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The Legal Ops Blog

Outside counsel guidelines (OCGs) are a way for clients to set expectations regarding processes, procedures, and handling of matters. Common guidelines relate to rates and expenses (discounts, alternative fee arrangements, travel, and other cost-related exclusions); matter management (budget requirements, early case assessment, and settlement recommendations); and staffing (limits on utilizing first-year associates and more than one lawyer in meetings and on calls, and diversity requirements). Used properly, OCGs help outside counsel deliver more cost-effective, predictable,…
I once had a partner tell me that I am kind of like the Wizard of Oz. I go behind the scenes, operate a bunch of controls, and when I come out, we have everything we need to achieve operational success on a matter. Legal project management (LPM) is not magic. It is a disciplined way to manage legal matters through scoping, budgeting, tracking, and having proactive conversations with clients. When it first emerged in…