The Ultimate Legal Ops Technology Handbook

Legal Operations is a crucial component of every organization.

Run right, it can have a huge impact on companies of every size. Legal Ops teams work to increase internal process adoption, lower risk, implement innovative technology, and improve operational performance.

But what separates effective Legal Ops teams from less effective ones? And how can your Legal Ops department begin to truly level up, such that it proves a valued partner to the business as a whole? 

That’s why we created this handbook. In it, you’ll learn: 

1. How to increase process adoption by improving process experiences and meeting employees where they are

There’s no way around it. To level up as a Legal Ops team—or to otherwise begin to increase efficiency, lower risk, or guarantee compliance—you have to increase adoption of your internal processes. But to do that, you have to make the experience of following your processes easy, enjoyable, and actively valuable. Your processes are how you’ll increase the business value YOU provide at scale.

2. How to prove the business value of Legal Ops every day

Proving the value that Legal Ops brings to the business is a matter both of improving visibility into the work that Legal Ops is doing and of improving Legal Ops’ capacity to do more good work. The latter task requires a variety of interventions—the most important of which we’ll touch on next—but the former is all about centralizing and making accessible your data. Make sure that whatever platforms you invest in come with reporting functions that prove so capable.

3. How to leverage innovative technologies like AI safely

AI is very powerful. For Legal Ops, AI-powered process automation is perhaps the most powerful tool for improving process experiences that we’ve ever seen. But it’s also just that: a tool. You determine how you use it—and how you don’t. Any technology vendor you partner with should understand that essential dynamic.  

4. How to continue to control costs 

The billable hour is a hallmark of the legal field, and for good reason. It’s simple to track billable hours for both the client and attorney, and therefore it’s easy to calculate costs. The irony of billable hours, though, is that it disincentivizes efficiency for outside counsel and therefore runs counter to organizational efficiency.  With today’s Legal Ops, reducing costs is about a lot more than that, though.

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In full, this handbook was designed to give legal teams a blueprint to do what modern legal departments need to do: create business value, save money, reduce risk, and increase process adoption.

Download the Legal Ops handbook to learn more.

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