Secrets to Implementation Success with Evan Wong

UpLevel View

#Careers #Business #UpLevel Ops #Stephanie Corey

27:52

We made it— 300 episodes of This Is Woman’s Work ! And we’re marking this milestone by giving you something that could seriously change the game in your business or career: the skill of pitching yourself effectively. Whether you’re dreaming of being a podcast guest, landing a speaking gig, signing a client, or just asking for what you want with confidence—you’re already pitching yourself, every day. But are you doing it well? In this milestone episode, Nicole breaks down exactly how to pitch yourself to be a podcast guest … and actually hear “yes.” With hundreds of pitches landing in her inbox each month, she shares what makes a guest stand out (or get deleted), the biggest mistakes people make, and why podcast guesting is still one of the most powerful ways to grow your reach, authority, and influence. In This Episode, We Cover: ✅ Why we all need to pitch ourselves—and how to do it without feeling gross ✅ The step-by-step process for landing guest spots on podcasts (and more) ✅ A breakdown of the 3 podcast levels: Practice, Peer, and A-List—and how to approach each ✅ The must-haves of a successful podcast pitch (including real examples) ✅ How to craft a pitch that gets read, gets remembered, and gets results Whether you’re new to pitching or want to level up your game, this episode gives you the exact strategy Nicole and her team use to land guest spots on dozens of podcasts every year. Because your voice deserves to be heard. And the world needs what only you can bring. 🎁 Get the FREE Podcast Pitch Checklist + Additional Information on your Practice Group, Peer Group, and A-List Group Strategies: https://nicolekalil.com/podcast 📥 Download The Podcast Pitch Checklist Here Related Podcast Episodes: Shameless and Strategic: How to Brag About Yourself with Tiffany Houser | 298 How To Write & Publish A Book with Michelle Savage | 279 How To Land Your TED Talk and Skyrocket Your Personal Brand with Ashley Stahl | 250 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

大约1年之前 32:20

MP3•单集首页

Evan Wong is the CEO and co-founder of Checkbox, a multi-award-winning no-code workflow automation platform. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no-code automation. He has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows.

Highlights

Evan Wong’s dream automation: laundry.
Process comes before technology.
Aligning technology with corporate strategy.
Importance of defining success early.
Recognizing the signs when to start looking for solutions.
The risks of distraction in legal work.
How to identify when ready for technology implementation.
Cultural and mindset shifts for tool adoption.
Perfection as the enemy of good.
Importance of early stakeholder alignment.
Tips for managing stakeholder feedback.
Bringing stakeholders on the journey.
Leadership buy-in is crucial for success.
The role of training and AI chatbots in change management.
Common pitfalls in technology implementation.
The need for project management rigor.
Importance of intentionality in legal operations.

Episode Resources

UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide
Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/
LINK (Legal Innovators Network): http://Linkforlegal.com
Connect with Stephanie Corey
https://www.linkedin.com/in/stephcorey-ulo
https://fr.linkedin.com/company/uplevel-ops
https://uplevelops.com/
https://uplevelops.com/legal-operations-consulting/
https://uplevelops.com/thoughtleadership/
https://uplevelops.com/services/gai-management/
Connect with Evan Wong
https://www.checkbox.com/

21集单集

Secrets to Implementation Success with Evan Wong

UpLevel View

published 大约1年之前

MP3•单集首页

Guest

Highlights

Evan Wong’s dream automation: laundry.
Process comes before technology.
Aligning technology with corporate strategy.
Importance of defining success early.
Recognizing the signs when to start looking for solutions.
The risks of distraction in legal work.
How to identify when ready for technology implementation.
Cultural and mindset shifts for tool adoption.
Perfection as the enemy of good.
Importance of early stakeholder alignment.
Tips for managing stakeholder feedback.
Bringing stakeholders on the journey.
Leadership buy-in is crucial for success.
The role of training and AI chatbots in change management.
Common pitfalls in technology implementation.
The need for project management rigor.
Importance of intentionality in legal operations.

Episode Resources

UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide
Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/
LINK (Legal Innovators Network): http://Linkforlegal.com
Connect with Stephanie Corey
https://www.linkedin.com/in/stephcorey-ulo
https://fr.linkedin.com/company/uplevel-ops
https://uplevelops.com/
https://uplevelops.com/legal-operations-consulting/
https://uplevelops.com/thoughtleadership/
https://uplevelops.com/services/gai-management/
Connect with Evan Wong
https://www.checkbox.com/

21集单集

#Careers #Business #UpLevel Ops #Stephanie Corey

所有剧集

UpLevel View

1
The Importance of GC/Legal Ops; What’s Next for the LINK Community x L Suite with Greg Raiten and Shaun Sethna 45:28

13天之前45:28

45:28

Legal Ops is evolving—are you ready? In the March episode of the UpLevel View Podcast, ULO CEO Stephanie Corey is joined by two standout leaders from The L Suite—Greg Raiten, Co-Founder, and Shaun Sethna, General Counsel—for an honest conversation about the evolving relationship between General Counsel and Legal Operations. Together, they explore why Legal Ops is no longer just a support function but a strategic partner in building agile, scalable legal teams. From navigating CLM implementations (spoiler: they’re never as easy as they look) to adopting AI and value-based pricing models, this discussion gets into the real-world challenges legal departments face—and the solutions that actually work. The trio also reflects on the recent LINK + L Suite events and the magic that happens when legal leaders and ops professionals share a room (and a few hard truths). Whether you’re a solo GC or leading a mature legal department, this episode is packed with insight, candor, and a healthy dose of humor. Don’t miss this inspiring conversation—subscribe now and take your legal leadership to the Next Level! Highlights Greg’s Insight: Hiring Legal Ops as a first hire. Sean’s View: Legal Ops importance across economic cycles. Greg’s Observation: Lawyers don’t learn operational efficiency. Steph on Legal Strategy: Aligning legal teams with business growth. Greg on Events: Successful merge of communities. Greg’s Approach: Legal ops communities and event strategy. Sean’s Insight: GC curiosity and legal ops evolution. Greg on Legal Tech: Importance of adapting to change. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/ The L Suite: https://www.lsuite.co/ Shaun Sethna on LinkedIn: https://www.linkedin.com/in/shaunsethna/ Greg Raiten on LinkedIn: https://www.linkedin.com/in/gregraiten/…

UpLevel View

1
Redefining Value in Legal Operations for 2025 with Maureen Harms 35:29

9 weeks之前35:29

35:29

What does value mean in legal operations, and how is it evolving in 2025? Join Stephanie Corey, Co-Founder and CEO of UpLevel Ops, Maureen Harms, VP and Associate General Counsel, Transition Management at 3M, and Ken Callander, Managing Principal of Value Strategies—now an UpLevel Ops company—for an exclusive discussion on the future of legal operations and pricing strategies. Together, UpLevel Ops and Value Strategies offer a powerhouse of expertise, presenting a united vision for delivering transformative results in legal departments. Steph, Maureen, and Ken will delve into the evolving definition of value, the cultural shifts driving innovation, and actionable strategies for optimizing outside counsel management and implementing value-based pricing. Tune into the UpLevel View and enhance your legal leadership vision today! Highlights Rethinking hourly rates: Shift to value-based pricing. Legal industry’s reluctance to change billing methods. Alignment with business objectives equals value. AI’s impact on future legal services efficiency. In-house teams reconsidering bringing work internally. Managing change in law firms: A slow but necessary process. Creating competition within legal departments to drive change. Success metrics: Meeting client expectations and budget. Efficient legal spending: The importance of partnering with firms. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/ Connect with Maureen Harms https://www.linkedin.com/in/maureen-harms-8018a727/…

UpLevel View

1
Flexible Solutions, Lasting Impact: ALSPs and the Future of Legal Operations with Monica Zent 33:40

14 weeks之前33:40

33:40

In the January episode of the UpLevel View, UpLevel CEO Stephanie Corey and Monica Zent of ZentLaw discuss the transformative role of ALSPs in legal departments. They tackle misconceptions, highlight ALSP benefits like reducing contract backlogs and fostering collaboration, and share real-world success stories. The conversation explores how ALSPs pave the way for legal tech adoption and future innovations like AI. Packed with insights, this episode is essential for legal professionals seeking Next Level, cost-effective, agile solutions to navigate today’s challenges. Guest’s Info Monica Zent is a distinguished attorney, entrepreneur, and investor, renowned for her innovative contributions to the legal industry. As the founder of ZentLaw, she reimagined the traditional law firm model by integrating the efficiencies of outsourcing with the strengths of conventional legal practice, establishing one of the nation's leading alternative law firms. Highlights Strategic hire vs. augmenting with flex talent. Misconceptions about ALSPs and quality of talent. Legal departments using ALSPs for competitive advantage. Clearing backlogs to boost the legal team’s reputation. How ALSPs contribute to diversity, equity, and inclusion (DEI). Successful onboarding strategies for ALSP partnerships. Try before you buy: converting flexible talent to permanent hires. Future role of ALSPs and flex talent in the legal profession. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/ Connect with Monica Zent https://zentlawgroup.com/…

UpLevel View

1
2024 in Legal Ops: What We’ve Learned, What’s Next – An UpLevel Ops Roundtable 44:49

19 weeks之前44:49

44:49

On the December episode of The UpLevel View, Stephanie Corey, CEO of UpLevel Ops, is joined by Brian Hupp, Sumi Trombley, and Brandi Pack for “2024 Legal Ops: What We’ve Learned, What’s Next – An UpLevel Ops Roundtable.” Reflecting on this year’s advancements in AI, workflow automation, and value-based pricing, the panel shares bold predictions and actionable strategies to prepare for the year ahead. Don’t miss this thought-provoking discussion to inspire your 2025 Legal Ops goals! Highlights Discussion about AI trends in workflow automation. Brian on AI chatbots and workflows. Sumi on contract management trends. Brandi on the rapid adoption of AI. Legal professionals under pressure to adopt AI. Importance of not switching models frequently. Brian on the surprise of AI adoption. Change management in AI adoption. Legal operations professionals' role in AI transformation. AI assistance for routine tasks. Outside counsel management challenges. Problems with hourly billing. Ethics of AI-related savings in law firms. 2025 predictions: AI acceleration in legal operations. Upskilling and trust in AI tools. The rise of independent AI agents. Legal operations’ strategic evolution. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/…

UpLevel View

1
Creating a Resilient Legal Operations Framework for Uncertain Times with Alison English 34:32

24 weeks之前34:32

34:32

In the November episode of the UpLevel View, Stephanie Corey, CEO of UpLevel Ops, chats with Alison English, Head of Legal Ops at White Cap, about building resilient legal frameworks. They’ll share practical tips on aligning strategies with business needs, implementing agile processes, and thriving during uncertain times. Tune in for actionable insights and enhance your legal leadership vision today! Highlights Pivoting in response to a crisis or change. Encouraging teams to embrace change. Legal ops and cross-functional collaboration. Small wins in change management initiatives. Leadership buy-in is essential. Getting alignment with the General Counsel (GC). Leveraging Contract Lifecycle Management (CLM) tools. The importance of understanding legal spend. Flexibility and tech-enabled operations are essential. Legal ops as a translator in organizations. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/ Connect with Alison English https://www.linkedin.com/in/alisonenglish/…

UpLevel View

1
Secrets to Implementation Success with Evan Wong 32:20

26 weeks之前32:20

32:20

Join the UpLevel View as Senior Advisors Sumi Trombley and Brian Hupp chat with Checkbox CEO Evan Wong about the "Secrets to Implementation Success." Discover how to navigate legal tech rollouts, overcome roadblocks, and drive team adoption. Gain expert tips on aligning technology with business goals, fostering collaboration, and optimizing legal service delivery. Tune in for actionable strategies to transform your legal department and enhance your legal leadership vision today! Guest Evan Wong is the CEO and co-founder of Checkbox, a multi-award-winning no-code workflow automation platform. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no-code automation. He has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows. Highlights Evan Wong’s dream automation: laundry. Process comes before technology. Aligning technology with corporate strategy. Importance of defining success early. Recognizing the signs when to start looking for solutions. The risks of distraction in legal work. How to identify when ready for technology implementation. Cultural and mindset shifts for tool adoption. Perfection as the enemy of good. Importance of early stakeholder alignment. Tips for managing stakeholder feedback. Bringing stakeholders on the journey. Leadership buy-in is crucial for success. The role of training and AI chatbots in change management. Common pitfalls in technology implementation. The need for project management rigor. Importance of intentionality in legal operations. Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://uplevelops.com/legal-operations-consulting/ https://uplevelops.com/thoughtleadership/ https://uplevelops.com/services/gai-management/ Connect with Evan Wong https://www.checkbox.com/…

UpLevel View

1
Reimagining Legal Services: Professor Andrew Perlman on ChatGPT and the Future of Law 38:54

32 weeks之前38:54

38:54

In the September episode of the UpLevel View podcast, "Reimagining Legal Services: Professor Andrew Perlman on ChatGPT and the Future of Law," ULO Founder and CEO Stephanie Corey and Andrew Perlman, Dean of Suffolk Law School, discuss how AI, particularly ChatGPT, is transforming legal research, document generation, and client interactions. Tune in to discover AI's transformative potential and enhance your legal leadership vision today! Highlights Implications of OpenAI on legal services Biggest transformative technology in legal services Lawyers vs. AI: Embrace or fall behind Generative AI drafting and critiquing legal documents Starting to use generative AI in everyday tasks The importance of mastering basic generative AI tools Examples of using generative AI in legal studies assessment Law firms’ adaptation to technology; billing model changes Law schools’ integration of technology in the curriculum Generative AI: Lawyers practicing at the top of their license Addressing access to justice with legal technology innovations Technology-enhanced legal services as a game changer Episode Resources UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/ LINK (Legal Innovators Network): http://Linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ ULO Custom GPT Master Chef: https://chatgpt.com/g/g-oVwrdPo0I-master-chef CLOC: https://cloc.org LINK: http://Linkforlegal.com…

UpLevel View

1
AI Evolution: One Year Later – Transforming Legal Ops and Embracing the Future with Christian Lang & Whitney Stefko 40:06

36 weeks之前40:06

40:06

In the August episode of the UpLevel View podcast, we are honored to welcome back Whitney Stefko from Ford and Christian Lang of LEGA, who join hosts Brian Hupp and Brandi Pack to discuss advancements in AI capabilities and adoption. We'll explore strides in productivity and efficiency within legal operations, reflecting on past predictions and new developments. Tune in to discover AI's transformative potential and enhance your legal leadership vision today! Highlights Changes in client interactions regarding GAI over the past year. Whitney on industry’s poor change management and needing to focus on the human aspect. Importance of holistic training on technology usage, with anticipation for GPT-5’s release. Brandy’s perspective on organizational readiness and leadership modeling. The risk of employees smuggling unapproved GAI tools into the workplace. Need for companies to be proactive with AI adoption rather than having a “zero risk” mentality. Brian on the importance of creating safe spaces for AI experimentation. Whitney on the variance in organizations’ maturity regarding GAI adoption. Prediction: Increased focus on back-office use cases with clearer ROI in the next year. Christian’s prediction: More significant security incidents likely in the next 12 months. Whitney’s prediction: Impact of GPT-5 and the rise of hyper-personalized GAI. Discussion on community collaboration and sharing best practices through GAI networks. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Whitney & Christian's original UpLevel View Podcast appearance in October 2023: https://open.spotify.com/episode/31U353bdPUmpavmuRGTlu2?si=4254ac330d0d4b14 Brandi's article: The AI Advantage: Stay Ahead or Fall Behind: https://www.law.com/legaltechnews/2024/06/21/the-ai-advantage-stay-ahead-or-fall-behind/ Join the LINK Community here: http://linkforlegal.com Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/…

UpLevel View

1
Legal Ops in 2024: The Power of Collaboration in Building an Industry with Jenn McCarron and Mike Haven 44:11

40 weeks之前44:11

44:11

The next episode of UpLevel View is an instant classic, as UpLevel CEO Stephanie Corey hosts a discussion on "Legal Ops in 2024: The Power of Collaboration in Building an Industry" with current CLOC President Jenn McCarron and Mike Haven, Head of Global Legal Operations at Intel and recent past President of CLOC. These Legal Ops leaders will explore the critical role of collaboration in legal operations, highlighting how unified efforts drive innovation and efficiency. Steph, Jenn, and Mike will share their experience of creating and leading communities, discussing how these organizations have shaped the legal ops landscape. They will delve into the future of legal tech, the impact of AI and automation, and the essential skills for legal ops professionals. Tune into this episode of the UpLevel View podcast and improve your legal leadership vision today! Highlights The role of CLOC in industry changes. Witnessing immense contributions and collaboration. Amplifying change within the industry. Driving professional community and support. Impact of networking in legal ops. The significance of CLOC and LINK. Cross-organization collaboration and its benefits. Gen AI potential in democratizing legal services. Creating practical AI use cases. Inclusion of attorney input in AI adoption. Developing adaptive leadership and resilience. The importance of flexibility and adaptability. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ ULO Custom GPT Master Chef: https://chatgpt.com/g/g-oVwrdPo0I-master-chef CLOC: https://cloc.org LINK: http://Linkforlegal.com…

UpLevel View

1
Transformation (Big T and Little t) with Christine Ho 18:41

46 weeks之前18:41

18:41

Tune in to the next episode of the UpLevel View podcast, where UpLevel Ops’ Senior Advisor Sumi Trombley welcomes Christine Ho, Director of Legal Operations at Confluent, to delve into the art and science of transformation in legal operations. Discover how Christine's resourcefulness crafts both sweeping changes and subtle improvements within her team. Whether revolutionizing strategies or refining daily tasks, learn how mastering the art of being resourceful can propel legal departments forward. Don't miss these actionable insights on transforming legal ops at every level! Listen to this episode of the UpLevel View podcast for an enlightening conversation to help you improve your legal leadership vision today! Highlights Tackling speed to execution of contracts. Emphasizing the human aspect in transformation. Measuring success with contract volume tracking. Adjusting internal perceptions of legal department bottlenecks. Successful completion of Big-T transformation. Implementing Jira for privacy and compliance team. Pilot program benefits and selection process. Overcoming idea overflow: Prioritization strategy. Struggling with budget constraints for additional transformation. Utilizing ChatGPT for e-billing when budget is a constraint. Importance of cross-functional relationships. Key advice for initiating transformations. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Christine Ho, Director, Legal Operations, at Confluent https://www.linkedin.com/in/christine-ho-882758146/…

UpLevel View

1
Leadership in the Age of AI with Gabriel Buigas 41:32

48 weeks之前41:32

41:32

Join Gabriel Buigas, EVP of Contracts, Compliance & Commercial Services at Integreon, and UpLevel Ops CEO and Founder Steph Corey in an engaging podcast on "Leadership in the Age of AI." These seasoned leaders share their unique insights from their time at HP and their current roles, discussing the transformative power of AI in legal operations. Tune in for a dynamic conversation full of practical advice on leveraging AI for leadership and innovation in the legal sector. You won’t want to miss this Next Level episode of the UpLevel View podcast! Guest’s Bio Gabriel Buigas joined Integreon in 2021 and leads the Legal and Compliance Solutions business unit. In this role, Gabriel is responsible for driving the business unit’s global strategy including delivery, product development, and go-to-market. Gabriel brings more than 25 years’ experience in the legal industry holding both executive in-house legal roles and executive roles at a leading alternative legal services provider (ALSP). His depth of experience as both a consumer and a provider of legal services offers clients invaluable real-world insights and best practices. Highlights Empowering teams with strategy and context. Essential communication for team buy-in. Integrating technology into legal service delivery. The challenge of adapting to new technology. The role of change management in legal services. The inevitability of AI-driven disruption in legal fields. The potential of Gen AI to reduce traditional workload. Strategic importance of proactive engagement with Gen AI. Corporate pressure to explore Gen AI applications. Embracing tech-enabled service models for experimentation. Practical Gen AI applications in legal operations. Creating capacity for overworked legal teams using Gen AI. Encouraging legal ops professionals to join AI-focused committees. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Gabriel Buigas Streamlining NDA Negotiations for Middle Market Investment Banks: The Case for a Transformative, Tech-Enabled Solution, by Gabriel Buigas https://www.integreon.com/nda-negotiations-for-middle-market-investment-banks/ How On-Demand GPT Assistants Are Shaping The Future Of Law, by Brandi Pack: https://uplevelops.com/thoughtleadership/ Landmark Case Study on M&A Finds More Than 80% of NDA Negotiations are Wasted Effort - from Integreon and The Contract Network: https://thecontractnetwork.com/landmark-case-study-on-ma/ Team of Teams: New Rules of Engagement for a Complex World by General Stanley McChrystal: https://bookshop.org/p/books/team-of-teams-new-rules-of-engagement-for-a-complex-world-tantum-collins/7679694?ean=9781591847489 Who Moved My Cheese, by Spencer Johnson, MD: https://bookshop.org/p/books/who-moved-my-cheese/18935588?ean=9780399144462 McKinsey Study: The economic potential of generative AI: The next productivity frontier: https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier…

UpLevel View

1
Navigating the Waves of Change: Leveraging GAI in Legal Operations with Jim Wagner 59:30

1 year之前59:30

59:30

Tune into our latest UpLevel View podcast episode, "Navigating the Waves of Change: Leveraging GAI in Legal Operations," where The Contract Network CEO and co-Founder Jim Wagner dives deep into the revolutionary impact of Generative AI on legal contract negotiations and operational efficiency. In this discussion with Steph Corey and Brandi Pack of UpLevel Ops, you’ll discover how GAI is reshaping the landscape of legal operations, facilitating quicker resolutions, and transforming strategic decision-making across legal departments. Join us as we explore the potential of AI to streamline processes and foster a more dynamic legal operational framework, making it a must-listen for legal professionals eager to stay at the forefront of innovation. Guest’s Bio Jim is a serial entrepreneur in the legal technology community, most recently serving as VP of Agreement Cloud Strategy for DocuSign, which he joined when DocuSign acquired AI leader Seal Software (where Jim served as President) in 2020. Jim has authored multiple patents and is a recognized leader in the fields of artificial intelligence and analytics for contracting. Jim graduated from Duke University Law School, where he is a frequent guest lecturer and serves on the Duke Law Tech Lab advisory board. Highlights The revolutionary impact of GAI. GAI is transforming legal contract negotiations and operational efficiency. How GAI is reshaping the legal operations landscape. Quicker resolutions and improved strategic decision-making. The potential of AI to streamline legal processes. Fostering a more dynamic legal operational framework. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Jim Wagner The Contract Network: Case Study: Landmark Case Study on M&A Finds More Than 80% of NDA Negotiations are Wasted Effort with Integreon and Eversheds Sutherland https://thecontractnetwork.com/landmark-case-study-on-ma/ MasterChef GPT: https://chat.openai.com/g/g-oVwrdPo0I-master-chef…

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Unlocking Value: The Power of Value-Based Pricing in Legal with Ken Callander 38:49

1 year之前38:49

38:49

Dive into the transformative world of Value-Based Pricing in our latest episode, featuring UpLevel Ops COO/Senior Advisor Elizabeth Lugones and Ken Callander, Managing Principal of Value Strategies LLC. Discover how this shift towards efficiency, transparency, and alignment in legal services can drastically reduce legal costs, ensure budget predictability, foster strong law firm relationships, and boost organizational value. Don't miss this episode of the UpLevel View podcast for an enlightening conversation to help you take your Legal to the Next Level. Highlights How Ken helps manage and optimize legal operations The billing procedures in the legal industry to other professional services industries How law firms can establish value-based pricing The need for time and exercise to fully understand and implement value-based pricing Importance of firm-client relationships in successful value-based pricing models, and the need for communication, trust, and fair business practices The need for clients to consider the value of matters against the cost of the firm and why it's not always cost-effective to opt for the most expensive firm for everything Benefits of value-based pricing Why you should start small when implementing value-based pricing models Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Ken Callander http://linkforlegal.com https://value-strategies.com…

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Humanizing Tech in Legal with Christy Freer 28:44

1 year之前28:44

28:44

In this engaging conversation, GC of Inspiration Mobility Christy Freer and UpLevel Ops COO/Senior Advisor Elizabeth Lugones delve into crucial aspects of the legal field's transformation, emphasizing legal operations, strategic partnerships, and the essential role of soft skills amidst technological advancements and artificial intelligence. They underscore the challenges and opportunities presented by the evolving legal landscape, particularly in startup environments. Join us for this insightful discussion about the humanization of technologies and the intersection of leadership and technology on the UpLevel View podcast. Highlights How Inspiration Mobility’s unique mechanism of collecting EV telematics makes their business data-driven The importance of understanding the value of technology, tracking it, and communicating the same to their clients in a simplified manner How clear communication, understanding financial jargon, and knowing how a project fits into the financial bottom line is essential for successful tech implementation How the adoption of technology allows Christy to focus elsewhere as it creates a safenet of procedures to avoid incomplete contracts or contracts that lack correct information Knowing one's limitations and being ready to make decisions and delegate roles effectively The common perception of the legal department as 'non-revenue generating' How data-driven legal department aids in the revenue generation process Ways to improve the efficiency in legal intake requests, contributing to an overall faster turnaround time Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Christy Freer cfreer@inspirationmobility.com GC of Inspiration Mobility: https://www.linkedin.com/in/christy-freer-a424616/…

UpLevel View

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Innovative Excellence: A Guide to Visionary Leadership with Audrey Taranto 40:22

1 year之前40:22

40:22

Join the first UpLevel View podcast of 2024, where UpLevel Ops CEO Stephanie Corey engages Audrey Taranto, the innovative General Counsel of Enstar Group. Audrey details Enstar's journey since 2019, showcasing the fusion of legal expertise and operational innovation that earned them ACC Value Champions accolades. The conversation explores groundbreaking initiatives, such as AI-powered contract review and a user-centric chatbot, highlighting strategic alignment and enterprise-wide collaboration. Audrey emphasizes the cross-functional impact and courage to pilot new technologies, making this episode a treasure trove of insights for legal executives and corporate leaders aspiring to transform their legal operations for enhanced value and efficiency. A must-listen for those seeking operational excellence in the legal landscape. Listen to the UpLevel View and improve your legal leadership vision today! Who’s The Guest? Audrey Taranto is General Counsel and Corporate Secretary at Enstar. Her career is marked by transformative contributions, and she has played a pivotal role in the consistent growth of businesses through her skills in team building, legal acumen, and strategic leadership. Audrey is also known for her adeptness in navigating complexity, earning her the reputation of a pragmatic and trusted executive leader. The Enstar legal team was named a Value Champion by the Association of Corporate Counsel in 2023. She holds a JD from Temple University. Highlights The importance of having a long-term vision for a sustainable, value-driving legal department How to prioritize initiatives that will have substantial impact and be resource-realistic Importance of cross-functional collaboration within organizations The challenges in implementing document management Exploring the potential of using generative AI to save lawyer time and enhance legal processes Alignment of generative AI with a strong legal ops strategy and its potential in improving the speed and efficiency of legal departments Upcoming projects, which include exploring generative AI, and addressing the rising cost of outside counsel Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Thought Leadership Resources from UpLevel Ops: https://uplevelops.com/legalopsresources/ Connect with Audrey Taranto https://www.enstargroup.com/leadership/audrey-taranto/ https://www.linkedin.com/in/audrey-taranto/…

UpLevel View

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Fostering Positive OC Relationships with Yusuf Mohamed 25:57

1 year之前25:57

25:57

Join the UpLevel View podcast as we discuss the transformative shift in outside counsel management. In this inspiring episode, UpLevel Ops COO/Senior Advisor Elizabeth Lugones speaks with Yusuf Mohamed, Partner and member of the General Counsel practice at Taylor English Duma LLP, and strategies beyond traditional cost analysis and performance monitoring, emphasizing the importance of viewing outside counsel as strategic partners rather than service providers. Listen to the UpLevel View and improve your legal leadership vision today! Who’s The Guest? Yusuf Mohamed is a Partner at Taylor English Duma LLP and a member of the General Counsel practice, specializing in corporate and business matters. Before joining the firm, he was at Tesla and played a pivotal role in shaping the company's employment practices, leading the team's growth from one person to a global force of twenty-nine. He began his legal career as a U.S. Department of Labor trial attorney, working on diverse matters, including employment discrimination, investigative cases, and workers’ compensation claims. Yusuf has a JD from the University of Georgia’s School of Law. Highlights The challenges of managing legal practices as the organization size grows, especially in implementing consistent engagement with outside counsel The importance of in-house teams being proactive and setting clear expectations for law firms Contrasting the communication methodologies between law firms and in-house departments, noting the differences in audiences and workflow The future potential of more sophisticated AI tools to analyze legal data and envision possible legal risk scenarios Why clients should be hesitant about trying different pricing models, with the understanding that they can revert to old methods if unsatisfied Transparency, conversation, and alignment of interests for achieving mutual benefits Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Connect with Yusuf Mohamed https://www.taylorenglish.com/ https://www.linkedin.com/in/sphinx/…

UpLevel View

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Visionary Leadership: A Journey Across Borders with Curt McDaniel 34:58

1 year之前34:58

34:58

Dive into visionary leadership with Curt McDaniel, Chief Legal Officer at Ferring Pharmaceuticals, on the UpLevel View podcast. Discover how embracing innovation and a forward-thinking mindset propels an international legal team to new heights. In this conversation with UpLevel Ops’ CEO Steph Corey, McDaniel shares his approach to nurturing a vision that transcends borders and how it's infused into Ferring’s culture, driving extraordinary achievements. Listen to the UpLevel View and improve your legal leadership vision today! Who’s The Guest? Curt McDaniel is the Chief Legal Officer at Ferring Pharmaceuticals. He joined Ferring in 2006 and oversees Legal, Intellectual Property, Compliance, and Privacy activities worldwide. He has more than 30 years of experience in the pharmaceutical industry, spanning various aspects of the business and many different countries and cultures. Before joining Ferring, Curt worked at Eli Lilly for more than 16 years. He holds a Juris Doctor degree and an M.B.A. from Indiana University, and a B.A. from Purdue University. Highlights His experience and the challenges of leading a mid-size, family-owned company, and how he has driven legal innovation. The concept of "legal design" which focuses on understanding the needs and challenges of the business partner. Building the legal operations department and its role in optimizing legal services. The starting principles for assessing legal services needed and the best ways to provide the services. The changing role of delivering legal services due to technology advancements and the impact on law firms. Using data for improvement and measuring progress was discussed. Importance of assessing the effectiveness of processes through gathered data was highlighted. The importance of celebrating success and recognizing continuous progress was stressed. The idea of a “legal data scientist” having recognized the need for data-based decision-making in the company. The experience of working on large legal contracts and questioned their necessity. Mentioned the importance of focusing on a business partner’s perspective. The importance of using data to guide decision-making in the legal department. Episode Resources General Counsel Thought Leadership Hub at UpLevel Ops: https://uplevelops.com/gc_thoughtleadership/ Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 https://linkforlegal.com/ Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Connect with Curt McDaniel curt.mcdaniel@ferring.com https://www.ferring.com…

UpLevel View

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The Fusion of Tradition & Technology with Janene Asgeirsson 28:18

2 years之前28:18

28:18

Join us on the UpLevel View podcast to explore the fusion of tradition and innovation within the legal field. In this captivating episode, UpLevel Ops COO/Senior Advisor Elizabeth Lugones guides a discussion with Janene Asgeirsson, Senior VP, Chief Legal Officer, and Corporate Secretary at Analog Devices, on the intricate dance of tradition and technology. Discover how legal professionals are revolutionizing their practice by seamlessly blending time-honored values with the power of AI, automation, and digital collaboration. Tune in to the UpLevel View and improve your legal leadership vision today! Who’s The Guest? Janene Asgeirsson is the Chief Legal Officer, Chief Risk Officer, and Corporate Secretary at Analog Devices (ADI). She has more than two decades of law firm experience and senior roles in technology companies and leads ADI’s global legal, governance, trade, and compliance functions. Janene’s expertise encompasses mergers, acquisitions, litigation, and intellectual property, making her a key advisor to ADI’s leadership team and board. Beyond her professional life, Janene is Secretary of ADI’s Board of Directors and holds director roles in ADI subsidiaries. She is an avid reader, a performing arts enthusiast, and a certified yoga instructor. Highlights Janene’s journey to becoming a lawyer and how her career kicked off at in-house law firms How technology began to influence the practice of law with regards to legal research How technology aids in speeding up legal processes by organizing and interpreting data How adopting technology can increase efficiency and bring more joy to the work An ideal business partnership, emphasizing trust and openness Balancing the human element with business decisions Bricklaying to illustrate the importance of understanding one's role in the broader vision of an organization Episode Resources Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/ Connect with Janene Asgeirsson https://www.analog.com/en/about-adi/corporate-information/executive-team/janene-asgeirsson.html https://www.linkedin.com/in/janene-asgeirsson…

UpLevel View

1
Managing GAI Risk with Whitney Stefko and Christian Lang 39:01

2 years之前39:01

39:01

The second episode of the UpLevel View podcast is a must-listen for those interested in generative artificial intelligence. GAI early adopters Whitney Stefko from Ford and Christian Lang of LEGA cover everything from the origin of their interest in the field to ways the technology can be used to save time and energy. They emphasize the transformative potential of generative AI and urge listeners to embrace it as a crucial piece of the future of the legal profession. UpLevel View hosts Brian Hupp and Brandi Pack lead the discussion about tools that they utilize to allow managed use of GAI, the importance of being proactive in balancing risks and rewards, and thought-provoking predictions about when generative AI will become more widely adopted in the Legal Operations industry and beyond. Who’re The Guests? Whitney Stefko is a former Litigator turned Data-driven strategist and Associate Director and Senior Counsel at the Ford Motor Company. Whitney is an Adjunct Professor at the Sandra Day O’Connor College of Law at Arizona State University and the Founder and CEO of the consulting firm Pollinate Legal. Christian Lang describes himself as a Recovering Corporate Lawyer, Legal Innovator, Writer, Podcaster, and Consultant. When he’s not doing all that, he’s the CEO and Founder of LEGA, a platform designed to provide law firms with a chance to explore and implement AI technologies at their own pace. Christian is also the founder of the NY Legal Tech Meetup and serves on the AI Accelerator Institute Council (AIAI). Highlights A response to skeptics of generative AI, speaking to its value as a time-saving technology and transformative user interface. The security risks of GAIs to current data practices in law firms, viewing the challenge as more of a familiar territory rather than a new threat. The importance of making sure professionals in an organization understand the rules of using generative AI, not just through lengthy policies but through operationalized, actionable information. The importance of adopting AI technology at the pace of its evolution and the need for innovative and invested teams within the organization. The importance of collaboration in the legal operations community, encouraging members to share information about their use cases, best practices, and project plans as everyone begins to explore the potential of generative AI. Episode Resources Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ https://linkforlegal.com/…

UpLevel View

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How GAI Transforms Legal Workflow Automation with Sam Flynn 32:26

2 years之前32:26

32:26

Discover the transformative potential of generative AI (GAI) in the legal landscape in the PREMIERE episode of the UpLevel View podcast. UpLevel’s CEO/Founder Stephanie Corey and UpLevel Ops Legal Tech Analyst and AI Consultant Brandi Pack are joined by the brilliant and delightful Sam Flynn, Founder and CEO of Josef, on the Premiere episode of the UpLevel View podcast. This expert panel discusses the potential of generative AI (GAI) in revolutionizing workflow automation and encourages legal professionals to embrace this rapidly developing technology to stay at the forefront of innovation in the legal field. Who’s The Guest? Sam Flynn is the CEO and co-founder of Josef, an automation platform that empowers legal professionals to transform how they work. Before Josef, Sam worked in advertising as a corporate lawyer and associate at the Supreme Court of Victoria. In 2016, Sam built and launched myki Finds, one of the first successful examples of B to C legal tech. With more than 60,000 users in this first month, Sam advocates for using legal tech to bridge the access to justice gap. He currently serves as an advisory board member of the Center for Legal Innovation. Highlights How to incorporate generative AI in existing workflows The importance of easy access to information How generative AI can adapt to where they are and how they communicate Different ways companies are using generative AI to interact with their knowledge base and collaborate with law firms How AI can enable independent agents and automate prompting on systems How AI is making workflow automation central in legal tech The complications of system integrations Embracing AI as an extension of capabilities Episode Resources Connect with Stephanie Corey https://www.linkedin.com/in/stephcorey-ulo https://fr.linkedin.com/company/uplevel-ops https://uplevelops.com/ Connect with Sam Flynn https://joseflegal.com/ https://www.linkedin.com/in/samuel-flynn/…

UpLevel View

1
Welcome to UpLevel View! 1:56

2 years之前1:56