Here's just a small sampling of projects we have accomplished.
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.
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:
o Evaluated the existing outside counsel spend data to assess various AFAs currently in place
o Conducted meetings with in-house counsel to understand the current AFAs
o Developed the budgeting process and naming convention to ensure user-friendly TeamConnect screens
o Worked with the legal technology team and finalized the budgeting process decisions for the upgrade
o Presented multiple approaches to transition outside counsel to use the collaborative budgeting tool smoothly
o Managed the User Acceptance Testing (UAT) procedure i.e. writing and evaluating the UAT manual along with incorporating the feedback on the final release
o Developed and conducted training (Web-based and in-person training in New York, Los Angeles, and the United Kingdom)
o Designed Frequently Asked Questions (FAQs) and Quick reference cards for in-house and outside counsel and other training material
o Trained outside counsel on the use of new collaborative budgeting tool
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:
o Evaluated the existing matter budget report
o Met with the financial planning and budgeting team to understand the necessity to alter the report
o Collaborated with the legal technology team and developed matter budget report
o Presented multiple report formats for selection to financial planning and budgeting team
o Streamlined report circulation
o Provided tailor-made training to the financial planning and budgeting team on use of TeamConnect