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7 Point Blue Print to a Healthy Legal Department

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Our Speakers

Panelists

James Buckley, Senior Practice Director, RGP

Michael Haven, Senior Corporate Counsel, Legal Operations and Litigation, NetApp

Lynette Lupia, Director, Outside Counsel Management & Administration, AbbVie

Susan Packal, Director, Legal Strategy and Business Operations, Hilton Worldwide

Moderator

Charlie Lee, Chairman & Founder, LeGuard and Founding Partner, Moore & Lee

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7 Key Points

1. Defining & Communicating Your Department’s Mission

2. Structuring Your Department

3. Communicating – Inside & Out

4. Managing Mature Partnerships with Outside Providers

5. Creating a Technology Roadmap

6. Leveraging Metrics, Analytics, & Data

7. Demonstrating Value to the Company

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Applying the 7 Points

The 7 points will help your legal department… • Improve alignment with other business units

• Increase accountability, transparency, and

stakeholder engagement

The 7 points fit within… • The multiple layers nested within a continuous,

iterative, improvement cycle involving planning, execution, and assessing.

© 2015 RGP Legal

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#1: Defining & Communicating Your Department’s Mission

• What is the department’s “brand?”

• What are the department’s goals? – NetApp’s 3 Year Goals (Appendix)

• Is the department aligned with the company’s objectives?

• How to communicate your goals to the company?

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#2: Law Department Structure

• Analyze & inventory your portfolio of matters and workflows

• Segment the work – Hilton’s 12 Box Methodology (Appendix) – RGP’s Heat Map (Appendix)

• Knowledge sharing & management

• Process improvement

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• Stakeholder identification and engagement

• Leadership communication up and down within your department

• Internal training (within the Legal Department)

• External training (helping the business units help themselves)

#3: Communicating – Inside & Out

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• Vendor selection & management – RFPs & AFAs – Convergence – NetApp’s Partner Management Model (Appendix) – RGP Legal’s Heat Map (Appendix)

• Legal project management • Financial management • 3rd party coordinators

#4: Mature Outside Partnerships

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• Creating efficient service delivery – Collaboration sites – internal & external

• e-billing systems

• Matter management systems

• New technologies – Real time tracking of outside counsel fees

#5: Technology Roadmap

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• Which metrics, data, & analytics should you use?

• How to use the collected data? – NetApp’s Sample Performance Snapshot

(Appendix)

• Tools to manage data?

#6: Metrics, Data, & Analytics

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• You are more than just a cost center!

• Being a strategic business partner

• Understand and communicate the business case behind each legal solution – RGP Legal’s Heat Map (Appendix)

#7: Demonstrating Value

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Appendix

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NetApp’s 3 Year Roadmap

Market Analysis of New

Timekeeper Rates

Refresh Engagement

Letters and Billing Guidelines

Automatically Detect and Reject Billing Violations

Semi-Annual Performance

Reviews with Top Partners

Full Portfolio Analysis

6-8% savings on new timekeepers

Estimated 3-5% savings on all invoices

10-15% reduction in current spend

levels

5 days fewer negotiations per

firm

Individualized performance

targets

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“12-Box” methodology with sourcing guidelines

14

O U T S O U R C E I N T E R N A L

I N T E R N A L / O U T S O U R C E

E L I M I N A T E / R E D U C E / L O W - C O S T

Source: interpreted from ACC and General Counsel Roundtable sources

Medium Value

Medium Value

High Value

High Value

Low Value

Medium Value

Medium Value

High Value

Low Value

Low Value

Medium Value

Medium Value

Hilton’s 12-Box Methodology with Sourcing Guidelines

H

M

L

1 2 3 4

Value / Impact on Business

RISK

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RGP Legal’s Heat Map

© 2015 RGP Legal All rights reserved.

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NetApp’s Analytics Based Partner Management Model

The ongoing model will integrate analytics into all levels of ongoing vendor management.

© 2014 NetApp, Inc. All rights reserved. NetApp Proprietary – Limited Use Only

© 2014 NetApp, Inc. All rights reserved. NetApp Proprietary – Limited Use Only 17

NetApp’s Sample Performance Snapshot

Quantitative Portfolio Analysis

Category Performance Details Score Last

Staffing Models

• Increased C&S Partner Usage.

• Partner usage in line with matter manager’s use preferences.

Staffing Efficiency

• 8 Hours per Timekeeper in FY 14 Q4 (23% worse).

Fees/Costs

• Moderate increase in WABR due to partner usage.

• Associate rates declined.

Billing Compliance

• Very substantial issues in May accruals affected year end NetApp numbers.

Qualitative Analysis

Category Score Last

Subject Matter Expertise 3.5 3.8

Business Alignment 4.3 3.5 Responsiveness/ Accessibility 3.3 3.8

Project Management 3.7 3.3 Budgeting Accuracy 3.3 1.8

Creativity 3.5 3.3 Proactive Execution 3.0 2.5 Aggressiveness to Resolve 3.8 2

Communication 3.5 3 Partnership/ Trustworthiness 4.3 2.5

Quality and Presentation 3.3 3.3

Results/ Outcomes 3.3 3.5

Snapshots provide high level, actionable intelligence to law firm Partners.