Webinar

Real World Perspectives for In-house Teams on Driving Efficiencies at Scale

Watch Karen from Gilbert + Tobin discuss automation drivers, quick wins, intake, workflows, no code tools, change management, and how firms support in house legal teams.

00:49 Karen intro; roles at Gilbert + Tobin & G+T Innovate
01:22 Firm focus; how her teams support in-house functions
02:00 Today’s topic & format (fireside chat; no slides)
02:32 Drivers for automation: what Karen sees across teams
03:10 VUCA, regulation, rising workload without added headcount
04:09 “Do more with less”; pandemic impact question
04:39 Pandemic accelerated digital transformation; instructions spiked
05:46 Budgets tightening and fatigue; outlook
06:46 BAU vs continuous improvement is harder now
08:11 How to start: quick wins + planful roadmap
10:39 Build team capability; involve whole legal, or get help
11:11 Quick wins help win business buy-in; legal isn’t a silo
12:13 What work is ripe for automation?
12:54 Document automation; push low-risk drafts to business
14:28 Intake & triage: fix email/phone chaos, capture complete info
15:28 Workflow: approvals, DOA, negotiation tracking, repositories
16:30 Expertise automation: rules-based self-service advice
17:01 AI realism; rules-based tools deliver today
17:33 IT ticketing analogy; paper cover-sheets → digital workflows
19:08 Compliance driver: storage/record-keeping
19:37 Choosing solutions amid market noise
20:09 Method: know pain points, goals, integrations, ease of use
22:20 Third-party evaluators; process before tech
22:51 IT bandwidth limits; intro to no-code trend
23:25 When is no-code the right fit?
23:55 Benefits & cautions; evaluate the back end hands-on
26:02 G+T’s use of no-code internally & with clients
26:31 Client-facing apps > email; standardization & compliance
27:32 Supporting in-house teams: design, build, blended models
28:03 Q&A begins; next webinar & contacts shown
29:22 Q1: Popular no-code tools (Checkbox, Neota Logic, Joseph); uses
31:28 No-code during volatility: rapid frontline policy apps
32:24 Beyond legal: org-wide applications help the business case
32:53 Q2: “Do I need backend skills?” Time + vendor support + champions
35:22 New careers: legal ops/innovation pathways for paras/lawyers
36:27 Beyond tech: fix docs/process first; whiteboard with stakeholders
38:29 Change management: intake adoption; design for business, too
39:57 Position benefits (speed, 24/7) to win adoption

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