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In#House)Legal)Project)Management)
5"Best"Prac+ces"for"Keeping"Your"Team"Happy"&"Produc+ve"
"Brought(to(you(by(
Exterro(
About)Exterro)
#exterrowebcast)
INFORMATION"GOVERNANCE"SOFTWARE"
)
The)cri>cal)founda>on)for)any)
informa>on)governance)project)by)
delivering)key)insight)into)your)
unstructured)data)assets.)
EIDISCOVERY"SOFTWARE"LEADER"
"
The)leading)e#discovery)soFware)
suite)that)unifies)all)phases)of))))
e#discovery)–)from)iden>fica>on)
through)aIorney)review)and)
produc>on."
Manage"""""""Informa+on"Smarter))
Exterro)is)the)preferred)
provider)of)soFware)
specifically)designed)for)in)
house)legal)and)IT)teams)at)
G2000)organiza>ons.(
Chris"Garber,"CEDS"E-Discovery Manager at Allergan
Sonni"Molloy"Discovery Paralegal at Southwest Airlines Co.
Jaime"Skinner,"Esq."Sr. Corporate Counsel at Caterpillar
Mike"Hamilton,"J.D."Director of E-Discovery Programs at Exterro
Webcast)Panelists)
Top)5)Biggest)Challenges)in)Managing))
E#Discovery)Ac>vi>es)Survey)Results)
36% Resource Deprivation (limited worker bandwidth, limited technology) 30% Don’t have a Consistent Process
17% Poor Communication
9% Lack of Accountability between People Involved 8% Lack of Visibility into Project Status
What)Exactly)is)Legal)Project)
Management?)
“Legal project management requires formal and deliberate integration of planning, budgeting, and communication – more than simply using matter management software.” – Association of Corporate Counsel
4 key phases of legal project management
– Define the scope – Establish the project plan – Conduct the legal matter – Review the process and Outcome
People)
Cost)Time)
Scope)
Best)Prac>ce)#1:))
Clearly)Defined)Roles)Empowers)Employees)to)Succeed)
Decision Responsibility Approver Consulted Informed
Define)Scope) Paralegal) In#House)AIorney)
Law)Firm)AIorney)
)
Project)Manager)
Li>ga>on)Director)
Establish)Project)
Plan)Project)Manager) In#House)AIorney)
Conduct)the)Legal)
MaIer)In#House)AIorney)
Law)Firm)AIorney)
)
Paralegal)
)
Li>ga>on)Support)
Review)the)Process)
and)Outcome)Project)Manager) In#House)AIorney)
Paralegal)
)
Li>ga>on)Support)
Li>ga>on)Director)
RACI matrix
Best)Prac>ce)#2:))
Start)at)the)End)and)Work)Backwards)
• What do you want to be able to report?
• What do you want to measure?
• What do you need to measure on in order to create and evaluate success?
• How do you design the process in order to catch those metrics?
Best)Prac>ce)#3:))
Standardize)Processes)and)Understand)Technology)Use)Cases)
Organiza>on)
Law)Firms) Service)Providers)
Best)Prac>ce)#5:)Preparing)for)Change)
1. New)technology)2. New)data)sources)to)collect/
process)
3. New)FRCP)rules)4. New)personnel))
How)to)Leverage)Technology)Tools)to)Help)Improve)
Your)Process)
Basic Solutions
Home Grown Tools
Process Orchestration
Visibility into Task Status
Automate Documentation and Reporting
Legal Project / Matter Manamagement
Software Solutions
Google Drive
Spreadsheets
Calendar Reminders
Chris"Garber,"CEDS"E-Discovery Manager at Allergan
Sonni"Molloy"Discovery Paralegal at Southwest Airlines Co.
Jaime"Skinner,"Esq."Sr. Corporate Counsel at Caterpillar
Mike"Hamilton,"J.D."Director of E-Discovery Programs at Exterro
Thank)you)to)our)great)webcast)panel!)
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