In#House)Legal)Project)Management)

5"Best"Prac+ces"for"Keeping"Your"Team"Happy"&"Produc+ve"

"Brought(to(you(by(

Exterro(

About)Exterro)

#exterrowebcast)

INFORMATION"GOVERNANCE"SOFTWARE"

)

The)cri>cal)founda>on)for)any)

informa>on)governance)project)by)

delivering)key)insight)into)your)

unstructured)data)assets.)

EIDISCOVERY"SOFTWARE"LEADER"

"

The)leading)e#discovery)soFware)

suite)that)unifies)all)phases)of))))

e#discovery)–)from)iden>fica>on)

through)aIorney)review)and)

produc>on."

Manage"""""""Informa+on"Smarter))

Exterro)is)the)preferred)

provider)of)soFware)

specifically)designed)for)in)

house)legal)and)IT)teams)at)

G2000)organiza>ons.(

Chris"Garber,"CEDS"E-Discovery Manager at Allergan

Sonni"Molloy"Discovery Paralegal at Southwest Airlines Co.

Jaime"Skinner,"Esq."Sr. Corporate Counsel at Caterpillar

Mike"Hamilton,"J.D."Director of E-Discovery Programs at Exterro

Webcast)Panelists)

OVERVIEW"

Project)Management)and)Legal?)

Top)5)Biggest)Challenges)in)Managing))

E#Discovery)Ac>vi>es)Survey)Results)

36% Resource Deprivation (limited worker bandwidth, limited technology) 30% Don’t have a Consistent Process

17% Poor Communication

9% Lack of Accountability between People Involved 8% Lack of Visibility into Project Status

What)Exactly)is)Legal)Project)

Management?)

“Legal project management requires formal and deliberate integration of planning, budgeting, and communication – more than simply using matter management software.” – Association of Corporate Counsel

4 key phases of legal project management

–  Define the scope –  Establish the project plan –  Conduct the legal matter –  Review the process and Outcome

People)

Cost)Time)

Scope)

5"BEST"PRACTICES"FOR"KEEPING"YOUR"TEAM"HAPPY"&"PRODUCTIVE"

Best)Prac>ce)#1:))

Clearly)Defined)Roles)Empowers)Employees)to)Succeed)

Decision Responsibility Approver Consulted Informed

Define)Scope) Paralegal) In#House)AIorney)

Law)Firm)AIorney)

)

Project)Manager)

Li>ga>on)Director)

Establish)Project)

Plan)Project)Manager) In#House)AIorney)

Conduct)the)Legal)

MaIer)In#House)AIorney)

Law)Firm)AIorney)

)

Paralegal)

)

Li>ga>on)Support)

Review)the)Process)

and)Outcome)Project)Manager) In#House)AIorney)

Paralegal)

)

Li>ga>on)Support)

Li>ga>on)Director)

RACI matrix

Best)Prac>ce)#2:))

Start)at)the)End)and)Work)Backwards)

•  What do you want to be able to report?

•  What do you want to measure?

•  What do you need to measure on in order to create and evaluate success?

•  How do you design the process in order to catch those metrics?

Best)Prac>ce)#3:))

Standardize)Processes)and)Understand)Technology)Use)Cases)

Organiza>on)

Law)Firms) Service)Providers)

Best)Prac>ce)#4:)

Get)Buy#In)from)All)Par>cipants))

)

""

Best)Prac>ce)#5:)Preparing)for)Change)

1.  New)technology)2.  New)data)sources)to)collect/

process)

3.  New)FRCP)rules)4.  New)personnel))

TECHNOLOGY’S"ROLE"

How)to)Leverage)Technology)Tools)to)Help)Improve)

Your)Process)

Basic Solutions

Home Grown Tools

Process Orchestration

Visibility into Task Status

Automate Documentation and Reporting

Legal Project / Matter Manamagement

Software Solutions

Google Drive

Spreadsheets

Calendar Reminders

Chris"Garber,"CEDS"E-Discovery Manager at Allergan

Sonni"Molloy"Discovery Paralegal at Southwest Airlines Co.

Jaime"Skinner,"Esq."Sr. Corporate Counsel at Caterpillar

Mike"Hamilton,"J.D."Director of E-Discovery Programs at Exterro

Thank)you)to)our)great)webcast)panel!)

Thanks)for)AIending)For)more)informa>on)on)anything)from)today’s)presenta>on,)please)contact…))

)

Mike)Hamilton:)M I C HA E L . H AM I L TON@EX T E R RO . COM )