Webinar

Decoding the Future of Legal Workflow Automation

Watch Brian Hupp and Evan Wong discuss why workflow automation is foundational for legal ops, covering quick wins, CLM fit, no code ownership, enterprise adoption, and ROI.

00:03 Intro — Evan Wong + guest Brian Hupp (EA, Dolby, Facebook; now UpLevel Ops)
02:19 Why workflow automation matters in legal ops
03:08 Early wins: self-serve NDAs, marketing review, intake
04:03 “PR campaign” for legal ops—quick wins build street cred
05:16 Not just legal: HR, sales, marketing, finance can use workflow
06:40 Partner across the business + share costs
08:07 Start early: workflow as a foundational tool
10:03 Use workflow first to get metrics; prep for CLM later
12:14 CLM vs workflow—best-of-breed approach
13:56 What CLM isn’t great for (general requests, COI, e-billing opens)
15:20 Prioritize by immediate business value + breadth of users
16:47 “We already have tools” (Power Apps/ServiceNow/Jira): compare needs
19:25 Limits of IT ticketing tools: multi-templates & clause logic
20:09 Salesforce fields/licensing hurdles
20:49 Why no-code: agility for legal; you own updates
22:00 Let IT help with SSO/integrations; legal maintains flows
23:21 No-code demo + “demo-off” idea with IT
25:13 Case: 1-day build vs 6–9 months—CIO buy-in
26:30 Legal becomes enterprise workflow COE; build allies
29:03 Future #1: share workflows (ACC, CLOC, LINK)
31:12 Future #2: easier APIs + integrations (SSO, CRM, DSARs, Slack, CLM)
32:43 Future #3: analytics on process performance
33:22 Future #4: AI/ML & RPA (FAQs, policy fetch, profiling to repo)
34:55 Q&A: winning over resource-limited IT with ROI
36:45 Payback math (Forrester/Gartner) + headcount relief
38:48 Citizen development = win-win with IT
39:21 Getting started: readiness—goals, process maps, requirements
41:56 Don’t replicate broken processes—rethink for automation
43:06 Lean on community + consultants; wrap-up and contacts

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