Law firms and legal teams must move faster, surface risks earlier, and deliver clearer insights — without adding tools, complexity, or risk. Yet many organizations still use core enterprise platforms primarily for storage and file sharing, leaving powerful capabilities unused and workflows fragmented across disconnected systems.

This session will explore how to get more value from existing tools to streamline high-effort work across attorney, business, and administrative operations. Through real-world examples, panelists will share how they moved beyond document management to activate structured metadata, workflow automation, and AI-enabled analysis — all while maintaining strong governance and control.

We’ll also cover practical approaches to operationalizing document workflows, using Outside Counsel Guidelines (OCGs) as a case study — including how teams can standardize requirements, simplify compliance, and improve visibility into performance and adherence. Attendees will leave with concrete ideas on how to simplify their legal and IT environments, reduce manual work, and improve consistency across this critical workflow.

Discussion topics include:

• How teams are operationalizing OCGs to improve compliance, reduce the back-and-forth, and drive consistent management of this key client document
• Practical ways teams are saving hours each week by consolidating workflows and eliminating unnecessary tools
• Real-world use cases for accelerating contract and matter workflows through structured data, automation, and AI insights and analysis

Takeaways:

• Concrete steps to simplify your legal and IT environment
• Templates and patterns for OCG operationalization and compliance tracking
• Low-risk automation ideas that improve consistency and reduce rework