Practical thinking on implementing, scaling, and supporting the platforms that run modern legal work.
You have approval to roll out e-billing, and leadership wants a go-live date before the plan is even written. How long each phase really takes, and the dependencies that decide whether the date holds.
Your law firm invoices wait days for the right approver, or reach someone without the authority to sign them off. How to design approval tiers, escalation, and rejections so every invoice finds its approver.
Your reviewers cut and reject law firm invoices every month, and the same disputes keep coming back. How to run adjustments, rejections, and appeals so each billing issue is resolved once and stays resolved.
You are drafting or rewriting the guidelines your law firms work under, and the old version is long, vague, or ignored. What each section should say, and how to get firms to follow it from the first invoice.
Your law firms keep adding timekeepers and raising rates, and invoices arrive before anyone has agreed to either. How to run rate approval so every hour billed is at a rate you have already accepted.
Your contracts are signed and stored, and the obligations inside them are still tracked in spreadsheets or not at all. How to monitor compliance after signature, and the setup that keeps it audit-ready.
You are moving years of contracts into a new CLM, and every live renewal date and obligation has to survive the trip. How to sequence the migration step by step, and the checks that prove each record landed.
Your commercial teams negotiate the same clauses weekly, and every deviation still lands on legal's desk. How to build a contract playbook with clear positions, and the escalation rules that keep you in control.
Your CLM is live, and contracts are still arriving by email and getting signed outside the system. Why adoption stalls after launch, and the fixes that bring users back into the platform.
You need every contract to reach the right approvers quickly, and a chain of email sign-offs cannot prove who approved what. How to design approval routing that holds up, and the rules that keep it fast.
Your legal intake form has to work for dozens of business units, several languages, and many legal entities at once. What changes at enterprise scale, and the practices that keep one form working everywhere.
You need a request form your business will actually complete, and a generic template leaves legal chasing the missing details. A field-by-field template, and the mistakes that make most forms fail.