Standard processes deliver efficiency and risk management. Personal touch ensures effectiveness.  In our business, we need both. 


While the legal and technology professions may seem diametrically opposite in many ways, certain functional elements of the roles executed by lawyers and technologists are, perhaps surprisingly, similar. 

One example is how both professions have standards or methodologies for stepping through defined processes.  Like most conventions, these structured practices are in place for very good reasons, having been tested over time to deliver results that are predictable within a narrow band of risk. Of course, whether a lawyer or technologist, the skilled technician also understands that there will be circumstances that occasionally warrant a personal touch. 
Continue Reading Standard processes and the occasional personal touch: the common ground of lawyers and technologists (294)


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)