Category: Enterprise Legal Management

The landscape of legal technology is all about Enterprise Legal Management (ELM). As a category of technology, ELM solutions are loosely identified as integrated matter and spend management systems, but their overall goal is to help an enterprise manage legal issues and risk consistently throughout the organization.

Legal departments are adopting integrated solutions in droves because they help in-house counsel streamline matter, contract, and e-billing processes. The result of this streamlining effect is that departments are better able to handle the increased risk and compliance burdens and reduce their overall legal spend. With more work moving in-house and departments tasked with doing more with tighter budgets, advanced legal operations management is no longer a luxury, it is a necessity. Many legal departments have adopted enterprise systems to handle either matter or spend management or both.

Unfortunately, many enterprise management systems are not helping legal departments address the most critical issues facing their organization – mainly project visibility and risk-management.

The Limitations of Traditional Enterprise Legal Management Software

Enterprise legal management software does not effectively address process or collaboration.

Traditional enterprise legal management systems are mostly data and task-oriented systems that focus on maintaining large databases of information related to matters and spend. A traditional enterprise legal management solution is a system of record, so it will be less likely to track day-to-day activities within the legal department. Although some claim to address process and collaboration, the very nature of these large data-driven solutions prohibit them from doing so effectively. What results from a traditional enterprise system is a recording of the final data, such as a contract or document relating to a matter, without the context of the activities that surround it.

What these systems claim to do is enterprise legal “management,” when, what they actually do is provide a “database.” Traditional matter and spend management solutions do not address process or collaboration in a way that facilitates the implementation of consistent, repeatable processes for the variety of legal issues managed across a large enterprise. This lack of visibility into the context around these legal issues exposes companies to undue amounts of risk. And, the lack of process-driven workflow engines that work the way you work keeps adoption rates low and return on investment difficult to achieve.

One example of this is the process of reviewing and approving NDAs. For many organizations, the non-disclosure agreement (NDA) lifecycle is an often-overlooked Achilles heel. Traditional enterprise legal management solutions may store the final document, but there are no productivity tools around its request, creation and execution. These critical documents protect intellectual property, but too often they are pulled together haphazardly, not countersigned, and left to languish in an email inbox. Work commences, and both parties forget about the NDA until a problem arises. While your existing enterprise legal management software may provide a database for the final NDA, how does it handle the process of actually requesting and managing the various approval stages? Moreover, once signed, do you know where to find the executed NDA if a problem arises? Read more: How Ad Hoc Turns NDAs into Nightmares.

Enterprise Legal Software is Not Designed to Evolve with Your Business.

The simple fact is that enterprise legal management software does not work for legal departments and the business users they support in the way IT and management wants to believe it will. For one, enterprise legal management systems take an incredible amount of resources – both time and money. The time it takes to develop and deploy one of these cumbersome systems can take months, even years. Moreover, once implemented, it can take a very long time for the business to see value from the software.

Secondly, changing the software to support new business initiatives is difficult. For as long as it took to create the original enterprise system, it can be just as expensive and time-consuming to bring in new functionality that meets changing business needs.

Facilitate True Enterprise Legal Management with Enterprise Apps

Enterprise Apps are about people and process first.

Innovative legal departments are changing and adapting to help the business they support grow and thrive. In order to do so, they recognize that matter management is not about the database, but rather, successfully managing a legal matter is about process. Implementing and enforcing consistent processes is critical to gaining visibility into how all the various business units may be exposing the company to risk.  That visibility leads to better business risk mitigation and more efficient handling of litigation when it does arise.

While a database to store final information is certainly needed, Enterprise Apps like those developed by Onit can fill the “process and collaboration gaps” left by these database-driven systems. For example, when turning out NDAs become a simple, repeatable process, leveraging the NDA App to add consistency and visibility, organizations can stay on top of their legal obligations and reduce their exposure to risk. An App will help you manage the NDA lifecycle from creation to execution, jump-starting what will be a productive working relationship in a fraction of the time and effort than an ad hoc “process.” Read more: Closing the Loop in the NDA Lifecycle.

Enterprise Apps are Designed to Evolve with Your Business.

Enterprise Apps are easy to deploy, support, learn and use. App building platforms like Onit enable non-developers to write SaaS web applications to solve human process problems for enterprise users. Enterprise Apps are hyper-focused on solving problems for your team, and have remarkably high success and adoption rates. Because they are designed to fill the process and collaboration gaps, Enterprise Apps can evolve quickly to meet your changing business needs at a fraction of the customization and administration costs associated with enterprise systems.

While your enterprise legal management software may have a long list of features, our Enterprise App clients measure success by user adoption, rather than feature checklists. Why spend big money on a complex legal management tool that does not address the visibility and the productivity of the human processes at the core of the task?

Ready to consider a new way to manage legal operations? Onit Apps for matter, contract, and spend management will help your legal department provide better service to your businesses and improve your operational efficiency. Contact us or schedule a demo today!

1. The landscape for in-house legal departments has fundamentally changed. General Counsel (GCs) must think outside of his/her department when it comes to managing the entire enterprise’s legal affairs. This shift has meant that visibility into risk and compliance issues handled across the company, and metrics around spending and productivity are essential to a GCs success. Enterprise Legal Management is a term that has evolved to define this greater need for aggregated information across disparate departments in order to make better company decisions. 

2.  Enterprise Legal Management is a class of technology that helps GCs navigate this new landscape. The aim of ELM technology is to organize and inform through data. This class of technology makes it easier for GCs to gain visibility into potential legal risk across the wider organization, moving away from the siloed approach of yesterday. This enables a more proactive approach to managing the enterprise’s legal affairs and mitigating risk wherever it exists. 

3.  Enterprise Apps are the nimble cousin of your existing Enterprise Legal Management system. While larger ELM systems can give you easier access to global data, these systems don’t necessarily address the collaboration required to harness and use that data to benefit the organization. Built from the ground-up, Enterprise Apps are simple-to-configure, and easy-to-deploy solutions that aim to address complex and everyday processes that require a high degree of collaboration between knowledge workers. 

4. Enterprise Apps can integrate with existing ELM systems. Although these Apps can replace larger systems of record, they are more often than not, a way to bridge the gap that exists in those larger systems. Do you have a gap in functionality in an existing enterprise system that requires collaborative workflow? An Enterprise App can be used to bridge that gap at a fraction of the cost, rather than having to reconfigure your existing system. 

5. Companies of any size can benefit from Enterprise Apps. In-house legal departments dealing with organizations of any size, from small businesses to multi-billion dollar global corporations, can benefit from Enterprise Apps.

6.  Enterprise Apps are a quick way to drive meaningful operational improvements. Unlike the development and implementation process for a large enterprise legal management system, which can take several months or years, the average time it takes our clients to implement an Onit App is 19 days. While the most complex implementations can take up to 90 days, this still beats the average for ELM systems by months. 

7.  Enterprise Apps can help your legal department transform the way it works. In one example, Onit partnered with a large Fortune 500 client to deploy an NDA App. The company’s in-house legal department dealt with over 10,000 NDAs annually, with the average time from start to finish taking over 16 days. Onit developed a prototype App to handle global submission, negotiation and electronic signature of NDAs. The result? The company processed over 1000 NDAs in the first month of deployment, with the completion time reduced to just 24 hours and 90% of the NDAs being processed without lawyer involvement. 

8.  Enterprise Apps are secure.  Like your larger Enterprise Legal Management system, your Enterprise App data is hosted in secure commercial data centers. In most cases, your data is more secure than if you hosted it in your environment. 

9.  Enterprise Apps require little or no IT involvement. In many cases, customers can configure, deploy, and support enterprise Apps with no corporate IT involvement. App developers, such as Onit, achieve a “low code” or no code development structure, which also speeds up the time to value for our clients.

10.  There is an Enterprise App for every need/process/workflow. Apps for very standard processes like contract review and approval, NDAs, alternative fee arrangements, and matter or legal spend management are available.. Alternatively, Apps can be created from scratch to meet a particular process or set of circumstances unique to your business.

When you are exploring enterprise legal management systems, it helps to have a technology partner who can walk you through the process of creating an effective solution that works for your department. Onit can help you determine your best course of action, and we’ll be there every step of the development process.

With a small investment of your time – typically 60 to 90 minutes – to help us understand your business process, we can configure an App. Contact us today!

The business climate around us has changed, and in many cases, not for the better, with undue value placed on eking out more productivity (not the good kind), while spending less. For legal departments, this means a triple whammy of smaller budgets, fewer resources, and increasing workloads being brought back in-house. Businesses that best adapt to their changing climate will not only survive, but thrive. In the words of Charles Darwin, “It is not the strongest or the most intelligent who will survive but those who can best manage change.” One way to ensure your business continues to thrive is by engaging in strategic process improvement.

In a recent article by George Dunn and Wendy Hufford, both experts in process improvement, the authors lay out a simple 3-step process improvement plan for legal departments. Process improvement can be an overwhelming project with many teams stalling just out of the gate because of the truly daunting nature of change. The article does a great job of distilling change down to a few exercises so that you can start putting pen to paper when it comes to a much-needed change.

According to the authors, step one is to get acquainted with the various process methodologies out there. Everyone may be talking about process, but there are many different ways to approach it. The five methodologies noted by the authors are Continuous Process Improvement, Business Process Management, Re-engineering, LEAN, and Six Sigma. Sometimes, it takes a combination of methods to find the right fit for your organization. At Onit, our solutions employ a combination of business process management (BPM), which focuses on “innovation and flexibility through combining process and technology changes,” and the continuous process improvement methodology, which focuses on making small changes over time rather than one big overall change.

Next, you should identify the areas within your department that could use improvement. Anyone who’s worked on an in-house legal team will be familiar with the common departmental vulnerabilities outlined by the article. Onit Smart Process Apps aim to create efficiency in common tasks that typically cause a lot of backlog and frustration. Processes such as contract management and administration, records retention and storage, and email communication are ripe with unnecessary frustration due to lack of visibility, the tracking down of documents, approval delays, and exposure to risk. So, how can you tell if a process is ripe for change? Look out for these five signs.

At Onit, we offer Smart Process Apps to tame common processes such as contract review and approval, NDAs or alternative fee arrangements. Need a custom solution? Our nimble App Builder platform allows you to create a customized solution that can adapt to grow with your business. Onit’s overarching philosophy across all of our technology solutions is to provide a new level of visibility and transparency into processes to help knowledge workers involved in the process be more productive, happier and more successful.

The third and last step is to create a process improvement plan for your department. The article lays out some specific items to think about, consider, and finalize, in order to put that plan into place. One important item is to start creating a culture of change within your organization. One way to do this is to build a coalition of like-minded individuals united around one inefficient process area. Check out our blog post: “3 Steps to Creating a Solid Foundation for Your Change Initiative.”

Another big part of creating a plan is to prioritize potential process improvement initiatives and to audit current processes to find soft spots and opportunities. Need help conducting a process audit? We’ve put together four exercises that will help you deconstruct your process in order to figure out your baseline and lay out a plan for improvement. Finally, an important step as you engage in any process improvement initiative is to enlist the help of a third-party partner who can help you every step of the way.

Have some process improvement ideas for your legal department, but not sure where to start? Onit can help! Contact us or schedule a demo to learn more about our Smart Process Apps and App Builder platform.

Need more inspiration to start a change initiative? The Darwin quote above comes from an excellent list of quotes about change from Inc.com.

Enterprise software arose to answer specific needs within corporations — from processing bills to tracking legal matters or managing content. In its inception, it helped enable the mastery of what would be considered simple tasks on an individual level, but were immensely complicated challenges when multiplied to the corporate level. Gradually, this software became more sophisticated, facilitating terabytes or petabytes of information. 

However, enterprise software is like steel plumbing — expensive to lay, difficult to manipulate or move and often more expensive to replace.

Due to the increasing complexity of the business needs these solutions handle, it is often extremely difficult to modify workflows, user preferences, reporting and more without intervention from IT and potentially more bills from the software provider.

Companies are looking towards a new model of systems of engagement, which encompass not only management of tasks or processes but also the communications and collaboration preferences of its users on a whole. These systems — enabled by technologies we know and understand such as email — serves customers, partners and employees equally, removing the barriers that prevent out-of-department stakeholders from taking part in vital processes that impact their goals and productivity. A system of engagement is focused on in-the-moment tasks and decisions, leverages social and cloud technologies and includes short, rapid, iterative release cycles.

Rather than trying to compete with existing enterprise software installations, these systems of engagement are embracing an “App” approach that enables them to fill in the gaps of existing software infrastructure. Forrester Research has coined the term “Smart Process Apps” for this new software and predicts it will be a fast growing segment of business software.

Find out how you can get ahead of the curve by reading our whitepaper on the transition from Systems of Record to Systems of Engagement.

Imagine seeing this title on your AmLaw 200 law firm bill: career associate. While a bit odd, it may be the latest way large firms are controlling costs and creating a lower threshold for billable hours.

The ABA Journal reports that law firms have been experimenting with different titles that can signify different career paths for outside counsel. For example, the above mentioned “career associate” references a lawyer at Orrick Herrington & Sutcliffe that works at lower rates and reduced hours and is excluded from the partnership track. The article reports similar trends at Greenberg Traurig and Kilpatrick Townsend & Stockton.

But are these title changes semantics or substantive?

According to an expert interviewed for the article, the changes reflect the “economic challenges of the past five years” and “lawyers’ changing professional expectations and desires.”

Truth be told, law firms have been juggling titles for quite some time. While this may be just marketing machinations, the fact that some of these new titles charge a lower rate could translate into substantial savings for corporate law departments – who have, for years, pushed for an appropriate and applicable mix of billing levels on outside counsel bills. After all, basic work doesn’t need “drive by” billing from a senior partner. Now, with the advent of these new positions, there is the possibility to move basic work from associates to an even more budget-compliant level of attorney.

So if you happen to see career associate, legal resident or department attorney on your latest bill, give yourself a moment to smile as you (hopefully) savor the spend savings. 

Doubtless, you’ve heard the story that broke earlier this week. Amazon is proposing to deliver your orders by drones, which has sparked off an immense wave of commentary that includes everything from law enforcement complications to if the octocopters will deliver tacos to an Amazon drone Twitter feed.

The concept of flying machinery darting around the city in order to drop boxes at your doorstep is a complex one to get your head around. After all, there’s nothing quite like that happening now. And there are worries about their level of reliability and public safety as well as privacy concerns.  

But the basic idea of drone delivery is intriguing simply because it takes a complex problem – mass logistics and order fulfillment – and offers a new perspective on it. So much of the fulfillment process is automated. Is it possible to automate the actual delivery itself? How the process be streamlined to significantly cut the time traditionally associated with delivery?

Here at Onit, we took a good long look at processes that bog corporations down – everything from contract review and approval to legal process outsourcing to employee onboarding – and focused on how they could be improved from both a time and cost perspective.  How can we introduce easy collaboration capabilities that are both useful AND used? How can we automate extremely manual tasks such as document routing or review? How can we cut time spent herding cats (because – let’s face it – no matter how important the task sometimes, that can be what you feel like you are doing) in order to complete the project? What can we do to help refocus your time to more strategic contributions?

Well, it starts with a Smart Process App.

Below is a list of resources that speak to the successes our clients have realized with our Smart Process Apps including the challenges they faced and how they overcame them. Feel free to browse through them. If you’d like to bypass that and go immediately to our Smart Process Apps demo, you can request one here.

On-Demand Webinar

• Case Study: How Johnson Controls Regained Control of Their Quote and Approval Contract Process

White Papers

• A New Approach to Contract Management
• The End of An Era:  Evolving Beyond Email and Spreadsheets to Manage Your Law Department
• White Paper: Strategic Process Management: Improve Client Service & Operational Effectiveness with Onit App Builder

According to a recent survey of 71 law departments, legal spend is expected to increase, the use of alternative fee arrangements will continue to grow and ethics and compliance is now rated as the highest priority in 2013.

The crux of the survey examines how law departments combine numerous processes, practices and technologies in order to create a smarter working environment (along with smarter results.) Positioned by Huron Legal as “a comprehensive management program,” successful corporate law departments leverage a mixture of the following items to nurture more efficient (and cost-saving) operations:

• Defined panels and/or pre-approved lists for sourcing
• Regular budget reviews
• Matter-level budgets
• Alternative fee arrangements
• Matter management and e-billing technology

According to the survey results, law departments that used this mix realized 30 percent lower total legal spend as a percent of company revenue.

The surveyed law departments hailed from companies with revenues from $5 million to $89 billion. Operations on that size are consistently challenged with complex processes that need proper technological support. Even a “simple” process such as finalizing a contract can turn into a nightmare when you factor in reviewers from multiple organizations or departments, numerous versions of the contract and several review cycles – all which normally relies on tools such as Outlook or Excel to track it.

The right technology, such as a flexible, scalable, light-weight Smart Process App, can more easily support a law department’s path to more efficient and budget-compliant operations than enterprise-level software implementations.

You don’t have to watch Looper, Terminator or Bill & Ted’s Excellent Adventure to know that the future can be a tricky thing to predict. Even trends as close as two decades away can be difficult to see.

Think on this:

• Thirty years ago, you could find a typewriter in every office.
• Twenty years ago, we were figuring out this thing called the World Wide Web. (Remember dialing in?)
• Ten years ago, mobile phones – the kind with basic calling and texting capabilities only – became a widespread phenomenon.
• Now, mobile devices such as smart phones and tablets and applications allow us to work and play from almost anywhere.

Now, the International Legal Technology Association has launched an initiative to discover how technology and the way legal organizations use it will develop. This includes providing long-term insights into legal technology strategies for the next 10-15 years such as:

• Defining key driving forces shaping business and the legal profession
• Identifying a likely timeline of IT developments
• Examining how IT advancements can be leveraged to help enable and enhance tomorrow’s legal organizations

If you’d like to contribute to the study, ILTA invites you to answer two surveys:

• Business applications survey: http://s.zoomerang.com/s/futurehorizons
• Timelines survey: http://s.zoomerang.com/s/ILTAEmergingTech

The interim results will be covered in a keynote presentation during ILTA’s annual conference in Las Vegas. It features Rohit Talwar of Fast Future Research Ltd., who will also discuss the future of legal IT and highlight how law firms can leverage emerging technologies coupled with new paradigm thinking to change everything from firm strategies and business models to the way tomorrow’s lawyer is recruited, developed and rewarded.

The landscape of business and the technology that supports it is constantly changing. Already, legal organizations and corporate legal departments are trending away from enterprise-wide solutions to flexible, light-weight applications that can readily support their changing business processes and priorities. The legal organization that thrived 20 years ago operates very differently today and doubtless will continue to evolve as it works to accommodate the needs of its clients.

We’ll share more information on this study as it progresses.

We’ve all seen those offices – the offices with more paper than the Library of Congress. Folders perched on desk tops, piled high and proudly defying gravity. Stacks of paper poke out from inboxes. The trash bin is choked with cast off drafts and shelves sag under paper weight.

The people that own this office will look at you and say, “I have a system.”

They probably do. But how quickly can they track down pertinent information when its data is spread across multiple files on multiple pages in multiple locations?  Can they easily access the big picture? Can they surf the paper waves quickly enough to report on budget performance for a particular legal matter, grab the absolutely latest version of a document or ascertain the status of an important task assigned to a team member?

The right App can take all the information that exists on reams of paper and make it meaningful, insightful and accessible from your smartphone or desktop. Because if you don’t have the right tools for matter management, you may end up like … well, this woman.

Click here to schedule a demo today.

Anyone who grew up watching PBS or has kids will probably recognize the Sesame Street jingle “One of these things is not like the others.” The song preceded a visual of several things and the adults would dare the muppets to find the one that doesn’t match.

So here’s our own version of One of These Things is Not like the Other:

1. Lawyer: I love contracts.
2. Sourcing manager: I love contracts.
3. Salesperson: I love contracts.

Did you spot the item that doesn’t belong? Here’s a hint: It isn’t a lawyer or sourcing manager.

Sure, contracts mean the completion of a successful sales effort and a new client. But most sales people would argue that they’d prefer to be working towards new contracts as opposed to being mired in the administration-level efforts of tracking the progress of several existing ones, coordinating with internal stakeholders and pounding the pavement for the most updated copy.

That’s where Onit comes in. With the Onit ReviewAI and Approval App, sales managers can easily get a contract reviewed and approved. This means:

1. A quicker sales cycle
2. Automated handling of review and approval from inception to close
3. Advanced and automated notice for contract renewals
4. Enhanced insight into contract performance and intelligence
5. Improved communications with clients and external parties throughout the process

Let’s see how this sales manager did it.