Projects

STREAMLINING THE MATTER BUDGET REPORT

Goal: The financial planning and budgeting team spent considerable time and resources on a monthly basis adjusting the matter budget report. Improved this report to minimize the manual adjustments.

Steps:

  •    Evaluated the existing matter budget report

  •   Met with the financial planning and budgeting team to understand the necessity to alter the report

  •   Collaborated with the legal technology team and developed matter budget report

  • Presented multiple report formats for selection to financial planning and budgeting team

  • Streamlined report circulation

  • Provided tailor-made training to the financial planning and budgeting team on use of TeamConnect



GLOBAL ROLLOUT OF THE COLLABORATIVE BUDGETING TOOL, INCLUSIVE OF THE ALTERNATIVE FEE ARRANGEMENTS (AFAS)

Goal: Develop and implement the budgeting process. Train in-house and outside counsel

Steps:

  • Evaluated the existing outside counsel spend data to assess various AFAs currently in place

  • Conducted meetings with in-house counsel to understand the current AFAs

  • Developed the budgeting process and naming convention to ensure user-friendly TeamConnect screens

  • Worked with the legal technology team and finalized the budgeting process decisions for the upgrade

  • Presented multiple approaches to transition outside counsel to use the collaborative budgeting tool smoothly

  • Managed the User Acceptance Testing (UAT) procedure i.e. writing and evaluating the UAT manual along with incorporating the feedback on the final release

  • Developed and conducted training (Web-based and in-person training in New York, Los Angeles, and the United Kingdom)

  • Designed Frequently Asked Questions (FAQs) and Quick reference cards for in-house and outside counsel and other training material

  • Trained outside counsel on the use of new collaborative budgeting tool



GLOBAL ROLLOUT OF TEAMCONNECT

Goal: Was to evaluate the legal departments need, select a vendor and implement the matter management system selected.

Steps: TeamConnect replaced the legacy LawPack matter management and Datacert’s e-billing system. Globally rolled out TeamConnect to 300 users at 27 offices in over 12 countries (Domestic-US and International - Europe, Asia and Latin America). 100 percent of vendors on-boarded onto e-billing system Collaborati. TeamConnect seamlessly integrated with Accounts Payable and Document Management systems. Live and web-based training conducted