Resources

Experience shows that eDiscovery lends itself naturally to the engagement of outside support for several reasons: 

• It’s episodic
• It requires expertise across a broad range of skills
• It calls for objectivity
• It plays a necessary (not merely strategic) role in achieving a company’s mission. 

Thus, activating a panel of litigation services providers (LSPs) or law firms to support eDiscovery processes is typical. Many legal departments — simply by hewing to their longstanding stable of litigation support providers — have suddenly found their security posture to be off-strategy, potentially raising their exposure for any future incident. Now's the time to rethink and disrupt the model. Download this white paper to learn why.

Security breaches are one of the biggest threats a law firm can face—and a firm’s document system is a prime target.

That’s why choosing the right DMS is critical. With the threat of cybercrime, keeping confidential information secure should be a top priority. But what else can a DMS do for your firm? How can it enhance your team’s performance? How do you find the right system to meet your firm’s needs?

Download this definitive guide to document management to learn:

• Why a strong DMS is the backbone of any firm, including 4 unique perks of cloud-based systems
• How your DMS can improve client relationships, work efficiency, information governance, and more
• 6 best practices for selecting the right DMS for your firm—plus how to measure its success

The compensation of nonemployee directors is a critical element in the overall governance of any company. Despite the increasingly fast-changing and complex environment that boards must navigate, director compensation levels continue to see modest year-over-year increases. 

Download this report, which analyzes 1,400 companies of varying sizes across 24 industries, for the most up-to-date perspective on director compensation and best practices for the year ahead. This report covers:

• 5 principles to guide nonemployee director compensation
• How ESG, diversity, and board refreshment influences are shaping the compensation environment
• Board composition and structure data
• Trends in cash vs equity pay
• The evolving state of board assessments

Two juggernauts have hit the law firm world in the 21st century: technology and the COVID-19 pandemic. While savvy firms have embraced technology to enter a new era of efficiency and profit, others have struggled to stay competitive or fall somewhere in between.

That’s the story of the recent survey, Industry Report: Survival or Evolution, which explores how law firms adjusted to new routines, new client dynamics and a new operational environment. Download this eBook today to get a summary of the survey findings and imperative actions you must take to position your firm for success moving forward. You will learn:

• 10 rules the modern legal practice must live by to thrive
• How law firms adapted with ingenuity, tenacity, and technology during the pandemic
• Challenges and opportunities with technology adoption

It’s no secret that the pandemic is shifting how everyone conducts business. Law firms will not survive if they do not urgently adopt the digital practices that these circumstances now demand.

Successful firms have habits ingrained into their culture, and many that are proficient with habits 1 and 2 suddenly received a massive competitive advantage with the onset of the digital age. 

Download this e-book to help you address the pandemic’s effect on lawyers and position your firm for the future. Topics include:

• 11 habits of highly successful law firms
• Action checklists for each habit
• Top 3 impacts of working digitally

Technology has had a significant impact on how we work, where we work, and what time we work. We want flexibility and choice, and mobility has become essential. Until now, the solution has been remote access to your server using the internet. This can be slow, drain server performance, and is costly to maintain. 

Technological advances have enabled a shift from remote access to local area networks to what are now referred to as ‘cloud’ solutions. Download this white paper to learn how the cloud results in much better solutions and thus firm processes. Topics covered:

• What does ‘Cloud’ mean and how does it work?
• 7 advantages of using the cloud
• Why you’ll no longer need servers for your DMS
• Benefits of continually up-to-date legal forms & simple software updates

Is your firm maximizing every touchpoint to convert potential clients? The majority of firms invest in marketing and promotional activities to generate leads, but then fail to maximize their conversion rate of these leads into business. 

What if there was a way to guarantee you could increase your conversion rate of telephone inquiries from potential clients and at the same time get better fees? What if this was the case, even if you were more expensive than your competitors?

Download this white paper and discover four powerful strategies you must absolutely understand and master to start boosting your conversion rates today, including:

• Remembering the 4 Cs of customer conversion
• Developing a great system to manage and track prospects
• How to determine the right people to handle new inquiry calls
• The importance of skills training and how to master it in a 5-step system

Hackers have historically viewed law firms as the ill-protected back door to a treasure trove of highly valuable corporate data given their weaker safeguards. And while security awareness among firms is increasing, staying abreast of evolving cybersecurity best practices is imperative —  and increasingly ethical. Failure to do so could result in financial loss, a tarnished reputation, and even malpractice. 

Download this guide to explore simple cybersecurity strategies and best practices your firm can use to protect sensitive information and boost client confidence. This guide covers:

• 3 cybersecurity best practices your firm can deploy today
• Why mid-size firms are most at-risk of a breach
• The major implications of a minor breach
• The ethical responsibility of proactively promoting security

As law firms increase client load, scale their practice, or continue to adapt to remote working environments, an important area of focus is document management – enabling users to save, search, and work effectively with the documents, emails, and messages that flow through the firm every day.

But with so many competing priorities to ensure productivity and collaboration, how do you ensure you’re asking all the right questions and covering all the key considerations?

Be confident in your DMS decision. Download this comprehensive checklist which explores questions like:

• How does your DMS help my firm be more organized and productive?
• How does your DMS improve my ability to search documents?
• Are all documents accessible on mobile?
• And more!

For legal teams, improper management of emails is more than a hassle or productivity buster. It can put you at risk if you’re not adhering to established policies or legal standards. Luckily, an email management system (EMS) can help.

Download this educational guide to learn more about email management systems and how they can benefit corporate legal departments, including details about:

• How an effective EMS can help your legal team increase organization and productivity
• Critical features to consider when selecting the right EMS for your legal department
• Keys to a successful EMS implementation to ensure maximum – and seamless – user adoption

For legal teams, improper management of emails is more than a hassle or productivity buster. It can put you at risk if you’re not adhering to established policies or legal standards. Luckily, an email management system (EMS) can help.

Download this educational guide to learn more about email management systems and how they can benefit corporate legal departments, including details about:

• How an effective EMS can help your legal team increase organization and productivity
• Critical features to consider when selecting the right EMS for your legal department
• Keys to a successful EMS implementation to ensure maximum – and seamless – user adoption

The pandemic triggered an acceleration of digital transformation efforts across organizations. As consumers shifted to online and mobile channels, companies were forced to rethink customer interactions and the entire buying journey. Simultaneously, bad actors seized this opportunity to profit by exploiting consumers and the brands they trust, creating even more pressure on brand protection professionals.

These bad actors conduct multifaceted online campaigns that employ many of the same tactics used by legitimate marketers, in effect ‘weaponizing’ brands. Defeating these sophisticated networks of infringers is a high priority for professionals tasked with protecting companies’ intellectual property and brands.

An emerging approach to better brand protection is to align these efforts with the organization’s digital transformation strategy. By building awareness of the risks that brands face across digital channels and highlighting how brand protection strategies meet these challenges, IP leaders are helping marketing, ecommerce and cybersecurity teams to realize additional ROI form digital investments.

Download this white paper and discover why the intersection of brand protection and digital transformation is an opportunity for increased success. Topics cover:

• An overview of shifting consumer buying habits
• The urgent need to address mobile in your brand protection strategy
• The composition of a weaponized brand attack
• A four-pronged approach to defeating networks of brand abusers

Preparing for complex litigation has traditionally been a collaborative effort among large teams of attorneys and paralegals, firms, and corporate counsels. To complicate matters, recent global events have only intensified the pressure to empower remote legal professionals with the right technology and tools to remain collaborative and productive.

To help alleviate these concerns, we've created the legal industry's first free narrative-building toolkit: Storybuilder by Everlaw. Download this white paper where we explore how this tool provides legal teams with a fully collaborative environment to build their cases and prepare remotely for litigation. Additionally, we cover:

• The current challenges with building cases.
• How Storybuilder by Everlaw solves these challenges.
• What legal professionals can specifically do with this tool.

Preparing for complex litigation has traditionally been a collaborative effort among large teams of attorneys and paralegals, firms, and corporate counsels. To complicate matters, recent global events have only intensified the pressure to empower remote legal professionals with the right technology and tools to remain collaborative and productive.

To help alleviate these concerns, we've created the legal industry's first free narrative-building toolkit: Storybuilder by Everlaw. Download this white paper where we explore how this tool provides legal teams with a fully collaborative environment to build their cases and prepare remotely for litigation. Additionally, we cover:

The current challenges with building cases.

How Storybuilder by Everlaw solves these challenges.

What legal professionals can specifically do with this tool.

Legal leaders are prioritizing digital transformation initiatives across their departments this year, with 42% of CLOs planning to adopt new tech solutions in 2021.¹ Contract management, document management, esignature and workflow tools are high on the priority list. Yet, many software solutions offer just a portion of the larger puzzle.

Download this white paper and learn why a platform approach will help legal operators and leaders gain one source of truth, scale teams effectively and build high performing legal teams. You’ll learn:

• What the platform approach is
• How to gain true oversight over your workflows
• The value you gain in security, scalability, collaboration, and insights
• How to turn components on and off to support growth

California’s recently passed CPRA launches January 1, 2023. If you are left wondering what it all means for privacy regulation in California and beyond, you are not alone.

The impacts of this new legislation are likely to be significant and far-reaching, as the CPRA will be the most restrictive data protection laws in the USA. Therefore, compliance should be a priority in line with the other Legal Governance, Risk and Compliance (GRC) objectives at your business that relate to data privacy and data management.

Download this checklist to determine whether your business is affected by the CPRA, and to build action items that will help move your organization toward compliance. Explore checklists for:

• Establishing if you’re regulated by the CPRA
• Updates to Data Management Requirements & Data Disclosures
• Opt-in & Opt-out Information
• Data Retention Requirements for Personal Data
• Fulfilling Data Subject Access Requests (DSARs)
• Updated Private Right of Action for Data Breaches

Law departments moved to virtual operations out of necessity this past year. Some of them have embraced the change and never looked back. With this new reality comes a new set of challenges and growing pains in building or managing a remote team of attorneys.

Download this eBook that draws on decades of experience to summarize best practices for managing your remote law department and positioning your team for success. Insights include:

• Overseeing remote attorney performance and productivity
• Leveraging the right digital technologies and legal resources
• Fortifying your law department’s data privacy 
• Hiring a remote legal workforce
• And so much more...

In-Place Preservation (IPP) has been discussed for several years in the legal technology industry, but many still may be unsure of what it is and how it’s used. By implementing IPP tools into your workflows, your legal team can better manage and understand the data volume and its scope.

Download this white paper and discover how IPP can help your organization reduce data duplication, reduce costs and risks, and increase response speeds. You’ll learn:

• 2 main concepts of IPP
• How organizations are currently using in-place preservation
• The untapped potential for in-place EDA in legal
• 3 main benefits of using IPP 

During the COVID-constrained summer of 2020, HaystackID™ supported a leading global finance platform company and it’s internationally recognized outside counsel in responding to a Department of Justice (DOJ) Second Request based on a proposed acquisition of a highly regulated company. 

To meet the substantial compliance standard, three main roadblocks stood in the way: volumes of data, data sources, and Slack discovery challenges. 

Download this case study to learn how each of these challenges were overcome to create a compliant response to a complex investigation request, ultimately enabling the acquisition. You’ll learn:

• How the process was scoped and executed in just 106 days
• 4 key recommendations that guided investigation and discovery execution
• Innovative approaches to Slack-specific roadblocks, including communication heat maps
• Collection, processing, and TAR review metrics and results

To be successful today, a law firm requires more than just the services of a skilled attorney. A truly gifted attorney at the top of their field still might lose out on new clients because of their marketing efforts, or get disbarred for violating a simple accounting rule. No attorney dreams of chasing down non-paying clients or worrying about search engine optimization, but you can no longer hide behind ignorance to achieve success. 

Download this guide and learn how to increase your cash flow, bring in a steady stream of new clients, and make your firm more secure by initiating minor tweaks that yield fast and noticeable results. You’ll explore best practices for:

• Streamlining billing and payments
• Security and compliance
• Marketing to grow your firm in 2021

It is no longer possible to be a renaissance man or woman in the legal environment – there’s just too much to know, and too much to do.

Two trends currently present in law – increased specialization and the growing complexity of legal issues – are creating a demand for attorneys with skill sets and technical expertise that revolve around collaboration to solve multifaceted issues. 

Simply put, collaboration increasingly underpins the practice of law.

Download this white paper to learn how collaboration will power the legal profession, and specifically litigation, in 2021 and beyond. You’ll learn:

• Why increased collaboration leads to increased revenue
• The importance of collaboration in litigation
• The advent of the “T-shaped” lawyer and the critical skills that support collaboration
• Principal components of a modern collaboration

The past year was, in many ways, a time of change and disruption. To make sense of this dramatic shift in the legal industry, Everlaw analyzed internal data to identify specific trends in how the legal industry is coping with this “new normal.” 

Download this report that provides an in-depth analysis of user trends and behaviors over the past year. More specifically, we explore:

• The increased importance of effective collaboration and security.
• The influence of speed and automation on cost.
• The development of strong relationships with ediscovery partners.

Due to the increased dependence on cloud-based tools, security concerns have become top-of-mind for in-house legal teams. The collaborative nature of legal work inherently makes protecting sensitive data a top priority. And with new legislation, compliance with data privacy regulations and security certificates has become even more necessary.

Download this white paper where we discuss why security is more of a pressing issue for in-house legal teams now than ever before. More specifically, we touch on:

• Why security is important.
• Security best practices while working remotely.
• Choosing a secure ediscovery solution.
• And more!

The legal world is undergoing a massive overhaul, as COVID-19 has altered every aspect of the practice of law. Legal professionals from law firms, corporate legal teams, federal and state agency employees, and even the U.S. Supreme Court have felt the wide-ranging impact.

Download this white paper to learn how critical collaboration is for legal professionals as they work through this disruption to business as usual. More specifically, it touches on:

• The increased importance of collaboration
• 5 key components that make remote collaboration possible
• Establishing a culture of collaboration
• And more!

Social media has a tremendous impact on our lives and has quickly become one of the most powerful communication tools ever invented. Consumers increasingly use it not only to communicate but also to shop - 54% use social media to research products and services.

Social media has become such an integral part of communication between brands, consumers, and fans, that it’s critical for brands to include it in their brand protection plans.

Download this guide and you will learn:

• How infringement in social media impacts your business
• How to set up your social media brand protection framework
• Uncovering infringement on social media platforms
• How to address unique enforcement challenges that social media presents.

This white paper explores how your enterprise can start realizing increased efficiency, risk mitigation, and cost savings today. Download your copy to learn the benefits of operationalizing ediscovery in-house, including:

• Efficiencies in Early Case Assessment (ECA)  
• Positive downstream impacts of organized, searchable, and culled data  
• Cost savings and risk mitigation resulting from reduced data sets for review
• Elimination of redundant processes
• Efficient processing of Data Subject Access Requests (DSARs)

The past year was, in many ways, a time of change and disruption. To make sense of this dramatic shift in the legal industry, Everlaw analyzed internal data to identify specific trends in how the legal industry is coping with this “new normal.” 

Download this report that provides an in-depth analysis of user trends and behaviors over the past year. More specifically, we explore:

• The increased importance of effective collaboration and security.
• The influence of speed and automation on cost.
• The development of strong relationships with ediscovery partners.

The legal world is undergoing a massive overhaul, as COVID-19 has altered every aspect of the practice of law. Legal professionals from law firms, corporate legal teams, federal and state agency employees, and even the U.S. Supreme Court have felt the wide-ranging impact.

Download this white paper to learn how critical collaboration is for legal professionals as they work through this disruption to business as usual. More specifically, it touches on:

• The increased importance of collaboration
• 5 key components that make remote collaboration possible
• Establishing a culture of collaboration
• And more!

Due to the increased dependence on cloud-based tools, security concerns have become top-of-mind for law firms. The collaborative nature of the litigation and discovery process inherently makes protecting sensitive and privileged data a top priority. And with new legislation, compliance with data privacy regulations and security certificates has become even more necessary.

Download this white paper where we discuss why security is more of a pressing issue for law firms now than ever before. More specifically, we touch on:

• Why security is important.
• Security best practices while working remotely.
• Choosing a secure ediscovery solution.
• And more!

It is no longer possible to be a renaissance man or woman in the legal environment – there’s just too much to know, and too much to do.

Two trends currently present in law – increased specialization and the growing complexity of legal issues – are creating a demand for attorneys with skill sets and technical expertise that revolve around collaboration to solve multifaceted issues. 

Simply put, collaboration increasingly underpins the practice of law.

Download this white paper to learn how collaboration will power the legal profession, and specifically litigation, in 2021 and beyond. You’ll learn:

• Why increased collaboration leads to increased revenue
• The importance of collaboration in litigation
• The advent of the “T-shaped” lawyer and the critical skills that support collaboration
• Principal components of a modern collaboration

This white paper explores how your firm can start realizing increased efficiency, risk mitigation, and cost savings today. Download your copy to learn the benefits of operationalizing ediscovery in-house, including:

• Efficiencies in Early Case Assessment (ECA)  
• Positive downstream impacts of organized, searchable, and culled data  
• Cost savings and risk mitigation resulting from reduced data sets for review
• Elimination of redundant processes
• Efficient processing of Data Subject Access Requests (DSARs)

When surveyed, 82% of firms describe technology as “extremely” or “very” important in running a law firm.¹ To thrive today and in the future, firms must support remote work, secure their data, and cater to client convenience.

Download this checklist to evaluate your firm’s capability to successfully navigate our new remote era, operate efficiently, and remain client focused. Topics cover:

• Accelerating collections with electronic billing and payment.
• Securing access to information any time, anywhere.
• Integrating with common apps and platforms.
• Increasing profitability and delivering exceptional client service.

¹Above the Law, Industry Report: Survival or Evolution — Law Firms Navigate a Digital Metamorphosis

Your legal team protects the business from risk and ruin, but other departments often view you as a roadblock to their "perfect play". While this reputation may be deep rooted, it is by no means insurmountable.

As the entire legal department focuses on serving not only the business, but internal business partners as well, they can break the chains of the long-accepted stigma that Legal says 'no' and, instead, say 'yes' more!

Download this guide to learn:

• 3 key strategies for building internal business relationships
• Insights for evaluating external firms and how to leverage their expertise
• How collaboration within your team can boost productivity and satisfaction
• Why becoming a business expert is critical for protecting your business and how to do it
• How to say 'Yes' more!

Legal leaders are prioritizing digital transformation initiatives across their departments this year, with 42% of CLOs planning to adopt new tech solutions in 2021.¹ Contract management, document management, esignature and workflow tools are high on the priority list. Yet, many software solutions offer just a portion of the larger puzzle.

Download this white paper and learn why a platform approach will help legal operators and leaders gain one source of truth, scale teams effectively and build high performing legal teams. You’ll learn:

• What the platform approach is
• How to gain true oversight over your workflows
• The value you gain in security, scalability, collaboration, and insights
• How to turn components on and off to support growth

No one could have predicted the pressing matters that pulled the focus and attention of corporate boards during this past year. The far-reaching impacts of those issues continue to shape the emerging governance matters for 2021.

This report is designed to give corporate directors and senior executives a comprehensive overview of major business and governance issues that are likely to demand board focus over the coming year. 

Download this report that examines key trends, how they will play out, relevant implications, and critical questions for boards to consider around the following themes:

• Strategic business risks
• Legal risks
• Data privacy
• M&A oversight
• Virtual shareholder engagement

For lawyers, PDF is the file format of choice when it comes to exchanging documents with clients and courts. It has established itself as the standard for document digitization in the legal field. So how can your firm expand its efficiency, security, and move to a truly paperless firm?

With powerful PDF technology, you gain the ability to work with digital documents the same way you would with paper while saving on costs. You can also automate various processes such as paper to digital conversions of email, TIFF, and high-quality OCR.

Download this white paper and learn 10 powerful ways that Foxit can help your law firm go digital, reduce costs, and increase efficiency. You’ll learn how PDF technology can help you:

• Create court-friendly documents (efiling)
• Apply security restrictions to documents
• Compile PDF portfolios for ediscovery
• Seamlessly redact info across files and easily collaborate
• Sanitize documents/remove metadata
• And more!

TAR comes in many flavors and can help significantly decrease the amount of manual review required for a legal matter. But not all TAR tools are created equal. 

Download this white paper and explore how you can start making enhancements today, including: 

• Techniques to increase richness and decrease the size of your TAR control set
• Tools that uncover better insight to help you make bulk decisions
• Using TAR to QC coding consistency for faster and more accurate results
• Switching TAR horses mid-stream to maximize conceptual analytics efficiency

It is no secret that legal departments are under unrelenting pressure to perform in the face of fast-paced, complicated and unpredictable conditions. From increasing workloads and regulations, to external threats and shrinking budgets; general counsel face a variety of challenges. 

Start empowering your legal department today by rethinking legal talent. Learn about “the third path” to addressing the “who” of legal work, and how to build a more agile and cost-effective legal department.

Download this white paper and explore:

• The cost-conscious, people-centric reality that legal departments must navigate today 
• A discussion of who traditionally gets legal work done and at what cost
• The proven "third-path" approach and why it alleviates the challenges GCs face
• An actionable tool to guide decision-making around who does what in your legal ecosystem

Technology has changed how we work. However, it’s also changing where we work. Employees are growing tired of long daily commutes and steep real estate prices in major cities. 

With the right communications technology in place, you can enable workers to be anywhere.

Download this white paper and explore how law firms can:

• Save an average of $11,000 annually for each work-from-home employee. Simultaneously, workers save between $2,000 and $7,000 each year. That adds up to approximately $15,500 in total savings per employee!
• A Stanford University report found that among telecommuters, turnover rates decreased by more than 50 percent. That avoids the hiring costs of about $4,000 per position.
• Additionally, working from home can have a positive impact on workplace culture, a metric that's so important, millennials would be willing to take an average pay cut of $7,600 for a better quality work environment and work/life balance.

A cybersecurity incident for your firm or clients can be an overwhelming experience, resulting in infected endpoints, data theft, user disruption, extortion and even outages that cause business interruption and are more costly than ever. Traditionally, the approach to recovery is to “tear down and rebuild everything” to eradicate a threat.

It is apparent that a more efficient and effective approach to recovery is essential — one that can eradicate persistent and destructive attacks rapidly and with minimal disruption.

Download this white paper to explore the traditional recovery approach from a cybersecurity incident versus a new approach that uses threat intelligence and real-time response with enterprise-wide endpoint visibility to surgically remove them rapidly. You’ll learn:

• Why a new recovery approach is needed
• The benefits of an intelligence-led, rapid recovery approach
• Three use case scenarios comparing an intelligence led, rapid recovery approach to traditional methods

2020 was a redefining year and challenged everyone in many ways. How firms respond to this vast array of experiences, changes, and challenges will be critical to their future success. As you face the current and coming challenges, you can leverage lessons learned in the past year to develop new solutions.

Download this white paper with over 50 sources cited to explore the unique challenges presently facing the legal industry, and large law firms in particular. You’ll learn:

• 4 major themes in 2020, and the lessons learned
• What’s to come in 2021 and beyond
• Challenges facing large law firms post-2020
• 5 strategies for large law firms to thrive in 2021

With digital customer experiences becoming more immediate, frequent and personal, malicious actors are increasingly weaponizing these interactions to lure users on to sites containing scams, malware, and counterfeit goods. 

This new level of sophistication with brand abuse places more demand on legal teams to protect their Intellectual Property (IP). However, it also opens an opportunity for GCs, and their legal teams, to collaborate with IT security teams. 

Despite their shared mission, these teams typically work independently. However, by joining forces they can gain a more holistic view of threats, respond with speed, and mount a robust defense of their IP and brand. 

Download this white paper that examines:

• How malicious actors are weaponizing brands digital channels
• The economic impacts of brand abuse 
• Best practices that legal and IT security can use to respond to brand attacks more swiftly and effectively — together
• How collaboration helps ease the burden on both teams

Every law firm needs clients, and basic marketing in combination with good service will get them in the door. But savvy firms know how to attract new clients in addition to retaining loyal, consistent clients for recurring work. If your firm isn’t meeting client expectations, they’ll find plenty of other firms to turn to. 

Download this whitepaper that outlines recent research about clients’ expectations from

law firms and what changes you can make to exceed those expectations, including:

• How online payments increase convenience
• The importance of a strong and compelling web presence
• Delivering timely and consistent communication
• Setting clear expectations and communicating effectively

Whether it’s just the inherent fluctuations in cash flow experienced by a contingent-fee firm, or challenges arising from the COVID-19 pandemic, a stable source of capital is imperative to maintain firm operations and continue to advocate for your clients.

Download this white paper, which uncovers the best financing solution for how your firm operates. You’ll get recommendations that provide the most value based upon the three most common plaintiffs’ firm business models:

• High volume firm
• Low volume, high value
• Mass tort

While 2020 changed our day-to-day habits, it also changed the way we handle organizational data, preparing us for developments that are here to stay. As more organizations seek to better understand how to comply with complex regulations, many are likely to find that the answer lies in improving their data management practices.

Download this whitepaper for a glance into Exterro’s crystal ball for what the proceeding year will have in store. Learn why:

• Organizations will continue the trend of breaking down structured, departmental silos
• Concerns about data security will alter the way we share and review documents and other data
• Manually satisfying employee DSAR requests will cost more than you think

Data is king. As its exponential growth increasingly fuels the modern business environment, protecting it has become paramount in an era where data breaches translate to diminished reputations and a hit to the bottom line. Additionally, how your enterprise, or firm, handles a data-breach or inadvertent disclosure can either inflict more damage or help restore confidence in your organization.  

Corporations, law firms, insurers, cybersecurity providers, and incident response companies seeking to determine exposure, mitigate risk, and ensure compliance with security and data breach notification requirements need the best solutions and services at their disposal. 

Download this data sheet to explore how ReviewRight Protect™ harnesses the power of leading discovery and review services and orients them directly on the detection, identification, review, and notification of sensitive data-related breaches and disclosures. This covers:

• The biggest challenges and risks posed by data breaches
• Proactive and reactive sensitive data planning and remediation
• Sensitive data audits and investigations
• Legal, regulatory, and policy-driven customer and entity notifications
• Breached data and sensitive data review

Experts are cautioning that US businesses won’t see normalcy return until well after vaccinations. Further, 36% of firms have reported struggling to maintain financial security through the crisis¹. With countless firms announcing layoffs and pay cuts, shrinking cash flow is a real problem during this crisis. Is your firm prepared to endure periods of client reductions, increased collection cycles, and potential losses in billings?

Download this whitepaper and learn how to remain nimble over the next 12-24 months by making sure you have the capital to weather the storm. You’ll learn:

• 6 questions to evaluate your credit needs
• The challenges of accessing capital in an uncertain market
• Insights to positioning your firm for sustainability
• Pros and cons of potential credit options

¹Survey Conducted by MyCase

While consumer solutions such as Dropbox, Box, and Google Drive seem like adequate options for file storage on the surface, they leave much to be desired when it comes to removing the burden of endless administrative tasks. 

Download this short guide to easily discover whether the technology you're adopting is the right cloud software for your team and learn:

• Five questions you should ask every technology vendor
• What four benefits legal teams are gaining from moving to the cloud
• The top three critical risks you’re taking when you use consumer grade storage as a legal team

While consumer solutions such as Dropbox, Box, and Google Drive seem like adequate options for file storage on the surface, they leave much to be desired when it comes to protecting client information. 

Download this short guide to better understand cloud technology and evaluate the potential risks they could pose to client data. You’ll learn:

• 5 questions you should ask every technology vendor
• 4 benefits law firms are gaining from moving to the cloud
• The top 3 critical risks you’re taking when you use consumer grade storage as a firm

An unexpected business crisis - including everything from hurricanes to wildfires to pandemics - can drastically change how and where people do business. As a result, the ability to collaborate, view critical data and move business forward may face bottlenecks.

A recent study found that nearly 7 in 10 leaders experienced at least one corporate crisis in the past five years¹. However, a crisis can be an opportune time to evaluate your legal department operations and ensure your organization best capitalizes on potential corporate actions.

Download this white paper and discover how to properly position your organization now for future corporate actions so that your business can remain strong, agile, prepared, and compliant. You’ll learn:

• The unprecedented challenges in-house counsel face
• How to pivot operations with success during a crisis
• The role of entity compliance during disruption
• Why now is a critical time to analyze and achieve increased efficiency
• Tools to prepare for the unexpected with greater success

¹ 2019 PricewaterhouseCoopers Study

The COVID-19 pandemic is creating longer-term issues for law firm operations than originally expected. According to an independent survey among plaintiffs attorneys, 56% of respondents reported a decline in case intake and 50% stated they experienced some level of decline in case resolution.

The result: significant revenue and cash flow issues are emerging for many firms.

Having access to short- and long-term financing will allow your firm to weather this difficult time, maintain stability, and be positioned to ramp up immediately when the time allows. 

Download this white paper to learn about the specialty resources available to you, including:

• Why it’s essential to work with a lender who understands the nuances of a contingent-fee practice. 
• Differences between a specialty law firm line of credit and a bank line of credit.
• 3 different types of specialty financing available for your firm.

The COVID-19 pandemic is creating longer-term issues for law firm operations than originally expected. According to an independent survey among plaintiffs attorneys, 56% of respondents reported a decline in case intake and 50% stated they experienced some level of decline in case resolution.

The result: significant revenue and cash flow issues are emerging for many firms.

Having access to short- and long-term financing will allow your firm to weather this difficult time, maintain stability, and be positioned to ramp up immediately when the time allows. 

Download this white paper to learn about the specialty resources available to you, including:

• Why it’s essential to work with a lender who understands the nuances of a contingent-fee practice. 
• Differences between a specialty law firm line of credit and a bank line of credit.
• 3 different types of specialty financing available for your firm.

According to Gartner, by 2023 artificial intelligence (AI) will enable 30% faster contract negotiation and document completion processes in organizations that deploy leading CLM solutions¹.

This Magic Quadrant report from Gartner analyzes a vendor’s Ability to Execute along with their Completeness of Vision to recognize various vendors in the CLM market space. 

Download this report to learn how CLM leaders, like DocuSign, demonstrate a market-defining vision of how CLM technology can help you achieve business objectives and their Ability to Execute against that vision with proven results. This report covers:

• A market overview of CLM
• Evaluation criteria for learning about and selecting CLM vendors 
• Gartners market evaluation and analysis of 12 CLM vendors
• Procurement suite CLM solutions vs stand-alone, enterprise solutions
• Reasons why DocuSign was recognized as a Magic Quadrant Leader

¹ -Gartner, Magic Quadrant for Contract Life Cycle Management, 25 February 2020, Patrick Connaughton, Kaitlynn Sommers, Marko Sillanpaa, Micky Keck

Disclaimer: Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

Figure 1: This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request by clicking "Download Now"

Agreements have always been fundamental to business. But there’s more to those agreements than the final exchange of money, goods and services. Today, a streamlined system of agreement offers plenty of opportunity to create additional value for your organization. By digitizing agreement workflows that previously relied on physical proximity and manual processing, you can save time and money and create new benefits.

Download this whitepaper to explore the new ways today’s organizations are generating value with additional digital agreement technology. You’ll learn:

• 6 key business drivers that impact a business and how modern agreement technology delivers value
• How contract lifecycle management (CLM) and contract analytics complement electronic signature to create deeper value
• How today’s leading tools can look inside agreements to analyze the contents
• The transactional and platform impacts and benefits of an improved agreement process

Every incoming agreement carries risk—that’s why contracts need to be carefully reviewed and negotiated before you sign. However, an inefficient manual review process leads to business delays, high costs, and a poor negotiation experience for all involved.

Watch this on-demand webinar where we discuss how DocuSign is transforming agreement review and negotiation with AI-powered contract analytics.

• You’ll see how to power your negotiations with:
• Automated contract clause and term extraction
• In-depth risk scorecards based on your own legal and business policies
• Single-click access to recommended replacement language for streamlined editing

Also, hear how UnitedLex, a leader in legal service optimization, is using DocuSign Analyzer to speed review while minimizing risk.

For Flexential, a company that delivers secure and compliant IT infrastructure services, the people-side of tech is central to their success. After a merger, their sales process was in need of a transformation. They had a homegrown quoting system and a third party contract lifecycle management tool in place, but sales reps still struggled to customize complex quotes with the right products and terms, negotiations were slow and painful, and getting completed contract data where it needed to be was manual and error-prone.

Download this case study to learn why Flexential’s sales process became much more efficient when they started automating how they prepared, signed, acted and managed agreements; including:

• 25% reduction in sales cycle,
• Zero document errors,
• 75% fewer manual transactions,
• Plus, how they simplified complex workflows, and more.

Contracts are the foundation to driving revenue, so it’s critical that businesses have a process that ensures contracts are signed in a timely manner, risks are minimized and obligations are met.

In the newest edition of Contract Lifecycle Management 101, you’ll learn how businesses are leveraging CLM solutions to accelerate the time to revenue by cutting the contract process down by 75%. 

Download this eBook and you’ll gain insights into CLM best practices to drive productivity, as well as how to:

• Streamline contract collaboration across all departments
• Optimize the process and ensure obligations through reporting and analytics
• Accelerate the overall sales cycle by integrating CLM tools with other selling applications

Implementing a contract lifecycle management (CLM) solution involves players from different departments throughout an organization, each with their own perspective and business requirements.

Download this Contract Management Readiness Guide, and you’ll gain access to a standard set of questions to help guide your CLM criteria and selection process. Questions include:

• How would you like contracts to be categorized and tagged?
• What types of reports and dashboards would need to be created, and how do they vary based on user group and area of interest?
• What does the clause library structure need to look like?
• What does the current approval process look like?

The role of legal teams continues to evolve into strategic business advisors helping to guide areas like product development, operations, HR, and more. Thus, many legal departments are asked to do more with less, and they are embarking on digital transformation journeys to maximize efficiency and drive business value.

Digital technologies have a number of potential use cases that legal departments are tapping into. For instance, technology can enable smoother contract generation and negotiations that translate to speed and self-service capabilities.

Before starting your digital transformation, download this eBook to explore:

• 4 steps to lay a successful foundation
• The evolving role of In-house counsel
• How to identity the needs of cross-functional transformation teams
• The promise of AI in legal transformations
• How legal teams can benefit from contract lifecycle management

Contract lifecycle management (CLM) and contract analytics are inherently intertwined, or are just beginning to converge. Understanding the differences between these solution types is a critical distinction for any business leader because contract analytics are the key to unlocking the business value within contracts.

CLM systems have basic analytics capabilities which help businesses extract obligations and pricing models so they can be actively managed, but they won’t answer questions like, “Does the termination for convenience clause require a minimum notice period in advance of the termination?”

Download this white paper to learn the differences between CLM systems and contract analytics, including the unique problems that only contract analytics solutions can solve and the key benefits investing in this technology can bring to businesses. It also covers:

• 3 key use cases for contract analytics
• How contract analytics can unlock business value across the entire agreement lifecycle
• Thetactical and strategic benefits for businesses

With more than 400 brands—including Dove, Lipton and Ben & Jerry’s—in 190 countries, every day 2.5 billion people use Unilever products. Previously, globally distributed teams at Unilever got agreements done with a mix of office applications, email, printing, scanning, faxing, and phone follow-ups. Given Unilever’s scale and its global scope, the cost and time necessary to do this work was significant.

Efficient and cost-effective contracting is key to the supply chain which underpins this truly global business. To help with their Smarter Contracting initiative, a program to not only save time and resources in contracting but also to make life easier on Unilever employees, Unilever turned to DocuSign. 

Download this case study to learn how Unilever was able to:

• Reduce their contract completion time by 50%
• Reduce their contract drafting time by 80%
• Roll this out in 70 countries

Organizations in every industry are digitally transforming business processes to be more agile, efficient and customer-focused. Some organizations have invested in first-generation contract lifecycle management (CLM) solutions that came up short on results or, in some cases, have become more of a problem than a solution.

While electronic signature technology has made signing and executing contracts faster and easier, the steps before and after the signature are usually managed through spreadsheets, emails and other outdated tools. 

Download this whitepaper that illustrates how a modern CLM solution manages those processes with new workflow efficiencies including:

• Automation of most manual tasks
• Orchestration of complex workflows
• Elimination of unnecessary risks

Start accelerating the pace of your business today. 

More companies have been re-examining their contract management processes and technology, with goals to improve their capabilities. Settling for the contractual status quo is an outdated option. While many organizations have made progress to transform their contract process, there is still more work to be done.

The 2019 State of Contract Management Report presents a snapshot of how contracts are currently being handled in the modern workplace, and the pain points and opportunities that it brings. Download this report for a wealth of insights and data you can use to make your CLM processes more agreement-friendly. Topics include:

• Progress in contract management
• Methodology and participant demographics
• Pain points that persist in modern CLM
• How contract challenges impact everyone
• Technology and the future of contract lifecycle management

With the implementation of GDPR, the brand protection landscape has significantly changed -  affecting the ways brandholders are able to enforce their rights. It is now more difficult and expensive for brandholders to take action against cybercriminals, cybersquatters, and domain infringers. 

A robust brand protection plan is an important start, but willingness to adapt your approach and weigh your options is critical.   Having a well-crafted cease-and-desist letter in your brand protection toolbox is one of the most useful options and first steps in moving towards an effective domain enforcement dispute resolution. 

Download this guide to learn about the shifting availability of enforcement data, as well as: 

• How to enforce your rights in the domain naming system and resources to help you
• Ways to overcome intellectual property enforcement challenges
• How to issue an appropriate cease-and-desist letter for domain name issues

According to Gartner, by 2023 artificial intelligence (AI) will enable 30% faster contract negotiation and document completion processes in organizations that deploy leading CLM solutions¹.

This Magic Quadrant report from Gartner analyzes a vendor’s Ability to Execute along with their Completeness of Vision to recognize various vendors in the CLM market space. 

Download this report to learn how CLM leaders, like DocuSign, demonstrate a market-defining vision of how CLM technology can help you achieve business objectives and their Ability to Execute against that vision with proven results. This report covers:

• A market overview of CLM
• Evaluation criteria for learning about and selecting CLM vendors 
• Gartners market evaluation and analysis of 12 CLM vendors
• Procurement suite CLM solutions vs stand-alone, enterprise solutions
• Reasons why DocuSign was recognized as a Magic Quadrant Leader

¹ -Gartner, Magic Quadrant for Contract Life Cycle Management, 25 February 2020, Patrick Connaughton, Kaitlynn Sommers, Marko Sillanpaa, Micky Keck

Disclaimer: Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

Figure 1: This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request by clicking "Download Now"

The role of legal teams continues to evolve into strategic business advisors helping to guide areas like product development, operations, HR, and more. Thus, many legal departments are asked to do more with less, and they are embarking on digital transformation journeys to maximize efficiency and drive business value.

Digital technologies have a number of potential use cases that legal departments are tapping into. For instance, technology can enable smoother contract generation and negotiations that translate to speed and self-service capabilities.

Before starting your digital transformation, download this eBook to explore:

• 4 steps to lay a successful foundation
• The evolving role of In-house counsel
• How to identity the needs of cross-functional transformation teams
• The promise of AI in legal transformations
• How legal teams can benefit from contract lifecycle management

Contract lifecycle management (CLM) and contract analytics are inherently intertwined, or are just beginning to converge. Understanding the differences between these solution types is a critical distinction for any business leader because contract analytics are the key to unlocking the business value within contracts.

CLM systems have basic analytics capabilities which help businesses extract obligations and pricing models so they can be actively managed, but they won’t answer questions like, “Does the termination for convenience clause require a minimum notice period in advance of the termination?”

Download this white paper to learn the differences between CLM systems and contract analytics, including the unique problems that only contract analytics solutions can solve and the key benefits investing in this technology can bring to businesses. It also covers:

• 3 key use cases for contract analytics
• How contract analytics can unlock business value across the entire agreement lifecycle
• Thetactical and strategic benefits for businesses

For Flexential, a company that delivers secure and compliant IT infrastructure services, the people-side of tech is central to their success. After a merger, their sales process was in need of a transformation. They had a homegrown quoting system and a third party contract lifecycle management tool in place, but sales reps still struggled to customize complex quotes with the right products and terms, negotiations were slow and painful, and getting completed contract data where it needed to be was manual and error-prone.

Download this case study to learn why Flexential’s sales process became much more efficient when they started automating how they prepared, signed, acted and managed agreements; including:

• 25% reduction in sales cycle,
• Zero document errors,
• 75% fewer manual transactions,
• Plus, how they simplified complex workflows, and more.

More companies have been re-examining their contract management processes and technology, with goals to improve their capabilities. Settling for the contractual status quo is an outdated option. While many organizations have made progress to transform their contract process, there is still more work to be done.

The 2019 State of Contract Management Report presents a snapshot of how contracts are currently being handled in the modern workplace, and the pain points and opportunities that it brings. Download this report for a wealth of insights and data you can use to make your CLM processes more agreement-friendly. Topics include:

• Progress in contract management
• Methodology and participant demographics
• Pain points that persist in modern CLM
• How contract challenges impact everyone
• Technology and the future of contract lifecycle management

Agreements have always been fundamental to business. But there’s more to those agreements than the final exchange of money, goods and services. Today, a streamlined system of agreement offers plenty of opportunity to create additional value for your organization. By digitizing agreement workflows that previously relied on physical proximity and manual processing, you can save time and money and create new benefits.

Download this whitepaper to explore the new ways today’s organizations are generating value with additional digital agreement technology. You’ll learn:

• 6 key business drivers that impact a business and how modern agreement technology delivers value
• How contract lifecycle management (CLM) and contract analytics complement electronic signature to create deeper value
• How today’s leading tools can look inside agreements to analyze the contents
• The transactional and platform impacts and benefits of an improved agreement process

Every incoming agreement carries risk—that’s why contracts need to be carefully reviewed and negotiated before you sign. However, an inefficient manual review process leads to business delays, high costs, and a poor negotiation experience for all involved.

Watch this on-demand webinar where we discuss how DocuSign is transforming agreement review and negotiation with AI-powered contract analytics.

• You’ll see how to power your negotiations with:
• Automated contract clause and term extraction
• In-depth risk scorecards based on your own legal and business policies
• Single-click access to recommended replacement language for streamlined editing

Also, hear how UnitedLex, a leader in legal service optimization, is using DocuSign Analyzer to speed review while minimizing risk.

With more than 400 brands—including Dove, Lipton and Ben & Jerry’s—in 190 countries, every day 2.5 billion people use Unilever products. Previously, globally distributed teams at Unilever got agreements done with a mix of office applications, email, printing, scanning, faxing, and phone follow-ups. Given Unilever’s scale and its global scope, the cost and time necessary to do this work was significant.

Efficient and cost-effective contracting is key to the supply chain which underpins this truly global business. To help with their Smarter Contracting initiative, a program to not only save time and resources in contracting but also to make life easier on Unilever employees, Unilever turned to DocuSign. 

Download this case study to learn how Unilever was able to:

• Reduce their contract completion time by 50%
• Reduce their contract drafting time by 80%
• Roll this out in 70 countries

Contracts are the foundation to driving revenue, so it’s critical that businesses have a process that ensures contracts are signed in a timely manner, risks are minimized and obligations are met.

In the newest edition of Contract Lifecycle Management 101, you’ll learn how businesses are leveraging CLM solutions to accelerate the time to revenue by cutting the contract process down by 75%. 

Download this eBook and you’ll gain insights into CLM best practices to drive productivity, as well as how to:

• Streamline contract collaboration across all departments
• Optimize the process and ensure obligations through reporting and analytics
• Accelerate the overall sales cycle by integrating CLM tools with other selling applications

Organizations in every industry are digitally transforming business processes to be more agile, efficient and customer-focused. Some organizations have invested in first-generation contract lifecycle management (CLM) solutions that came up short on results or, in some cases, have become more of a problem than a solution.

While electronic signature technology has made signing and executing contracts faster and easier, the steps before and after the signature are usually managed through spreadsheets, emails and other outdated tools. 

Download this whitepaper that illustrates how a modern CLM solution manages those processes with new workflow efficiencies including:

• Automation of most manual tasks
• Orchestration of complex workflows
• Elimination of unnecessary risks

Start accelerating the pace of your business today. 

Implementing a contract lifecycle management (CLM) solution involves players from different departments throughout an organization, each with their own perspective and business requirements.

Download this Contract Management Readiness Guide, and you’ll gain access to a standard set of questions to help guide your CLM criteria and selection process. Questions include:

• How would you like contracts to be categorized and tagged?
• What types of reports and dashboards would need to be created, and how do they vary based on user group and area of interest?
• What does the clause library structure need to look like?
• What does the current approval process look like?

When it comes to consumers having a direct line to the corporations they know and love, branded mobile apps are king. These users are some of your most profitable and engaged. 

Protecting your customers, and your relationships with them, is vital. This is especially true when it comes to infringing apps that hide behind your brand’s intellectual property and are distributed through hundreds of third party app stores.

Download this guide for an overview of the steps that your legal team should take when an infringing app is discovered on a third party platform. Including:

• What to do before you report a violation
• How to enforce in third party app stores
• Managing expectations on dispute resolution

Mobile apps have risen to become one of the most popular ways for consumers to connect with brands. In a report released by Statista.com, mobile apps are expected to generate over $581.9 billion in revenue this year. With this level of revenue, it’s no surprise bad actors are looking to profit.

While precautions are taken to reduce uploads of nefarious apps, cybercriminals continue to find ways to bypass them. And with over 2000 new apps being introduced to major app stores every day, it’s up to brand holders and their in-house teams to be proactive.

Download this guide outlining how to design an app enforcement strategy that addresses the risks posed to your business by infringing mobile apps. Topics Include:

• How your mobile commerce goals impact your enforcement strategy
• How to carry out enforcement at scale
• How to build an efficient enforcement framework

Start taking fast action today to protect your brand from infringing apps.