UpLevel View

Join the UpLevel View as Senior Advisors Sumi Trombley and Brian Hupp chat with Checkbox CEO Evan Wong about the "Secrets to Implementation Success." Discover how to navigate legal tech rollouts, overcome roadblocks, and drive team adoption. Gain expert tips on aligning technology with business goals, fostering collaboration, and optimizing legal service delivery. Tune in for actionable strategies to transform your legal department and enhance your legal leadership vision today!

Guest

Evan Wong is the CEO and co-founder of Checkbox, a multi-award-winning no-code workflow automation platform. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no-code automation. He has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows.

Highlights

• Evan Wong's dream automation: laundry.
• Process comes before technology.
• Aligning technology with corporate strategy.
• Importance of defining success early.
• Recognizing the signs when to start looking for solutions.
• The risks of distraction in legal work.
• How to identify when ready for technology implementation.
• Cultural and mindset shifts for tool adoption.
• Perfection as the enemy of good.
• Importance of early stakeholder alignment.
• Tips for managing stakeholder feedback.
• Bringing stakeholders on the journey.
• Leadership buy-in is crucial for success.
• The role of training and AI chatbots in change management.
• Common pitfalls in technology implementation.
• The need for project management rigor.
• Importance of intentionality in legal operations.

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide
• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/
• LINK (Legal Innovators Network): http://Linkforlegal.com
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://uplevelops.com/legal-operations-consulting/
• https://uplevelops.com/thoughtleadership/
• https://uplevelops.com/services/gai-management/
• Connect with Evan Wong
• https://www.checkbox.com/

In the September episode of the UpLevel View podcast, "Reimagining Legal Services: Professor Andrew Perlman on ChatGPT and the Future of Law," ULO Founder and CEO Stephanie Corey and Andrew Perlman, Dean of Suffolk Law School, discuss how AI, particularly ChatGPT, is transforming legal research, document generation, and client interactions. Tune in to discover AI's transformative potential and enhance your legal leadership vision today!

Highlights

• Implications of OpenAI on legal services
• Biggest transformative technology in legal services
• Lawyers vs. AI: Embrace or fall behind
• Generative AI drafting and critiquing legal documents
• Starting to use generative AI in everyday tasks
• The importance of mastering basic generative AI tools
• Examples of using generative AI in legal studies assessment
• Law firms' adaptation to technology; billing model changes
• Law schools' integration of technology in the curriculum
• Generative AI: Lawyers practicing at the top of their license
• Addressing access to justice with legal technology innovations
• Technology-enhanced legal services as a game changer

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide
• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/
• LINK (Legal Innovators Network): http://Linkforlegal.com
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• ULO Custom GPT Master Chef: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
• CLOC: https://cloc.org
• LINK: http://Linkforlegal.com

In the August episode of the UpLevel View podcast, we are honored to welcome back Whitney Stefko from Ford and Christian Lang of LEGA, who join hosts Brian Hupp and Brandi Pack to discuss advancements in AI capabilities and adoption. We'll explore strides in productivity and efficiency within legal operations, reflecting on past predictions and new developments. Tune in to discover AI's transformative potential and enhance your legal leadership vision today!

Highlights

• Changes in client interactions regarding GAI over the past year.
• Whitney on industry's poor change management and needing to focus on the human aspect.
• Importance of holistic training on technology usage, with anticipation for GPT-5's release.
• Brandy's perspective on organizational readiness and leadership modeling.
• The risk of employees smuggling unapproved GAI tools into the workplace.
• Need for companies to be proactive with AI adoption rather than having a "zero risk" mentality.
• Brian on the importance of creating safe spaces for AI experimentation.
• Whitney on the variance in organizations' maturity regarding GAI adoption.
• Prediction: Increased focus on back-office use cases with clearer ROI in the next year.
• Christian's prediction: More significant security incidents likely in the next 12 months.
• Whitney's prediction: Impact of GPT-5 and the rise of hyper-personalized GAI.
• Discussion on community collaboration and sharing best practices through GAI networks.

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Whitney & Christian's original UpLevel View Podcast appearance in October 2023: https://open.spotify.com/episode/31U353bdPUmpavmuRGTlu2?si=4254ac330d0d4b14
• Brandi's article: The AI Advantage: Stay Ahead or Fall Behind: https://www.law.com/legaltechnews/2024/06/21/the-ai-advantage-stay-ahead-or-fall-behind/
• Join the LINK Community here: http://linkforlegal.com
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/

The next episode of UpLevel View is an instant classic, as UpLevel CEO Stephanie Corey hosts a discussion on "Legal Ops in 2024: The Power of Collaboration in Building an Industry" with current CLOC President Jenn McCarron and Mike Haven, Head of Global Legal Operations at Intel and recent past President of CLOC. These Legal Ops leaders will explore the critical role of collaboration in legal operations, highlighting how unified efforts drive innovation and efficiency. Steph, Jenn, and Mike will share their experience of creating and leading communities, discussing how these organizations have shaped the legal ops landscape. They will delve into the future of legal tech, the impact of AI and automation, and the essential skills for legal ops professionals.

Tune into this episode of the UpLevel View podcast and improve your legal leadership vision today!

Highlights

• The role of CLOC in industry changes.
• Witnessing immense contributions and collaboration.
• Amplifying change within the industry.
• Driving professional community and support.
• Impact of networking in legal ops.
• The significance of CLOC and LINK.
• Cross-organization collaboration and its benefits.
• Gen AI potential in democratizing legal services.
• Creating practical AI use cases.
• Inclusion of attorney input in AI adoption.
• Developing adaptive leadership and resilience.
• The importance of flexibility and adaptability.

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• ULO Custom GPT Master Chef: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
• CLOC: https://cloc.org
• LINK: http://Linkforlegal.com

Tune in to the next episode of the UpLevel View podcast, where UpLevel Ops' Senior Advisor Sumi Trombley welcomes Christine Ho, Director of Legal Operations at Confluent, to delve into the art and science of transformation in legal operations. Discover how Christine's resourcefulness crafts both sweeping changes and subtle improvements within her team. Whether revolutionizing strategies or refining daily tasks, learn how mastering the art of being resourceful can propel legal departments forward. Don't miss these actionable insights on transforming legal ops at every level! Listen to this episode of the UpLevel View podcast for an enlightening conversation to help you improve your legal leadership vision today!

Highlights

• Tackling speed to execution of contracts.
• Emphasizing the human aspect in transformation.
• Measuring success with contract volume tracking.
• Adjusting internal perceptions of legal department bottlenecks.
• Successful completion of Big-T transformation.
• Implementing Jira for privacy and compliance team.
• Pilot program benefits and selection process.
• Overcoming idea overflow: Prioritization strategy.
• Struggling with budget constraints for additional transformation.
• Utilizing ChatGPT for e-billing when budget is a constraint.
• Importance of cross-functional relationships.
• Key advice for initiating transformations.

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Christine Ho, Director, Legal Operations, at Confluent
• https://www.linkedin.com/in/christine-ho-882758146/

Join Gabriel Buigas, EVP of Contracts, Compliance & Commercial Services at Integreon, and UpLevel Ops CEO and Founder Steph Corey in an engaging podcast on "Leadership in the Age of AI." These seasoned leaders share their unique insights from their time at HP and their current roles, discussing the transformative power of AI in legal operations. Tune in for a dynamic conversation full of practical advice on leveraging AI for leadership and innovation in the legal sector. You won't want to miss this Next Level episode of the UpLevel View podcast!

Guest's Bio Gabriel Buigas joined Integreon in 2021 and leads the Legal and Compliance Solutions business unit. In this role, Gabriel is responsible for driving the business unit's global strategy including delivery, product development, and go-to-market.

Gabriel brings more than 25 years' experience in the legal industry holding both executive in-house legal roles and executive roles at a leading alternative legal services provider (ALSP). His depth of experience as both a consumer and a provider of legal services offers clients invaluable real-world insights and best practices.

Highlights

• Empowering teams with strategy and context.
• Essential communication for team buy-in.
• Integrating technology into legal service delivery.
• The challenge of adapting to new technology.
• The role of change management in legal services.
• The inevitability of AI-driven disruption in legal fields.
• The potential of Gen AI to reduce traditional workload.
• Strategic importance of proactive engagement with Gen AI.
• Corporate pressure to explore Gen AI applications.
• Embracing tech-enabled service models for experimentation.
• Practical Gen AI applications in legal operations.
• Creating capacity for overworked legal teams using Gen AI.
• Encouraging legal ops professionals to join AI-focused committees.

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Gabriel Buigas
• Streamlining NDA Negotiations for Middle Market Investment Banks: The Case for a Transformative, Tech-Enabled Solution, by Gabriel Buigas https://www.integreon.com/nda-negotiations-for-middle-market-investment-banks/
• How On-Demand GPT Assistants Are Shaping The Future Of Law, by Brandi Pack: https://uplevelops.com/thoughtleadership/
• Landmark Case Study on M&A Finds More Than 80% of NDA Negotiations are Wasted Effort - from Integreon and The Contract Network: https://thecontractnetwork.com/landmark-case-study-on-ma/
• Team of Teams: New Rules of Engagement for a Complex World by General Stanley McChrystal: https://bookshop.org/p/books/team-of-teams-new-rules-of-engagement-for-a-complex-world-tantum-collins/7679694?ean=9781591847489
• Who Moved My Cheese, by Spencer Johnson, MD: https://bookshop.org/p/books/who-moved-my-cheese/18935588?ean=9780399144462
• McKinsey Study: The economic potential of generative AI: The next productivity frontier: https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier

Tune into our latest UpLevel View podcast episode, "Navigating the Waves of Change: Leveraging GAI in Legal Operations," where The Contract Network CEO and co-Founder Jim Wagner dives deep into the revolutionary impact of Generative AI on legal contract negotiations and operational efficiency. In this discussion with Steph Corey and Brandi Pack of UpLevel Ops, you'll discover how GAI is reshaping the landscape of legal operations, facilitating quicker resolutions, and transforming strategic decision-making across legal departments. Join us as we explore the potential of AI to streamline processes and foster a more dynamic legal operational framework, making it a must-listen for legal professionals eager to stay at the forefront of innovation.

Guest's Bio Jim is a serial entrepreneur in the legal technology community, most recently serving as VP of Agreement Cloud Strategy for DocuSign, which he joined when DocuSign acquired AI leader Seal Software (where Jim served as President) in 2020. Jim has authored multiple patents and is a recognized leader in the fields of artificial intelligence and analytics for contracting. Jim graduated from Duke University Law School, where he is a frequent guest lecturer and serves on the Duke Law Tech Lab advisory board.

Highlights

• The revolutionary impact of GAI.
• GAI is transforming legal contract negotiations and operational efficiency.
• How GAI is reshaping the legal operations landscape.
• Quicker resolutions and improved strategic decision-making.
• The potential of AI to streamline legal processes.
• Fostering a more dynamic legal operational framework.

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Jim Wagner
• The Contract Network: Case Study: Landmark Case Study on M&A Finds More Than 80% of NDA Negotiations are Wasted Effort with Integreon and Eversheds Sutherland https://thecontractnetwork.com/landmark-case-study-on-ma/
• MasterChef GPT: https://chat.openai.com/g/g-oVwrdPo0I-master-chef

Dive into the transformative world of Value-Based Pricing in our latest episode, featuring UpLevel Ops COO/Senior Advisor Elizabeth Lugones and Ken Callander, Managing Principal of Value Strategies LLC. Discover how this shift towards efficiency, transparency, and alignment in legal services can drastically reduce legal costs, ensure budget predictability, foster strong law firm relationships, and boost organizational value. Don't miss this episode of the UpLevel View podcast for an enlightening conversation to help you take your Legal to the Next Level.

Highlights

• How Ken helps manage and optimize legal operations
• The billing procedures in the legal industry to other professional services industries
• How law firms can establish value-based pricing
• The need for time and exercise to fully understand and implement value-based pricing
• Importance of firm-client relationships in successful value-based pricing models, and the need for communication, trust, and fair business practices
• The need for clients to consider the value of matters against the cost of the firm and why it's not always cost-effective to opt for the most expensive firm for everything
• Benefits of value-based pricing
• Why you should start small when implementing value-based pricing models

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Ken Callander
• http://linkforlegal.com
• https://value-strategies.com

In this engaging conversation, GC of Inspiration Mobility Christy Freer and UpLevel Ops COO/Senior Advisor Elizabeth Lugones delve into crucial aspects of the legal field's transformation, emphasizing legal operations, strategic partnerships, and the essential role of soft skills amidst technological advancements and artificial intelligence. They underscore the challenges and opportunities presented by the evolving legal landscape, particularly in startup environments. Join us for this insightful discussion about the humanization of technologies and the intersection of leadership and technology on the UpLevel View podcast.

Highlights

• How Inspiration Mobility's unique mechanism of collecting EV telematics makes their business data-driven
• The importance of understanding the value of technology, tracking it, and communicating the same to their clients in a simplified manner
• How clear communication, understanding financial jargon, and knowing how a project fits into the financial bottom line is essential for successful tech implementation
• How the adoption of technology allows Christy to focus elsewhere as it creates a safenet of procedures to avoid incomplete contracts or contracts that lack correct information
• Knowing one's limitations and being ready to make decisions and delegate roles effectively
• The common perception of the legal department as 'non-revenue generating'
• How data-driven legal department aids in the revenue generation process
• Ways to improve the efficiency in legal intake requests, contributing to an overall faster turnaround time

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Christy Freer
• [email protected]
• GC of Inspiration Mobility: https://www.linkedin.com/in/christy-freer-a424616/

Join the first UpLevel View podcast of 2024, where UpLevel Ops CEO Stephanie Corey engages Audrey Taranto, the innovative General Counsel of Enstar Group. Audrey details Enstar's journey since 2019, showcasing the fusion of legal expertise and operational innovation that earned them ACC Value Champions accolades. The conversation explores groundbreaking initiatives, such as AI-powered contract review and a user-centric chatbot, highlighting strategic alignment and enterprise-wide collaboration. Audrey emphasizes the cross-functional impact and courage to pilot new technologies, making this episode a treasure trove of insights for legal executives and corporate leaders aspiring to transform their legal operations for enhanced value and efficiency. A must-listen for those seeking operational excellence in the legal landscape. Listen to the UpLevel View and improve your legal leadership vision today!

Who's The Guest? Audrey Taranto is General Counsel and Corporate Secretary at Enstar. Her career is marked by transformative contributions, and she has played a pivotal role in the consistent growth of businesses through her skills in team building, legal acumen, and strategic leadership.

Audrey is also known for her adeptness in navigating complexity, earning her the reputation of a pragmatic and trusted executive leader. The Enstar legal team was named a Value Champion by the Association of Corporate Counsel in 2023. She holds a JD from Temple University.

Highlights

• The importance of having a long-term vision for a sustainable, value-driving legal department
• How to prioritize initiatives that will have substantial impact and be resource-realistic
• Importance of cross-functional collaboration within organizations
• The challenges in implementing document management
• Exploring the potential of using generative AI to save lawyer time and enhance legal processes
• Alignment of generative AI with a strong legal ops strategy and its potential in improving the speed and efficiency of legal departments
• Upcoming projects, which include exploring generative AI, and addressing the rising cost of outside counsel

Episode Resources

• General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/
• Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447
• https://linkforlegal.com/
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://linkforlegal.com/
• Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/
• Connect with Audrey Taranto
• https://www.enstargroup.com/leadership/audrey-taranto/
• https://www.linkedin.com/in/audrey-taranto/