As part of our project to profile the IT capability of the top 100 legal IT teams/law firm IT capability, Legal IT Insider spoke to Haig Tyler, CIO at Eversheds Sutherland about their strategy and structure as well as the key technology recently introduced at the firm.
Herbert Smith Freehills: At a glance
Team size: 280 – 290
Haig Tyler, CIO (global remit, reports to Nicole Bamforth, COO. Tyler also co-leads the firm’s innovation and technology activity)
Steve Casey, IT Director, UK, US & EMEA (based in London, reports to Haig Tyler)
David Turner, IT Director, Asian & Australia (based in Sydney, reports to Haig Tyler)
Stephen Andrews, Head of IT Architecture (global role, reports to Haig Tyler)
David Robinson, Head of IT Security (global role, reports to Haig Tyler)
Beth Clapton, Head of IT Assurance (global role, reports to Haig Tyler)
Investment in IT:
In line with industry norms at 4 – 6% of revenue
Co-led by Chief Administrative Officer Alan Peckham, based in Melbourne, Australia, and Haig Tyler.
Newly introduced technology:
New contract express capability
New platform focused on share price agreement automation
Kira for contract review
Relativity for discovery and possibly for document review
Developed own dispute decision support tool
Developed own risk management tool
Digital workplace including move to cloud, ie Office 365; delivering on new technology roadmap for Alternative Legal Service (ALT) practice.
Haig Tyler, CIO, Herbert Smith Freehills
What is your remit at the firm?
My job title is chief information officer. That is a global role looking after the firm’s approach to technology, including the obviously enormous remit of running all of our tech platforms.
What is the size and make-up of your team?
We are in the region of about 280 to 290 people. That waxes and wanes depending on any large project activity. Our main locations are London and Sydney. I have five direct reports. Two are regional roles. I have IT directors for each end of the world. Those are the roles to which most of those IT people report. Then there are three global functions. One is head of IT architecture and delivery. One is head of IT security. Then we also have a head of IT assurance, which encompasses finance and risk management. I report to Nicole Bamforth, our COO.
You have recently launched a dedicated legal ops team. Where does legal ops, and innovation, fit within the broader IT team?
I should have said, alongside my CIO role, I also co-lead the innovation and technology activity within the firm, alongside chief administrative officer Alan Peckham, who is based in Australia. It is a very tight matrix-style structure where we all work closely with the innovation leads who are part of the legal operations team. We also have legal process improvement, and legal project management functions within the legal operations team. I very much see those as key to building our legal operating model. You have to have those things in place before you can really benefit from transformative tech.
What are your top level strategic objectives?
Our key objective is differentiation. We want to use technology to differentiate our client experience and our firm. We try to remain tremendously client-focused in everything that we do.
We have an increasing focus on cloud capabilities and that is underpinning a fair amount of our innovation and technology activity. New lawtech capabilities are in the most part cloud platforms and we are becoming far more accomplished and comfortable with cloud.
In terms of internal systems, we remain a very global firm, so we continue to build our tech capabilities on a global basis. And I guess finally, I would add, that we are increasingly recognising that there are a lot of tech capabilities in all our people. It’s a societal factor. So, another objective is looking at ways that we can get the best out of our people and their use of technology.
And what are your more immediate, and specific, priorities at this point in time?
At this point in time, our biggest priority within IT is what we call the digital workplace. The digital workplace is about driving a far more mobile and effective working environment. We are basing that around Microsoft 365. We are looking to adopt as much of the Microsoft 365 estate as we feel comfortable with over the next couple of years. Obviously, that is very much a part of the move to cloud services, but we need to make sure that our clients are happy with the move as well.
There has been a huge amount of effort this year putting in place various pilot activities, as well as starting to have those conversations with clients around their level of comfort with moving to the cloud. What we are seeing, almost universally, is a far greater degree of comfort now than perhaps even a year ago. A number of clients are very actively using Office 365 themselves, and we are targeting some of those with client-facing pilot activity. Some of the most exciting stuff Office 365 has to offer is around collaboration.
Alongside the digital workplace, our Alternative Legal Services practice has just agreed a multi-year road map of technology and that is something that we are just starting to deliver.
How much investment does the firm make in technology?
We are pretty much in line with the market. At any point in time, investment will be sitting at between four and six per cent, depending on where the lines are drawn. We are broadly in the middle of the pack in terms of investment. What’s increasing, at the moment, is the focus on investment around innovation. It is still relatively small in terms of the overall IT budget, but it’s growing.
What key pieces of technology have you introduced recently?
Importantly, we have put into production a pretty large contract express capability this year. Our legal automation team, which is part of the legal ops function, has done a lot of work to develop that capability, which has been particularly focused on real estate.
Alongside that, we also went live with a new platform focused on share purchase agreement automation. These are the first two systems to have emerged through our innovation and technology process, so it is great to get those into production.
Then there is Kira, in terms of contract review. That is also getting a fair bit of usage. We are expanding the use of our Relativity platform with regards to our discovery capabilities and we are also checking out its document review capabilities.
It is worthwhile pulling out a couple of homegrown systems as well. As part of the technology and innovation stream, we have developed a dispute decision support tool. This effectively provides structure to what would otherwise be a very subjective matter and is something we have written ourselves.
There are also a number of cyber tools that have been developed within the cyber and IP practice, which have attracted attention. We’ve got a risk management tool we have been developing as well. That one is really interesting because it followed an extensive set of design and thinking workshops with a number of clients and partners. The intention was to create an interactive tool that enables a rich and memorable discussion around risk management. It brings something visual to a subject that can otherwise be somewhat dry.
Do you have any plans to change your core systems?
I think we are very happy with the core systems we have in place. What we are focusing on now is how to better interconnect those systems, and how to better open them up for internal usage and also to clients, through various client portals and client dashboard capabilities.
There is a real latent demand from clients to have better visibility. One area we are working on at the moment is WIP management. We are enabling people to actually see the amount of time building on the clock. We are still only working with a small number of clients but it has proved the concept so we are really quite excited about expanding on that through next year.
What is your approach to shadow IT?
We’ve got to make more use of the capability and capacity of all of our people. IT has previously been the realm of a very small number of deeply technical people. But the nature of the tools these days is such that there is a lot more that our users can do. I am very keen to embrace that. We do need to be able to maintain a degree of control, however, particularly around the use of data, the quality of data and access to that data.
We are starting to take some relatively small steps in terms of looking at the capabilities of Office 365 in particular. There is some tremendously rich capability there that can be used in a really simple way. We are using forms, for example, to help prioritise our sprint development goals.
So, I don’t really worry too much about shadow IT. We want to embrace all the capability we have across the firm. But we do have to do that within various controls, particularly around data.
What is your biggest challenge or frustration as CIO?
Working within a law firm is a unique environment. When I came into the role, everyone said it would be impossible to get anyone to agree and impossible to get anything done. I have been here six and half years now, and while there is no doubt that working with a partnership of 450-plus comes with its challenges, I have really not had any particular problem getting investment for the things that we need to do.
I would say that the big challenge at the moment is around cloud adoption – how to balance the huge upside in terms of security, functionality and capability, with any concerns out there in terms of jurisdictional access. That is our major challenge at moment, but I remain very optimistic and confident that we can get through that.
If we were toasting your success in five years’ time, what would we be toasting?
I would like to think that we would have created a highly integrated and cohesive firm that had really built bridges between the legal and the non-legal sides of the business. I would also like to think that technology had played an enormous role in that, as well as building bridges into our clients’ processes and communities. Finally, I would like to think we were doing some really differentiating stuff with our technology. That is what I would like to be toasting.
NetDocuments recently announced its launch of SetBuilder, an easy way for users to combine and organize sets of documents in one location entirely within the secure NetDocuments infrastructure. Join NetDocuments’ product team for a webinar in which they will take a closer look at how the SetBuilder technology works and the specific use cases for compliance, legal and HR teams.
Originally developed at Chapman and Cutler to coordinate closings, automate manual closing binder processes and drastically accelerate the time-consuming and manual closing process, NetDocuments sees SetBuilder solving these challenges, and many others, for organizations across the globe.
In March we revealed that HighQ was about to launch a new platform for corporate legal teams that will include work and collaboration tools for enterprise legal management, document management, matter management, legal intake and self-service, contract management and vendor management.
The launch followed six to 12 months of research into the corporate sector, including engaging with legal teams ranging from big banks and manufacturers to small teams, to work out what their needs are and how the HighQ technology can be productised to address them.
While HighQ has long had relationships with in-house teams, particularly through its virtual data room, the corporate sector has for the first time become a core focus, and the London-headquartered vendor is creating a dedicated team to support and help evolve the new offering, which is being led by director of legal solutions, Rob MacAdam.
HighQ’s chief product and strategy officer, Stuart Barr, told us: “While we’ve been working with in-house teams for a long time what has what changed is that this is a proper focus for us now. We recognise that law firms, including Addleshaw Goddard and Osborne Clarke, have been providing some fantastic solutions to corporate legal teams and we’re taking on that market more directly.
“With the rise of the legal operations movement; the shift towards in-house teams taking on more work themselves; and in-house teams being under the same pressure to be efficient and demonstrate value but also to manage and engage with their outside counsel more effectively, they struggle.
“They don’t have the same access to resources as law firms. They aren’t set up in the same way and often end up with access to generic technology like SharePoint and often don’t have document or contract management systems, so we’re saying and our USP is we’re not a point solution and we can give them access to our intelligent legal operations hub and give them a platform that gives these six core solutions in one.”
HighQ has already partnered with corporate legal teams from companies like HelloFresh, Zillow, HSBC and more and Barr told us: “What’s really interesting is that it’s not brand new technology: we are lucky that we are a very mature piece of technology but we have all those underlying capabilities: document management and task management and workflow. People refer to it as digital Lego and we’ve just productised it in a new way.”
While this may not have traditionally been seen as the solution for the biggest in-house teams that have a need for dedicated document management systems Barr says: “Our platform can be used for intake and providing a legal front door or a hub through which the business can interact with the corporate legal team and ask for support on a matter, or for contract review, or NDAs, or any number of things. We provide that workflow system where the legal team can triage their work. They might be directed to a self-service tool if all they need is a NDA, and use our document automation tool. Or if it’s more complex they can go into our matter management database and can track matters and create workspaces and run the matter through the platform.
“In terms of contract management, obviously we can do the document generation and initiate the process of drafting a contract and storing it in a contract database.
“We then have the tools to create a contract report using our AI engine or through a third party in our AI Hub. Whether it’s a matter or contract, our dashboard gives users insights into what is happening across the board.”
Barr told us that HighQ’s corporate platform is already gaining traction. “In-house teams want a contract management solution but realise they don’t have basic document management or a way to manage their outside counsel. Through HighQ they can come to a single portal,” he says.
There is a visible shift towards in-house teams wanting to own their own data and Barr says: “That is most definitely one of the drivers: by owning the platform they decide who they work with and have access to their data in perpetuity.”
Clients of the new platform include Sainsbury’s, who presented at the 2019 user conference.
Based on business success and market demands, Prosperoware is expanding our European Sales team. We are currently seeking enterprise software Account Managers with the right balance of initiative, curiosity, creativity, and enthusiasm. If you are a best described as a self-starter, driven to be the top performer, have a track record of exceeding quota, and possess the technical aptitude to link business issues to technology and express the value proposition associated with this convergence…we are interested in speaking to you. Our proven approach to your success includes mini-boot camp training sessions, sales mentoring with experienced executives, and a team selling approach. If you are a top 5% Outside Sales performer or in Inside Sales and ready to up your game, please apply. Our high-energy culture and fast paced working environment rewards success.
We develop client value management software, when combined with our client’s personnel and processes expertise, enables more successful business operations. Our clients are under unprecedented pressures from their clients. These pressures include improving firm effectiveness (client relations, financial success, and predictability) as well as reducing cyber-security risks. We are hiring individuals that can quickly understand and in turn, articulate our technology in terms of client business value.
•Establish and maintain relationships with current and prospective Law Firms and Corporate Legal Departments within an assigned region, with emphasis on presentations, cold calling, and appointments
•Champion a team selling environment effectively utilizing available resources (SDRs, Technical Solution Consultants, Sales and Executive Management) to drive successful sales cycles
•Professionally present oneself and our company in a polished, articulate, and succinct manner
•Work the entire sales process from lead creation and development through qualification, negotiations, and closure
•Focus on constant progression of relationship building and value creation with prospects
•Meet or exceed monthly, quarterly and annual bookings targets
•Understand and demonstrate an in-depth understanding of Prosperoware products and their application to client business needs
•Describe and demonstrate product functionality in a client’s environment
•Collaborate with clients to identify needs, establish relationships and solicit quotes and orders
•Travel to customer sites throughout the region; some overnight travel is required
•Attend regional/national tradeshows to acquire new prospects
•Updating of CRM and call reporting
•2 -4 years direct selling experience (preferably a technology software solution), carrying an individual quota
•Ability to perform in a self-managed environment; must be a “self-starter” with a drive to succeed
•Must be comfortable with cold-calling and consistently mining for client contacts
•Possess exceptional communication skills, professional image, customer service focus, self-motivation and a strong desire to succeed
•Understanding of Information Technology and/or Financial drivers and measurements that business rely on
•Accurate forecasting capabilities based on deep working knowledge of sales cycles
•Strong internet search skills and ability to recognize industry trends in target companies
•Knowledge of Microsoft Office, basic computer operation and peripheral use
•Knowledge of CRMs, preferably Salesforce.com
Prosperoware is an enterprise software company providing solutions for law firms, corporate legal departments, and professional services firms. Our customers include nearly half of the G20 and Am Law 100 firms as well as large global corporations and Big Four accounting firms. Our innovative software transforms how professionals work and enables firms to deliver more value to clients while protecting profitability. We empower firms to reduce costs, improve profitability, and better compete by:
•Simplifying iManage administration and improving user adoption of electronic files
•Enforcing and automating information governance with a focus on security and risk management
•Improving relationships with clients by delivering predictable fees and beneficial insight into the work performed
•Empowering professionals to leverage modern profitability metrics, which drive truly informed budgeting and pricing decisions
Our teams work primarily from offices in London, Chicago, and Philadelphia. Our more than 255 customers range in size from small firms with just a handful of users to those with more than 14,000.
Intapp today announced it has acquired One Place, a leading provider of cloud-based solutions for marketing and business development teams. Intapp and OnePlace are joining forces to address the growing need for a unified front office solution spanning the client life-cycle that helps firms cultivate key relationships, drive growth, and better compete in their modern marketplace.
OnePlace, founded in 2012, was an early pioneer in cloud-based marketing solutions, helping more than 60 professional services customers replace their legacy CRM. The combination brings together OnePlace’s deep domain knowledge and team of experts in marketing and business development technology, with Intapp’s market-leading Industry Cloud for Professional Services.
With this acquisition, Intapp says that the market will now have an integrated client life-cycle solution for the front office that enables seamless collaboration across the firm and its partners and business services teams; from strategy to origination and execution.
“Coupled with our other recent acquisitions of DealCloud and gwabbit, adding OnePlace to our portfolio further demonstrates Intapp’s commitment to assembling the industry’s best team to deliver on the full vision of a modern, unified front office solution for our customers,” said Dan Tacone, Intapp’s president. “Together, we will help our customers execute marketing and business development growth strategies more efficiently and effectively.”
“My team and I are excited to join with Intapp to make the industry’s leading client life-cycle experience even more complete and powerful,” said Tim Smith, OnePlace’s CEO. “At its core, this acquisition will deliver a single, reliable source of truth for client and prospect knowledge to our combined customer roster. Like Intapp, we believe in the ‘everything in one place’ ethos. Our combined team has the unique capability to execute this vision.”
The full story will follow shortly after my 11.30am interview with John Hall, CEO of Intapp.
Legaltech has for the first time been recognised in The Europas Awards, which in partnership with TechCrunch recognise the hottest tech startups in Europe – Luminance, Lexoo and Seedlegals are all on the shortlist in the ‘Hottest B2B/SaaS Startup’ award and voting is open now.
Previous winners of The Europas include Transferwise – which just raised another $292m at a valuation of $3.5bn.
Founded in 2009 and still run today by Mike Butcher, The Europas concentrates on the newest companies on the scene and also brings together the mid and late stage technology startups, as well as leading investors and media in the EMEA region. For more information see: https://theeuropas2019.thepathfounder.com/
Eclipse Legal Systems, the Law Society Endorsed legal software provider, has announced it is implementing its Proclaim Practice Management solution at award winning law firm Cartmell Shepherd.
Cartmell Shepherd is one of the leading law firms in the north, with six offices throughout the region servicing clients across the UK. The firm boasts over 200 years’ experience providing exceptional legal services, specialising in a wide range of legal areas.
The Proclaim Practice Management system will be rolled out across multiple departments including Conveyancing, Family, Personal Injury and Probate. Proclaim will provide Cartmell Shepherd with a consistent and secure approach to managing cases throughout their lifecycle.
The integrated Proclaim legal accounting toolset will enable seamless billing procedures, further streamlining the firm’s financial efficiency. Cartmell Shepherd will enhance client care with TouchPoint+ the client self-service portal that includes FileView live case tracking and SecureDocs the online secure document delivery and acceptance tool.
Scott Garson, Practice Manager at Cartmell Shepherd comments:
“We selected the Proclaim Practice Management System to replace an incumbent solution, and see it as a vital part of our future strategy to drive the practice forward.
“Proclaim’s flexibility to integrate with third parties like the LRBG impressed as did the inbuilt GDPR Individual Rights workflow which will aid compliance along with the CRIF ID/AML and Lawyer Checker integrations.”
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Eclipse Legal Systems, part of Capita Plc, is the UK’s leading provider of legal software solutions, employing over 170 staff at its Yorkshire HQ.
The firm’s Proclaim software system is in use by 25,000 professionals within a vast range of market sectors, territories and work areas. Proclaim is Endorsed by the Law Society and integrates all case management, accounting, document management, reporting, time recording, task and diary functions into one desktop solution.
TouchPoint+ is Eclipse’s unique self-service system, providing an always-on, platform agnostic portal for law firm clients and business partners.
As part of its highly regarded company-wide digital transformation drive, Airbus has opted to further its use of Seal Software’s contract discovery and analytics technology in what will be viewed as a big vote of confidence in the technology.
Airbus, which is led by general counsel, head of legal and compliance Andreas Riecker, has tasked Seal with delivering over 80 customised pre-built extraction modules to digitize contractual documents and agreement-related images in what it describes as a first step towards more dynamic search, contract management and analysis capabilities.
Airbus has long been implementing a comprehensive digital transformation procurement programme – called Quantum – with the ambition to digitize everything from supply chain management to manufacturing. In 2017 it launched aviation data platform Skywise in partnership with Palantir Technologies to pull in and analyse data from sources across the aviation industry. Its aim is to become the single platform of reference used by all major aviation players to improve their performance and their digital transformation.
In an interview with McKinsey’s Rik Kirkland about the transformation programme, Dirk Hoke, the CEO of Airbus Defence and Space said (and this sentence should resonate with many in the legal sector): “In the future, we will start by asking the question, ‘What problem do we solve?’ looking for a software perspective, going into the hardware perspective, and adapting other products in the way that our customers need. There will be a shift in thinking toward our R&D. But it also creates a new, more agile thinking inside our teams. We are trying new things.”
Ulf Zetterberg, co-founder and CEO at Seal Software, commented, “In pursuit of corporate objectives to overcome and break down silos, better collect and share information across business units, and foster greater cooperation among teams, Airbus is working closely with Seal to turn contracts from static documents to strategic assets. We are pleased to play a role in this world-renowned organization’s digital transformation.”