project management as municipal counsel - a clio webinar
DESCRIPTION
Legal Project Management: An Inside and Outside ViewTRANSCRIPT
![Page 1: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/1.jpg)
Legal Project Management:
An Inside and Outside View
![Page 2: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/2.jpg)
![Page 3: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/3.jpg)
Legal Project Management:
An Inside and Outside View
![Page 4: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/4.jpg)
Project Management as
Municipal Counsel
![Page 5: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/5.jpg)
Clio
Agenda
•Basics of Project Management
•Yourself as a Client
•Tools for the In-House
![Page 6: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/6.jpg)
Basics of Project Managment
![Page 7: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/7.jpg)
Clio
Basics of Product Management
1. integration management
2. scope management
3. time management
4. cost management
5. quality management
6. human resource management
7. communication management
8. risk management and
9. procurement management
![Page 8: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/8.jpg)
Clio
![Page 9: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/9.jpg)
Clio
![Page 10: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/10.jpg)
Clio
Project Management Cycle
Assess
Plan & Design
Implement
Evaluate
![Page 11: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/11.jpg)
Clio
Project Management Cycle
Assess
Plan & Design
Implement
Evaluate
![Page 12: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/12.jpg)
Clio
Kanban
![Page 13: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/13.jpg)
Yourself as a Client
![Page 14: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/14.jpg)
Clio
![Page 15: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/15.jpg)
Clio
![Page 16: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/16.jpg)
Clio
What’s your plan?
•Expect emergencies
•Source tools and vendors early
•Seek partners
•Require planning sessions
•Track deliverables
•Lessons learned for each stage
![Page 17: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/17.jpg)
Tools for the In-House
![Page 18: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/18.jpg)
Clio
Tools for the In-House
1. Tracking
2. Collaboration
3. Reporting
![Page 19: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/19.jpg)
Clio http://www.acc.com/valuechallenge/resources/
![Page 20: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/20.jpg)
Clio
Tracking
•Due Dates and Deadlines
![Page 21: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/21.jpg)
Clio
Collaboration
•Work Product
![Page 22: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/22.jpg)
Clio
Reporting
![Page 24: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/24.jpg)
RUN YOUR LEGAL DEPARTMENT LIKE A BUSINESS UNIT –HOW TO MAKE A SUCCESSFUL TRANSITION
PATRICK JOHNSON, SENIOR PRODUCT MARKETERSERENGETI LAW – A THOMSON REUTERS COMPANY
![Page 25: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/25.jpg)
25
CORPORATE LAW DEPARTMENTS –THE INTERSECTION OF LAW & BUSINESS
Managing a legal department
![Page 26: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/26.jpg)
26
TODAY’S GOALS
• Managing the work of your legal department like a business
unit – with effective project management techniques
– Define scope, select the best team, create a plan
– Require fiscal discipline, budget
– Track progress regularly, adjust the plan/budget
– Assess performance/results, capture lessons learned
• Use metrics to quantify the value your law department
brings to the municipality
![Page 27: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/27.jpg)
ADOPTING A PROCESS
PLAN
• Early case assessments
• Establish appropriate staffing
• Establish budget
MONITOR
• Track spending against budget
• Receive periodic status reports
ASSESS
• Review outcomes
• Analyze management reports
• Apply lessons learned
•Incorporate project management techniques into legal
department operations.
![Page 28: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/28.jpg)
28
SCOPE THE PROJECT
This problem is important to our business because
_______________.
The best possible solution is __________.
The most likely solution is _________.
We expect this matter to be resolved by __________(time
frame).
In similar matter, the results were __________.
Key stakeholders: __________
Primary phases, including tasks/deliverables: __________
![Page 29: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/29.jpg)
29
E-BILLING CAN TURN LEGAL BILLS INTO POWERFUL TOOLS & REPORTS
Reports Tools • Cost control
• Benchmarking and analytics
• Attorney hourly rate management
• Budget management
• Workload management
• Allocation of work to outside
firms
• Billing guideline management
• Metrics proving savings and
efficiency
![Page 30: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/30.jpg)
30
OPTIMIZE STAFFING ON PROJECTS
• Project success depends on assembling the right team and
monitoring allocation of work.
![Page 31: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/31.jpg)
31
MONITOR COMPLIANCE
![Page 32: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/32.jpg)
32
TRIAGE MATTERS THAT NEED BUDGET ATTENTION
![Page 33: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/33.jpg)
33
MONITOR AGGREGATE LAW DEPARTMENT BUDGET & SPENDING
Budget to Actual Report
![Page 34: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/34.jpg)
34
ELIMINATE SURPRISES:PERIODIC STATUS UPDATES, SHARED CALENDARS
• Foundation of legal project management: more communication, not
less
• Require periodic status reports
• Use shared calendaring tool; automatically sends reminders
to in-house/outside counsel legal team
• Adjust the plan as necessary
![Page 35: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/35.jpg)
EVALUATE OUTSIDE COUNSEL PERFORMANCE
![Page 36: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/36.jpg)
TRACK OBJECTIVE PERFORMANCE
![Page 37: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/37.jpg)
37
ASSESSING YOUR LEGAL LANDSCAPE: BEGINS BY GETTING IT ALL IN ONE PLACE
LEGAL PROJECT
MANAGEMENT TECHNOLOGY
MATTER INFORMATION
LIT, TRANS, IP,
INTERNAL/EXTERNAL
BUDGETS/FINANCIAL
REPORTS & TRENDINGDOCUMENTS
SHARED CALENDARS
![Page 38: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/38.jpg)
NUMBERS AND LAWYERS –LEARNING THE LANGUAGE OF BUSINESS
![Page 39: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/39.jpg)
Value of Legal Function
Defend current staff, budget,
structure
Better manage legal resources
Triage mattersAct/think/speak like a CEO/CFO
Aid “make vs. buy” decisions
Control costs
DATA
39
USING DATA TO QUANTIFY SUCCESS/VALUE
![Page 40: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/40.jpg)
40
MULTIPLE DATA POINTS BUILD ACCURATE ASSESSMENTS
MONTH YTD 2011
Total Matters 595 -152 747
Total Spending $672,024 $4,974,492 $9,084,047
Total$/$M Sales .19% .16% .21%
![Page 41: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/41.jpg)
DESCRIBING THE LEGAL PORTFOLIO
![Page 42: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/42.jpg)
42
UNCOVERING THE PRIMARY DRIVERS OF LITIGATION
![Page 43: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/43.jpg)
DEMONSTRATING TRANSACTIONAL EFFICIENCY
43
No. of review requestsNo. of contracts
reviewed and executed
Average turn-around time
Total contract revenueCost to have outside
counsel reviewNumber of trainings
(self-service)
![Page 44: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/44.jpg)
44
EFFECTIVE ASSESSMENT OF RATE REQUESTS FROM FIRMS
• Use industry benchmarks to make better decisions regarding
outside counsel rates
![Page 45: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/45.jpg)
QUESTIONS?
![Page 46: Project Management as Municipal Counsel - A Clio Webinar](https://reader033.vdocuments.us/reader033/viewer/2022060203/559d2f951a28ab056b8b4572/html5/thumbnails/46.jpg)
46
CONTACT INFO / RESOURCES
Patrick Johnson
Senior Product Marketer
Serengeti Law– a Thomson Reuters company
Phone: 425-732-5549
Additional Resources:
How to Run Your Department Like a Business Unit -
http://author.acc.com/legalresources/publications/topten/ttwtryldlabu.cfm
Top Ten Metrics Your Legal Department Should Be Tracking -
http://author.acc.com/legalresources/publications/topten/ttmtyldsbt.cfm