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

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

3. 2013 … ?

4. TODAY …

5. 3 essential ingredients
Innovation Culture
Legal Operations
Innovation Agenda

6. CULTURE

7. LEGAL OPERATIONS

8. LEGAL TECHNOLOGY ROADMAP

9. Legal Innovation Forum

10. SPRINT PROCESS

11. Year in Review

12. Implementation Insights

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

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

15. 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.

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

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

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

20. © 2017 Ricoh USA, Inc. All Rights Reserved.
Elevate the Team
© 2017 Ricoh USA, Inc. All Rights Reserved.

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

24. 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.

25. 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.

26. 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.

27. Questions?

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

29. 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

30. 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.

31. 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

32. Litigation Plan & Budget Template

33. Litigation Plan & Budget Template (cont’d)

34. Master Workplan Template

35. 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)

37. HOW TO EFFECTUATE A BETTER LEGAL SERVICES DELIVERY MODEL

38. 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

39. Cabela’s Employment Litigation Objectives for Outside Counsel

40. 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

41. Littler’s Solution Service Delivery Model
Technology
People
Process

42. 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

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

44. Process – Legal Project Management

45. Proprietary Technology

46. Data Analytics

47. Data Analytics

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

49. Effectuating change

50. 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

51. Discussion Q&A