BDO's Legal Tech Talk Podcast

Driving Change: Navigating Legal Tech Adoption


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Guest Notes

Lorrie Engel is the Legal Operations Lead at Lennox International. She is a legal operations professional with strong expertise in change management and technology adoption, focused on driving operational efficiency and collaboration. She describes herself as a resourceful, tech savvy and flexible legal operations professional with strengths in multi-tasking, problem solving, communication and creativity.

Lorrie Engel | Linkedin

Key Takeaways

1. Effective Change Management Strategies:

  • Emphasize a no-judgment approach to encourage open communication and support among team members.
  • Provide ample notice and clear communication about upcoming changes to ease transitions.

2. Overcoming Adoption Challenges

  • Engage legal teams in the selection process of new tools to ensure they meet user needs.
  • Demonstrate the efficiency and user-friendliness of new technologies to drive adoption.

3. Learning from Past Experiences

  • Recognize the value of learning from failures to improve future implementations.
  • Use past challenges as opportunities to refine strategies and processes.

4. Strategic Use of AI in Legal Operations

  • Explore AI use cases for legal research and strategic decision-making.
  • Prioritize data security and confidentiality when integrating AI tools.

5. Procurement and Evaluation of Legal Tech Tools

  • Shift towards involving legal teams in the evaluation and procurement of SaaS-based software.
  • Align technology solutions with specific business needs and objectives.

6. Transitioning Across Industries

  • Leverage past experiences and skills when transitioning to new roles or industries.
  • Recognize the importance of supportive leadership in facilitating successful transitions.

7. Knowledge Sharing and Leadership Development

  • Share insights and knowledge gained from conferences and educational events with the team.
  • Participate in leadership development programs to foster growth and innovation within the organization.

8. Future Outlook on Legal Technology

  • Stay informed about emerging technologies and trends in the legal industry.
  • Continuously evaluate and adapt strategies to meet evolving business and technological needs.
...more
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