Really the first thing you need to do is figure out what the problem is that you are trying to solve. And I think there’s a desire for lawyers to get out of working in their inbox and to have a solution where all of your matters, where all of your contract review, where all of your tasks for, if you’re a team of one, then for you personally or across your team, can be curated and PRI prioritized and worked on.

So I think really. One of the first things that we do for LawVu is remove the reliance on email for our internal teams. That means we have all of the relevant data within LawVu. It adds and aids collaboration across teams seeking approvals, moving steps forward. I use LawVu to notify people when I need their input or when things have moved on to the next stage, and all that information is captured in one very easy place that both the legal team and business stakeholders can use in review.

And I think it’s incumbent on the legal operations team to designated person to set up the matters and intake how a business user will submit their request to the workspace in a really efficient way. So we have very simply named intake forms. We ask for the bare minimum, but the most important information from our business users.

I always ask for a timeframe, then it’s been one of the aha moments for me is in setting, you know, this idea that every legal request that comes to the team is urgent. Urgent is not a timeframe. So I think if you take something away, take away, always demand a timeframe. And I think with the LawVu workspace, it’s.

I’ve got only good things to say, but I can take matters from, from email directly. I can turn an email into a matter for myself. Users can submit matter requests through Slack. They can do it through Microsoft Teams. We can include all sorts of files, Excel. Excel files, word documents, PDFs, et cetera, and keep up to date with notes, status updates, and other collaboration things within the tool.

And I think that’s really where I talk about empowerment for the business users. That information is there for them, their legal team, that knowledge isn’t locked away and the legal team anymore. It’s really there for all of the business users. And then lastly, I think the legal team itself will manage those matters and take out the most relevant metadata.

And in doing that. You are setting yourself up to then do the reporting, which is powerful for both the business team and your business stakeholders, and when you need to request more resource from leadership in future. And so the second slide where we’ve created this self-service and intake portal for business users, the problem that we were trying to address there was duplicating the very small minor requests and one of the ones that’s easily.

Across organizations is NDA review. Our teams can self-service NDA, if it’s based on the LawVu, terms and conditions. We’ve given them specific purposes that they can include in the NDA and then some terms that they’re empowered to negotiate themselves. So by giving them sort of the. Knowledge within the platform, they’re empowered to, to walk away and set up the NDA themselves.

Then we’ve also given them the power to come back to us and we have a very simple way for them to submit a request if they do need our further support in the NDA review. Yeah, I think that’s, I’ll just note that it’s really nice to, since I’ve been at the company, to give more, oh, if someone wants a different type of governing law, we have a couple of different alternatives that I don’t need to ask Josie permission for.

I can just, I have the authority to change that by myself, and so I, even just those little things, and again, iterating makes me happier going about my day to day. And I think that goes back to what Zach was saying about that white glove service. But I think that was, that’s also that white glove service comes with this idea that the legal team must control everything.

So by giving this self-service, you are relinquishing a little bit of control, but you’re doing with really defined parameters and hopefully you work very closely with your business stakeholders so that you build that trusted relationship and they will come back to you, um, when they need your further support.

I think also one of the important things for a workspace is the ability to integrate with existing tech and with, that’s what I said at the top of this session is you need to meet the business where they’re at sometimes. So for us, one of our sort of standard contracts is our SAS agreement. All of that information around the commercial terms is stored within Salesforce.

It’s not useful for our revenue teams for that information to be stored solely in LawVu. So we’ve enabled our account executives and customer success teams to be able to directly push information from Salesforce. It creates the contract within LawVu, and then they can send me a further request if they need.

More support from me. But all of that is streamlined. It’s very simple and easy for them to do and manage themselves. So I think when you’re looking at legal tech, it’s really important to find out where that legal tech can integrate into the remainder of the business as well. And lastly, as I said before, I think there’s.

And traditionally there’s been inefficient information in legal teams about what they’re working on, the risks that that they’re seeing on a daily basis and the outcomes. So I think one of the things to do to scale is consider what information you as a legal leader would love to have at your fingertips, and set up your matters and contracts and the metadata associated with them to be able to produce that information in future LawVu.

Has some amazing dashboards built within, but you do need to set up your matters at the outset. So I think there’s a bit of time investment, and I know lawyers are time poor always, but it’s so important to carve out that time, to set yourself up for future needs, and then you can export that data to other systems as well.