Case Study: Redefining Legal Processes

Redefining Legal Processes in Creation of Best Practice Process Workflows

Our team reviews the full scale of law firm administrative operations, including but not limited to finance, human resources, information technology (IT), practice support, new business intake/conflicts, records, docket, Litigation/eDiscovery Support, risk management, knowledge management, secretarial support, file/print room and other back office where we assess, recommend and deliver improvement recommendations and next generation roadmaps, including tasks, timelines and costs to plan your move from where you are today to your desired future state. Our recommendations span law firm operations/administrative strategy, process, organization and technology changes to support the new “law firm” model.

  • Client:  150 lawyer firm
  • Problem: Cost cutting enabled our 150 lawyer law firm client to remove cost from its model but caused an unanticipated consequence, a dramatic drop in client service to its lawyers and only a marginal improvement in annual partner distributions.
  • Solution: The LegalShift team conducted a broad legal operations assessment and reviewed strategy/governance, process, organization and technology needs. We developed a comprehensive recommendations set and delivered a detailed implementation roadmap.  The firm has been implementing LegalShift’s recommendations.  The results included: a re-engineered new business intake/conflicts process and tools that now ties the intake of clients to the firm’s strategy, resulting in more profitable, strategically aligned clients; a re-tooled administrative finance organization, processes and tools that allow lawyers to see client and matter focused financial information, on a real time basis, including AFA budgets and current state, receivables, and allows status updates for client viewing; a new knowledge management function that exploits internal knowledge sharing and easier access to Firm intellectual property enabling higher value and more efficient results for clients; a refined technology delivery function that now caters to the Firm’s lawyers, and enables unfettered access “always on” to firm systems from a variety of mobile platforms.