Legal Ops New Year’s Resolutions & Building a Roadmap for 2024

Webinar

Legal Ops New Year’s Resolutions & Building a Roadmap for 2024

Join us to discuss the 4 Core Legal Ops Technology Capabilities and how to navigate prioritizing new technology for your team’s unique circumstances and business strategic outcomes in 2024.

00:01 Intro to guest Stephanie Corey (UpLevel Ops & LINK co-founder)
01:54 Setting legal strategy; aligning with corporate goals
04:46 Moving legal from cost center to business enabler
06:00 Starting with assessments; strategy as living, visual document
08:17 Roadmaps as visual, fluid plans (not 80-page docs)
09:32 Gathering inputs: broad/deep interviews across legal & clients
11:12 Case study: hidden costs from system workarounds
13:17 Staying in legal’s lane; solving for department needs
15:31 Hot seat: legal strategy for 80% revenue growth
17:19 Accelerating revenue: faster contracts, better negotiations
19:33 GenAI’s impact on legal work; lawyers as consultative advisors
21:11 “Do less” not “do more with less”; focusing legal’s scope
23:36 From strategy to roadmap; identifying solutions & tools
25:19 Avoiding vendor noise; importance of expert guidance
27:35 Matching needs to tech: CLM vs workflow vs repository
31:11 Controlling demos: compare vendors on your use cases
33:02 CLM adoption challenges; culture & change readiness
35:36 When intake/workflow matters more than CLM
37:26 AI reshaping contract data extraction & analysis
39:40 Prioritizing roadmap initiatives: willingness, bandwidth, risk
41:56 Start with low-hanging fruit; win adoption first
43:36 Simpler tools often win: adoption > Cadillac solutions
46:15 Communicating the roadmap: avoid messy charts
47:29 Good roadmap visuals: simple, one-page view
48:35 Include process readiness alongside technology plans
50:06 Realistic planning: account for process work & bandwidth
51:12 Year-one roadmap view: priorities, resourcing, agility
52:58 Wrapping up: LINK community, UpLevel Ops support, Checkbox plug

Timestamps