Panel discussion with NetApp, Yahoo, and Kaiser Permanente on legal operations metrics and leadership.

1. Connie Brenton, NetApp
David Cunningham, Winston & Strawn LLP
Jeffrey H. Franke, Yahoo, Inc.
Gregory Kaple, Kaiser Permanente
Jeff Schwarz, Polsinelli PC
SHARING PRACTICE METRICS FOR
LAW FIRMS AND LEGAL
DEPARTMENTS, NOW AND IN 2020
Tuesday, September 1
1:30 – 2:30 p.m.

2. IN SEPARATE WORLDS
Efficiency vs. Profitability
Law Departments Law Firms

3. MIRROR IMAGES
Efficiency = Profitability

4. LEGAL ECOSYSTEM
• Different People at the Table
– CIO
– CFO
– CMO

5. TIPPING POINT
• The tipping point is the critical point in an
evolving situation that leads to a new and
irreversible development.

6. Law Department Law Firm
1 Total Internal & External Spend 1 Matter Budget
2 Spend vs. Budget 2 Profitability
3 Staffing / Resource Utilization 3 Billable Hours / Utilization
4 Vendor Performance 4 Peer Benchmarking
5 Savings 5 Performance Quality / Client Results
6 Matter Time to Completion 6 Client Satisfaction
7 Performance Quality 7 Firm Citizenship
8 Training
WHAT WE’RE MEASURING

7. USE OF ANALYTICS
Law Department Law Firm
1 Understanding spend to minimize
spend (opportunities to save)
1 Understanding partner / firm
performance
2 Benchmarking against industry
rates
2 Benchmarking against industry rates
3 Increase efficiencies 3 Increasing confidence and accuracy
of budgets

8. WHAT’S ON THE HORIZON
• Napa Conference – Standards for
the industry
• CLOC
• CIO-CLOC

9. WHAT WE MEASURE

10. IN-HOUSE DEPARTMENT METRICS
Total Dept and
Practice Area
Spend
Billed Hours,
Fixed Fees,
Staffing Ratios
E-Discovery
Review
Efficiency &
Analytics
Spend by Firm
Vendor or
Service Provider
Performance
Industry
Benchmarks

11. LAW FIRM METRICS
Matter Budget
Partner
Performance
Client Feedback
Client Wins
Industry
Benchmarks

12. EVOLUTION OF ANALYTICS
• More and Better Data
• Getting data clean
• Leveraging Technology (Sky, Lex Machina, etc.)
• New Technologies
• Leveraging Analytics Providers and Consultants
• New Audiences (GC, CFO, CEO, COO, Internal Biz Clients etc.)

13. KPI & DASHBOARDS & QBR

14. DELIVERING THE MESSAGE
• Dashboards
• QBR’s
• Operations Reviews
• Performance Reviews
• Budget Proposals and Reviews
• Vendor Selection

15. DASHBOARD METRIC CATEGORIES
Legal Spend
Contract Management
Training
Instant NDA
Electronic Signatures
Department Metrics
(Headcount, Pro Bono, etc.)

16. LAW FIRM PERFORMANCE SUMMARY
Quantitative Portfolio Analysis
Category Performance Details Score
Staffing Models
• Partner, associates, paralegal mix
2
Staffing Efficiency
• Timekeepers per matter
• Right-sourcing 1
Fees/Costs • Hourly and fixed fees 5
Billing Compliance • Adherence to billing guidelines 3
Qualitative Analysis (27 Respondents)
Category Attorneys & Engineers
Subject Matter Expertise 3.5
Business Alignment 4
Responsiveness/ Accessibility 3.5
Project Management 4
Creativity 2.5
Budgeting Accuracy 3.5
Proactive Execution 3
Communication 1
Partnership/ Trustworthiness 3
Quality and Presentation 3
Results/ Outcomes 3.5
Response Score
Strongly Disagree 1.0
Disagree 2.0
Neither Agree nor
Disagree
3.0
Agree 4.0
Strongly Agree 5.0

17. SPEND DASHBOARD

18. KPI DASHBOARD

19. MATTER BUDGETING

20. MATTER ACTIVITY DASHBOARD

21. THANK YOU