The hard work that comes before any discussion of technology


Chapter 5, Playbooks

The need for creating playbooks for templated contracts is a subject of much discussion. This is because playbooks are one of the ways in which contracting is simplified. But they can take many forms. Luckily, distinguishing and differentiating between the necessary types of playbooks is possible without creating too much complexity. Not only are they used to create standardization across a law department, but they also empower the business.

Playbooks educate, create consistency, and are an absolute requirement for any type of outsourcing contract review. I submit for your consideration that there are two basic types of playbooks: The Law Department Playbook and the Empowerment Guide.
Continue Reading CLM Simplified Part III: Playbooks, People, and Process (271)


Law firm innovation takes many forms. We need a tool to de-risk and demystify the process.


The above graphic is the Maker’s Matrix©, which is a tool I created to more efficiently categorize, prioritize, and resource innovation projects.  This is because innovation in law firms is a nascent field with lots of hype and headlines but remarkably little structure.  See, e.g., Bruce MacEwen, “Who’s your Chief Innovation Officer, ” Adam Smith, Esq., Nov. 13, 2019.  That’s okay, though.  I’m happy for the opportunity to figure it out.
Continue Reading Innovation as a Service and the Maker’s Matrix (128)