White Paper


In-House Legal Technology Modernization:
Considerations and Best Practices


A practical guide for modernizing legal operations and optimizing investments across people, process and technology, to ultimately do more with less.

The legal industry has given a lot of recent attention to the expanding role of chief legal officers (CLOs) and general counsel, particularly amid the COVID-19 pandemic. In-house legal department leaders are now expected to serve beyond core legal and risk mitigation functions and add value as strategic business partners.


In response, many CLOs are growing core functions and capabilities within their in-house teams to become more self-reliant and efficient. To do so, CLOs are investing in and relying heavily on the legal operations function to modernize the legal department and bring this vision to light.


To help accelerate the modernization effort and avoid pitfalls, this guide was created to provide:

  • Key steps and considerations legal operations teams need to drive modernization in their department
  • Approaches for aligning people, process, technology and data risks to support modernization success
  • Practical guidance for improving control levers for flexibility, transparency, quality, efficiency and cost within the corporate legal department
  • Considerations for determining how, when and why to bring in outside service providers

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