Streamline your lead management system workflow for Legal Services

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hello everyone and welcome to all the members and followers of the legal operators community uh we're really excited to share with you our presentation uh stay in step the five must-have workflows for legal operations i'm stephen o'donnell the head of product marketing at metro tech and your host for today's event i'm so happy to see everyone here today before we dive in i do want to go over just a few housekeeping items to help the webinar run smoothly we are recording today's session following the session we will send you an email with a link where you can access the recording on demand which will be available on both themetrotech.com and legal operators websites we do want to make sure that we get through the contact content that we've prepared for you so the audience is on mute if you have any additional questions for us please submit them at any time via the zoom q a feature we will follow up with you individually if we run out of time to address them if you have any technical difficulties please let us know via the zoom chat feature so we can jump in and assist you so over the past four years i've had the pleasure of witnessing first-hand the incredible results that workflow automation can deliver to legal teams in terms of productivity cost savings corporate responsiveness and overall business resiliency i now have the pleasure to introduce to you two of the key individuals that enable those results for our clients first off we have brian mcgovern brian is the general manager of metro tech's workflow solutions business unit brian's incredibly passionate about improving efficiencies within organizations and uses his lean six sigma master of black belt certification to bring real quantitative value to an organization's functions prior to coming to metro tech brian served as senior vice president legal chief data officer at aig where he led the transformation of the company's legal operations department and played a critical role in creating the organization processes and technology arc architecture brian's experience and familiarity with uh many different legal management and workflow platforms provides metrotech a unique opportunity to into how our clients think about technology broadly welcome brian we also have varingai varun is a solutions expert with metrotech he works closely with the legal and compliance teams to learn what challenges they face and develop solutions to help alleviate the manual nature of these business processes varun has extensive experience with supporting workflow solutions and is looking forward to sharing his findings with you today and with that i'm going to turn it over to brian excellent thanks for getting us started today stephen brun looking forward to the session with you uh so our agenda today is we're going to give a little background we'll keep that pretty brief so we can get right into the five workflows that uh we think are most relevant to customers these days and we're going to end with some questions so please put them into that uh question function so we can get a good content at the end it always makes it more exciting so what do we hear when we're going around talking with some of the leading legal departments across across the business areas there's no standardization of how processes are implemented across the business that's because email is by far the number one most utilized workflow tool uh by any company presently although we're working on changing that and it's simultaneously the worst workflow tool email just makes things impossible to have consistent processes number two it's difficult to be on top of changes to processes all of our companies are really large we work with some of the largest most complicated legal operations groups in the world and they're continuously changing its most consistency consistent part of doing business is it's changing all the time and traditional i.t processes have a lot of trouble keeping up with that challenge of keeping track of requests and their statuses especially when you're working in emails or integrated systems that are not updated it's really difficult to figure out where things are and then there's really limited visibility of management information when you've got things hidden in antiquated systems and emails you've no no possibility of reporting in dashboards so what's the way forward how do companies do this you need a solution that's easy to implement and use that provides a standardized approach you need processes and built out iteratively no programming no code and no programming is a key foundation of great workflow automation and really agile process you need automated notifications and a centralized view of the status with full audit trails so you need a single place to go where are the key places that you go look for opportunities for workflow opera uh automation number one high volume repeatable and with predictable variation variations so that's any area that you've got a lot of requests coming in where that you know what's the most frequent thing coming into your group's mailboxes you're looking for emails with approval chains especially emails that seem to go on and on with no clear end in sight any time you've got people sending emails and then tracking data in spreadsh spreadsheets you've got a double whammy that's just a horrible job to do and automation makes it so much more efficient and if you require audit trails this it's really obvious to bring that into a tool that allows really rapid time to value and also deliver automatically an audit trail for you to go back with liquor operations is at the center of business continuity it's a dynamic world that needs to keep up with ever-changing businesses it is mission critical keeping the legal function growing and and delivering value to the business units is critical in every organization it's at the forefront of digital transformation allowing tools especially during this time of the pandemic really stood out how rapidly teams relied on their digital transformation and most people really expanded there's new standards of course there's new standards all of our businesses are rapidly changing there's new new regulations new standards new lines of business as your businesses are growing it's cross-functional by definition legal touches all of their business units so having tools that allow you to reach across functional divides and do so repeatedly with really consistent process excellence is critical and it needs to be adaptable businesses are changing all the time and i think the most clear thing is change is just going to keep accelerating you need a great set of processes and tools to deliver that the five critical must-have workflows right now and we're going to go through each of these in a little bit of detail and rune's going to give you some demos is first of all the legal services portal single place for the business to come in get information they need self-serve if they need to or land critical information if they can and at the very least be delivered to the right person to help them and that person gets the right right information they need to help them immediately second one self-service ndas there there's still a significant number of people who are suffering behind negotiating every single nda that they do it slows down their business it slows down their innovation i'm going to show you it even stops some agreements from going forward so we're going to talk a little bit about that and then varun's going to give us a demo on that one vendor onboarding is one that's really growing in popularity recently it's a key way to get have an orchestration engine that allows you to coordinate all the different activities across a variety of business areas including governance vendor risk i.t security and allowing all that to orchestrate through one tool to get a really consistent and fast time to value conflicts of interest very popular workflow in our for our compliance friends managing that rolling them up managing exceptions and last probably the most rapidly growing workflow in the past year has been what people are doing with diversity and varun's going to give you a demo about that too the legal service request legal team members are constantly being asked by people across the organization questions some of them are hey i need help with this hey i need advice on this hey we got sued on this hey i got papers on this it's a it's a ton of information and traditionally that had been done very ad hoc so people stopping by your office people sending are probably more typically people sending emails and very typically people sending emails to the wrong person it's very difficult especially in large organizations to know what to do when you need legals help and what does that lead to you get emails that go to the wrong person they don't have the critical information you need to actually fulfill the request you know look in your email box right now and i bet all of you have some email that's gone back and forth between three to ten people with uh but it's 20 email replies deep and nothing actually valuables happen that's a great example of when you need workflow in the legal services portal so things take too long and there's no process metrics so you get these fights between the legal department and the rest of the organization you take too long no we don't you know what what's the direct value you need and the solution is to provide a really easy to use portal for different types of common legal requests and get those benefits of how many requests are we doing you know it's great for a legal department to say listen we fielded 500 requests a month for the past year and our demand is growing up that's why we need more automation that's why we need more investment that's what we're the value that we're driving back to the business and also for the legal department to say what kinds of requests are we doing what kinds of expertise do we need to have what can we be automating how do we get how do we automate these high volume low complexity things and so that we can concentrate on the high value add more bespoke items it's really critical in a big legal department so the solution is to get that easy to use portal uh great thank you room next one uh cell service mda great uh case study there on the bottom that you should check out while i'm talking um i really like that last part of one where originally only 50 percent of nda's were actually executed now 85 percent of them are what's it mean what's the challenge uh teams are consistently requesting non-company ndas to revert and go through cycles with clients prospectors under and trying to figure out why do we need the ndaa what's important about this deal why is it critical to do it um and then we go into you know what can be a black hole of negotiations we're going back and forth we're arguing the same points over and over again we're doing red lines for things that don't really matter for example somebody spelled an entity chose the wrong legal entity or put in the wrong address or or put in terms that you just don't even make sense for the particular nda to be negotiated so this the key to deliver here is a self-certain self-service nda it's a really guided experience it allows the user to specify what they're looking for use company paper and and focus on things that are not going to get consistent pushback we all know that you know it's the key terms that we get pushback on every single nda nobody ever signs so let's get something that actually makes sense deliver the nda so you can focus on what's really important on it which is driving business value everyone do you want to give us a demo on self-serve nda please yup thanks brian so let me go ahead and move us over to a demo portion of this get some product in here so what i'm going to do is i'm going to go ahead and jump into our self-service nda so what we before we jump into here let me uh just set the stage real quick so what we're going to do is we're going to actually initiate the nda from someone that's internal to the organization so i'm going to fill out some high level information about that particular counterparty when we come in here let me go ahead and just add in austin texas here for metro tech but as we fill out this high level information what's going to happen now is it's going to go ahead and move over to my counterparty so you really have the opportunity to leverage this tool not just within the organization but also outside the organization as my counterparty receives it which is gonna be brian in this case i'm gonna be accessing the email from as brian in on my side in a second and then you'll be able to see how the counterparty gets the entire experience of that self-service nda right within the portal so as we go through that um you'll be able to see how some of the functionality within taft starts to leverage things to make it a lot easier for the individual to come and actually fill this out one of the quick things here is we can start to enable things like um conditionality to drive the user down one path or another so for example if we ask them why are we disclosing this information it starts to only expose fields as necessary so you really aren't having to inundate your users with all these different fields and all this different data that's not even going to be relevant to them when they're coming in and filling out these portals the other great thing too is that you have the opportunity to start to leave guidance notes and hover cover tips things like that throughout the forum so you can ensure that you're always driving to that 100 percent data that you want to get a clean data coming in so that when you do inevitably go run these reports that brian was talking about you can see the data that you want to be able to see you're not having individuals accidentally fat finger or you're not having incomplete data sets so by enabling this type of information up front you're allowing the user to get all the information they need without having to go back and forth a number of times between themselves or the counterparty and then the person that's actually initiating this request today what we'll do is we'll go through this general purpose here to explore that nda so we'll look at a relatively simplified version of it but the great thing here to keep in mind is that everything in here is completely configurable and when we jump into a different workflow a little bit later i'll show you what i mean by that but it's very easy to set up it's all drag and drop functionality and we'll take a look at that a little bit later too now that i've submitted the information for my counterparty what i can do is click on the submit button and a couple things are going to happen here so first i'm giving the user here the one who's actually initiating the workflow i'm giving them immediate feedback and saying your request has been submitted so i have the opportunity to see that it's going through it's not just falling by the wayside and actually and something's actually being done about that particular request what also happens now is an email notification will also get generated to that counterparty this email notification is also completely configurable so we can change the design the look the feel um we've seen our clients get really creative with these email notifications in these portals almost to the to the way that we don't even recognize them as our own product anymore so it's really impressive how what they've done to brand it to their own organizations but you can see there's some high level information here about what brian needs to do as a counterparty saying that he has a new nda that's out there for his approval now so what i can do is click on this review nda and what it's going to do is take me into the actual portal side of um brian here as the counterparty the great thing here is now instead of having to take that email and have to uh insert the information all over again and try to figure out what brian put in here i have the or what the initiator put in here i can have the opportunity to see all the information they put in as for brian here so things like the company's name if brian knows as the counterparty that that's not the legal name of the organization he can come in here and make a quick change and say you know what we're actually going to use meteor tech incorporated here there are other things here that we've locked down so you can see brian's not allowed to change his own email here to be able to come in and mess with that data so if there are certain pieces of data elements or confidentiality that we want to hide or lock down we can make sure to do that pretty easily now the great thing here especially with the nda we've seen a lot of innovation around how ndas are done with our clients in these different portals one of the things they've started to do is create almost two versions of this nda one that's much more straightforward if someone in legal generally is reviewing it so if legal's in here they can come in here review this classic version and it's going to go ahead and pull up that nda for that legal individual and you can also see it's dynamically inserting the pieces of information in here that are relevant to me for this particular nda something else our clients have done is they've created an alternative version that's more for business users but already approved for legal so someone on the counterparty side is coming in here and doesn't need all the legal language but is still getting the message we have more of a simplified version of that nda that we've seen some of our clients start to leverage and also seen a little bit in the industry now too as we scroll down uh the other great thing that our clients are starting to do with these uh mdas is give the counterparty the opportunity to have some leverage without having that whole red lining back and forth so what i mean by that is i can come in here and at the bottom you can see that there's a the opportunity to be able to add or change some in language or maybe some clauses based off of pre-approved language for legal so if i come in here and check that box off i have the opportunity to change minor things like the governing law or the term length here so things that are already okay in your organization to be able to change but you give the counterparty the opportunity to do so right within that portal and as i do so you can see it's going to go ahead and change maybe the state that's being uh that's being governed from or maybe how long the agreement is valid for so little things like that give you the opportunity to start to change this information pretty quickly and easily other things our clients are starting to do there too is uh pulling in whole clauses sometimes so if you ask an individual you know is there going to be some kind of intellectual property exchange here then if we say yes it's going to now pull in an ip clause that's more relevant to that nda versus something that may not have been there before and maybe now also route to an ip attorney that reviews this who may not have been involved in the process before so a lot of that automation is actually happening in the back end without the user ever having to come in here and do anything to make sure that it gets routed to the right people for some of our more complicated type contracts some of our clients do want to be able to track redlining and document versioning things like that so they do have the opportunity down here to upload their own nda here obviously you won't see it very much with ndas but for some of those more complex contracts you can start tracking that right within here too now once i've actually agreed to these terms as the counterparty or made the changes and i'm satisfied with it i can once again click the submit button and what's going to happen in our case now is it gives my counterparty the opportunity right within the portal to be able to go ahead and e-sign that document so it goes ahead and generates a pdf version of this document and then i'm able to come in here review all the changes that have been made then be able to come in here and sign that document just like i normally would within any particular um e-signature tool tab does have out-of-the-box functionality or integrations with both tap adobe sign and so i can come in here and sign the document just like i normally would within any of those tools great brian i will pass it back to you now to go ahead and start continuing or on the rest of the presentation thanks ryan great workflow number three i mentioned before we're really seeing a lot of growth in is vendor onboarding how to simplify our intake share information across enterprise so what is a challenge now we've a whole bunch of systems especially large companies that are doing uh vendor onboarding different ways in fact you might have different parts of the business doing in different ways you may have different business uh divisions doing it and they all have their own unique requirements they all have their own forms um compliance will have a different one than vendor governance you might have a different one from infosec there's there's a never ending set of requirements and forms and frequently what's tying them together is all email which has all kinds of problems from compliance people missing things employee errors missed fields names spelled wrong not in the right place and uh cross-functional reviews that are completely discoordinated there's no nothing guiding the process in general in fact emails and humans are chasing things around uh just not a good combination if you want to have really consistent clean processes so what's the solution you want to streamline that onboarding and get the correct vendor information to each of those individual groups in a parallel enterprise-wide workflow solution that make sure that you have compliance for internal and external policies and the onboarding protocols you follow are complete great great quote from a senior manager at legal operations on the bottom leave the opportunity to develop and share ideas on workflow to improve and not to and to if not eliminate the heavy effort high volume low risk business process in our organization next one conflict of interest one that we very typically see in compliance functions and a great headline we're seeing people cut out over 85 percent in the reduction they spent on conflict of interest approvals what's a challenge here we have a manual process that resolves around spreadsheets and emails and you know when you see spreadsheets and emails in your organization i really encourage you to think about workflow automation business process auto improvement it's it's a really low bar and it's so easy to make a dramatic improvement to people's jobs get some really quick roi so all of the spreadsheets and emails make um all this manual update your firms and outside accounts are annoyed they have to wait for their work sometimes it's trades the relationships it's strange the business conversations so how do we do this what's the solution you get to sell service forms that allow employees and outside firms to submit details of any conflict of interest uh bring it to the right person if you do have conflict how you bring it to the right person instead of sending it to an email to a bunch of people you can keep reminding people that they haven't filled out you can get reports to how many people have filled it out how many haven't how many have conflicts what are the typical conflicts and you can use that to improve your process saying well you know people identify this process a lot we approve it every single time do we really need to have humans approve it all sorts of insight that you could just never have in your current email and spreadsheet i think the case study on the bottom again is really interesting conflict of interest waiver went from an average of 35 days to completion of 3.5 days you know a 10x improvement um and reduced the average time spent on a conflict by 85 i mean think about how much capacity that company is freed up on something uh so simple as conflict of interest but we've made it really unbearably complicated by the way the tools we're using to solve it great a huge explosion in diversity review uh in legal operations in the last year um fantastic to see it's coming it's something in in legal operations we've been talking about for 10 years and we suffered what to do with for a long time should we do it by the firm should we do it by the time keeper um how do we let people opt-in or not opt-in how do we collect the information securely how do we deliver that in a meaningful way back to the business how do we report on it what are the best practices so we there's a lot of a lot of discussion about what should we do and that took a long time to resolve and then we didn't have really great legal frameworks to allow people to have protection around the personal information and have the right to delete it and things like that so we needed some legal frameworks that have come in the form of uh ccpa as well as other international standards so what's a challenge we don't have a weight we didn't traditionally have a good way of collecting this diversity and we didn't have a really clear idea of what was best practices and what was the right legal framework so how do we do it securely what information we think about our metrics what's the best way to integrate this and the solution is to capture and record that relevant diversity together either at the farm or probably most popularly like now the time keeper level and allows our internal users to simply field indicating whether there is or isn't a diversity metric bet that means the type of diversity of the person identified to need not show up in your system it's just a diversity yes or no click and you can use that to feed into your reporting uh varun would you give us a demo what this looks like please yeah absolutely thanks brian so jumping then to our next demonstration here so to set the stage for this particular demonstration i'm going to actually access the system as a time keeper here access the portal as a time keeper the way i actually initiated this particular request to the timekeeper is actually something interesting a lot of our clients are starting to do too so um our clients are starting to leverage our matter management tool and within the actual contact record for the different timekeepers within there they're actually initiating these surveys from that other tool so it really speaks to the power of tap to integrate with other systems and be able to launch from other systems another example uh to brian's point to another example one of our clients who's actually utilizing utilizing the system for the conflicts of interest they actually have an integration right to their hris system and whenever a new individual joins the organization it automatically sends them a conflicts of interest requests and says hey you're coming into our organization go ahead and disclose anything that may have happened so it gives a lot of opportunity to be able to link in and leverage the functionality of other systems and fill in any of those gaps that those systems might have coming in here as a time keeper i've actually launched that survey to this timekeeper and again letting me know it looks a little bit different than the other email we saw a little bit earlier but when i come in here to view this particular survey you're going to notice that this survey is going to also look a little bit look and feel a little bit different than what we just had for the individual on the nda side so it's a lot more simple here but you can see it's already filling out my high level information so i know as a time keeper i'm coming in as dennis it's giving me all the information here just a quick message as to what i'm looking for what i need to disclose but the great thing here is that this survey is also an annual survey so the system is uh automatically firing off this survey once a year to all my timekeepers and saying hey it's time to update your diversity information has it changed for the timekeeper has it changed for the firm and it's also coming in here as uh not displaying the data that was shown the year before input the year before so what this is really allowing you to do is start maintaining some of those regulations like ccpa or like gdpr and saying you know we don't want this person to accidentally forward this on to someone else and then now we're in violation of the fact that we're exposing diversity information to someone else so it actually just starts out not filled out but as i come in here i can fill out or not fill out any one of these different fields as this diversity information is captured one of the great things here and one of the things we've found a lot of our clients utilize is you'll find a lot more adoptability for these types of portals if you have a much more straight straightforward question answer type thing so that they're not having to come in here and fill out a number of different fields here but as i fill it out and i hit submit to actually send that diversity information over a couple things are going to happen in this one that's a little bit different than what we saw before so first what you're going to see is that i have a number or that's get that gets generated here and this is again one of those things that really allow you to take advantage of being able to have this information come into your system while maintaining adherence to ccpa this time keeper can now come to you or come to the organization with this particular and say hey i want my results removed from your database and because they're tied to this security when they submitted that survey it gives you a really quick and easy way to come in here search that individual's responses and then scrub them for your system to adhere to that ccpa request so you're not having to go through all these hoops and all these approvals everything like that to make sure it does tie into this data and that's something that we found a lot of our clients have found value in really fast because of how difficult it is today to be able to describe to scrub data like that from their systems now the other thing that happens here is uh within our matter management system where i'm going to jump into now will also have an update to that particular time keeper inside of that matter management system so here i land on just one of my dashboards uh just giving me high level information about different pieces of data within my system but what i'm going to do is i'm going to navigate over to that particular contact just using my bookmarks so right here my timekeeper dennis is marked as one of my favorites so i'm going to jump over to his record here and you're going to see there's actually a tab for his diversity details so now what it's done is it's actually updated the values of that particular timekeeper based off of that survey we received them received with them and now embedded it within our manage management and e-billing system and here i do want to point out you're going to see that it told me that it's been updated today and what some of our clients now are starting to do is they'll have a field like this that allows them to say that there was some diversity claimed but then because of again regulations or not exposing too much data we can hide what exactly that diversity was that was claimed but now when you do those reports or submit that information you know that there is some diversity within that firm or timekeeper that we adhere to some of our more uh innovative clients are now starting to take this diversity information and actually do a lot with it because that's the other half of the the tool the aspect right so once you get that information in what do we actually do with it some of our organizations what they've started to do is within this matter management system because they're doing so much else within it they're actually able to take this diversity information and start to associate it both to matters and also to the ability billing aspect to it so for example they can run reports such as you know how much are we billing on a tie keeper level based off of diversity line item by line item within an invoice or how many firms are we utilizing that are minority or female owned right so those types of reports that they're actually able to generate and now get insight into give them a lot of power to make decisions to make sure that they go forward to be more inclusive to these different firms and time keepers right that's everything i wanted to show you here uh i'm gonna actually pass it off to steven now and he's gonna go ahead and wrap brian and vern thank you so much for the presentation and demonstration really fantastic uh just a reminder to our audience if you have any questions please type those into the q a feature and we'll get to them um i already see a couple that were typed in during the session uh brian let's start with you uh this one is uh really appreciate the use cases highlighted today are there others that you're seeing as important or relevant currently yes there's there's really just hundreds of use cases now um for workflow automation and they're so diverse it's probably one of the most interesting parts of my job is learning about new and interesting ways people are using the tools so we have people using it to manage their actors in entertainment companies we have people using it to generate legal documents we have people using it to do the uh inbound security in their lobbies we have people using it to manage um herds of cattle cattle head what they're going to do and where what the cattle head is going to be doing doing next it's really the range of diversity is just unbelievable and so much fun to talk about but what i'd really encourage is i think the most important thing to learn about that is there's a wide range of things to do in every company and what's important to your company is go look at those usual suspects where do i see lots of email where do i see people complaining about processes that don't run efficiently and everyone complains about it but nobody ever does anything where are those pockets of spreadsheets that are people doing this manual effort how do we get people out of that manual you know what they've now taken for granted we're making them do this horrible work they take it for granted how do we deliver a tool that makes it much more efficient much more automated and delivers much better results for the entire organization awesome thank you brian um here one more for you brian here um it's clear um that legal operations needs to be able to to have and own its own workflow automation application um however our company has other workflow tools what is the best way to approach getting buy-in uh to to get this um with other groups in it yeah i think there there are most or a lot of organizations have some sort of historical workflow tool uh that's not what we're showing you here today we're showing you a no code rapid time to value a highly configurable tool that allows you to demonstrate and deliver real life and real almost real time adaptability to your business so what is what's the key to get here it's it's talking about building workflows and making changes in workflows in hours and days instead of a traditional it or a traditional program which are months and quarters so think about what a difference that means in your day-to-day job where hey i have to add a new department or i have to add a new approval do you want to do that today and have in production tomorrow or do you want to have that production you know uh july of next year like it's there's just such a giant change step change and and being able to very clearly articulate why that's important and why that speed of innovation is critical in legal operations makes it very easy to make a decision to make to invest in the right tool yeah thank you um for in this next one is for you um what's the best way to get started when when you see um clients adopting this uh do they usually leave it to someone in their team or do they hire someone specific to work work in the work in the tool yeah so that's that's a really good question um what we see most commonly is that the individuals within the department itself oftentimes legal in our case uh is the one that actually owns the the workflow and this is music both to them and to the it ears right so you're not like brian just said you're not having to go to it anymore and say hey can you make this change for me and then they have to put it in their backlog and then you have to wait months or you know quarters for that change to even get implemented in a little bit one of our clients uh what they do is they they actually have something really innovative now that they have a really good hold of this product what they do is they actually have a team that's specifically around being able to create new workflows and improve processes in the organization that team just goes from department to department they sit down with someone they know has a process that can be improved and then essentially build the workflow on the fly with them and say hey you know here's the here's what we can do with this and and every time we hear from them they're like the team is always so impressed that they were able to do it so quickly so it gives you the opportunity to really own it yourself instead of having to go out to another organization or even to come back to us as metro tech so all the power's in your hands there excellent um brian i'm gonna serve this next one up to you uh what what are the keys to standing up um a product like tap quickly um two things get your sso turned on quick so that's a huge amount of value easy fairly easy to do get your you know get your sso requirements and stand that up quickly that's tremendously valuable step number one step number two don't sit around in conference rooms and write word documents this is a new tool this is a new way of thinking get in the tool map out your workflows drag your forms on you know do it together do it dynamically build it in front of your group and and iterate to that i think the third key is don't overthink them the the most successful groups get it generally right they launch it they start using it and they're like oh well we forgot this field no problem you can drag on a new field in about two minutes and have it live for the next iteration so don't overthink this don't try to make it perfect out of the box get it directionally right and then iterate to the truth because you don't have to be traditionally an i.t you'd be really worried about is this exactly right because you know if you miss something you're not going to get a fix for six months and so you got to break that thinking for your team you've got to say no no if we miss something no problem we can add a step we can add a field and we can do that in minutes or maybe at most it's a day it's not six months from now or a year from now we're gonna get your fixes so don't don't use a new tool and a new way of thinking the old way update your thinking to the new way drive value fast excellent um this next question is uh related but i'm going to switch it over to varun because i know he uh has built uh a number of these workflows himself uh what are some of the learning curves when building and implementing a new workflow or process yeah that's a good question steven so when you're building these out like brian said um you generally find more success when you do do it with someone who's done it before so we'll help you with some of these initial ones um because there are obviously with any system there are a little bit nuances like that but really you want the main thing you want to be successful when you come in here is just getting a good understanding of what are those simple data elements that you want to be able to capture so what we were looking at are nda things like you know who the counterparty is what their email is do we want to include their address those simple things like that and then also the general flow and if there's conditionality or when it drives so you know the nda gets submitted we know it's going to go to an attorney well you know actually if it's going to be ib clause then it's going to go to an ip attorney so those little nuances um can catch you a little flat-footed if you if you aren't aware of them so it's generally a good idea to have have that ready to go to before you uh put it in the system and then you have a good opportunity to really like brian said get the get the foundation really strong put in there and then iterate as you need to going forward thanks um let me see if we have any others here one more uh brian what is the right way to calculate roi return on investment for something like this yeah what i love about business products process automation is it's really easy to calculate roi um so go in and find out how many of these requests that you're doing here you know you're doing 500 you're doing 5 000. you're going to say how long does it take us now and it's going to take a long time because you know and you don't have to you don't have to measure them you can just talk to people say hey varun how long does it usually take for you to do an mda would it guessed you hey stephen how long does it take for you to get the language right how many of these did you renegotiate because the numbers are so startlingly bad it doesn't matter like don't worry if it's four minutes or it's five or more likely four days or five days so don't worry about tiny little things like that because the numbers show overwhelmingly awful that you're gonna go from months down to hours so don't you know don't sweat the small things talk to somebody subject better experts get some estimates say what and you know don't let them get into well sometimes it's really long sometimes really sharp what what usually happens is right vernacular what you sure there's highs and lows all the time what usually happens get directionally right numbers calculate how much time you're going to save multiply how many times a year do we do this by how many hours we save calculate how much you on average you pay people in your company and it's big numbers the first couple times you're going to do this you're going to be surprised at your roi of you know you can have rois in months it's you know as compared to traditional i.t projects where you might have them in years so uh taking a simplified approach ask people what usually happens do some really simple math and off to the races that's going to be one of the most fun things you do in these projects to get them started awesome thank you okay i'm checking here and i do not see any other questions however i would just uh finish off by letting you know that we want your questions and we would like to talk to you and meet your tech wants to co-innovate and partner with you on workflow automation um which we think is just so critical and foundational for legal teams and legal operations today please feel free to contact us at info metrotech.com or give us a call visit our website we would love to connect with you um so with that uh once again brian and vern thank you so much uh for joining us and i hope everyone has a fantastic uh end to their day and work week thank you everyone