7 episodes

Introducing 'Go with the Workflow' - a fresh new web series and perspective on how automation can be integrated into your legal operations strategy. Join our host, Evan Wong, CEO & Founder of Checkbox, as he showcases the champions and experts of legal workflow automation to talk about their use cases, strategies and experiences.

No matter if you're new, experienced or expert in legal operations, Go with the Workflow will have invaluable insights for all. Every featured guest is a prominent figure in the space, with countless years of experience in legal operations and workflow automation.

Go With the Workflow Checkbox

    • Technology
    • 5.0 • 1 Rating

Introducing 'Go with the Workflow' - a fresh new web series and perspective on how automation can be integrated into your legal operations strategy. Join our host, Evan Wong, CEO & Founder of Checkbox, as he showcases the champions and experts of legal workflow automation to talk about their use cases, strategies and experiences.

No matter if you're new, experienced or expert in legal operations, Go with the Workflow will have invaluable insights for all. Every featured guest is a prominent figure in the space, with countless years of experience in legal operations and workflow automation.

    Designing your Legal Tech Stack | Zack Hutto (Hyperion Global Partners)

    Designing your Legal Tech Stack | Zack Hutto (Hyperion Global Partners)

    ​Join us as we explore:

    ​•The convergence of the legal tech market around four core capabilities: e-billing & spend management, external matter management, internal service management, and workflow automation.

    ​•The synergies among various legal technologies and understanding how they can complement each other to enhance overall efficiency.

    ​•Adoption strategies tailored for legal leaders to identify the best technology solutions with the required capabilities and integrations.

    ​•How to evaluate capability trade-offs within different sets of legal technologies

    If you would like to continue the conversation you can book a demo at - https://www.checkbox.ai/demo

    🎉 Where to find Checkbox
    Website: https://www.checkbox.ai/
    Twitter: https://twitter.com/checkboxai
    LinkedIn: https://www.linkedin.com/company/checkboxai/

    • 56 min
    Legal Ops New Year’s Resolutions & Building a Roadmap for 2024 | Stephanie Corey (UpLevelOps)

    Legal Ops New Year’s Resolutions & Building a Roadmap for 2024 | Stephanie Corey (UpLevelOps)

    Join our upcoming live webinar with Stephanie Corey, Co-Founder at UpLevelOps & CLOC, and former Chief of Staff, Sr. Director of Legal Ops at Hewlett-Packard and VMWare. Explore the 4 Core Legal Ops Tech Capabilities and how to navigate prioritizing new technology for your team’s unique circumstances and business strategic outcomes in 2024.



    Where to find Checkbox:


    ⁠⁠⁠Website⁠⁠⁠
    ⁠⁠⁠LinkedIn⁠⁠⁠
    ⁠⁠⁠Twitter⁠⁠
    ⁠Youtube

    • 55 min
    When to Bring in Workflow Automation | Jeffrey Franke (Yahoo, Oracle, CLOC Founder)

    When to Bring in Workflow Automation | Jeffrey Franke (Yahoo, Oracle, CLOC Founder)

    Join us as we sit down with Jeffrey Franke to discuss when it's time to implement workflow automation into your legal ops function. Learn about the legal operations maturity model he created from his past experience as the founder of CLOC, Chief of Staff & Assistant General Counsel, Legal Operations at Yahoo and Director & Associate General Counsel at Oracle.


    Where to find Checkbox:

    ⁠⁠Website⁠⁠
    ⁠⁠LinkedIn⁠⁠
    ⁠⁠Twitter⁠
    Youtube


    Other Resource


    Legal Workflow Automation Software

    • 56 min
    Generating Tremendous Business Value | Connie Brenton (NetApp, Oracle, CLOC Founder)

    Generating Tremendous Business Value | Connie Brenton (NetApp, Oracle, CLOC Founder)

    Being able to deliver value quickly and continuously is a key interest for all legalops professionals. To do this, we need the right tools. Join us as we explore this topic with Connie Brenton, Co-Founder of CLOC and former VP of LegalOps at NetApp, who built a legendary legal department that became a center of excellence for process improvement and digital transformation.



    Where to find Checkbox:


    ⁠Website⁠
    ⁠LinkedIn⁠
    ⁠Twitter
    Youtube

    • 44 min
    Leading an Organization's Workflow Program | Saren Chum (Align Technology)

    Leading an Organization's Workflow Program | Saren Chum (Align Technology)

    You know of workflow automation but what does it actually look like when implemented in an organization?‍

    Join us as we dive deep on this topic with Saren Chum, Legal Operations at Align Technology, who has successfully operationalized workflow automation from ‘just’ a technology into a global strategic program. She will share:‍


    What the early journey looks like when first implementing workflow automation
    The responsibilities and challenges of leading a no-code program
    How to understand and manage the broader stakeholder ecosystem when running a workflow automation program 
    What the day-to-day operational model to workflow automation looks like



    Where to find Checkbox:


    ⁠Website⁠
    ⁠LinkedIn⁠
    ⁠Twitter
    Youtube

    Other Resources:

    Workflow automation software

    What is Workflow automation

    • 42 min
    Selecting a Workflow Automation Provider | Brian Hupp (Facebook, Dolby, Electronic Arts)

    Selecting a Workflow Automation Provider | Brian Hupp (Facebook, Dolby, Electronic Arts)

    You’re thinking of making workflow automation your next project, but what’s the best way to prepare for, evaluate, and select the best software vendor for you?



    Join us as we reveal the systematic approach that Brian Hupp has refined as his best practice over years of evaluating workflow tools as the Director of Legal Operations at Facebook, Dolby, and Electronic Arts.



    He will share:


    Insight into the readiness work that comes before workflow technology that is necessary for success
    How to write documentation for system selection that also builds the roadmap for implementation & change management
    Example requirements of what to look for in a workflow automation system



    Where to find Checkbox:


    ⁠Website⁠
    ⁠LinkedIn⁠
    ⁠Twitter
    Youtube

    • 57 min

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