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In-House Legal Tip: Harness the Power of Legal Process Standardization
Can you afford not to be leveraging the power of process standardization?
3 mins • 05 Jun 23
If it is done more than once, and is important to your business, it should become an optimised process.
Harness the Power of Legal process Standardisation
Are you harnessing the power of standardization based efficiencies within your in-house legal department?
In-house legal teams are so busy that they should never allow a chance to standardize a routine legal process to pass them by.
A guiding principle of legal operations is that in-house legal teams standardize every process within their department that is sensible to standardize.
Not only is it an essential pre-cursor to digitisation, but applying standardization to routine legal processes delivers immediate improvements in efficiency, effectiveness, and overall performance.
Benefits of Legal Process Standardization
By creating a comprehensive repository of documented processes, an in-house legal department has a low-cost means to exponentially improve its performance capabilities.
Specific benefits include:
- Capturing best practices which become “your way” of doing things
- Boosting the consistency and reliability of legal processes
- Establishes clear guidelines and expectations
- Reduces ambiguity and the likelihood of errors
- Facilitates safe downward delegation to more junior, in-house counsel team members
- Reduces team members' learning curves
- Enhances readiness for legal-tech adoption, especially for process automation
- Facilitates more efficient legal team member onboarding
- Enhances team member collaboration – freeing up senior resources for more strategic work
- De-risks the broader digitization process/initiatives that many organizations will pursue
This list of benefits for the standardization of routine legal process could run to several pages long – as a performance initiative for an in-house legal team, standardization is one of the best.
How to standardize a legal team process:
So, how do you do it? Well – it’s not that difficult, but it does take an active commitment to to step back from being “too busy” and make yourself “less busy".
Here are a few practical suggestions for how you can deploy a standardization initiative:
1. Identify All Processes: there are no excuses for not knowing the processes that sit behind the legal work you do and the legal services you provide
2. Identify Qualifying Process: identify those processes that are deployed frequently
3. Identify Target Processes: choose a handful of the most frequently used and/or most important. E.g. consider processes like contract approvals, knowledge management, financial management, departures from adopted policies, vendor management, etc.
4. Appoint Process Owner: allocate a single team member to produce a rough “first draft” - this person does not need to be a business process automation expert, a common sense first stab is just fine
5. Utilise Visualisation Tools: map out the process in a visualization tool like LucidChart
6. Step By Step: break the process down to the smallest possible individual steps
7. Robust First Draft: produce your first draft of the process on an "end-to-end" basis
8. Invite the Sceptics: invite the wider corporate counsel team to actively try and “break” the process. Harness their cynical nature for the benefit of this task!
9. Fix It: revise the process to resolve any elements that your in-house team found to be broken
10. Smooth It Out: actively try and render a “reliable” process that is as efficient as possible
11. Adopt It: get formal adoption of your new process
12. Train On It: train all users of the process on how it should be working
13. Continuously Improve It: every process should welcome continuous improvement
14. Automate It: at an appropriate point in time, potentially as part of a broader digital transformation initiative, automate the process. This might involve the adoption of process automation based, legal technologies
Conclusion: A legal operations essential
Standardizing and documenting processes for routine legal tasks is a transformative approach for the in-house legal department that is striving for efficiency. It is a legal operations 101 performance principle but you do not need a dedicated legal operations team to start this process for you!
If you are a General Counsel, Head of Legal or Chief Legal Office, a key question you should be asking is: are you leveraging the power of process standardization for your in-house legal team?
By implementing this practice, legal teams can reduce errors, enhance collaboration, and optimize their workflows in a way that improves their contributions to the business.
The result is increased productivity, improved quality of work, and the ability to support the broader goals of the business effectively.
Embrace this approach, and watch your legal department thrive in a more streamlined and efficient manner.
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© The GLS Group - Law Rewritten
Legal Ops Essentials: Tips & Observations:
- The case for legal process standardization is extremely strong
- Routine processes should always be standardized
- Standardization is an essential pre-cursor to digitisation
- The benefits of standardization more than justify the effort required to standardise
- Efficient standardization allows in-house teams to improve strategic focus
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