agile for law firms

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Agile for Law FirmsA Clio Webinar

Jack Newton & Joshua Lenon – ClioJohn Grant – AgileAttorney.net

#ClioWeb

• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon

Instructors

Jack Newton• CEO and Founder of Clio• Founding Member of the Legal Cloud

Computing Association

Joshua Lenon

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Instructors

John Grant, J.D., CSM• Attorney• Agile Certified Scrum Master • Founder of AgileAttorney.net

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Agenda

• What is Agile workflow– 10 minutes

• How Agile can help both clients and lawyers obtain better outcomes.– 10 minutes

• Practices that lawyers should use with Agile– 15 minutes

• Tools for getting the most out of Agile– 15 minutes

• Clio as an Agile tool– 5 minutes

• Questions – 5 minutes

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Goals for today:

Answer questions

What is Agile and where did it come from?

Tools for a more Agile practice

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WHAT IS AN AGILE WORKFLOW

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Goals for today:

Answer questions



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To-Do Doing Done

Answer questions



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Lean/lēn/noun1. A toolset for modifying business

practices to maximize the delivery of customer value.

2. A systematic method for the elimination of waste within a workflow.

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It’s not about getting more things done. It’s about getting the right things done.

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Customer Value is THE ONLY GOAL.

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(Efficiency is a desirable

side-effect)

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Agile/ˈajəl/noun1. A method of project management

that is characterized by the division of tasks into short phases of work and frequent reassessment and adaptation of plans.

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Agile/ˈajəl/Noun2. A set of methods by which

knowledge work is made visible so that Lean principles can be used to manage and improve workflows and processes.

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#ClioWebPhotobychaingam990,usedunderaCC0PublicDomainLicense

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Kanbaninthewildphotos…

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http://info.versionone.com/state-of-agile-development-survey-ninth.html

2013: 88%2012: 84%2011: 80%

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Agile vs Waterfall

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Waterfall Model for Software Development

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Agile Model for Software Development

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Why Agile Wins

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Sprint Planning

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Velocity

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Clio’s Agile Year

Web Application Releases• Matter Budgets• Job Titles • Firm-wide Billing • Sortable Custom Fields• Document Upload

Upgrades

• Zapier for EU• Upload a Contact’s Image• Additional Decimal Places

in Tax Fields • Bulk edit of time entries

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Clio’s Agile Year

iOS App Releases• Secure Messages for iOS• Notifications for iOS• View Bill Details for iOS• Upload a contact’s image

for iOS• Add a Client Photo to a

Contact Using iOS

Android Releases • Documents for Android

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Clio’s Agile Year

Security Improvements• Password Duration• Expire All Passwords • 30 day Session Timeout• Two Factor Authentication

Upgrade using Google

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HOW AGILE CAN HELP BOTH CLIENTS AND LAWYERS OBTAIN BETTER OUTCOMES.

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Lean/lēn/noun1. A toolset for modifying business

practices to maximize the delivery of customer value.

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value/ˈvalyo͞o/noun

1. Benefit – Investment

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Time + Energy + Effort + Resources + Opportunity


1. Benefit –

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1.Time + Energy + Effort + Resources + Opportunity

Time + Energy + Effort + Resources + Opportunity

–

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1. Benefit – Investment 2. The satisfaction of a person’s

values.

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Seek to understand what your customers value.

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PRACTICES THAT LAWYERS SHOULD USE WITH AGILE

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MissionVisionValues

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mission/ˈmiSHən/noun

1. The thing(s) your business is on this earth to accomplish.

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vision/ˈviZHən/noun

1. What the world will look like when you accomplish your mission.

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values/ˈvalyo͞oz/noun

1. Your principles or standards of behavior; your judgment of what is important in life.

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Business Model Canvas

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Whoareyouridealtargetcustomers?

Whataresomeattributesofthecustomersyoumostwanttoattract?

Whataresomeattributesofpotentialcustomersyoumostwanttoavoid?

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Whatarethetop1-3Problemsyourtargetcustomersface(legalorotherwise)?

Whataresomeexistingsolutionstothoseproblems?

Whatisgoodorbadaboutthosesolutions?

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Whatisthesimplestthingyoucanoffertoaddresseachproblem?

Whatwillyoumeasuretoknowyouareontherighttrack?

Acquisition|ActivationRetention|Revenue|

Referral

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In any system, there is only one* constraint that limits the flow of the entire system.*Occasionally, butrarely, therearetwo.

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Any changes made to improve flow at the constraint will improve the flow of the entire system.

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Any changes made to improve the flow at a part of the workflow that is not the constraint cannot improve the overall system.

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(Localized)Efficiency is a terrible goal.

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System-wide flow is THE ONLY GOAL.

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TOOLS FOR GETTING THE MOST OUT OF AGILE

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To-Do Doing Done

Answer questions



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To-Do Doing Done

Answer questions



KANBAN!

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1. Visualize your current workflow.2. Apply Work-in-Process (WIP) limits.3. Make policies explicit.4. Manage and measure flow.5. Optimize iteratively with data.

Five Steps of Kanban

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ProductivityKanban

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To-Do Doing Done

Convince you to build a kanban board

Discuss the nature of efficiency

Divulge the single step to improved operations

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Ready




Doing Done!WaitingQueueBacklog

To-Do Doing Done

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Ready




Doing Done!WaitingQueueBacklog(Brain-Dump) (This Week) (Today) On What?

Since when?Max = ? (Done done!)

To-Do Doing Done

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Ready






Reminder to use tape w/ stickies

Discuss expanding the “doing” column

Introduce WIP limits

Productivity Kanban vs Workflow Kanban

Tracking cycle time & other metrics


Mention color as a visual indicator

Physical Boards vs Software Tools

To-Do Doing Done

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#ClioWeb

Ready






Reminder to use tape w/ stickies

Discuss expanding the “doing” column

Introduce WIP limits

Productivity Kanban vs Workflow Kanban



Mention color as a visual indicator

Physical Boards vs Software Tools

To-Do Doing Done

#ClioWeb

WorkflowKanban

#ClioWeb

Research

J. Adams

Doing

SigningReviewGatherIntake Drafting

WashingtonJefferson

J.Q. Adams

MadisonMonroe

Jackson

Van Buren

Tyler

Polk

Taylor

#ClioWeb

#ClioWeb

Research

J. Adams

Doing

SigningReviewGatherIntake Drafting

WashingtonJefferson

J.Q. Adams

MadisonMonroe

Jackson

Van Buren

Tyler

Polk

Taylor

#ClioWeb

Kanbaninthewildphotos…

#ClioWeb

1. Visualize your current workflow.2. Apply Work-in-Process (WIP) limits.3. Make policies explicit.4. Manage and measure flow.5. Optimize iteratively with data.

Five Steps of Kanban

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CLIO AS AN AGILE TOOL

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Clio’s Agile Features

Task Lists let you process map your law firm’s workflows.

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Clio’s Agile Features

Custom Field Sets let you create new business models easily.

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Clio Agile Integrations

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QUESTIONS?

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Want to learn more?Kanban for Lawyers Book: https://leanpub.com/kanbanforlawyers

Clio e-Book:Techniques for the Agile Lawyer

Sign up at AgileAttorney.com for coming information on the Law Practice Canvas

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Security by Design for Law FirmsA Clio Webinar

http://gocl.io/securitybydesign

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Thank You

Joshua Lenon

[email protected]

@JoshuaLenon

Linkedin.com/in/joshualenon

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Appendix

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The Seven Wastes of Lawyers:

1. Overproduction

2. Defects

3. Transfer

4. Over Processing

5. Waiting

6. Pre-Processing

7. Movement

© 2014 John E. Grant. http://legalvaluetheory.com

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waste/wāst/noun

1. A material or activity that does not add customer value.

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waste/wāst/noun

1. A material or activity that does not add customer value.

2. The absence of customer value.3. Investment without customer benefit.

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The Seven Wastes of Lawyers:

1. Overproduction

2. Defects

3. Transfer

4. Over Processing

5. Waiting

6. Pre-Processing

7. Movement

© 2014 John E. Grant. http://legalvaluetheory.com

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As a _________, I need to be able to _______________, so that I can ____________________.

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As a <user role>, I need to be able to <need or outcome>, so that I can<goal or objective>.