ACC offers this Legal Operations Maturity Model as a reference tool. Use it to benchmark maturity in any given area(s), bearing in mind that priorities and aspirational targets will vary based on department size, staffing and budgets. We have partnered with leading legal service providers to produce the Foundational Toolkit to advance in each of the 14 functions. Members can link to the tools and on-demand webcasts below.

Maturity Model Stages

EARLY

  • No legal operations strategic planning process

  • No legal operations strategic plan

  • No alignment among legal department financial, staffing, technology, and outside counsel decisions

  • Informal and reactive approach to operational decisions

  • No measurements and metrics regarding legal operations decisions

INTERMEDIATE

  • Formal process identifying current state, where you are going, how you will get there (strategies, goals, and desired outcomes)

  • Published legal operations strategic plan, identifying specific activities aligned with department and company goals

  • Alignment of all legal department financial, staffing, technology, and outside counsel decisions

  • Formal process regarding operational decisions

  • Identifying, capturing, and reporting on key data and other measures to assess progress against goals and plans

ADVANCED

  • Annual legal operations planning process, designed to produce plan before submission of annual budget

  • Quarterly reviews and updates to legal operations strategic plan ″ Strategic management of all staffing, technology, and service delivery strategies

  • Legal operations goals, strategies and activities embedded in legal team talent development and assessment activities

  • Quarterly reports and monthly dashboards shared with Leadership regarding progress against goals and plans

Foundational Tools

Sample Strategic Plan
This document is an example of a completed strategic plan for reference and corresponds to the Strategic Plan template.

Strategic Planning - Sample Plan and Project Plan Template
This Strategy Roadmap template is designed to help Department Leadership clearly articulate the Department's vision and prioritize strategic objectives.

Strategic Planning Sample Vision Statement
This document provides useful examples of Legal Department vision statements to reference during the strategic planning process.

Strategic Planning - Cascading Plan Template
This Cascading Plan template is designed to guide Department Leadership through brainstorming and formulating strategic priorities, which are used in building the strategy roadmap.

Strategic Planning Roles and Responsibilities Matrix
This document outlines the responsibilities of each person's role in the Department at each stage of the strategic planning process.

Strategic Planning Vision Facilitation Template
This document provides guidance and an outline for building the Department's vision statement, which enables the Department to create a strategic plan.

United Lex

Legal Operations Maturity Model Series - Evolving Your Strategic Planning & Legal Ops Leadership
On Demand 60 Minutes
CLE/CPD Credit Available

Watch the Webcast