1. Transforming Legal Operations
Getting Lean and Mean
Transforming Legal Operations

2. 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

3. 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.

4. 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

5. Cliff - AIG Define Processes Automate Workflow Measure everything
Continuously improve

6. 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

7. Russ - AIG

8. 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

9. 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

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

11. 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

12. Thank you!