Innovation in Client-Firm Collaboration; Integrated Approaches that Improve Outcomes

Mick Sheehy, General Counsel, Telstra Telstra Legal’s Innovation Journey ACC Value Champion Series: Innovation in Client-Firm Collaboration Mick Sheehy, General Counsel, Telstra

2013 … ?

TODAY …

3 essential ingredients Innovation Culture Legal Operations Innovation Agenda

CULTURE

LEGAL OPERATIONS

LEGAL TECHNOLOGY ROADMAP

Legal Innovation Forum

SPRINT PROCESS

Year in Review

Implementation Insights

BUDGET vs STRATEGY? Budget/ Resources/ Opportunities Strategic value driver Increasingly efficient support function Time

OuRSite: A Client-Attorney Collaboration Success Story Innovative Partnership OuRSite: A Client-Attorney Collaboration Success Story Jami Segota, SVP General Counsel and Secretary

Assistant General Counsel, Employment Law Group Jami Segota Vice President & Assistant General Counsel, Employment Law Laura Scales Senior Counsel Kimberly Corbin Senior Paralegal Margaret Hunsicker Executive Administrative Assistant © 2017 Ricoh USA, Inc. All Rights Reserved.

Innovative Partnership – How? Legal Counsel Business Partner Strategic Service Provider © 2017 Ricoh USA, Inc. All Rights Reserved.

Reduce Administrative Burden Getting Out of the Weeds © 2017 Ricoh USA, Inc. All Rights Reserved.

Leverage/Maximize Resources © 2017 Ricoh USA, Inc. All Rights Reserved.

© 2017 Ricoh USA, Inc. All Rights Reserved. Elevate the Team © 2017 Ricoh USA, Inc. All Rights Reserved.

ouRSite: Reed Smith’s SharePoint Solution Client-Focused Technology

ouRSite Customization Process Management Secured Real-time, 24-Hour Internet Access to Matters, Case Status, Documents, Metrics & Trends, and Industry News & Events Increased Client Satisfaction + Efficiencies + Transparency + Information Mobility Knowledge Management e-Share information with HR and Risk Departments Improved Information Sharing + Streamlined Organizational Reporting and Reduced Redundancy Calendar Automated, Electronic Notifications and Reminders of Agency/Court Due Dates Improved Information Sharing + Increased Efficiencies + Reduced Administrative Burden File Retention e-Storage and Automated, Electronic Notification of File Destruction Dates Reduced Administrative Burden, Paper, Storage Space & Costs Professional Development/High Value-Added e-Alerts and easy access to Industry News & Training Events for Legal, HR, and Risk Improved Collaborative Intelligence + Enhanced Efficiencies & Effectiveness + Impacted Value Realization © 2017 Ricoh USA, Inc. All Rights Reserved.

Reduced Reporting over 60% Reduced Active Files by 90% Team Results Employment Law Group Increased Efficiencies Increased Information Mobility Streamlined Reporting Reduced Administrative Burden, Paper Storage Space & Costs Human Resources Reduced Redundancy Improved Information Sharing Professional Development/High Value Added Risk Management Reduced Redundancy Improved Information Sharing Potential Insurance Cost Reduction Reduced Reporting over 60% Reduced Active Files by 90% © 2017 Ricoh USA, Inc. All Rights Reserved.

ouRSite: Win-Win Solution We Are All In This Together… RICOH REED SMITH Increased Efficiencies Reduced Routine Tasks Improved Collaboration & Service to HR and Risk Reed Smith Client-Focused Technology Client Satisfaction Higher Dependency Client Loyalty Legal Marketing Tool Reed Smith © 2017 Ricoh USA, Inc. All Rights Reserved.

Questions?

Beginning Before the Beginning Urmila Paranjpe Baumann Assistant General Counsel, Litigation October 2017

1.4 Billion Express Scripts: Company Profile prescriptions filled each year to the 83 million lives served nationwide. Provider of integrated pharmacy benefit management (“PBM”) services Fortune 25 company with revenues over $100 billion annually Headquartered in St. Louis, Missouri Complex litigation profile, approximately 150 active cases per year

Express Scripts: Approaching Litigation with Project Management Philosophies The Historic Team In-house Litigation Staff – 2 attorneys, 2 paralegals Husch Blackwell, local counsel The Improved Legal Outcomes: Decreased average spend by 30 percent (by matter) Broke past record on the number of cases reported and resolved in the same accounting period Significant cases resolved on dispositive motions Call to Action: Operationalize key functions and tasks in support of the growing litigation portfolio.

Litigation Project Management Tools Express Scrips Tools Case process maps and budget tracking (litigation plan) Litigation Matter Playbook Legal Operations team Husch Blackwell Tools Express Scripts PBM 101 Training Assignment maps and workstreams Online collaboration tool (portal) Strategic Collaboration Between Internal and External Counsel

Litigation Plan & Budget Template

Litigation Plan & Budget Template (cont’d)

Master Workplan Template

Express Scripts: Litigation Project Management is a A Continuous Evolution Expanded legal team supported by full-time Legal Operations department Dedicated preferred vendors (eDiscovery, consulting experts, third party review, etc.) Collaborated with other law firms to adopt these processes Pictured from Left: Mila Baumann (ESI), Kendra Nowak (ESI), Julia Brncic (ESI), Sara Hellmann (HB), Chris Smith (HB), Allison Stoll (ESI), Angela Quinn (HB), Adam Fuemmeler (ESI), Julie Mills (ESI)

HOW TO EFFECTUATE A BETTER LEGAL SERVICES DELIVERY MODEL

Bradley C. Lundeen Cabela’s Incorporated Cabela’s Sr. Corporate Attorney for Labor and Employment Law 30+ Years Employment Litigation 24 Years Private Law Firm Practice Trial Judge Pro Tem in Maricopa County

Cabela’s Employment Litigation Objectives for Outside Counsel

Cabela’s Employment Litigation Objectives Predictability in Legal Spend Case Management Solution Consistent & High Quality Work Product Transparency in Legal Fees Increased Value from Outside Counsel

Littler’s Solution Service Delivery Model Technology People Process

Cost Savings & Increased Quality & Consistency Littler CaseSmart® People Process Cost Savings & Increased Quality & Consistency Technology Redesigned Legal Process Proprietary Technology Platform Configured Client Dashboard Client-Dedicated Teams Business Intelligence

People – Unbundling Services Strategy Tactical Support Administrative Support Shareholder & Associate FlexTime Attorney, E-Discovery, Data Analyst & Paralegal Centralized Control of Data, Data Processing & Auditing

Process – Legal Project Management

Proprietary Technology

Data Analytics

Data Analytics

Data Analytics Meg Smith Jack Doe Sam Lewis Peg Jones Jane Doe

Effectuating change

Cabela’s Positive Results Reduction in legal spend by up to 50% 24-7 access to portfolio of employment matters Consistent work product and client-dedicated teams Data analytics that drive future change

Discussion Q&A