In this special episode of CLOC Talk, we take you to the 2025 CGI mainstage with the recording of our Powerhouse Perspectives panel discussion. In this thought-provoking discussion, moderator Aine Lyons dive into challenges and opportunities AI presents for legal, with panelists Karen Gally, Eric Dodson Greenberg, and Casey Flaherty. They explore key insights from McKinsey and Deloitte reports, discuss why legal departments must lead AI adoption proactively, and share strategies for integrating AI into daily workflows.
From the power of storytelling and data analysis to the importance of curiosity and cross-functional collaboration, this conversation offers a roadmap for legal professionals looking to become AI experts within their organizations. Tune in for practical advice, strategic insights, and a forward-thinking perspective on evolving with technology.
Thank you to our 2025 CLOC Global Institute CLOC Talk sponsor, DeepL.
Episode-109-Live-from-the-CGI-Stage-The-Powerhouse-Perspectives-converted:
Welcome to the Corporate Legal
2
:Operations Consortium Podcast, where
we dive deep in conversations with
3
:technology and legal operations, thought
leaders from across the ecosystem.
4
:This is Clock Talk.
5
:In this special episode of Clock Talk.
6
:Recorded live from the 2025 CGI.
7
:Main stage moderator Anya Lyons
leads a powerhouse conversation
8
:with industry leaders, Karen Galley.
9
:Eric Johnson Greenberg and
Casey Flaherty on unlocking AI's
10
:true value in legal operations.
11
:Together they explore insights
from McKinsey and Deloitte reports,
12
:share strategies for integrating
AI into daily workflows, and
13
:discuss why legal teams must take a
proactive approach to AI adoption.
14
:Beyond technology, this discussion
dives into the power of storytelling,
15
:data analysis, and the importance
of cross-functional collaboration.
16
:Whether you're looking to become an
AI expert within your organization, or
17
:seeking practical ways to drive impact,
this episode has something for you.
18
:It is my absolute pleasure
to lead this conversation.
19
:And we're gonna really delve
into three big questions.
20
:How do we unlock the true value of ai?
21
:How do we position this community
to lead that transformation?
22
:And I think most importantly, how
do we all develop the skills that we
23
:need to thrive in an AI first world.
24
:And to help us explore these important
questions, I am joined by three phenomenal
25
:powerhouse leaders, Casey, Karen, and
Eric, and they are doing this every
26
:day, translating the overwhelming hype
around AI and delivering that into
27
:tangible outcomes and re-imagining how we
deliver legal services in this new era.
28
:So Casey, I'm gonna start with you
because you talk to so many parts
29
:of this ecosystem, and you've been
around the world this last year doing
30
:a lot of research in this space.
31
:What are you seeing in terms of hype
versus real value, and what are the
32
:challenges to delivering the ROI?
33
:AI, unfortunately is both
over-hyped and under hyped.
34
:It's over-hyped in terms of what we think
it can do immediately today without.
35
:Any kind of choices being
made or work being done.
36
:I think it's also under hyped in
terms of how profound the implications
37
:are for the, not just the medium
and long term, but the near term.
38
:And one of the biggest challenges
is understanding that dynamic,
39
:that it won't just happen.
40
:It has to be built.
41
:On the other hand, it's going to happen.
42
:It's either going to
be done by us or to us.
43
:We have this Deloitte survey I looked at.
44
:96% of GCs believe that they're
gonna need to make room in their
45
:legal budget to support all of
the company's initiatives on ai.
46
:That is more important than how we
use AI is how the companies we serve
47
:use AI and how legal supports them
in doing it, because it's gonna be
48
:fundamental to their own transformation
as businesses and their ability to
49
:compete in a rapidly changing economy.
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:So 96% we're gonna have more work.
51
:Conveniently, 96% of GCs also believe that
AI is gonna radically reduce legal costs
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:so that they're able to service that work.
53
:And I would say the other 4% are wrong.
54
:But when we survey legal ops
professionals, 99% of them identify
55
:material barriers to actually adopting ai.
56
:And 95% of them say those
barriers include their in-house
57
:counterparts, including their GCs.
58
:And so one of the biggest challenges
we have is true leadership buy-in.
59
:And that means actual understanding,
not vague sense, a belief that
60
:this is going to be important and
it's gonna have a material impact,
61
:but actual commitment to making it
important and having material impact.
62
:And leadership's leaders
like almost everyone else
63
:are on a normal distribution.
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:And so at the far end, you have
outliers who are really invested in it.
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:Like our friends who have
joined us on stage, almost by
66
:definition are truly invested.
67
:And that is ideal, but not
without its challenges.
68
:'cause if you have a GC who's really
committed, you better be ready to
69
:go 'cause things are moving fast.
70
:And on the other end,
unfortunately, some people are in
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:situations that are impossible.
72
:There's nothing you can do to change
their mind or change their ways.
73
:And they need to be changed
by the organizations they work
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:in before anything happens.
75
:But most people are
somewhere in the middle.
76
:And the middle is a very hard place
to be because you need to persuade.
77
:You need to coach, you need to help along
people who have some degree of openness,
78
:but some degree of closed offness because
they're busy 'cause they're scared,
79
:'cause they're uncomfortable because they
have other competing priorities and the.
80
:Human pieces of it are much harder than
the technology pieces of it, though the
81
:technology pieces of it are still harder
than many of us would like to admit.
82
:I think that resonates with
all of us because there is this
83
:disconnect between CEOs are now
saying to chief legal officers,
84
:you know, what's your AI strategy?
85
:Come and present it.
86
:At the same time, you're advising
on all the complexities of ai, and I
87
:know, Karen, you actually stepped up.
88
:At your company, not just on the legal
side of obviously dealing with all
89
:of the new regulation and everything
that's coming, but I stepped up to say,
90
:Hey, legal are ideally positioned to
lead our AI strategy at the company.
91
:Tell us a little bit about that and what
are you seeing as the broader adoption
92
:issues and also the opportunities.
93
:I think Casey summed it up well and
the adoption issues stem from human
94
:behavior and the scary word of change.
95
:But yes, what you're referring
to is we've been undergoing a
96
:journey for the past year on.
97
:Really developing leadership
capabilities and adopting a mindset
98
:of being business solution owners.
99
:Just generally, not specific to ai, but
just generally, you know, not being a
100
:department that just, you know, stops
with identifying a risk, but really
101
:partnering with our business stakeholders
to really identify a solution and work
102
:towards a solution and be a true partner.
103
:But then that also applies to ai.
104
:Obviously.
105
:I think some of the challenges also are.
106
:Lawyers are very perfection oriented
and we see the limitations of AI and
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:some of the hallucinations and things
that happen, and so there's a hesitancy
108
:to say it's a great tool, you know, to
really put all your chips down on ai.
109
:We've come to refer to it as our
robot intern, and maybe soon it'll
110
:be our robot junior associate
and then progressing up further.
111
:As the AI itself matures and as
we gain a better ability to work
112
:with it, I think that'll happen.
113
:But there still are examples of those
flaws that we see and that I think
114
:drives lawyers inherently crazy.
115
:And so there's then, you know, well, I
saw this one problem and I'm not gonna
116
:adopt it wholesale, but I think it, it
really does come down to human behavior.
117
:And I think the ability to
see what the possibilities are
118
:with AI and really understand.
119
:How that could make life better.
120
:It is here, as Casey said, it's a
tool to be used to really better
121
:our work environment and to make
our companies more profitable and
122
:secure the future for our companies.
123
:So.
124
:Yeah, in a workday, we talk
a lot about elevating humans.
125
:It's not gonna take our jobs if we
lean in to really embrace and learn and
126
:understand the complexities, and also be
that protector of when it's not working
127
:and calling that out at our companies.
128
:Eric, you've taken a really.
129
:Thoughtful approach.
130
:And at your company when we
chatted, I heard a lot about
131
:you're now the department that's
leading in terms of usage of ai.
132
:How did you take it from strategy
into turning that into action?
133
:I think generative AI is really
well suited to what we do.
134
:I mean, lawyers are in the word
business, we're in the concept business.
135
:And so finances had the
tools for a long time.
136
:I think generative.
137
:AI gives us the tools to do what
we do more efficiently, and I think
138
:we continue to find use cases.
139
:So we certainly have started by
using it in our billing practices
140
:and it's given us more metrics,
more data, more transparency.
141
:It's speeded up that process.
142
:How.
143
:Acknowledge in the safety of
this room that reading bill's
144
:not my favorite part of my job.
145
:So doing that faster, making our
guidelines work has really been helpful.
146
:It's also improved our
contract review process.
147
:It's created transparency.
148
:I think that's allowed us to build
trust and partnership with the people.
149
:In the field who now see where we
are with their documents and has
150
:created a sense of partnership.
151
:And so they don't just think the
document's gone off and to the ether.
152
:They see us working
collaboratively with them.
153
:Even within our own department.
154
:We've seen our compliance team saw how we
were using it in the contract process and
155
:said, wait a second, we could use that.
156
:And so we're even finding new
use cases within the department.
157
:I mean, then I would say more
broadly, we're using it in our
158
:document management system.
159
:We get asked to summarize
documents, to create charts.
160
:In many ways, once the document is
done, it takes on a whole second
161
:life of people asking questions.
162
:It's really made that part.
163
:Easier for us.
164
:You know, we like our documents and so
it's allowed us to use them as forms to
165
:use a tone or language from a particular
document again, and I will say even
166
:we've seen it as another perspective.
167
:So we had a mediation.
168
:In a litigation we're involved in at
working with the law firm that had kind
169
:of a sandboxed version of their AI tool.
170
:We put in the facts of the case and what
our strategy was and what we thought.
171
:The other side strategy, and you know,
this guy's, and by the way, this guy's
172
:a jerk and, and we think this is a
weak argument and we got back a very
173
:thoughtful strategic perspective.
174
:Now, we didn't just.
175
:Say, oh, well, we'll
do what the robot said.
176
:It's another perspective that compliments
what we're thinking about and doing.
177
:And so the use cases go from just data
and metrics to just the very concepts
178
:that make what we do different.
179
:And at Workday, similarly, we've
been thinking of how can we use it?
180
:In a way that not just enables legal, but
across the enterprise to other functions
181
:and really focused on sort of business
intelligence of what we have in all the
182
:hundreds of thousands of contracts with
customers, with vendors, and unlocking
183
:that information and synthesizing it
and making it available in a really
184
:customer friendly way to internal
functions, which were on that journey
185
:and really, uh, excited about that.
186
:But what you said, because.
187
:Many of us have been in this roles
either starting out or we're at different
188
:points in our career, but this is a
moment that we could really seize.
189
:And when you say CEOs are saying,
I want legal to use ai, I want
190
:the whole company to use it, I
want legal specifically to use it.
191
:And then we've got legal ops people.
192
:As the people who can enable GCs to
actually deliver on that promise.
193
:And I think we're uniquely positioned
with the skill sets that this community
194
:has to turn innovation into impact in
this space, but not just for legal,
195
:but we can be catalysts across the
enterprise because if GCs are starting to.
196
:Work on this across the enterprise that
enables this community to work across
197
:the ENT entry side and almost lead
this AI revolution at our companies.
198
:Because I think whether it's shaping
data strategy, advising on responsible
199
:ai, influencing tech investments that
the company makes, we are driving
200
:the scalable adoption back to the.
201
:Mindset and the culture piece as well.
202
:And we're really at the heart of this
conversation, but many of us in our role
203
:still find ourselves sometimes reactive.
204
:And have you any advice, and I'll
start with you, Karen, on how
205
:we can shift from being reactive
to driving the transformation.
206
:What do we need to do?
207
:What kind of behaviors do we need to start
modeling to really enable us to do that?
208
:You know, this reflects on the
journey that I've been taking the
209
:department through and you know,
obviously it's not just me alone.
210
:I have my senior leadership team standing
with me and it really comes to recognize.
211
:How you look at things, and a lot of
times it's assumptions that you make.
212
:There's a core concept in what we're
doing that's called your little
213
:voice, and it's that narrative
that's running in your head.
214
:And a lot of that is often based
on assumptions and not fact.
215
:And the way that we define it is, is
what you're talking to yourself, really.
216
:Some of.
217
:Fact that would stand up in a
court of law, which is relevant
218
:for everybody who, you know,
coincidentally talks about court of law.
219
:But a lot of times you are running a
narrative in your head that's just based
220
:on your assumptions of whether you can do
it or what this person's intentions are.
221
:And really diving down into
that and looking at how you are
222
:operating in your own space.
223
:It also looks at some of you may
be familiar with Stephen Covey,
224
:and this kind of borrows from the.
225
:Begin with the end in mind,
but it's called Stand in the
226
:Result and Look in the future.
227
:And where do you want to end the process
that you're currently working on?
228
:And then clearly define
your path to get there.
229
:There's more to it, but it really works
on a concept of breakthrough mindset.
230
:And it also leans heavily on
relationships, which I think are
231
:very important in the legal ops
department because I think sometimes
232
:people think, well, I'm just.
233
:Legal ops, and that just is
the word that holds you back.
234
:You can really step out and have
a significant impact on the legal
235
:department and then on the enterprise
itself, because that's the role
236
:that the the department plays.
237
:And Casey, if you think if we did get it
right, if we can be those catalysts across
238
:the enterprise, like what would the future
legal department and law firm look like?
239
:What are the opportunities
there for real change?
240
:It will look very different
in terms of orientation.
241
:Right now we are extremely task oriented.
242
:In the future, we would be more system
oriented, more programmatically oriented.
243
:We would be more builders
than doers in a lot of cases.
244
:And where we are doing, we're operating
in the novel spaces, in the gray
245
:areas, being in the rooms where the
hardest decisions are being made, and
246
:they're the hardest decisions because.
247
:We don't actually know the answer
because there is risk and benefit
248
:on both sides, and law departments
aren't in those rooms nearly enough
249
:in nearly enough corporations because
they're very busy doing the work.
250
:And the work consumes all of the energy.
251
:And we've been talking for decades
about process and technology being
252
:applied to legal service delivery.
253
:And the noise to signal
ratio is very depressing.
254
:A big reason for that is that at most
corporations, legal spend is a percentage
255
:of revenue is a rounding error.
256
:At a Global 200
corporation, it's about 0.1%
257
:of revenue.
258
:Compare that to contract leakage.
259
:Uh, your average corporation
is about 9% of revenue, so it's
260
:many orders of magnitude bigger.
261
:And legal doesn't own contracts
in the sense that they're
262
:fundamentally legal in nature.
263
:They're fundamentally.
264
:Commercial in nature, they're business
contracts, but legal can lead on
265
:contracts like many other things
by finding ways to reduce friction.
266
:And if legal is leading, we can
achieve what we've always wanted to,
267
:which is how to deliver at scale.
268
:And that is how do we embed legal
knowledge in business process.
269
:As opposed to just embedding technology
in legal processes and that fundamentally
270
:changes the relationship between the
business and the law department will also
271
:cascade down to law firms where, again,
their traditional advisory work, their
272
:specialization, really comes to the foray
as opposed to their ability to muster
273
:armies of junior associates to grind.
274
:Through work.
275
:And so it's a very different world.
276
:It's not one with less legal work, it's
more because we've increased volume
277
:and velocity, but the work is different
and how the work is done is different.
278
:So it presents all kinds of opportunities
and you know, you preface yours if,
279
:and it's a big if 'cause there are
also many risks on the other side,
280
:although we can cover that later.
281
:You talked about that like law
firms are evolving in a way where
282
:they're having to think about how to.
283
:Resize their investments and refocus.
284
:And we talked about like they're
spending a lot more on technology
285
:now and then in-house teams
are taking some work in-house.
286
:But this community we've been talking
about, like does that change the
287
:billable hour concept over time
or what are your thoughts on that?
288
:So raise your hand if you've complained
at all about law firm rate hikes.
289
:They have gone up quite a bit,
but most of you'll be surprised to
290
:learn that their technology spend
is going up faster than their rates.
291
:Because they are feeling this pressure.
292
:And in fact, yesterday the regulatory
authority in the UK approved
293
:the very first AI flaw firm.
294
:It's an AI centered product that
offers legal advice to consumers,
295
:but it's fundamentally AI in its
orientation and it's now legal for it
296
:to deliver legal services in the uk.
297
:And so this is coming for law
firms in a very material way.
298
:As we bring the work in-house or we look
elsewhere, you can hire an agent, which
299
:is, I know something you know about.
300
:One of the fundamental questions
we all have to ask is where
301
:things happen in the value chain.
302
:So one of the first use cases for legal
AI was legal research makes a lot of
303
:sense 'cause it's superpower is reading.
304
:And you can arm a junior associate,
a law firm with AI and it can help
305
:that person write a memo or a brief.
306
:Or you can give it to the partner in
lieu of that junior associate, or you
307
:can give it to the in-house counsel
and they can use it either instead
308
:of the law firm or they can produce
it and send it to the law firm and
309
:say, just stress, test this for me.
310
:Give me a gut check on it, which is a
very different kind of relationship.
311
:Or it might be in the hands
of the business person who
312
:asked legal for advice.
313
:Which is a scary proposition, right,
if you're the in-house person, but
314
:this is a scary proposition for
anyone along that value chain and for.
315
:Different kinds of applications.
316
:There's gonna be different places in
the value chain where it makes sense,
317
:and that's going to shift over time
as the technology gets better and
318
:constantly reorienting ourselves.
319
:And how we work to that evolving
technology is going to be, again,
320
:challenging and an amazing opportunity.
321
:And we're not always
going to get it right.
322
:Sometimes we're gonna hold on to
dearly to things we should let go.
323
:And other times things are gonna
be taken away from us that really
324
:shouldn't and many mistakes will be
made, but the opportunities are there.
325
:And now a brief message from our sponsor,
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326
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332
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333
:Just to build on that, Karen and Eric,
we were talking about how important
334
:the legal ops role is to both of you.
335
:You've invested significantly based
on the size of your departments.
336
:Even a significant percentage of
your team are legal operations
337
:folks, and you were talking about how
strategic that is for you in the role.
338
:And if you haven't read, Eric has written
some great material on this and how to
339
:work in a, in an ambiguous world as a gc.
340
:But Eric, I wanna start with
you because you believe that.
341
:It is also the GCs role to really
elevate the legal ops role so that they
342
:can deliver more and be very strategic.
343
:How do you go about doing that?
344
:And Karen, we'll build on that
because I know you've got a lot
345
:of work that you've done there
too, but do you wanna start Eric?
346
:I think the GC has a bully.
347
:And that's one of the
ways we set priorities.
348
:So really the first way is to communicate
to the department that it's important.
349
:But I think where legal ops
comes in is you have to give us
350
:a reason for it to be important.
351
:The worst thing I think we can do
is to say, oh, here's this shiny
352
:new thing we bought that's all.
353
:Admire it and put it on the shelf
and go back to saving on our desktop.
354
:I think that's where the
partnership comes in.
355
:I see legal ops as really
our ambassador to the future.
356
:But it's my job to elevate that
and articulate the value because my
357
:imprimatur is the general counsel
matters, but it can't just be empty.
358
:It can't be, let's just get
the next system upgrade.
359
:It has to make sense.
360
:But if it makes sense, if it's
strategic, and we can articulate
361
:that, and that's where it's really a
partnership with Legal Ops, I think you
362
:can communicate a really important value
proposition and you will get buy-in.
363
:And I think you make sure that the
legal ops professional on your staff
364
:is at the table, is presenting, is
sharing the metrics, and you set
365
:them up as I care about this topic.
366
:And that enables them as well,
which is fantastic because not
367
:everybody has that as we know.
368
:That is not the case for everybody.
369
:So huge.
370
:Thank you for doing that.
371
:And I love ambassadors for the future.
372
:I think we're gonna brand that everybody.
373
:Yeah.
374
:Clarin, when you talked about the
legal ops role, to me, it felt for
375
:you it, this is a critical role
for you in running the function.
376
:Can you share why you think that?
377
:Because it is great for people in this
room to hear how important that role is.
378
:And in many cases, the legal ops
person is the person that's closest
379
:to the GC and is aware of the budget
challenges, the company strategy
380
:challenges, and is trying to help the
GC navigate that in the background.
381
:And can you talk a little bit
about why that role and why you've
382
:invested so much in legal operations?
383
:Sure.
384
:Yeah.
385
:I mean, we work for businesses.
386
:Speaking just for myself, but you
know, perhaps more general for lawyers.
387
:And we're not great at telling the
business story of what we do as a legal
388
:department and legal ops is really that,
that enables me to tell that story.
389
:You know, we are.
390
:In the g and a column of the
budget, we need to be able to
391
:have people understand what we do.
392
:A lot of what the legal
department does is unseen.
393
:We know our value, but other people
in the business don't always know it.
394
:And so we need to be
able to externalize that.
395
:And it's the storytelling with our
data and how we communicate and
396
:legal ops is critical to that effort.
397
:And you know, I'm embarrassingly
terrible at telling the story.
398
:I used to work in corporate communications
before I went to law school and I know.
399
:That I hire great lawyers.
400
:I have great lawyers on my team,
have accomplished some great things
401
:in my career, but turning that
around and telling that story, I
402
:need my legal ops team to do that.
403
:And other functions do that so well,
back in the day, I would watch like
404
:marketing and sales present to our CEO
and think, God, we've gotta do better.
405
:Ours would be so much less compelling
and not aligned to the CEO's strategy.
406
:And I think that's part of the key too.
407
:So it sounds like it's, you know, it
is technology, it is strategy, but.
408
:Change is really about people's
behaviors, people's mindset, and this is
409
:almost like a cultural transformation.
410
:This move to ai.
411
:How do we keep up and embrace new
skills and lead with curiosity
412
:and courage in a moment that is.
413
:Challenging and I think having
that growth mindset to succeed.
414
:I wanted to ask all of you about the top
skills that you feel are going to enable
415
:us not just to succeed, but really to
lead and thrive in this new environment.
416
:And Legal Ops has the opportunity
also to kind of lead the skills
417
:development program for our departments.
418
:You know, at Workday we're doing
AI Fridays we're leading like.
419
:Many of your teams on our adoption
of ai, but it takes intentional,
420
:programmatic work to make that stick.
421
:So I'll start with you, Casey.
422
:What do you think?
423
:What's the most important skill
you would say that people need
424
:to lean into Active curiosity?
425
:Both Shopify and Duolingo released
internal memos in the past week
426
:that they are now AI first.
427
:That is, if you want head count, you
have to explain why AI can't do the job.
428
:We should take that kind of mindset
into our tasks, into our programs,
429
:which is almost anything that we do.
430
:The question, can AI do it
better, or can AI make it better?
431
:And that takes time, especially 'cause
AI is very weird and very frustrating.
432
:But the only way to learn is to learn
by doing because it doesn't make, uh,
433
:intuitive sense in a lot of respects.
434
:And so by having that AI first
orientation and trying to use it.
435
:All the time for lots of different things.
436
:It will not always make it better,
but you will learn what it can
437
:do and what it can't do, and
also start to understand why.
438
:Why it can do it, why it can't, including
what it might be able to do in the future.
439
:When I assign things to junior resources,
when they come back with whatever the
440
:output is, I also require them to tell
me how they use AI to produce the output.
441
:Where the AI helped, where it did not.
442
:And why it didn't help
where they thought it would.
443
:And in particular, is there some barrier,
whether it's context, windows, document
444
:structure, lack of access to data that
could be overcome in the future so
445
:that we could further automate whatever
it is we're trying to accomplish.
446
:And so rather than hiding their work and
over half of AI use at work is unapproved,
447
:people are, they have shadow AI to help
them 'cause they wanna look better.
448
:I want people.
449
:To be right out there saying, yes, I used
it, and the more I used it, the better.
450
:As long as the output is the
quality that it needs to be.
451
:So there's a lot of experimentation,
failing, experimenting, again,
452
:just leaning in and learning.
453
:About ai, how it works out.
454
:And I think that helps also with when
we're giving advice to the business.
455
:If we know more about AI and how it works,
I think our legal advice gets better.
456
:Even on compliance with all the
regulations that are coming.
457
:There's so much that we have to think
through about bias and all of the
458
:hallucinations and all of the different
challenges that we're going to have.
459
:Karen, you talked a lot
about storytelling earlier.
460
:'cause I also agree storytelling
is a skill because you think of
461
:what machines will not be able
to do or AI won't be able to do.
462
:They can do storytelling.
463
:But it's the context
that we talked about too.
464
:Yeah.
465
:But what other skills
are you thinking through?
466
:Well, I wholeheartedly agree with what
Casey said about just learning the
467
:possibilities of what can be done with
AI and being open to learning that.
468
:But on top of that, I think that the
storytelling with data is critical and
469
:being able to apply the results of what
you get with AI to your business, to
470
:your department, to make it relevant.
471
:You know, you can just spew out
data that may or may not be useful.
472
:To externalize or to even to
share within your department.
473
:Also, I, I've been in sessions and I've
heard people say, you know, I'm so busy.
474
:I have a lot of work.
475
:I'm a department of one.
476
:That data is what you use to tell the
story of what you accomplish and what
477
:additional resources you may need.
478
:So really being adept at what
data to collect and how to
479
:represent it and what words to
put around it is a critical skill.
480
:I, I agree with that.
481
:I see legal ops is really a fulcrum
between what's the tech that's available
482
:and what's the use case that we need.
483
:And in a sense, I think one
of the skills is to be sort of
484
:an expert in legal ergonomics.
485
:How do people work?
486
:How are they doing their job?
487
:'cause you know about tools that we
don't, that may make that job easier.
488
:And when you tell us how we can do
something easier, you have our attention.
489
:But I think that's part of the key is for
legal ops to meet lawyers where they are.
490
:And that's a lot of different places and
it correlates a lot to age older lawyers.
491
:Like the way they're doing it, they
like their tape flags and their hard
492
:copies and younger lawyers are more
apt to, you don't have to explain it.
493
:I got it.
494
:And there are a lot of people in between.
495
:And I think the job of legal ops
is to meet that group of colleagues
496
:where they are and to help be a
Sherpa leading them to the future.
497
:How does this solve your problem?
498
:And being able to translate the tech into
problem solving, I think is essential.
499
:And I also really think about
solve a business problem.
500
:Don't just solve a legal problem.
501
:Get outta your silo, because if you
can solve a more enterprise wide
502
:problem, there is so much budget
right now in your company somewhere.
503
:It may be with your CIO, it could
be with your finance department,
504
:it you're thinking broader.
505
:You're more likely to get technology
support, company support, other
506
:stakeholders who will go on the
journey with you so you're not alone.
507
:And I think also that raises
the profile of legal ops
508
:working across the enterprise.
509
:We're thinking a lot
about agents right now.
510
:Workday is all about agents.
511
:We've got lots of super agents
coming, but even for legal, we're
512
:saying, okay, how can we take
that agent story and internally
513
:make sure we're building our data?
514
:Knowledge base based on the persona
of the clients internally that will
515
:want to use that agent and what
would be most effective for them?
516
:What's the information and the service
that we could deliver autonomously,
517
:perhaps through that agent?
518
:So building our Agent X strategy
as well, but that takes.
519
:Understanding the problem you're
trying to solve because there are
520
:a lot of bright, shiny tools out
there that you can get distracted by.
521
:Go back to basics, I think is what
you're all saying, and really think about
522
:the problem, the benefit, the value,
and that actually is what the Deloitte
523
:call to action for general councils.
524
:They talked a lot about invest in
strategic AI use cases that deliver value.
525
:Focus on user adoption and upskilling.
526
:There are also, assess critically
your data stack and be AI ready.
527
:Casey, you talked about that too, and
then partner across the enterprise.
528
:I think that's the other piece is.
529
:Don't go it alone if you can,
because if there's a broader benefit
530
:to the company, it's compelling.
531
:I think that goes to when you were
saying it, not just the legal problem.
532
:A business problem is to know,
to network within the enterprise.
533
:Look, reach out to your other operational
professionals so that you are ready
534
:to identify what is a, an enterprise
problem that needs to be solved.
535
:And then find the stakeholders.
536
:'cause there are other stakeholders
and you can leverage your
537
:GCs or your CLOs to help you.
538
:Get in touch with those stakeholders to
have those conversations about the broader
539
:use cases to get investment as well.
540
:It works both ways.
541
:I got a call from our CFO because they had
a very specific contract review function.
542
:They had some software that they bought.
543
:God knows when that they last looked
at God knows when, and he called
544
:and said, you know, do you guys
want to take over this function?
545
:And I called my legal ops colleague
and just neutrally raised the question.
546
:He said, yes.
547
:This is fantastic, and I said, you do
understand this is a trick question.
548
:The CFO's not looking out for us.
549
:This is a trick.
550
:And she said, I know it's a trick,
but we can do it better, faster.
551
:It's better for us, it's
better for the company.
552
:She ended up presenting to our CEO and we
were able to articulate how the technology
553
:that we had invested in was better, could
be applied to this additional function.
554
:And save the company several hundreds
of thousands of dollars a year.
555
:So it was a way that a problem came to
us very suspiciously, but we were able
556
:to solve it and I think make a really
tremendous use case for how we were
557
:thinking ahead in terms of technology.
558
:And Karen, can I ask you, because a
lot of people say to me, you know,
559
:I'm in a role, but I'm not getting
traction with my gc, or I'm not
560
:getting the support that I feel I need.
561
:And somehow that's a
two-way street, of course.
562
:But any advice to people on how to be even
more valuable to their general counsels?
563
:I mean, I always tell people, use your
voice and speak up and raise the issue.
564
:I have a hundred things
flying by me every day.
565
:It may not be intentional that
somebody in legal ops may say, you
566
:know, I don't feel that I have value.
567
:It just may be something you
need to speak up and raise it.
568
:But if you've tried that and you
still don't have it, I think.
569
:A, you're here, right?
570
:You take your career very seriously
and value yourself as a professional.
571
:We have a concept at Otsuka called G Show.
572
:It borrows a Japanese concept of
self-actualization and you take on
573
:a project of expanded responsibility
and you show that you can do it.
574
:And if you have demonstrable results
and you can go to your GC and
575
:say, look what I can do, I think
that's a very powerful action.
576
:I know that takes time and it's
not something that's gonna happen
577
:next week, but I think also.
578
:Know your industry and know
your legal ops industry.
579
:You know, as I said, you're here.
580
:Use the resources that are here.
581
:Use us.
582
:I often go to conferences and spend
a ton of time in the exhibit hall.
583
:I wanna know what's
happening in my industry.
584
:Who are the leading vendors?
585
:What services are they offering?
586
:You know, really become your own expert.
587
:Look at other people in your
company who are in similar roles
588
:and how they're succeeding, and
really advocate for yourself.
589
:I remember I had to do a presentation
to our CEO at one stage in a previous
590
:role, and I was quite nervous and
I remember just asking his chief of
591
:staff for some just speed mentoring
on how does he like to absorb data,
592
:what could my storytelling be?
593
:'cause I wanted it to be successful
for the legal team that we
594
:were gonna elevate ourselves.
595
:Our chief marketing officer in a,
in a previous role for me, helped
596
:me think through how to market legal
and tell a story in a different way.
597
:Just even a quick, Hey, could we
meet with your marketing team to
598
:help us build compelling narratives?
599
:What tips and tricks do you use?
600
:And just to get our
creativity juices flowing.
601
:Eric, what would you say?
602
:One actionable thing that people can take
away that will make them more strategic
603
:in their role about driving this change?
604
:I think absorb what you're seeing here.
605
:And take it back and report.
606
:My professional arc began being very
skeptical about what Clock was, how it was
607
:even an acronym, why there was an octopus.
608
:It was all mysterious to me.
609
:I came to appreciate what it was and now.
610
:One of the most important meetings
that I have is with my legal ops lead.
611
:When she comes back from clock,
I want to know what did you see?
612
:What's going on there?
613
:I'm not someone who's gonna
walk through the hall.
614
:I learned about AI 'cause I got
one or two or 70 emails a day
615
:telling me that there was ai.
616
:But it was my legal ops colleague
who explained to me what this
617
:is, what's the opportunity?
618
:And I think that's.
619
:Your job as an ambassador is to go into
the future, which is down the hall and
620
:bring it back and explain it and help us.
621
:And some of us are pretty analog people.
622
:Help us understand what the
use case is and be proactive.
623
:I did not come into the role
as a champion of legal ops.
624
:I came in as someone who did not know
what legal Ops was, and it's understanding
625
:from people like you what it could mean.
626
:That I became a champion of it because
I saw the value proposition and I have
627
:really tried to convey to our department,
we wanna be a modern legal department,
628
:not because that's some glossy thing and
will get an award, but because that's
629
:something exciting to be a part of,
that this profession is evolving, that
630
:the nature of in-house is evolving.
631
:And as Casey said.
632
:Rapidly and in ways
that are really unclear.
633
:I think it's really exciting to
be a part of that, and you really
634
:are our chief navigators to help
us figure that out, you know?
635
:And I think it's a huge opportunity for
us because everybody's grappling with
636
:how much overwhelming hype there is
that legal ops can almost translate that
637
:help everybody upskill, help everybody
understand how the technology works
638
:and really lead the way there, Casey.
639
:One piece of advice become
the AI dork in your company.
640
:When I was just starting out as a
lawyer, the partner in the office
641
:next to me was, he was a screamer.
642
:He's normally screaming at me 'cause
I, it was his favorite associate.
643
:But one day he was screaming out
into the ether, into the abyss
644
:because the demon inside the machine
had taken away his precious files.
645
:I swooped in and I hit undo and then
they reappeared and he looked at
646
:me like I was some kind of wizard.
647
:And from then on I was the tech
associate wildly miscast in many places.
648
:The bar to becoming the
expert is actually pretty low.
649
:Even though you aren't an expert,
you're the expert in that context,
650
:and that gives you room to actually
become an expert, and this is something
651
:that's worth being the expert in.
652
:I know you are busy.
653
:I know everyone has an enormous
amount on their plate, but I
654
:work in a small partnership.
655
:We don't have anyone in charge of ai,
but I'm the AI person simply because.
656
:People see me using it all the time,
including just to generate funny memes,
657
:and you should come to my session at
four 15 if you wanna see a lot of those.
658
:But also for everything else, when I
produce memos, whatever it is, I will put
659
:in the notes just how much I relied on ai.
660
:And slowly, and now rapidly,
people are coming to me with
661
:all of their AI questions.
662
:Frankly, I don't need that work.
663
:I don't even want that work.
664
:But it happens kind of
naturally when you're a natural
665
:dork, which I very much am.
666
:I think it's reassuring though, 'cause
everybody feels right now are we behind?
667
:Is every other legal department
ahead or law firm ahead?
668
:And I think the truth is we're all just
starting to figure this out and we're
669
:gonna go on this journey together.
670
:But I think if you have the right
mindset and if you do take one action,
671
:even if it's go back to your department
and do a debrief, find a way to
672
:present, even if you're not on the
GC staff, but find a way to present.
673
:Find a way to get people excited
about the future and really lean into
674
:learning the technology because we
talked when we met, to prepare a lot
675
:about how there will be those people.
676
:Who don't lean in.
677
:And there will be the people who become
experts in this field in the future.
678
:And there will be two communities.
679
:And my goal is let's not
leave anybody behind.
680
:Let's try to encourage people
and make them feel this is a safe
681
:community within Clark to say, I
don't know, reach out to people.
682
:People are incredibly generous.
683
:And I think also if you don't know
the person beside you, even here.
684
:After this session, talk to them.
685
:Ask them how their AI journey is going,
and be really open and honest about what's
686
:working, what's not working, because
that's what makes us better I think.
687
:Yeah.
688
:Any final comments before we wrap?
689
:I would just say in terms of
feeling like you're not caught
690
:up, I think it's moving so fast.
691
:Yeah.
692
:You can jump on the carousel really at any
point, and so I wouldn't be discouraged.
693
:I remember the turn on
Gen AI was for me so fast.
694
:I got up when Monday.
695
:Like, did they invent
gen AI over the weekend?
696
:I, I just felt like what,
everyone was talking about it,
697
:I didn't understand what it was.
698
:Now chat, GBT has told
me I'm doing a great job.
699
:I rely on it a lot.
700
:You can catch up.
701
:And certainly coming here
and seeing what's available
702
:is a tremendous opportunity.
703
:I don't think if you've gotta
sort of work your way up, the
704
:scaffolding, it's so fast.
705
:Jump on, find the thing that works
and start advocating for that.
706
:Karen, any final comment?
707
:I mean, I agree with that.
708
:I think a lot of times coming
to conferences is it's, you
709
:almost breathe a sigh of relief.
710
:You're like, I'm benchmarked, right?
711
:Where I should be every, you know?
712
:Yeah.
713
:We're not an outlier, and the
benchmark here is everybody's
714
:still learning and jumping on.
715
:But I mean, I do encourage everybody
to really get in the exhibit hall.
716
:I think sometimes people come to
conferences and overlooked that.
717
:I've gone to legal week multiple
times just with a one day pass
718
:to go in the exhibit hall.
719
:I don't go to any sessions.
720
:So really use this opportunity to
interface with the companies and learn
721
:what their products are, and you can
quickly become an expert in that.
722
:Helps you make better choices.
723
:Yeah.
724
:Yeah.
725
:Casey, I know I make people
very depressed when I say that
726
:change management is a lie.
727
:Um, and it's not that change management
isn't useful, actually, the techniques of
728
:change management are extremely useful.
729
:But there's a lie at the heart
of the discourse around change
730
:management, that with good
management, all change is possible.
731
:And that just isn't true.
732
:There are places where the
conditions aren't right for
733
:change, and I know I started there.
734
:Yeah.
735
:And people find that very upsetting.
736
:And yet, change is a constant.
737
:It's just we don't always drive it.
738
:And so conditions do change,
but so do people's positions.
739
:And so you are here because
you want to take back what you
740
:learn and drive value for your
organization, but you're also here.
741
:To drive value for yourself, to make
yourself more valuable in the future.
742
:And so to the extent any of you are in
situations where change is somewhere
743
:between extremely hard and impossible
learning isn't upskilling, isn't
744
:preparing yourself for when conditions
change at your organization or when
745
:you change organizations isn't.
746
:And so.
747
:Just because not everything is
available to you doesn't mean that
748
:there isn't an enormous amount of
value you can derive from yourself.
749
:What you learn here, what you take
back, what you decide to invest your
750
:time in back in your organizations.
751
:There is no finish line on this unless
you're very close to retirement and the
752
:race is only going to speed up and there's
gonna be all kinds of opportunities
753
:to jump in it at different points.
754
:Yes, I can be a bit of a Debbie Downer,
but I'm fundamentally optimistic about.
755
:Both the industry, the discipline,
and the individual careers of everyone
756
:who is making these investments to
prepare themselves for now and for next.
757
:I think there's a huge opportunity
for us all to learn and grow, and I
758
:do think the conditions are right,
so let's seize the day on getting
759
:people to really think about adoption
and their value for the future.
760
:It's really about all of us
succeeding in a different future.
761
:Thank you all so much for
joining us this afternoon.
762
:We really appreciate you
763
:and that folks about
wraps up this episode.
764
:Thank you to Anya, Karen, Eric,
and Casey for sharing key ways
765
:we can truly drive value from ai.
766
:Catch this and other episodes of Clock
Talk wherever you listen to podcasts.
767
:Thanks for listening.
768
:Until next time.