Transforming Legal Operations Getting Lean and Mean Transforming Legal Operations

Presenters Melissa Anderson, Litigation Technology Services Manager, 3M Russ Dempsey, Associate General Counsel, AIG Consumer Insurance Cliff Dutton, Sr. VP, Director, eDiscovery & Vendor Management, AIG and Sr. VP, The Legal Operations Company Sarah Kavianian, Vice President, Senior Project Manager, JP Morgan Chase Bank & Co Caragh Landry, Global Head, Onshore Managed Review, Integreon

Add process engineering to legal functions Overview Add process engineering to legal functions Understand the interrelationship of in-house legal, law firms, and legal process outsourcing providers Optimize the mix and use of technology Analyze which aspects of work performed by lawyers, paralegals, and support staff really add value and can be eliminated, automated, or delivered by alternative resources.

CLIFF - AIG Our experience in Legal Operations at AIG provides us perspective across consumers and firms… $2BN+ in annual external legal spend 1500 law firms Non-law firm panels (e.g. eDiscovery, Court Reporters, Contract Attorneys) 25 separate practice areas 35 countries

Cliff - AIG Define Processes Automate Workflow Measure everything Continuously improve

Russ - AIG Workflow optimization Resource allocation Work performed by attorneys, paraprofessionals, admin Organize all legal tasks List and categorize Set priorities Value matrix Focus on high impact or high volume areas Analyze to increase efficiency Measure results

Russ - AIG

Russ - AIG Focus on high impact or high volume areas Analyze to increase efficiency Work started then put aside Extra processing and paperwork. Includes repetitive communication Doing more than client needs Task switching Tracking down information Waiting on prior task to be completed

Sarah - JPMC Bring case management and review management in-house FPR & often SPR handled through JPMC vendors not Outside Counsel. Rein in Spending. Utilizing TAR and other cost reduction strategies. Risk Controls, Structured Data, Data retention

Sarah - JPMC Impact to JPMC Metrics that mattered Cost and Efficiency Impact

Conclusion Summary of key strategy items by team Legal Operations is still a new field 3 key focus areas: Analyze and streamline processes Better allocate workstreams to appropriate resources Embed technology into your processes to drive efficencies

Thank you!