Creating a “cockpit” for the legal department PLC Law Department Forum 18 – 19 March 2009

Niels Montanana Director, PLC Consulting Steve Weatherley Legal Consultant

What goes into a cockpit? Engine management unit Data loggers Maintenance record Navigation instruments Oil pressure Ground speed Fuel level Altitude Air temperature

What is needed in a legal cockpit? Management reports Resources External advisers Checklists and policies Projects Spend indicator Matters open Budget Risk register

Demonstration  Legal cockpit  Reports  Data capture Health warning! This is a prototype

FWBS Matter Centre  Embedded in MS Office – Word, Outlook, Excel  Customisable architecture – optional modules include:  Client and matter management  Document management – including templates and precedents  Tasks and milestones  management  Time recording

 Independent Software Vendor - founded 1997  Focus on systems for law firms and legal departments  400 sites worldwide - clients include Microsoft UK, Reuters, Morgan Cole, Browne Jacobsen  Microsoft Gold Partner  Partnerships with ADERANT and Interwoven

Scenarios  A day in the life of a General Counsel…  A day in the life of a junior in-house lawyer…

A day in the life of a General Counsel…  It’s Monday morning and you’re just arriving at your office.  You bump into FD and CDD in the lift.  FD wants summary of risks and how they’re managed for the Audit Cttee.  CDD planning to sell a division and wants list of significant litigation.  Then your secretary reminds you that you have your quarterly update conference calls with the divisional Heads of Legal who report to you, starting at 2pm.  Finally, your received a call from a Divisional FD complaining about local legal team being too slow.  How do you quickly get all the information you need?

A day in the life of a junior in- house lawyer…  You’ve just been told that a colleague will be off work on extended sick leave and you are to pick up their litigation workload.  You normally do advertising and promotions work and know very little about litigation.  You then receive a call from a Marketing Manager asking you to advise on a media campaign for an innovative new product launch.  You’re aware that, following a recent product recall, your General Counsel has previously highlighted that all new product launches are to be considered as high risk.

Legal spend  Total spend  Spend by division  Spend by legal category, department, law firm

Legal risk  Simple traffic light system  Legal risk register  Legal risk questionnaire

Legal department work load  Matters open across whole business  Matters open for a division  Matters open for a department  Matters open for a lawyer

Your feedback  Do you think the Legal Cockpit system would be of interest to legal departments?  Any further thoughts or comments?

Further information Practical Law Company Niels Montanana – Steve Weatherley – FWBS Limited Alister Wyld – Mark Craddock –