Set the Foundation for Legal Process Management Part 2 - A Roadmap

ILTA Webinar Series 2015 11/10/2015

Kraft Kennedy 2015 1

Presented by: Kraft Kennedy - Natalie AlesiSet the Foundation for Legal Process Management - A Roadmap: Part 2

Agenda• Part 1 Review• Foundation and Planning

• Areas of waste = DOWNTIME• Value Mapping



Part 1 Review

Poll: The definition describes which concept?



• Legal process management is the ability to systematically monitor and control the quality, efficiency, and predictability of workflows to improve repeatability of legal work. Deliverables

• Checklists• Process mapping• Work breakdown structures• Strategic workflows• Templates

Defining Legal Process Management

Legal Project Management

Legal Process 3

Legal Process 2

Legal Process 1How It Works



Legal Process Management in PracticeFoundationFoundation

RFPs

Billing Practices

Historical Information

Communications

Client Engagements

PlanPlan

Process Mapping Workflows

Cost for Tasks

Map to Billing

Design Future Process State

Waste/Risk Identification

Communications

ExecutionExecution

Conducting legal work

Timing/Resources

Tracking Work

Communications

AnalysisMonitor/ControlAnalysisMonitor/Control

Billing/Budget

Scope

Process/Waste Monitoring

Communications

Improve/Lessons LearnedImprove/Lessons Learned

Consistent review of matter workflows

Consistent review of processes

Training/Retraining

Communications

• Preventing write-offs• Assumptions, Risks defined up front• Enhanced client communications• Identifies areas of potential cost increases• Defines timeline and establishes budget• Sets tone and strengthens client relationships

Why Create a Statement of Work?



Process Mapping

• Why Map?• Types of Process Maps

• Process Grid• Value Mapping• Process Mapping

Poll: Mapping legal work within a practice accomplishes …



Mapping the Current State








• Mistakes, missing court and filing dates, incomplete forms or drafting, data entry errors, document corruptionDefects• Including too many people, printing too many copies, preparing invoicing in advance, starting work on a matter before it’s cleared, scope creep not initiated by a clientOverproduction• People late to meetings, documents waiting to be worked on, warm up time for printers, interruptions, late responses from clients, slow replies to emailsWaiting• Extra counsel completing work that is best done by a client, work being done by partners rather than associates or paralegals, under utilizing paralegals, low technical competenceNon-utilized Talent• Excessive paperwork handoffs, multiple deliveries to one client, paper rather than electronic, records retrievalTransportation (of things)• Documents waiting for signatures, Unanswered/unread emails & voicemails, files sitting on desk awaiting work, conflicts awaiting clearanceInventory• Looking for files, poor office layouts, Unnecessary travel for meetings, too many keystrokes in document production, too many trips to a printer/copiesMotion (of people)• Too much research, overstaffing a file, too may reviews/turns of a document, duplicate data or case management, overstaffingExtra Processing

Areas of Waste = DOWNTIME

Matter Template



Poll: Mapping requires appropriate software.

• Oct 28, 2015• Part 1 & 2 Review• Creating Improvement Plans• Making it work in the firm

Next LPM Roadmap Webinar



Natalie AlesiConnect with [email protected]@[email protected]/in/nataliealesid.212.692.5619

Q & A - Thank you!

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