Boats Against the Current: The Rise of Law Firm Operations Leaders

  |  November 13, 2017

This year’s Annual Law Firm COO & CFO Forum focused on the ten years of change since the economic crisis of 2007. I had the pleasure of moderating the panel, “Boats Against the Current: The Evolving Law Firm Business Model” that included a diverse panel of c-level executives who explored the changes that have occurred... Read More

Why Global Law Firms Must Prioritize Anti-Money Laundering Policies

  |  August 21, 2017

In 2015, 11.5 million documents referred to as the Panama Papers were leaked from a Panamanian law firm and revealed widespread global tax evasion involving notable individuals (including FIFA soccer officials and the Icelandic Prime Minister). The scandal brought global scrutiny to money laundering and the role law firms play in assisting such actions. Since... Read More

Charting a New Course for Litigation Support

  |  August 7, 2017

As the legal industry continues to evolve so do the demands and needs of law firms’ internal and external clients. Like many other support functions, litigation support is an area that historically supported one primary business need (i.e., managing e-Discovery), but the role of the service is transitioning due to market changes. Today, law firms... Read More

Centers of Excellence: Managed Services Trends Taking Hold in the Legal Vertical

  |  July 24, 2017

Forward-thinking law firms and law departments are looking beyond internal staffing and cost-reduction strategies, and are pursuing custom-tailored solutions for service delivery. By using outside providers to deliver services, leading law firms and law departments can place a greater emphasis on their core business. This enables organizations to focus on areas that are the most... Read More

Risk Roundtable: How to Improve Business Acceptance Processes

  |  June 28, 2017

On June 9, over 20 representatives from the legal vertical joined HBR Consulting and Intapp at Shearman & Sterling LLP in New York for an invitation-only Risk Roundtable. Participants from law firms and investment banking firms came together for a thoughtful discussion that included ideas and insight into how to improve the business acceptance process.... Read More

Implementing A Layered Defense to Cybersecurity

  |  June 21, 2017

Earlier this year, Legal IT Professionals featured an article co-authored by my colleague James Britt and me that provides a list of cybersecurity best practices global law firms should prioritize in 2017. More specifically, we discussed specific steps law firms can take to address gaps that previously provided hackers with easy access to sensitive data.... Read More

2017 CLOC Institute: 4 Focus Areas to Establish Your Legal Operations Foundation

  |  June 2, 2017

Last month, nearly a thousand members of the legal ecosystem from around the world came together at the Bellagio Resort in Las Vegas for the second annual Corporate Legal Operations Consortium’s (CLOC) Institute. This year’s four-day conference attracted nearly twice the number of attendees as last year’s conference, and once again featured content-rich sessions and... Read More

3 Key Takeaways from Corporate Legal Operations Consortium (CLOC) Europe

  |  May 5, 2017

With the 2017 Corporate Legal Operations Consortium (CLOC) Institute just around the corner, leaders in legal operations are gearing up to spend three days sharpening their legal swords and networking among industry thought leaders. HBR is proud to be a Platinum sponsor and I look forward to seeing many of our clients, partners and friends... Read More

BYOD: Roll Out or Roll Back?

  |  January 31, 2017

Managing mobility on an enterprise level can be a daunting and complex task. Each major mobile carrier is continually rolling out new plans and features, discontinuing others and also maintaining their own list of “custom offerings” that many organizations are not aware exist. The vast number of plan options and combinations is staggering — over... Read More

Information Governance Survey: 3 Things Organizations Can Do to Enhance Their IG Programs in 2017

  |  January 25, 2017

High-profile security breaches, the ever-growing volume of corporate data and increasingly complex regulatory and technical environments emphasize the need for enhanced enterprise-wide information governance (IG). The mission of many corporate law departments is to help protect their organizations from unnecessary risk and exposure. Therefore, many corporate law departments are facing increased pressure to help reduce... Read More

To Win Corporate Business, Law Firms Must Increase Transparency and Efficiencies

  |  January 6, 2017

As corporate clients continue the journey toward operational excellence, law firms are being challenged to respond to corporate client requests to improve transparency and efficiencies. With corporate legal spending on outside counsel continuing to decrease – it was down 2 percent in 2016 according to our annual law department survey – we are seeing inside... Read More

How to Leverage Consultants to Generate Internal Support

  |  October 25, 2016

As the legal market continues to evolve, consultants have emerged as a key resource for addressing the challenges faced by law firms. Consultant engagements have also evolved, and law firm executives are not the only ones seeking help from legal consultants. In fact, 30-40 percent of consultant engagements are now initiated by stakeholders outside of... Read More

Library Analytics: Laying the Groundwork for Efficiency

  |  August 29, 2016

Earlier this month, Law360 featured an article by HBR Consulting’s Fahad Zaidi that provides insights into mistakes to avoid when building a law library. More specifically, Fahad explores common missteps that law firms should be aware of when considering data analytics tools and new software for their libraries. As Fahad points out in the article,... Read More

Legal Lab: With Change Comes Opportunity

  |  August 26, 2016

There is no denying the fundamental shift that is underway in the legal industry. Both law firms and corporate law departments are examining new metrics to track outcomes and report on success, leadership roles and responsibilities are expanding to keep pace with fluctuating market demand and law firm service delivery models are evolving to keep... Read More

Are You Paying Undetected Telecom Overcharges?

  |  July 6, 2016

Much has been reported on the frequency of carrier billing errors, causing telecommunications vendors to inherit a reputation for having ineffective billings departments. And for good reason – it’s been reported that one in five telecom invoices have errors and that 85% of these errors happen to be in the carriers’ favor. Despite these statistics,... Read More

Keep Up With the Trends – Succeeding in Today’s Data Center Landscape

  |  November 4, 2015

The data center industry has been undergoing a major transformation over the recent years with new providers offering broader portfolios of robust co-location facilities with mature cloud services at competitive price points. Even in the midst of the industry’s shift, firms continue to recognize data centers as integral components of their overall IT environments. With... Read More

Adopting E-Discovery as a Business Process to Reduce Litigation Costs

  |  October 22, 2015

I recently participated in a podcast series to offer insight into how corporate legal departments can better manage their litigation spending by restructuring their e-discovery strategy. Aiming to alleviate some of the pain associated with e-discovery, the panel and I discussed the use of analytics in cutting costs and the value of approaching e-discovery as... Read More

Preventing Budget Season Migraines

  |  October 1, 2015

With most of us are wrapping up our second favorite time of year (next to income tax season), we can enjoy a brief lull before the chaos of year-end sets in. What joyous time am I referring to? Budgeting Season of course! Year after year we go through the same process and yet somehow it... Read More

Legal Lab: Accelerating the Pace of Change Across the Legal Vertical

  |  July 27, 2015

Many law firms are seeking to keep pace with the rapid changes occurring within the industry today. A law firm’s culture and structure are key factors as clients set requirements to ensure legal services meet their unique needs, firms’ attorney and staff expectations change with every generation and technologies evolve at the speed of light.... Read More

iManage Buyout from HP – The Next Chapter

  |  July 21, 2015

On July 21, iManage finalized a buyout of their core business from HP to become iManage, Inc. The announcement brings with it a certain sense of electricity and excitement that has been missing for some time. Past mergers required some thought around how the core business of iManage would integrate into the overall strategy of the larger... Read More

5 Keys to Managing Telecommunications Expenses

  |  June 23, 2015

One of the most challenging vendor invoice sets for IT and A/P (Accounts Payable) functions to review, validate and approve on a monthly basis are telecommunications invoices.  The invoices arrive in varying formats, are often hundreds or thousands of pages deep and yet surprisingly shallow with information about the service being invoiced. As a result,... Read More

E-Discovery: Meeting Client Demands through Advanced Technology

  |  May 20, 2015

Results of HBR’s Law Firm e-Discovery Strategy Survey A law firm’s capability to provide electronic discovery (“e-discovery”) services has gone from a novelty to a business necessity. Historically, firms have struggled to find the optimal business model to meet increasing client and business demands. The perceived value of reviewing documents has declined over time while... Read More

Protect Your Company’s Reputation with Technology & Best Practices in Today’s Complex E-Discovery Environment

  |  May 5, 2015

Bobbi Basile recently participated on a distinguished webcast panel exploring how standardizing e-discovery processes supported by metrics, role clarity and technology can protect a company’s brand while also reducing its legal spend.  According to Exterro’s 2015 Federal Judges Survey on E-Discovery Best Practices and Trends, many legal professionals need significant improvement in the area of... Read More

A Winning Strategy to Developing a Corporate Legal Hold Playbook

  |  February 12, 2015

A legal hold is the term used to describe the actions an organization must take in order to preserve all forms of relevant information when a legal obligation arises; it is the first critical step in an effective electronic discovery program. While much has been written about the legal requirements and the pitfalls of failing... Read More

Buried in the Stacks: Uncovering and Conveying the Value of Your Law Library

  |  January 26, 2015

Law firm libraries provide essential business services that are often overlooked by leaders of their organizations. While it may be tempting to assume that firm leadership is to blame for the oversight, the issue often lies in communication gaps that exist between law libraries and firm stakeholders. Historically, senior administrative leaders were partners that directly... Read More

E-Discovery Operations Trends: Learning to Walk Before You Run

  |  January 9, 2015

The majority of companies report that Law Department e-Discovery operations are still in the adolescence stage of maturity. To supplement our annual Law Department Survey, we’ve initiated quarterly Flash Surveys on hot topics across key areas of the legal market. Our first Flash Survey identified trends in law department e-Discovery operations and focused on 2015... Read More

Myth Busters: Addressing Five Common Procurement Misconceptions

  |  December 17, 2014

Law firms are continuing to navigate and adjust to the “new normal” of the legal business environment. Firms are exploring a variety of strategies, including leveraging technology, reviewing alternative staffing structures and exploring new service delivery models, in an effort to make fundamental long-term changes. Each of these tactics not only requires a significant amount... Read More

Ten Take-Aways from Georgetown Law’s Advanced eDiscovery Institute

  |  December 2, 2014

Evolving case law, new proposed rules and technology advances provided no shortage of complex topics at this year’s conference. The Annual Georgetown Advanced eDiscovery Institute never fails to deliver engaging topics that are top of mind for lawyers and technologists practicing in the electronic discovery realm. The industry has experienced a number of innovation milestones... Read More

Does your law firm consider innovation an opportunity or a challenge? It appears that the jury is still out for many COO & CFOs.

  |  November 6, 2014

The 13th Annual Law Firm COO & CFO Forum: Fostering Innovation in Law Firms provided domestic and global COO and CFOs with an opportunity to learn how their peers’ are approaching the ever popular theme of “innovation.” While many firms are embracing innovation, some are still in a state of resistance. Below are ten “take-aways”... Read More

ALM Nails It – Big Law’s Reality Check

  |  November 4, 2014

ALM’s recent Special Report on the state of Big Law is absolutely spot on. Having worked with most of the Top 21 firms in this report, I can confirm that these firms excel in their specialized practices, align well with their respective markets and have excellent go-to-market execution. Furthermore, they invest carefully in technologies, pay close attention... Read More

Why We Should Pay Attention to HP WorkSite @ILTA

  |  August 17, 2014

In mid-June, I had the pleasure of attending a series of HP hosted User Group Events.  Of the four in this series, I was able to participate in Washington DC, New York and Toronto.  Although they represent very different demographics, there were many areas of commonality. The few notable differences focused mainly around the cloud... Read More