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Today, we’re bringing you a special guest post from the folks at Legal Gateway, who have identified the top eight mistakes that in-house counsel make when implementing legal technology that prevents it from being successful. In-house lawyers: this one’s for you, and for our outside counsel readers, consider sharing this with your clients and discussing their technology needs, solutions, and strategies with them, and how you may be able to partner with them. This was originally published on Plexus.

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After many years of under-investment in technology, GCs are finally joining the party.  Sadly, many of them are setting themselves up for a hangover.

Our recent research into Legal Transformation suggests that General Counsels will increase investment in technology by 252% in the next two years.  Yet, limited technology competencies will lead most to frustration and failure.
Continue Reading Why Legal Tech does not work: The top 8 mistakes GCs make

Starting at the top is essential, but you need the right mix of people within your firm to really be successufl. Disney calls this “cast excellence.” The corporate culture at Disney is, by design, well-defined, clear to all, and goal-oriented. It can seem challenging to implement this at a law firm, but I’ve seen it done (take a look at our member firm in Australia, Hall & Wilcox, with their emphasis on Smarter Law). Jeff Williford of the Disney Institute challenged firms to think about their corporate culture, and whether the existing culture is what they want – internal branding is important, as is communicating your culture up front and early.

If you communicate your culture up-front, others can make the decision if they want to engage with you or not.  For example – Disney doesn’t allow anyone with visible tattoos or mohawks to work there, and they communicate that early so people can self-select out. Similarly, Hall & Wilcox has a transparent culture of collaboration and community, with a fully open plan in their offices – when you interview, you know right away whether that’s something that would work for you or not.
Continue Reading Success Requires the Right Culture – the Disney Philosophy

Several years ago, I had the opportunity to attend a keynote session focused around Disney’s approach to business excellence. The recap I shared has been among one of my most popular posts, and the advice provided by Jeff Williford from the Disney Institute proves to be timeless. Despite a changing marketplace, the tenets that underlie their success remain the same – and that’s perhaps why Disney has proven to be so successful in a sustainable way.

I’d like to break down the post into a series to revisit the key points that Jeff raised in his speech, and why they’re still relevant today. Although his presentation was about how Disney creates a truly magical experience, there are a lot of parallels for the legal industry – we’re also a service industry after all!  Any of the particularly important points that relate to law firms will be in bold throughout the post.

He told the audience that Disney employs more than 60,000 people from 65 countries, with 10% of those being interns, and warned us that his presentation on Disney’s approach to business excellence would be like drinking water from a firehose. But he did say that Walt Disney reminded everyone in 1955 that “it all started with a mouse.” (Which inspires me to encourage all of us to think about how and why we got started – where are OUR roots? Who is OUR mouse?)
Continue Reading Success Starts with Leadership Excellence – the Disney Philosophy

“It’s a community, it’s a movement.”

These were among the closing words from Mary O’Carroll, the Head of Legal Operations at Google and CLOC board member, as the first CLOC EMEA Institute wrapped up last week. And for those of us in attendance, you could certainly feel the energy. It was not unlike what we saw at the CLOC Institute in Las Vegas in April.

“There’s so much passion here!” was a phrase you’d hear a lot throughout the day, and it was not misspoken. CLOC is a young organization, but in the last two years, the Corporate Legal Operations Consortium has grown tremendously and is creating a tidal wave of enthusiasm and change throughout not only legal ops, but the legal industry itself. Over the next couple of weeks, I’ll delve deeper into a couple of the sessions that I attended at the conference, but for now, I wanted to leave you with a couple of important things. 
Continue Reading CLOC is a Community, a Movement

Last week, we delved into some methods for leveraging your law firm or referral networks to provide additional value. Building on that theme this week, we’re going to look at three opportunities to develop fertile ground for further relationship and business development within your networks, among your clients, and within your jurisdiction.

Content

As a recommendation for building relationships within your networks, we suggested co-authoring articles on areas of mutual interest. Of course, content doesn’t end here – law firms are already fairly expert at producing a fair amount of content, whether it’s articles, blog posts, podcasts, video, client alerts, etc. You can start to leverage content from your fellow network members in a strategic way that will benefit both of you.
Continue Reading 3 Tactics to Squeeze More Value Out of Your Law Firm Network

Around this time last year, HighQ posed this question to a number of legal industry leaders:

What do you believe lawyers and law firms need to do to prepare for the future of legal services?”

This resulted in an interesting and in-depth e-book that delved into a variety of answers, many of which overlapped and all of which challenged us to be and do better. Although the pace of the legal industry tends towards the glacial, I am curious, a year later, to learn how everyone believes we’re progressing, and whether with an increasing focus on AI, a shift in the way we believe legal services themselves will be practiced and transmitted to the next generations of lawyers, and even the entities that are delivering those services, what we now believe lawyers and law firms should be doing to prepare. I suspect that the majority of us (and data reflects this) will say that change is not some far off idea in the future – it is NOW. But that means both that there are things that lawyers and law firm should be doing at present to accommodate the shifting legal landscape in order to remain competitive, and preparations that they will be making in the future – and it’s both of those things I’m interested in hearing about from all of you. 
Continue Reading Back to the Future…Law Firm

Like with any relationship, the relationship you have with your law firm network will give back what you put into it. (This is true for any informal referral networks too, by the way)

While we wholeheartedly advocate that you join a network with the goal of being able to better serve your clients by offering them a broader level of expertise, and a vetted source of trusted partners around the world at a moment’s notice, we recognize the reality that many firms, of course, are also interested in receiving referrals, and working together with their fellow members to develop new business. While it’s a nice idea to think that you can join a network, tick a box, and sit back and watch the work roll in, the truth is that unless you’re in a jurisdiction where business is naturally incoming, this is unlikely to happen unless you put in some work. The network can and will help you facilitate your relationships with other members and will supercharge your networking and business development efforts, but there are some key strategic steps you can and should undertake to leverage your network membership. These ideas can also be applied to any informal referral networks that you may have. 
Continue Reading Leverage Your Law Firm Network for More Value

I’m excited to bring you a guest post today from Wendy Merrill, who classifies herself as the Chief Rainmaker, Dot-Connector, and Growth Engineer at StrategyHorse Consulting Group. Wendy reached out to me a couple of months ago on LinkedIn, and when we talked on the phone, we connected right away, so I’m sure you will all find her to be as smart and forward-thinking as I do. In her post, she’s jumping into a sensitive topic that many of us tiptoe around in legal, but should be tackling head-on, that of succession planning.

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Succession planning is a frequent subject in partner meetings, as well as a bit of a hot potato.
Continue Reading Modern Succession Planning: Sustainability is in the “Heir”

Change can be intimidating.

Whether you find it exciting or not, even those of us who are the most adept at it can find it daunting and exhausting. In the legal industry, where change is historically slow, when it happens at all, it can be even more overwhelming. We hear an awful lot about it, but it can be challenging to know where to start.

There are companies jumping into the space from other industries, disrupting the status quo and throwing out the old ways of doing things. Clients like them, and they should. They’re more efficient, they bring fresh ideas, and they force those of us who’ve been here a while to sit up and pay attention. But obviously, there’s room for us too. We know this place the best, after all. Some argue that the more things change, the more they stay the same, and in many ways that will be true (client service, good solid legal advice, etc.). But let’s not let that argument be an excuse to avoid taking a hard look at ourselves and the ways that we can do better (remember the Stockdale Paradox?). 
Continue Reading Practical Steps for Undertaking Change in Legal

photo-1444703686981-a3abbc4d4fe3Last week, I had the pleasure of attending the Legal Marketing Association’s Leadership Conference, as part of my role as Technology Committee Co-Chair for 2016. In preparation for the conference, we were tasked with reading John P. Kotter’s Leading Change. I’ll admit, I was not a huge fan of the book, though it did offer some good advice – I felt that Kotter could have said more with less, and that his Harvard degree gave him too much license for arrogance.

What WAS helpful were the chapter book reports that were presented by members of the LMA’s International Board for 2015/2016, which took us through the salient points of the book. I’ll share my notes with you here and invite you to read the book for further examples and depth. 
Continue Reading Leading Change – An LMA Book Report