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

  • Complete reliance on corporate IT

  • Limited technology deployment and user adoption

  • Spreadsheets for data/metrics, project management, etc.

  • Knowledge stored on individual workstations

INTERMEDIATE

  • Legal is coordinating with corporate IT, often with a designated liaison and helpdesk support

  • Technology roadmap is focused on leveraging current technology within Legal, driving adoption and establishing some integrations

  • Training is ad hoc

  • Typical systems in place include basic matter management, e-billing, document, contract, and IP management

ADVANCED

  • Legal is focused on aligning business processes across the enterprise using technology

  • Longer-term (5-year) technology roadmap; benchmarked & adapted as environment changes

  • Process in place for research, scenario planning and piloting artificial intelligence (AI) and emerging technologies

  • Technologists or legal ops leaders evaluate changes in technology and develop implementation strategies; drive continuous improvement in user adoption

  • Training and user support protocols are well established

  • Strong integration among systems in Legal, and as appropriate across the enterprise

  • Systems include e-discovery, knowledge management, collaboration, full contract lifecycle management; workflow automation; and applications designed to anticipate/mitigate risk (e.g. tracking new regulations, trends in consumer complaints, deficiencies identified in audits)

Foundational Tools

Tools and Technology - Roadmap
Tools to inventory and assess current state technology, and prioritize technology initiatives.

Tools and Technology - Technology Discussion Guide
Interview guide to assess current state technology utilization and future state requirements.

Tools and Technology - System Implementation Project Management
Template technology implementation charter and high-level project plan.

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Legal Operations Maturity Model Series – Better Leveraging Technology
On Demand 60 Minutes
CLE/CPD Credit Available

Watch the Webcast