forming a seamless relationship: tactics for facilitating collaboration between inside & outside...
TRANSCRIPT
Forming a Seamless RelationshipTactics for Facilitating Collaboration Between Inside & Outside Counsel
November 2nd, 2016#CounselCollab
LLMinc.com
Introductions
Greg CasasPartner
Don KnightApplication Manager
Lindsay StevensVP of Technology
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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
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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, MerckModern 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
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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!
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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
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A Catalyst for Collaboration: AFAs
• Forces more preparation
• Fosters communication and collaboration
• Creates accountability and trust
• Provides budget certainty for both parties
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In Lockstep: Litigation & Investigations
Legal Holds & Custodia
n Intervie
ws
Collection
Case Strateg
y
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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
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Collection
Create a data systems map
Targeted searches and terms to cull
data
Identify key/hot documents
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Case Strategy
Generate a chronology of the case immediately
Make identifying witnesses and
experts collaborative
Get inside counsel involved in
outlines and depo prep
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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
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Questions?
Thanks for joining us!
Stay in touch!www.LLMinc.com
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