Ann Gorr
For The Corpoarate Legal Department

Challenges Facing the Corporate Legal Department

The unique requirements of the Corporate Legal Department are typically different than those of the enterprise that they support. The Enterprise relies upon their legal team to provide strategic legal and regulatory oversight & advice for the organization. The need for those professional services continues grow by leaps and bounds as compliance issues govern many of these processes. The CLD needs to implement focused legal technology solutions that will support their unique legal requirements, simplify the processes, reduce the man-power required to accomplish those goals while ensuring that legal, compliance and regulatory mandates are properly addressed. The corporate legal team is usually tasked with addressing two primary processes: Regulatory & Operational. Regulatory through managing risk and complying with new regulations and Operationally to improve efficiency and enable better experiences for the corporation.


The need to address the area of regulatory compliance is critical.  Would your organization be able to produce all electronic records, if required? The increasing need to focus on solutions to address compliance concerns comes at the same time that Corporate Legal Departments are under increasing pressure to cut their spend on external counsel and internal spend, even while confronted with increasing regulation, litigation and content.

A common theme for Corporate Legal Departments is that they often do not have the technology tools at their disposal to streamline the various tasks and projects that they are expected to spearhead. They have the same needs as that of a law firm yet their Enterprise IT Department is often times at a loss to understand their truly unique requirements. As is often the case, the Corporate Legal Department is viewed as a Cost Center rather than being recognized as "the Keeper of the Castle" whose goal is to protect the overarching business enterprise This typically translates to a situation where the Corporate Legal Department is operating without the appropriate technology tools that they need to accomplish their daily tasks.

Mandates for the Corporate Legal Department

Mandates for the Corporate Legal Department

The Corporate Legal Department requires the implementation of those very same legal technologies and services that law firms utilize. Corporate Legal Departments face the same issues that Law Firms do on an even more daunting scale including:

  • Managing the ever-expanding Project & Matter related documents and emails arriving from both internal and external sources.
  • Implementing secure Corporate Counsel collaboration processes as a result of an increasing number of external counsel, law firms and vendors.
  • Overseeing the request to reduce the external legal spend while providing specialized legal services on both an internal and external basis.
  • Ensuring that the work products, contracts and solutions provided by the Enterprise are accessible and readily available on an internal basis.
  • Ensuring that the CLD is providing excellence in service for the internal users/clients.

In order to meet those commonly defined goals, the Corporate Legal Department needs specialized technology solutions that enable the CLD team to provide Legal Services across the board on an over-arching delivery model using an ANYTIME-ANYWHERE approach.

Tools of the Trade

The Corporate Legal Department needs to advocate for its team members by ensuring that the enterprise understands the significance of the Corporate Legal Department's role as the "Trusted Advisor". A successful and proactive Corporate Legal Department should be focused on developing a comprehensive Information Governance Roadmap that includes a proactive approach towards:

  • Implementation of a Document Management/ Enterprise Content Management system
  • Incorporation of Records Management Tools
  • Devising an E-Discovery methodology
  • Capitalizing upon Knowledge Management capabilities
  • Instituting Scanning and PDF Conversion processes to ensure accurate search capabilities
  • Developing a Secure File Collaboration process
  • Implementing a Workflow Process/Contract Lifecycle Management to manage the many moving action items taking place within the CLD
  • Pursuing other overarching Information Governance programs and concepts to improve processes specific to your environment
Tools of the Trade

What Are the Takeaways?

What Are the "Takeaways"?

By implementing the appropriate legal technology solutions, the Corporate Legal Department can move towards:

  • Increasing Attorney Productivity through the implementation of legal-focused enterprise content management applications to ensure a unified approach for the access and delivery of information across the organization
  • Enabling effective management of external counsel
  • Providing secure mobility tools to accomplish goals while away from the office
  • Automating Basic & Advanced Legal Processes for overall efficiency
  • Striving to ensure internal/external enterprise client satisfaction
  • Eliminating duplication of efforts within the organization
  • Ensuring the intellectual property of the organization is being both guarded and guided properly
  • Managing Compliance Requirements for those projects and data files being supervised through the CLD.

Legal Focused Advisory Services

Client Relationship Management:

  • Legal Vertical Market Advisory Services
  • Legal Technology Roadmap Design & Development
  • Vendor/Partner/Client Management Advocate & Liaison
  • Training & Support Services
  • Project Management/Oversight
  • Proposal Development/Analysis
  • Value Proposition Development/Presentations
  • Providing Professional Sales & Pre-Sales Support
  • Marketing & Documentation Development
  • Professional Development Programs
Subject Matter Expert

Governance Solutions

Enterprise Content Management / Information Governance Solutions:

  • Designing & Implementing IG/ECM Legal Technology Roadmap
  • Change Management
  • Project Kick Off Programs
  • Project/Program Management
  • Business Analysis & Requirements
  • Vendor Analysis
  • Training & Support Services
  • Providing Professional Sales and Pre-Sales Support
  • Marketing & Documentation Development

Technology Evangelization:

  • Certified Information Governance Professional
  • Legal Technology Subject Matter Expertise
  • Technology Road Map Design & Planning
  • Event Planning & Delivery
  • Public Speaking Engagements - Legal Technology Focus
  • Program Development with Information Governance & Enterprise Content Management Focus
Technology Subject Matter Expert

Legal Technology Expertise

Leveraging Core Application Solutions To Meet the Needs of the Corporate Legal Department Application Requirements:

  • Microsoft Office 365 and Desktop 2016/2013/2010
  • Microsoft Word/Excel/PowerPoint/Outlook
  • Microsoft TEAMS and SKYPE for Business (LYNC)
  • Windows Platforms - Win 10/ WIn 8
  • Microsoft Yammer
  • Microsoft OneNote
  • Microsoft OneDrive for Business
  • Adobe Acrobat Professional
  • Nuance PowerPDF Advanced
  • Matter Management Systems
  • Secure File Transfer Product Suites
  • WordPerfect XVI & Legacy Products
Gavel and Computer

Building A Partner Alliance

Enterprise Content Management Solutions:

  • iManage Work Product Management Suite:  WORK |SHARE | GOVERN | INSIGHT (Worksite/Filesite)
  • NetDocuments
  • MacroView
  • Microsoft Matter Center

Legal Legal-Focused Productivity Tools/
Legal Vertical Market Solutions:

  • Law Practice Management Programs
  • Legal Productivity Suite Products (i.e. Litera/Microsystems)
  • Citrix ShareFile
  • Workshare Professional
  • DIgital Signatures
  • Workflow Products
  • TOA Solutions by Best Authority/Westlaw/LexisNexis
  • Contract Lifecycle Management Programs
  • LinkedIn for Professionals