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

  • Reliance on corporate IT or third-party providers to identify and implement technology

  • Limited technology deployment and user adoption

  • Reliance on spreadsheets for core Legal activities such as legal hold, matter, contract, document, IP and project management, reporting, etc.

  • Assessment of existing technology underway to create an initial technology roadmap.

INTERMEDIATE

  • Legal coordinates with corporate IT to identify and implement technology, often with a designated liaison, project manager, and helpdesk support

  • Actively leverages current technology within Legal, driving adoption and establishing some integrations across systems

  • Technology roadmap focused on identifying, prioritizing, and sequencing implementations to support core legal activities

  • Training ad hoc, using limited platforms

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

  • Effort underway to digitize and automate processes (e.g. legal intake and triage, workflows, NDAs)

  • Regular attention to maintenance of existing systems, ensuring they are up to date and continue to be relevant and compliant with regulations

  • Enhancements are reactive, in response to ad hoc requests or systems failures.

     

ADVANCED

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

  • Longer-term (five-year) technology roadmap; benchmarked and adapted as environment changes

  • Process in place for research, scenario planning, and piloting emerging technologies, such as artificial intelligence, machine learning, robotic process automation, and natural language processing

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

  • Technologists integrated into legal operations function or provided as dedicated IT resource

  • Training and user support protocols well-established and presented using various platforms

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

  • Processes automated where feasible, and roadmap includes continuing focus on automation and digital transformation

  • Systems typically include legal service intake/triage, legal hold, financial (e-billing/metrics/ billing guidelines), eDiscovery, knowledge/collaboration, full contract lifecycle, matter, document, IP management, workflow automation; and applications designed to anticipate/mitigate risk (e.g. tracking new regulations, trends in consumer complaints, deficiencies identified in audits)

  • Process in place to proactively consider systems enhancements, often including an ongoing user group or other mechanism to share best practices, collect feedback, and request and evaluate enhancements.

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

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