAW FIRM PROCESS IMPROVEMENT WORKSHOP, FOR LAW FIRM
C-SUITE, AND PARTNERS. 20 IDEAS IN 20 MINUTES, BY GEORGE
DUNN, PRESIDENT OF CRE8 INDEPENDENT CONSULTANTS
Today, to attract and maintain clients, Law Firms are
being asked to lower fees through:
• discounted rates,
• alternative fee arrangements,
• fixed fee through the life of the matter, and
• to follow client guidelines that restrict who can bill and
what expenses can be charged.
Firms can respond by:
• writing off charges (losing profitability), or
• by examining their internal processes to determine
how to increase efficiency and to improve quality.

2. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
CRE8 is in its twenty third year of providing independent
consultant education and planning services.
We have assisted Law Firms, Courts, and Legal
Departments to improve hundreds of processes and
computer systems, with:
• Process improvement (TQM, BPM, Re-engineering,
Lean, Six Sigma) of complex operations, workflows, and
processes.
 We have developed a proven Law Firm Process
Improvement Method (LFPI™), and a Legal
Department Process Improvement Method (LDPI™).
CRE8 INDEPENDENT CONSULTANTS
LAW FIRM PROCESS IMPROVEMENT - LFPI™

3. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
We have also assisted Law Firms, Courts, and Legal
Department with:
• Advanced paperless technology planning (capture, ECM,
workflow, and ERM): enterprise, application/RFP planning,
and vendor assessment.
• Information Governance / RIM records information
management planning (retention, disposition, disclosure, and
disaster recovery): assessment, inventory, schedules, policies,
and procedures.
• Legacy (older computer) system replacement planning,
option evaluation and design.
CRE8 INDEPENDENT CONSULTANTS
LAW FIRM PROCESS IMPROVEMENT - LFPI™

4. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
ABOUT: GEORGE DUNN
PRESIDENT CRE8 INDEPENDENT CONSULTANTS
Mr. George J. Dunn, Founder and President of CRE8, is a
worldwide recognized consultant, speaker, instructor,
contributing editor, and author on Business Process Innovation
(BPM, Re-engineering, LEAN, Six Sigma), Workflow mapping
and redesign, Paperless technologies; and Computer Legacy
System Replacement. He is published in Law Technology
News, Corporate Counsel, and has published a white paper
“What are the signs your Law Firm needs process improvement:
Mr. Dunn has over twenty-five years of experience in the
process improvement and advanced technology planning
industry. He has served in executive and leading roles for
organization such as CRE8 Incorporated, GTE Corporation,
Wang Labs, ASA International, and New York Office of KPMG
Peat Marwick (Management Consultant Division and CPA).

5. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
1- WHAT ARE THE INTERNAL, AND EXTERNAL SIGNS A
LAW FIRM NEEDS PROCESS IMPROVEMENT
 External Signs
o Are your clients consolidating the roster of firms they
engage?
o Are your clients asking for lower fees?
o Are client guidelines becoming increasingly restrictive as
to who and what can be billed?
o Is your client’s procurement office more actively
engaged in fee, billing and payment discussions? Are
clients are looking at your firm as a vendor versus a
valued partner?
o Are clients asking for holdbacks, discounts, write-offs,
alternative fee arrangements, or fixed fees for the life of
the matter?
o Do existing and prospective clients ask what process
improvement framework your firm is using?

6. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
2- WHAT ARE THE INTERNAL, AND EXTERNAL SIGNS A
LAW FIRM NEEDS PROCESS IMPROVEMENT
 Internal Signs
o Will key people be leaving or retiring?
o Is the firm writing off fees or costs, billed to clients?
o Is realization not always consistent?
o Is your culture “star” (individual) centric, or “process” centric?
o Do the hours required and result of the work depend on who
is doing the work?
o Are processes defined by how work was previously
performed versus by today’s client needs?
o Are there process silos within and between groups and
support areas?
o Are processes not fully mapped out and measured?
o Are processes not fully automated with up-to-date templates,
workflows and databases?
o Are computer systems installed not fully supporting
processes and workers?

7. INDEPENDENT CONSULTANTS: IMPROVING PEOPLE PROCESSES AND SYSTEMS FORMS AND METHODS © 1993 - 2018
.COM
To Attend Recorded Workshop
To attend recorded workshop.
http://www.cre8inc.com/workshops/law-firm-process-
improvement.php