Tips: How to Take Your Legal Department Remote Tomorrow

Here are our top five tips you need to do now to prepare your in-house legal team for a quick transition to a virtual and remote working legal department. Bonus tips included!


The coronavirus has the world on high alert: Headlines are rife with event cancellations, school closings and quarantines. Some corporations have shuttered offices, among them KKR & Co. in London; Vodafone in Sydney; and Amazon, Microsoft, Google and Facebook in Seattle.

In the face of a pandemic, closing an office is a safe, responsible tactic to thwart contagion. But what do you do when the work doesn’t stop? How do you continue functional legal matter management when no one can report to the office?

woman-using-laptopMore likely than not, you’re operating without a plan. According to Deloitte's global survey report "A Crisis of Confidence," fewer than half of companies have crisis playbooks ready to roll – and unnervingly, one-third of companies don’t know whether they have such plans in place.

If you are among the 51 percent of companies that either don’t have a crisis plan or don’t know about one, you and your in-house legal team can still bridge to remote operation efficiently and effectively. This isn’t the time to start a comprehensive crisis planning exercise; it’s time for legal operations made simple. Here’s what to do now to prepare for a quick transition to a virtual Legal Department.

Tips to help your in-house legal team work remotely

1. Conduct an inventory

Consider what your lawyers and staff need to respond to business clients. Writing for Thomson Reuters, former in-house counsel Sterling Miller provided this sample list:

  • Up-to-date laptop
  • Internet access
  • Printer
  • Smartphone or land line
  • Remote access to document management system and matter management for in-house
  • Security log-ins and patches
  • General office supplies

“Basically, work-from-home only works if the [lawyer] has access to everything he or she would need access to if they were in the office that day,” Miller writes.

2. Establish a hub

It’s hard enough to know who’s doing what when your Legal Department is working under one roof; it’s downright impossible if every member of your team is working from his or her home. You want to have visibility into your legal matters.

Set up an online legal workspace as soon as possible. Centralize in-house information in one place using a simple matter management software or a shared spreadsheet. Pay extra mind to user access and version control.

3. Make contact with your clients easy

In his piece for Thomson Reuters, “Working from Home: Can It Really Work for In-House Counsel,” former GC Miller recommends setting clear rules and expectations.

“The legal department is a service organization, and you cannot provide that service if clients are unable to get in touch with lawyers quickly,” he writes.

Ensure every member of the Legal Department provides contact information on voice mail greetings and automated out-of-office email replies. Lawyers and staff should continue to work regular business hours and stay connected to the office – by phone, email and other collaboration tools – as they would at their desks.

Examine your legal intake and triage process to ensure you are efficiently receiving, sorting and addressing matters. For clients, making a legal request is the first point of contact, needs to be easily accessible and intuitive.

Set up a streamlined and consistent workflow by using an intake technology platform or creating standardized legal instruction forms. Combined with smart queue management for these requests to manage expectations from the beginning, this will provide a better remote user experience for both business clients and your in-house legal team.

Other tips to consider:

  • Do your clients know where to find legal assistance? Do you have a streamlined system for receiving work from your clients? This can be particularly important when they cannot easily walk past your desk or pick up the phone. Try Xakia’s legal intake tools to bring this to life quickly.
  • Regular updates on individual matters. Ensure that you have a system for providing regular updates to your clients on each matter so that they can keep track.
  • Share updates about legal team contribution. Particularly if your whole team is working remotely, settle on a report format and ensure that you keep your clients abreast of the work being done by the Legal Department to demonstrate the value.

laptop-xakia-team

4. Plan your legal team communications

You will need to establish a rhythm of frequent communication; to start, plan to touch base once a day. Think this through now, and identify a time that works across time zones and working hours.

Communication is crucial in a work-from-home scenario for several reasons, Miller notes. It maintains a collaborative atmosphere; it informs you of workflow and deadlines; and it engenders trust.

“If you know and understand what the lawyers are working on, then your ability to trust that they are doing what they need to do goes up dramatically,” Miller writes. “Further, ensure [they] know they can and should call you as needed … It should not feel any different for them in terms of access to you.”

Good team communication is important for collaborating on work and for building relationships with your in-house legal colleagues. With remote working, it is important not to lose sight of all elements of team communication:

  • Regular workload check-in – ensure that you have a regularly scheduled – at least daily – check-in with your team about workload, priorities, and blockages. Use your legal matter management tools as a central talking point to review workloads. The ‘agile’ methodology of daily stand-ups can be a helpful way of creating rhythm around workload management for remote in-house teams or team members.
  • General office banter – a drawback to remote working can be the limitations on ‘casual’ communication amongst team members. Ensure you create reasons to touch base throughout the day and leave room for the chit-chat in your work-related video calls.

Once you have outlined communications for your Legal Department, consider your other stakeholders. How can you stay in contact with the C-suite, with your business clients, with your external resources? If you are setting up remote systems quickly, no need to dally on calendar calculus; simply circulate your alternative contact information early and often.

Make use of project management tools like a kanban board and set a cadence of sending regular reports to stakeholders to visualize and maximize workflow.

5. Embrace flexibility and grace

This arrangement isn’t forever. You and your Legal Department will learn along the way. If you can remain committed to delivering excellent legal service, but stay flexible in the manner with which that’s done, chances are your team will rise to the occasion – and come back with new ideas and innovations you can put in place in non-crisis times.


Watch our webinar: Taking your in-house legal team remote

Watch the webinar now - Taking your in-house legal team remote to find out more.

Join Xakia's CEO Jodie Baker together with Beau Sylvester, Head of Legal Operations, Asurion and Chuck Watts, City Attorney, City of Greensboro, North Carolina, as they share their journey to move rapidly from office-centric to remote working teams over the past two weeks.


Bonus tips to working remotely

Working remotely – as an individual or as a team – can be a fabulous way to inject flexibility into your working environment. But it has its challenges and requires some planning. Here are some other handy tips to assist you in managing your remote working environment for a fully remote in-house Legal Department, and how Xakia can help.

home office - have a well-lit workspace

1. Working space

Where you work is important. Your environment can impact how you concentrate throughout the day, your physical state, your longevity and ability to juggle multiple devices or documents and order your thoughts. When you are working from home, you don’t always have full control over your working space – the kitchen table may be all you have available!

To the extent possible, consider the following:

  • Natural light or a well-lit workspace
  • Space to spread out, away from other distractions
  • A good chair, a standing space (kitchen bench?) or ways to elevate your device to a good ergonomic level
  • If you are on your laptop, consider getting a second screen, or hooking up your TV screen so that are not looking down for long periods of time.

2. Technology solutions

There are three critical technological elements for in-house legal teams or team members to work remotely:

  • Communication/collaboration technology – this includes emails, Microsoft Teams, Slack or other messaging services. Seamless team video conferencing is essential. For quick implementation, try Zoom or Google hangouts.
  • Matter management – one central list of who is working on what, and for whom, when it is due and how it is being prioritized. Crucial for team communication for remote working and where Xakia can operate as a central tool.
  • Document management – the ability to access, edit and save documents (and emails) in a cloud-based central repository is essential. This may be SharePoint or Google Docs, or more sophisticated document management tools built for legal, like Fyler, iManage or NetDocuments.

3. Time management

Don’t work ALL day! It is very important to find ways to delineate between ‘work’ and ‘home’ to manage your mental and physical health. This might include:

  • Mark out time for work, and time to finish work, including breaks during the day
  • When you break during the day, ensure you walk away from your work space
  • Find a way to mark the end of your working day with definition. Perhaps your ‘commute’ can include a walk around the block

take a break when working remote

4. Kindness and empathy

Adjusting to remote working takes time, even for the introverts amongst you! A rhythm may develop quickly, or take a while to settle. In the meantime, remember:

  • Be patient with yourself and each other
  • Understand that some may want/need to touch base more often
  • At different times you and your colleagues are juggling other commitments (ie. children, pets, door-to-door salespeople)

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If you'd like to find out how our legal matter management software can help your in-house legal team work efficiently from home, speak to one of our friendly consultants today.

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