The Lawyer’s Guide to the Future of Practice Management

Expert opinion, guidance, and market knowledge on what today’s legal marketplace might look like tomorrow.

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  • Publication date: September, 2019
  • Pages: 100
  • ISBN: 978-1-78358-380-5


The Lawyer’s Guide to the Future of Practice Management provides law firm leaders with expert opinion on the very latest guidance and market knowledge on what today’s legal marketplace might look like tomorrow, organized into four crucial areas of practice management – technology, people and culture, finance and strategy – before taking a horizon-scan of the future, and what law firms need to be aware of in the coming months and years.


Executive summary

About the authors

Part one: Technology

  • Chapter 1: How data will enable the shift towards the productization of legal services - Simon Drane, Earlsferry Advisory
  • Chapter 2: How data is transforming the relationship between lawyer and client  - Jennifer Roberts, manager, InTapp
  • Chapter 3: Blockchain’s likely impact on law firm business models - Robert Millard, director, Cambridge Strategy Group

Part two: People and culture

  • Chapter 4: Flexible working arrangements – the next stage from the “office nine-to-five” - Dr Bailey Bosch, director of people and culture, and Katherine Thomas, CEO, Free Range Lawyers
  • Chapter 5: Modern career trajectories – is partnership still the end goal? - Clare Harman Clark, PSL, Taylor Wessing
  • Chapter 6: The law department of the future – What will good look like? - Janvi Patel, Halebury
  • Chapter 7: How to survive and succeed leading a multi-generational practice group - Phyllis Weiss Haserot, Practice Development Counsel

Part three: Finance

  • Chapter 8: Promoting firm goals through effective associate compensation approaches - Arthur G. Greene, Boyer Greene
  • Chapter 9: A data scientist’s perspective on law firm profitability - Zev J Eigen, Syndio Solutions

Part four: Strategy

  • Chapter 10: Adopting a strategic planning approach and leadership for innovation - Christie Guimond, White & Case
  • Chapter 11: Why innovate? The link between strategy and innovation - Langdon Morris, Innovation Labs
  • Chapter 12: The fundamental challenges facing any new or future leader - Patrick J McKenna

Part five: Horizon scanning

  • Chapter 13: The inevitability of multi-disciplinary practices - Michael Roster, formerly Stanford University and formerly Morrison & Foersterr
  • Chapter 14: The evolving role of the PSL – past, present and future - Ailish Hogan and Lucinda Troostwyck, Taylor Root
  • Chapter 15: The evolving law department – what the future holds - Patrick Lamb, ElevateNext Law
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Simon Drane
Simon has held numerous positions within the professional services sector over the last 25 years – at a FTSE 100 legal information solution provider, a legal technology consultancy, a law firm, an accounting firm, and a legal membership organization. Simon has qualifications in law and tax, and deep experience in commercial product strategy. Simon has board level experience of both executive and non-executive roles, and as CEO of a technology start-up. He has a strong track record in creating innovative product strategies resulting in multiple new multi-million pound high growth lines of business. Simon led the new investments product strategy area at LexisNexis and created and launched many of the next generation content and workflow product offerings for lawyers. At the Law Society Simon ran the commercial arm of the organization and restructured a set of commercial investments through taking board seats. He also implemented a new commercial strategy including a significant shift in focus to legal technology innovation, including the launch of a legal tech-focused Barclays EagleLab accelerator. Simon has also held senior knowledge management roles in both law and accounting firms. Simon established earlsferry advisory towards the end of 2018 to help people with their product strategies, whether they are technology businesses, professional services businesses or investors into these spaces.
Jennifer Roberts
Jennifer Roberts manages the strategic research function at Intapp, responsible for the analytics and research component that supports product development and thought leadership for new initiatives. Leveraging her skills to advocate, evangelize and build data-fueled products and insight, she examines theprofessional services industry to drive analytical intelligence that informs strategic decisions and solves organizational needs. Prior to joining Intapp, Jennifer received her MA from the University of Minnesota in advanced statistical methodology and performance measures. 
Robert Millard
Robert Millard is founder and a partner at Cambridge Strategy Group, a management consultancy based in Cambridge, UK, focused primarily on law and other professional service fi rms and other deep knowledge enterprises. Rob is immediate past co-chair of the IBA’s Law Firm Management Committee and currently serves on the steering committee of the IBA’s President’s Task Force on the Future of Legal Services.
Katherine Thomas
Katherine Thomas helps legal service providers across the world grow, adapt and increase profitability with her company Katherine Thomas Consulting. With a reputation for strategic thinking combined with a large dose of pragmatism, she advises on strategy, sales, client development and the launch of new products and services. Now a consultant, speaker and coach, she previously established and led the well-known UK newlaw business Vario, a legal services provider with an emphasis on flexibility, for commercial law firm Pinsent Masons. As a result, she has a deep understanding of how alternative approaches to legal services delivery can increase competitiveness.
Clare Harman Clark
Clare Harman Clark is a senior professional support lawyer at Taylor Wessing LLP, building on a legal career that began with nearly a decade at Clifford Chance and a stint at Russell Cooke. Before retaining as a lawyer, Clare worked as a journalist and within a government press office, and still regularly publishes articles in national and trade press.
Janvi Patel
Executive chairwoman & founder of Halebury. Janvi Patel is a NewLaw pioneer and has been spearheading operational, structural and cultural change within the legal services industry since starting NewLaw firm Halebury in 2007.  Her aim: to create an entirely original business model to service the needs of clients and lawyers at the senior end of the market by offering a range of strategic resourcing options. Ten years on the firm has grown to a team of 35 senior in-house lawyers and has partnerships with clients such at BT, Sky and Virgin Media. It is highly ranked in the Legal 500 for its work in Technology, Media and Telecoms. Halebury has particular expertise in advising on and implementing legal transformation projects for in-house teams and businesses, a consultancy service delivered by former General Counsels and Heads of Legal from businesses such as Cisco, FremantleMedia and ATOS.
Arthur G Greene
Arthur G Greene received an AB from Syracuse University in 1964 and an LLB from Boston University in 1967. He joined the law firm of McLane, Graf, Raulerson & Middleton in 1967 and became a partner in 1974. Arthur established a statewide trial practice, which focused on land use litigation, tax abatement appeals, environmental litigation, business disputes, and personal injury cases. The firm grew from 13 to 27 lawyers in four state-wide offices. He was involved in the management of the law firm from 1980 to 1992, serving during those years as a member of the management committee and as managing partner for a three-year term from 1985 to 1988. In 2000, he established a small law firm in which he practiced for a number of years. Arthur has lectured and conducted workshops, and written articles and books on a variety of law firm issues, including trends in the profession, responding to client demands, implementing alternative billing methods, marketing, lever-aging with legal assistants, associate training and career development, creating and organizing effective practice groups, evaluating solutions to financial challenges, trends in partner compensation, affecting change in the law firm culture, succession planning, and preparing lawyers for the future. Arthur is a long-standing member of the American Bar Association and has served in many capacities in the ABA’s Law Practice Management Section, including past chair of the section and present finance officer and liaison to the ABA Commission on the Billable Hour. He is also past chair of the ABA Standing Committee on Legal Assistants. He is past chair of the New Hampshire Bar Association’s Law Practice Management Section and a past member of the Bar’s Future of Law Practice Task Force. He has served on the advisory board of the Legal Assistant Management Association, is a past member of the Conference Committee of the Association of Legal Administrators, and is a fellow of the College of Law Practice Management.
Zev J. Eigen
Zev J. Eigen is the founder and chief science officer of Syndio, and a data scientist focused on AI and machine learning applications in HR, labor and employment law, and legal services broadly. He was honored as one of the Financial Times’ 10 most innovative lawyers in 2016, as a FastCase50 Innovator of 2016, and as one of “40 Under 40 Rising Legal Stars” by the National Law Journal. He is frequently quoted in the media as an expert on big data solutions, predictive analytics and machine learning, especially as applied to HR and legal services and products.
Christie Guimond
Christie Guimond is a senior manager, legal project management at White & Case and the co-founder of She Breaks the Law – a global network for female leaders of legal innovation and disruption. She is also an advisory board member for a legal technology start-up, NEXL, and a legal design studio start-up, Foundation Lab. Christie has over 12 years’ experience working in innovation roles at global law firms, including Ashurst LLP, Hogan Lovells LLP, and Eversheds Sutherland LLP.
Langdon Morris
Since 2001, Langdon Morris has led the innovation consulting practice of InnovationLabs LLC, where he is a senior partner and co-founder. His work focuses on developing and applying advanced methods in innovation and strategy to solve complex problems with very high levels of creativity. He is recognized as one the world’s leading thinkers and consultants on innovation and strategy, and his original and ground-breaking work has been adopted by corporations and universities on every continent to help them improve their innovation processes and the results they achieve.
Patrick J McKenna
Patrick J McKenna is an internationally recognized author, lecturer, strategist, and seasoned advisor to the leaders of premier professional service firms. His published articles have appeared in over 50 leading professional journals and his most notable book, First Among Equals (2002), topped bestseller lists in the US, Canada and Australia and has been translated into nine languages. He was recently voted by the readers of Legal Business World as one of only seven international Thought Leaders (2017).
Michael Roster
Michael Roster was formerly managing partner of Morrison & Foerster’s Los Angeles office, co-chair of the firm’s Financial Services Practice Group worldwide, and a member of the firm’s policy committee. In 1993, Mike was appointed general counsel of Stanford University, Stanford Medical Center, and Stanford Management Company. He was subsequently executive vice president and general counsel of Golden West Financial Corporation. Mike has also served as chair of the Association of Corporate Counsel, as outside director and vice chair of Silicon Valley Bank, chair of the Stanford Alumni Association, steering committee co-chair of ACC’s Value Challenge, and chair of two start-up companies. He currently teaches Contract Drafting and Analysis at the University of Southern California Gould School of Law and is a director of MDRC in New York, a nonprofit organization that evaluates the effectiveness of government and other programs affecting lower- and moderate-income families and individuals.
Ailish Hogan
Ailish Hogan qualified as a solicitor in 2002 and spent four years specialising in corporate finance before joining Taylor Root, a legal recruitment consultancy, in January 2007. Together with her colleague Lucinda – and their collective 20 years recruiting for private practice firms at Taylor Root – she established a dedicated PSL team. They now focus on recruiting professional support lawyers and knowledge managers into a range of City, niche and West End law firms, and work with a wide spectrum of candidates, from those wishing to make their first move into a PSL role to experienced PSLs considering new opportunities.
Patrick J Lamb
Patrick J Lamb is one of the founding members of Valorem Law Group, LLC. After spending 18 years at an AmLaw 100 firm, including several years as an equity partner, Pat left the firm to join a litigation boutique, where he spent seven years, including six as a member of the firm’s management committee. During these years, he was an avid proponent of budgeting and non-hourly fee arrangements. Ultimately coming to the conclusion that firms could not exist in both the hourly and non-hourly worlds, Pat and three colleagues, all big firm refugees, formed Valorem, which began in January 2008 as a non-hourly, value-fee firm. The firm represents businesses in complex disputes, and has more than doubled in size since its inception. Described by one in-house lawyer as “one of the few lawyers who gets it”, Pat was named a legal rebel by the American Bar Association in 2009 and is a frequent speaker on value fees and the role of project management in the successful use of value fees. He began writing the popular blog ‘In Search Of Perfect Client Service’ in 2005.
Phyllis Weiss Haserot
Phyllis Weiss Haserot is the foremost multigenerational workplace expert championing cross-generational conversation at work. She brings an unusual combination of marketing, conflict resolution, and organizational effectiveness expertise to help organizations solve sensitive intergenerational challenges that can hinder client attraction and retention, productivity, succession planning, and knowledge transfer. Phyllis is the president of Practice Development Counsel, a trailblazing business development and organizational effectiveness consulting firm she founded over 30 years ago focusing on the legal/professional services. Through her onsite, offsite, and conference programs, webcasts, “Cross-Generational Conversation” forums, monthly e-alerts and articles she has established a reputation as a “go-to” person on workplace intergenerational issues. A frequent speaker, facilitator, and blogger on intergenerational issues and business development for, Next Avenue, Legal Executive Institute, Huffington Post,, LinkedIn Pulse and others, Phyllis is the owner/manager of the Cross-Generational Conversation group on LinkedIn and the founder of Cross-Generational Conversation Day. Author of You Can’t Google It! – The Compelling Case for Cross-Generational Conversation at Work(Morgan James Publishing), Phyllis is also the author of The Rainmaking Machine (Thomson Reuters, now in its 29th edition) and The Marketer’s Handbook of Tips & Checklists as well as a contributor to three of ARK Group books.
Lucinda Troostwyk
Lucinda Troostwyk read law at Birmingham University and qualified as a corporate solicitor in 2005 before joining Taylor Root, a legal recruitment consultancy, in 2006. Together with her colleague Ailish – and their collective 20 years recruiting for private practice firms at Taylor Root – she established a dedicated PSL team. They now focus on recruiting professional support lawyers and knowledge managers into a range of City, niche and West End law firms, and work with a wide spectrum of candidates, from those wishing to make their first move into a PSL role to experienced PSLs considering new opportunities.
Bailey Bosch
Bailey Bosch is director of people and culture at Free Range Lawyers. Bailey has extensive experience in the use of psychological assessment in both organizational and clinical settings. In addition to her client work, Bailey has developed a parallel career in academia, working in university teaching and research positions for the last 15 years. A firm believer in an evidence-based approach, she is an avid consumer of psychological research and has contributed to several research groups during her career. Bailey holds a PhD in psychology and a Master of Counselling. She is currently completing her Master of Psychology in Organizational Psychology. She has membership with the Australian Psychological Society (APS) and the Society of Industrial and Organisational Psychology Australia (SIOPA) (Student) and her work is anchored in evidenced-based theories and techniques. Bailey runs her own consultancy for those organizations and individuals who wish to achieve work/ life/family integration and is a regular media contributor.

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