The webinar discusses agile workflows for law firms, explaining what agile is, how it can help lawyers and clients obtain better outcomes, practices for a more agile law practice, and tools for maximizing agility including kanban boards and how the legal software Clio supports agile working. The presenters are from Clio and AgileAttorney.net and cover topics like lean principles, customer value, mission and vision, workflow mapping, and integrating agile with matter and project management.

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Agile for Law Firms
A ClioWebinar
Jack Newton & Joshua Lenon – Clio
John Grant– AgileAttorney.net

2. #ClioWeb
• Lawyer in Residenceat Clio
• Attorney Admitted in New York
• @JoshuaLenon
Instructors
Jack Newton
• CEO and Founder of Clio
• FoundingMember of the Legal Cloud
ComputingAssociation
Joshua Lenon

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Instructors
John Grant, J.D., CSM
• Attorney
• Agile Certified ScrumMaster
• Founder of AgileAttorney.net

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Agenda
• What is Agile workflow
– 10 minutes
• How Agile can help both clients and lawyersobtain better outcomes.
– 10 minutes
• Practicesthat lawyers should use with Agile
– 15 minutes
• Tools for getting the most out of Agile
– 15 minutes
• Clio as an Agile tool
– 5 minutes
• Questions
– 5 minutes

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Goals for today:
Answer
questions
What is Agile
and where
did it come
from?
Tools for a
more Agile
practice

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WHAT IS AN AGILE WORKFLOW

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Goals for today:
Answer
questions
What is Agile
and where
did it come
from?
Tools for a
more Agile
practice

8. #ClioWeb
To-Do Doing Done
Answer
questions
What is
Agile and
where did
it come
from?
Tools for a
more Agile
practice

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Lean
/lēn/
noun
1. A toolset for modifying business
practices to maximize the delivery
of customer value.
2. A systematic method for the
elimination of waste within a
workflow.

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It’s not about
getting more things
done. It’s about
getting the
right things done.

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Customer Value is
THE ONLY GOAL.

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(Efficiency is a
desirable
side-effect)

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Agile
/ˈajəl/
noun
1. A method of project management
that is characterized by the division
of tasks into short phases of work
and frequent reassessment and
adaptation of plans.

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Agile
/ˈajəl/
Noun
2. A set of methods by which
knowledge work is made visible so
that Lean principles can be used to
manage and improve workflows
and processes.

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17. #ClioWebPhoto by chaingam990, used under a CC0 Public Domain License

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Kanban in the wild photos…

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http://info.versionone.com/state-of-agile-development-survey-ninth.html
2013: 88%
2012: 84%
2011: 80%

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Agile vs Waterfall

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WaterfallModel for Software Development

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Agile Modelfor Software Development

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Agile Modelfor Software Development

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Why
Agile
Wins

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Sprint Planning

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Velocity

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Clio’s Agile Year
WebApplicationReleases
• MatterBudgets
• Job Titles
• Firm-wideBilling
• SortableCustomFields
• Document Upload
Upgrades
• Zapier for EU
• Upload a Contact’s Image
• AdditionalDecimal Places
in Tax Fields
• Bulk editof time entries

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Clio’s Agile Year
iOS App Releases
• SecureMessagesfor iOS
• Notifications for iOS
• View Bill Details for iOS
• Upload a contact’s image
for iOS
• Add a Client Phototo a
Contact Using iOS
Android Releases
• Documentsfor Android

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Clio’s Agile Year
SecurityImprovements
• PasswordDuration
• ExpireAll Passwords
• 30 day SessionTimeout
• TwoFactor Authentication
Upgrade using Google

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HOW AGILE CAN HELP BOTH CLIENTS AND
LAWYERS OBTAIN BETTER OUTCOMES.

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Lean
/lēn/
noun
1. A toolset for modifying business
practices to maximize the delivery
of customer value.

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value
/ˈvalyo͞o/
noun
1. Benefit – Investment

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Time +
Energy +
Effort +
Resources
+
Opportunity
value
/ˈvalyo͞o/
noun
1. Benefit –

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value
/ˈvalyo͞o/
noun
1.
Time +
Energy +
Effort +
Resources +
Opportunity
Time +
Energy +
Effort +
Resources +
Opportunity
–

39. #ClioWeb
value
/ˈvalyo͞o/
noun
1.
Time +
Energy +
Effort +
Resources +
Opportunity
Time +
Energy +
Effort +
Resources +
Opportunity
–

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value
/ˈvalyo͞o/
noun
1. Benefit – Investment
2. The satisfaction of a person’s
values.

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Seek to understand
what your
customers value.

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PRACTICES THAT LAWYERS SHOULD USE
WITH AGILE

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Mission
Vision
Values

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mission
/ˈmiSHən/
noun
1. The thing(s) your business is on
this earth to accomplish.

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vision
/ˈviZHən/
noun
1. What the world will look like
when you accomplish your
mission.

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values
/ˈvalyo͞oz/
noun
1. Your principles or standards of
behavior; your judgment of what
is important in life.

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Business
Model
Canvas

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Who are your ideal target
customers?
What are some attributes of
the customers you most want
to attract?
What are some attributes of
potential customers you most
want to avoid?

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What are the top 1-3
Problems your target
customers face (legal or
otherwise)?
What are some existing
solutions to those problems?
What is good or bad about
those solutions?

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What is the simplest thing you
can offer to address each
problem?
What will you measure to
know you are on the right
track?
Acquisition | Activation
Retention | Revenue |
Referral

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In any system, there is
only one* constraint that
limits the flow of the
entire system.
*Occasionally, but rarely, there are two.

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Any changes made to
improve flow at the
constraint will improve
the flow of the entire
system.

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Any changes made to
improve the flow at a
part of the workflow that
is not the constraint
cannot improve the
overall system.

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(Localized)
Efficiency is a terrible
goal.

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System-wide flow is
THE ONLY GOAL.

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TOOLS FOR GETTING THE MOST OUT OF AGILE

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To-Do Doing Done
Answer
questions
What is Agile
and where
did it come
from?
Tools for a
more Agile
practice

65. #ClioWeb
To-Do Doing Done
Answer
questions
What is Agile
and where
did it come
from?
Tools for a
more Agile
practice
KANBAN!

66. #ClioWeb
1. Visualize your current workflow.
2. Apply Work-in-Process (WIP) limits.
3. Make policies explicit.
4. Manage and measure flow.
5. Optimize iteratively with data.
Five Steps of Kanban

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Productivity
Kanban

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To-Do Doing Done
Convince
you to build
a kanban
board
Discuss the
nature of
efficiency
Divulge the
single step
to improved
operations

69. #ClioWeb
Ready
Convince you
to build a
kanban board
Discuss the
nature of
efficiency
Divulge the
single step to
improved
operations
Doing Done!WaitingQueueBacklog
To-Do Doing Done

70. #ClioWeb
Ready
Convince you
to build a
kanban board
Discuss the
nature of
efficiency
Divulge the
single step to
improved
operations
Doing Done!WaitingQueueBacklog
(Brain-
Dump)
(This Week) (Today)
On What?
Since when?
Max = ? (Done done!)
To-Do Doing Done

71. #ClioWeb
Ready
Convince you
to build a
kanban board
Discuss the
nature of
efficiency
Divulge the
single step to
improved
operations
Doing Done!WaitingQueueBacklog
(Brain-
Dump)
(This Week) (Today)
On What?
Since when?
Max = ? (Done done!)
Reminder to
use tape w/
stickies
Discuss
expanding
the “doing”
column
Introduce
WIP limits
Productivity
Kanban vs
Workflow
Kanban
Tracking
cycle time &
other metrics
Tracking
cycle time &
other metrics
Mention color
as a visual
indicator
Physical
Boards vs
Software
Tools
To-Do Doing Done

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74. #ClioWeb
Ready
Convince you
to build a
kanban board
Discuss the
nature of
efficiency
Divulge the
single step to
improved
operations
Doing Done!WaitingQueueBacklog
(Brain-
Dump)
(This Week) (Today)
On What?
Since when?
Max = ? (Done done!)
Reminder to
use tape w/
stickies
Discuss
expanding
the “doing”
column
Introduce
WIP limits
Productivity
Kanban vs
Workflow
Kanban
Tracking
cycle time &
other metrics
Tracking
cycle time &
other metrics
Mention color
as a visual
indicator
Physical
Boards vs
Software
Tools
To-Do Doing Done

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Workflow
Kanban

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Research
J. Adams
Doing
SigningReviewGatherIntake Drafting
WashingtonJefferson
J.Q. Adams
Madison
Monroe
Jackson
Van Buren
Tyler
Polk
Taylor

77. #ClioWeb

78. #ClioWeb
Research
J. Adams
Doing
SigningReviewGatherIntake Drafting
WashingtonJefferson
J.Q. Adams
Madison
Monroe
Jackson
Van Buren
Tyler
Polk
Taylor

79. #ClioWeb
Kanban in the wild photos…

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1. Visualize your current workflow.
2. Apply Work-in-Process (WIP) limits.
3. Make policies explicit.
4. Manage and measure flow.
5. Optimize iteratively with data.
Five Steps of Kanban

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CLIO AS AN AGILE TOOL

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Clio’s Agile Features
Task Lists let you process map
your law firm’s workflows.

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Clio’s Agile Features
Custom Field Sets let you create
new business models easily.

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Clio AgileIntegrations

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QUESTIONS?

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Want to learn more?
Kanban for Lawyers Book:
https://leanpub.com/kanbanforlawyers
Clio e-Book:Techniques for the Agile
Lawyer
Sign up at AgileAttorney.com for coming
information on the Law Practice Canvas

93. #ClioWeb
SecuritybyDesignfor Law Firms
A ClioWebinar
http://gocl.io/securitybydesign

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Thank You
JoshuaLenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon

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Appendix

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The Seven Wastes of Lawyers:
1. Overproduction
2. Defects
3. Transfer
4. Over Processing
5. Waiting
6. Pre-Processing
7. Movement
© 2014 John E. Grant. http://legalvaluetheory.com

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waste
/wāst/
noun
1. A material or activity that does
not add customer value.

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waste
/wāst/
noun
1. A material or activity that does not add
customer value.
2. The absence of customer value.
3. Investment without customer benefit.

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waste
/wāst/
noun
1. A material or activity that does not add
customer value.
2. The absence of customer value.
3. Investment without customer benefit.

100. #ClioWeb
The Seven Wastes of Lawyers:
1. Overproduction
2. Defects
3. Transfer
4. Over Processing
5. Waiting
6. Pre-Processing
7. Movement
© 2014 John E. Grant. http://legalvaluetheory.com

101. #ClioWeb
As a _________, I
need to be able to
_______________,
so that I can _____
_______________.

102. #ClioWeb
As a <user role>, I
need to be able to
<need or outcome>,
so that I can
<goal or objective>.