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Playbook
PDF · 50 pages

90-Day Legal Operations Impact Plan

A phase-by-phase roadmap for standing up legal ops on a lean team, with the playbooks, checklists and templates to run your first 90 days.

90-Day Legal Operations Impact Plan

What's inside

  • A three-phase roadmap. Discovery and alignment in days 1–30, design and build in days 31–60, then optimize and scale through day 90.
  • Ready-to-run playbooks. Legal intake and triage, CLM optimization, outside counsel management and a metrics dashboard template.
  • Checklists for every step. Discovery, technology audit, and change management and stakeholder engagement.
  • Leadership-ready outputs. A communication plan, sample OKRs and KPIs, a risk register, and the pitfalls to avoid.