there is more to the delivery of legal services than just ... · there is more to the delivery of...
TRANSCRIPT
![Page 1: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/1.jpg)
There is more to the delivery of legal services than just drafting a document
or going to court
![Page 2: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/2.jpg)
Lean Six Sigma
Lean is … the creation of Value and elimination of Waste across multiple process steps
Lean attacks issues that are a “mile wide”
• Processes take too long are cumbersome
• Resources are overworked and limited
• Processes have bottlenecks preventing flow
Six Sigma is … increased Quality and reduced Variability within a critical process
Six Sigma attacks issues that are a “mile deep” • Mistakes often reach the client
• Past improvements are not sustained
• Too much time is spent double/triple checking
©2017CarlaGolds/e
n
2
![Page 3: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/3.jpg)
The number of hours you work
Correlate To
the value you provide to a client
©2017CarlaGolds/e
n
3
![Page 4: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/4.jpg)
DMAIC
©2017CarlaGolds/e
n
4
![Page 5: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/5.jpg)
EssentialTools• VoiceoftheClient• RootCauseAnalysis• ProcessMapping
• DataCollec/on• Implementa/onPan
• ControlPlan• Communicate,communicate,communicate
©2017CarlaGolds/e
n
5
![Page 6: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/6.jpg)
• Listen to your client and understand their definition of value
• Learn how to go from “good’ to “excellent” • VOC discussions can, and should be, conducted
throughout the duration of an engagement (not just at the beginning)
Voice of the Client (VOC) – What is it?
©2017CarlaGolds/e
n
6
![Page 7: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/7.jpg)
VOCExercise
©2017CarlaGolds/e
n
7
![Page 8: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/8.jpg)
“Doyoureallywantthebinders?”
-Rela/onshipPartner
©2017CarlaGolds/e
n
8
![Page 9: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/9.jpg)
Y=f(X) Y=f(x)
Y=XXXX
LatetoworkTrafficKidsOversleptWeather
Whatcanwenotcontrol?Traffic,Weather
Y=XXXXOverSleptAlarmclockSickHungOverDidnotsleepwelldidnotwakeme
Whatcanwenotcontrol?Sick,Didnotsleepwell
Y=XXXX
Alarmclockdid AlarmclockHitsnoozeRadiotooSetthe/menotwakeme brokentoomany/meslow wrong
©2017CarlaGolds/e
n
9
![Page 10: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/10.jpg)
Y=f(X)Exercise
• Y=Legalfeesaretoohighandunpredictable
©2017CarlaGolds/e
n
10
![Page 11: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/11.jpg)
NoOneCanArgueWithData• Datacollec/onshouldnotbecomplicated• Helpsyouunraveltherealproblem
©2017CarlaGolds/e
n
11
![Page 12: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/12.jpg)
• Problem: One week to open a new matter
• Suspected Root Cause: Conflict researchers take too long (attorney’s opinion)
• Data: Track time it took from step to step in the conflicts/matter opening process
• Actual Root Cause: The results of the conflict check sat on the attorney’s desk for 5 days before submission of intake form
• Solution: Combine conflict request form and intake form to avoid the lag
• Result: Matters are opened within 12-48 hours
What is the real problem?
©2017CarlaGolds/e
n
12
![Page 13: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/13.jpg)
• Defines • Tasks • Resources • Time for each task to be completed • Tools (checklists, templates, guidelines, etc.)
What is a Process Map?
©2017CarlaGolds/e
n
13
![Page 14: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/14.jpg)
HowdoImapaprocess?
Customer decides on pizza
restaurant
Done
Begin
Pizza order-delivery process
Order taker relays order to kitchen
Cook places in queue of pizza
orders Cook makes and
bakes pizza Cook gathers all the necessary
ingredients Driver delivers
Pizza to customer
Customer calls and orders pizza
Order taker answers phone and takes order
©2017CarlaGolds/e
n
14
![Page 15: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/15.jpg)
Allareasoflawisaprocess
©2017CarlaGolds/e
n
15
![Page 16: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/16.jpg)
“Youarepu;ngmeoutof
business”
-Partner
©2017CarlaGolds/e
n
16
![Page 17: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/17.jpg)
ProcessMapExercise• WhatisthecurrentprocessforNDAs
©2017CarlaGolds/e
n
17
![Page 18: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/18.jpg)
• How can your process be improved • Value-Add – essential tasks • Non-Value-Add – adds no value and not
necessary • Business-Non-Value-Add – adds no value but
necessary for business reasons (ethical, regulatory, etc.)
Creating a Future State Process Map
©2017CarlaGolds/e
n
18
![Page 19: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/19.jpg)
• Eliminate inefficiencies / wastes • Bottlenecks • Unnecessary steps • Missing steps • Redundant steps • Wrong ordered steps • Inappropriate resources for each task • Rework
• Leverage knowledge management • Technology • Resources • Training • Communication • Knowledge sharing • Best Practice documents and standards
What to Look For
©2017CarlaGolds/e
n
19
![Page 20: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/20.jpg)
• Break into groups of ten • One person will need to be the timekeeper • Position yourself however you want • Pass the ball
• Only one person can touch the ball at a time • Each person can only touch the ball once • Each person must touch the ball • The ball must end up back with the first
person • You can situated yourselves however you
would like
Current/Future State Exercise
©2017CarlaGolds/e
n
20
![Page 21: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/21.jpg)
• Phase 2 • Take off 1 second of your process cycle time • Same rules
• Phase 3 • Take off another 1 second of your process
cycle time • Same rules apply
Current/Future State Exercise (cont’d)
©2017CarlaGolds/e
n
21
![Page 22: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/22.jpg)
©2017CarlaGolds/e
n
22
![Page 23: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/23.jpg)
• Develop potential solutions • Prioritize solutions
• Create • Project Plan • Communication Plan • Change management Plan • Training Plan • For initial solutions to be implemented
• Pilot/Test
• Stage and launch implementation
Improve/Implementation Phase
©2017CarlaGolds/e
n
23
![Page 24: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/24.jpg)
Project Plan
©2017CarlaGolds/e
n
24
![Page 25: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/25.jpg)
©2017CarlaGolds/e
n
25
![Page 26: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/26.jpg)
Force Field Analysis • List all of the forces for the desired change, and all the forces
against the desired change
• As you do this, consider the following questions:
• What business benefit will the change deliver? • Who supports the change? Who is against it? Why? • How easy will it be to make the change? • Do you have enough time and resources to make it work? • What costs are involved?
• What other business processes will be affected by the change?
©2017CarlaGolds/e
n
26
![Page 27: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/27.jpg)
©2017CarlaGolds/e
n
27
![Page 28: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/28.jpg)
ImplementationPlanExercise• Fiveelementsthatyoumustdotoputthenewprocessinplace
©2017CarlaGolds/e
n
28
![Page 29: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/29.jpg)
• Ensure everyone is following the newly defined approach and process
• Identify additional improvements as the new
process is used • Continuous improvement philosophy
• Determine if implemented solutions are
providing desired improvements
Control Phase
©2017CarlaGolds/e
n
29
![Page 30: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/30.jpg)
“ThePhoneCallsHaveStarted
Again” -In-houseLawyer
©2017CarlaGolds/e
n
30
![Page 31: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/31.jpg)
ControlPhaseExercise• Listfivestepsthatwillbeinyourcontrolplan
©2017CarlaGolds/e
n
31
![Page 32: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/32.jpg)
• Start simple • For value-based pricing to be a win-win
• The client/business partner and law firm must have an initial in depth discussion about client’s goals and objectives
• Some Options • Fixed Price
• By matter • By phase • By portfolio
• Success Fee • To drive behavior • To drive a certain outcome
• Contingent fee • Retainer (yearly/monthly) • Work with client to develop pricing models that work best for the
matter and all parties
Pricing Options
©2017CarlaGolds/e
n
32
![Page 33: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/33.jpg)
• Law Firm Resources • Partners • Associates • Paralegals • Administrative Assts.
• Off-shore companies • On-shore companies • Technology
Possible Resources to Consider • Contract Workers • College Graduates • Template Documents • Internal Business Resources • In-House Legal Group • Playbooks • Third-party Providers
©2017CarlaGolds/e
n
33
![Page 34: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/34.jpg)
Possible Technologies (supports a solution is not a stand-alone solution)
• Decision Trees • Machine Learning
• Artificial Intelligence
• Document Assembly
• Web-based Platforms
• Microsoft Office
©2017CarlaGolds/e
n
34
![Page 35: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/35.jpg)
Technologydoesnotmakelawyersobsolete.Itjustchangestheroleof
thelawyer.
©2017CarlaGolds/e
n
35
![Page 36: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/36.jpg)
How do I start when I get back to my desk?
• Make sure have support from the top • You must have a strong driver of the
change, who has a “voice at the table” • Pick a simple, well defined process • Work with a finite project team • Pick an area not politically charged • Look for champions • Work with a receptive client • Possibly conduct an Innovation Challenge
©2017CarlaGolds/e
n
36
![Page 37: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/37.jpg)
• You work within a Legal Department at a corporation • Along with all of your other work you have to review, comment on,
negotiate, revise and obtain execution of Non-Disclosure Agreements (NDAs)
• You receive • 10 NDAs/week
• each that come from customers so each one is different from the others
• 10 NDAs/week • Produced by the company
• How can you manage the flow of the NDAs in the most efficient and cost effective way without compromising quality
• If you use a law firm how can they provide you with additional value in additional to providing general legal advice
Case Study
©2017CarlaGolds/e
n
37
![Page 38: There is more to the delivery of legal services than just ... · There is more to the delivery of legal services than just drafting a document or going to court. Lean Six Sigma](https://reader035.vdocuments.net/reader035/viewer/2022062507/5fe4dad386a0d76a203a2ca0/html5/thumbnails/38.jpg)
QUESTIONS
©2017CarlaGolds/e
n
38