Legal Analytics Toolkit

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Lead Legal Analytics: actively scout for relevant technologies, be abreast with external innovation, through leadership in areas of accountability.

More Uses of the Legal Analytics Toolkit:

  • Manage work with legal and sales teams to address trends in Contract Negotiations and recurring contracting challenges in order to enhance contracting strategies and techniques.

  • Oversee department to ensure consistency across all processes and procedures; ensure compliance of Policies and Procedures to prevent loss for non compliance or potential legal action.

  • Be accountable for developing and leading programs to increase communication with internal and external stakeholders on significant legal and policy developments.

  • Manage work with the engineering, security, and legal stakeholders to support and promote Access Control and Data Management governance and best practices.

  • Manage Legal Analytics: systematically translate, analyze, and prioritize customer needs, legal and contractual requirements, and organization policy and objectives into quality performance standards; analyze/validate measurement system capabilities.

  • Be the day to day stand in for your leadership team in coordinating and approving deals that need legal and business review and/or approval.

  • Collaborate with the Legal Department to review new or changed contracts related to business partnerships and entity structuring to identify any accounting implications.

  • Systematize Legal Analytics: work hand in hand with employees in it, legal and compliance, Internal Audit, finance, operations, Business Intelligence, lending and member facing teams to create a security and privacy culture of compliance.

  • Collaborate with Data Privacy and legal teams regarding Data Privacy issues and initiatives.

  • Be accountable for analyzing and identifying legal issues to support the design, development and commercialization of hardware devices and related technologies.

  • Steer Legal Analytics: in partnership with the CEO, advise executive team on legal issues associated with important Strategic Objectives and identify, prioritize, plan and implement risk Management and Compliance projects and strategies.

  • Cultivate focus on improvement of regulatory and legal compliance, Data Quality, efficiency, and the protection of sensitive data through modifications to organization behavior, Policies And Standards, principles, Governance Metrics, processes, and related tools.

  • Liaise with compliance and legal to resolve issues related to educational activities to ensure all departmental activities align with current Regulatory Requirements.

  • Oversee Legal Analytics: conduct historical contract review and prepare contract summaries for legal and Account Management and collaborate on contracting approach for upcoming renewals.

  • Consider the application of legal and Regulatory Requirements to organizations Risk Management practices.

  • Liaise with operations, risk, compliance, and legal departments to ensure smooth trade execution and settlement, complying with your organizations compliance framework and ensuring adherence to local regulations.

  • Initiate Legal Analytics: implement extensive Strategic Thinking, planning and execution to improve Internal Processes and working practices between sales, Presales, services, product, legal and finance and drive greater Business Agility.

  • Organize Legal Analytics: implement extensive Strategic Thinking, planning and execution to improve Internal Processes and daily working practices between key executives, sales, presales, support, product, legal and finance to drive greater Business Agility.

  • Oversee Legal Analytics: conduct special projects in areas as benefits, retention, legal compliance, and Performance Management.

  • Collaborate closely with Operations, Client Services, Legal and Compliance groups to drive investigation across your client facing processes and fraud and Risk Management lifecycle.

  • Supervise Legal Analytics: act ethically, with integrity and complies legal standards to deliver an environment that promotes respect, Innovation, and creativity.

  • Manage work with legal to breakdown investment management agreements and ensure operational requirements are met and fit the standard process.

  • Lead Legal Analytics: partner with engineering, product, it, legal and compliance and Quality Assurance to build programs to raise the Application Security awareness in your organization.

  • Arrange that your enterprise provides effective leadership, advice and counsel to the executive team on matters relating to legal compliance and ethical business practices.

  • Confirm your organization participates as a member of a team with Legal Department, Compliance Department, and/or other corporate personnel to complete projects and accomplish department or corporate goals.

  • Ensure you mastermind; build and maintain the Legal Department dashboarding and reporting on key metrics to provide inside to legal leadership and enterprise leaders.

  • Methodize Legal Analytics: partner with legal and compliance colleagues, business units, and other control functions to understand opportunities and create solutions to appropriately navigate potential and actual conflict issues.

  • Confirm your organization complies; directs risk evaluation and Compliance Management processes to ensure your organization meets all legal and contractual obligations that relate to Information Technologies.

  • Steer Legal Analytics: quickly get up to speed on databricks product offerings, technology, security/Data Protection systems and policies, and standard commercial and other contracts, to provide a foundation for providing effective legal support throughout databricks.

  • Arrange that your organization as you expand your product offering and tackle a broader swath of customers, you need someone with the expertise to make impactful legal decisions for your organization.

  • Control Legal Analytics: directly manage the btl testing team and provide Quality Control of the results to be provided to the analytics team to effectuate appropriate tuning and optimization.

  • Serve as Project Management of subsidiary re naming project as part of corporate re brand.


Save time, empower your teams and effectively upgrade your processes with access to this practical Legal Analytics Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Legal Analytics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Legal Analytics specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Legal Analytics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Legal Analytics improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the Legal Analytics resources needed?

  2. Do you have the optimal Project Management team structure?

  3. How is the Legal Analytics Value Stream Mapping managed?

  4. What are allowable costs?

  5. Is the Legal Analytics scope complete and appropriately sized?

  6. How does your organization evaluate strategic Legal Analytics success?

  7. Whom among your colleagues do you trust, and for what?

  8. How is the data gathered?

  9. Why should people listen to you?

  10. Why the need?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Legal Analytics book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Legal Analytics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Legal Analytics Self-Assessment and Scorecard you will develop a clear picture of which Legal Analytics areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Legal Analytics Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Legal Analytics projects with the 62 implementation resources:

  • 62 step-by-step Legal Analytics Project Management Form Templates covering over 1500 Legal Analytics project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Legal Analytics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Legal Analytics project team have enough people to execute the Legal Analytics project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Legal Analytics project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Legal Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Legal Analytics Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Legal Analytics project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Legal Analytics project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Legal Analytics project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Legal Analytics project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Legal Analytics project with this in-depth Legal Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Legal Analytics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Legal Analytics and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Legal Analytics investments work better.

This Legal Analytics All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.