Canadian Legal Innovation Forum: 2021 Legal Department Survey

Welcome to the inaugural Canadian Legal Innovation Forum: 2021 Legal Department Survey.

All of the data from the survey will be aggregated and anonymized. Legal departments who contribute to the survey may receive further specific, aggregate datasets upon request. Respondents may also skip any questions they don't want to answer.

For respondents, we are also offering four $50 gift certificates from Amazon. After the survey closes we'll draw the names of the winners and inform them.

The results of the survey will be announced on a webinar and published in a report in Spring 2021.

The survey is being published by the Canadian Legal Innovation Forum in association with Osler, Hoskin & Harcourt LLP, iManage and LawyersInHouse.

If you have any questions - please don't hesitate to contact us on andrew@adbinsights.com

Question Title

* 1. Please enter your contact information. (Entering this information is optional. If you'd like to receive the final report please enter your details)

Name

Organization

Email Address

Question Title

* 2. In what industry does your organization operate?

Education

Energy & Utilities

Entertainment/Media

Financial Services

Government

Healthcare

Hospitality

Industrials

Information Technology

Manufacturing

Materials

Non-profit

Professional Services

Real Estate

Retail & Consumer

Telecommunications

Transportation

Other (please specify)

Question Title

* 3. What is the approximate size of your organization's business operations in Canada?

Under C$100 million

C$100-$500 million

<C$500m - C$1bn

<C$1bn – C$5bn

Over C$5bn

N/A

Question Title

* 4. What is the size of your legal department (including lawyers and other professionals)?

2-5

6-15

16-30

31-50

51-100

More than 100

Question Title

* 5. Does your legal department include a legal operations function?

Yes

If you do have a legal operations function, what is its size?

Question Title

* 6. What is your role in the legal department?

General Counsel

Assistant/Associate General Counsel

Legal Counsel

Legal Operations

Other (please specify)

Question Title

* 7. Which core competencies did your legal department prioritize over the past year? (Please rank the following as low, medium, high priority or not applicable)

	Low priority	Medium priority	High priority	Not applicable
Budget management	Budget management Low priority	Budget management Medium priority	Budget management High priority	Budget management Not applicable
Collaboration (internal/external)	Collaboration (internal/external) Low priority	Collaboration (internal/external) Medium priority	Collaboration (internal/external) High priority	Collaboration (internal/external) Not applicable
Compliance management	Compliance management Low priority	Compliance management Medium priority	Compliance management High priority	Compliance management Not applicable
Contract drafting/review	Contract drafting/review Low priority	Contract drafting/review Medium priority	Contract drafting/review High priority	Contract drafting/review Not applicable
Contract management	Contract management Low priority	Contract management Medium priority	Contract management High priority	Contract management Not applicable
Corporate governance/entity management	Corporate governance/entity management Low priority	Corporate governance/entity management Medium priority	Corporate governance/entity management High priority	Corporate governance/entity management Not applicable
Data governance	Data governance Low priority	Data governance Medium priority	Data governance High priority	Data governance Not applicable
External spend management	External spend management Low priority	External spend management Medium priority	External spend management High priority	External spend management Not applicable
Information security	Information security Low priority	Information security Medium priority	Information security High priority	Information security Not applicable
IP management	IP management Low priority	IP management Medium priority	IP management High priority	IP management Not applicable
Knowledge/content management	Knowledge/content management Low priority	Knowledge/content management Medium priority	Knowledge/content management High priority	Knowledge/content management Not applicable
Managing external service providers (law firms, ALSPs, legal tech providers)	Managing external service providers (law firms, ALSPs, legal tech providers) Low priority	Managing external service providers (law firms, ALSPs, legal tech providers) Medium priority	Managing external service providers (law firms, ALSPs, legal tech providers) High priority	Managing external service providers (law firms, ALSPs, legal tech providers) Not applicable
Matter intake	Matter intake Low priority	Matter intake Medium priority	Matter intake High priority	Matter intake Not applicable
Matter management (internal)	Matter management (internal) Low priority	Matter management (internal) Medium priority	Matter management (internal) High priority	Matter management (internal) Not applicable
Transaction management and/or due diligence	Transaction management and/or due diligence Low priority	Transaction management and/or due diligence Medium priority	Transaction management and/or due diligence High priority	Transaction management and/or due diligence Not applicable

Question Title

* 8. Where do you expect to see the greatest challenges for your legal department over the next 12 months? (Please select your top 3-5 challenges)

Budget management

Collaboration (internal or external)

Compliance management

Contract drafting/review

Contract management

Corporate governance/entity management

Data governance

External Spend Management

Headcount

Information security

IP management

Knowledge/content management

Managing external service providers (Law Firms, ALSPs, Other)

Matter intake

Matter management (internal)

Transaction management and/or due diligence

Unmanageable workload

Other (please specify)

Question Title

* 9. Where does legal technology have the greatest impact on your legal department’s ability to work more efficiently and effectively? (Please select your top 3-5 areas)

Contract drafting/review

Contract due diligence

Contract management

Contract negotiation

Discovery management

eBilling

Expertise automation

IP portfolio management

Knowledge/content management

Legal analytics

Legal research

Matter management

Prediction and litigation

Transaction management

Other (please specify)

Question Title

* 10. Which types of technology tools do you anticipate being most in demand in your legal department over the next 12 months? (Please select your top 3-5 tools)

Contract drafting

Contract due diligence

Contract management

Contract negotiation

Discovery management

eBilling

Expertise automation

IP portfolio management

Knowledge/content management

Legal analytics

Legal research

Matter management

Prediction and litigation

Transaction management

Other (please specify)

Question Title

* 11. Please rank the importance of the following considerations when assessing an investment in legal technology? (Please rank low importance, medium importance, high importance, not applicable)

	Low importance	Medium importance	High importance	Not applicable
Adoption	Adoption Low importance	Adoption Medium importance	Adoption High importance	Adoption Not applicable
Complexity of integration with existing systems	Complexity of integration with existing systems Low importance	Complexity of integration with existing systems Medium importance	Complexity of integration with existing systems High importance	Complexity of integration with existing systems Not applicable
Finding the right solution in a noisy marketplace	Finding the right solution in a noisy marketplace Low importance	Finding the right solution in a noisy marketplace Medium importance	Finding the right solution in a noisy marketplace High importance	Finding the right solution in a noisy marketplace Not applicable
Initial cost (budget)	Initial cost (budget) Low importance	Initial cost (budget) Medium importance	Initial cost (budget) High importance	Initial cost (budget) Not applicable
Integration into other departments in the company (i.e. HR, Finance)	Integration into other departments in the company (i.e. HR, Finance) Low importance	Integration into other departments in the company (i.e. HR, Finance) Medium importance	Integration into other departments in the company (i.e. HR, Finance) High importance	Integration into other departments in the company (i.e. HR, Finance) Not applicable
Misalignment with other corporate IT priorities in the organization	Misalignment with other corporate IT priorities in the organization Low importance	Misalignment with other corporate IT priorities in the organization Medium importance	Misalignment with other corporate IT priorities in the organization High importance	Misalignment with other corporate IT priorities in the organization Not applicable
Ongoing cost (budget)	Ongoing cost (budget) Low importance	Ongoing cost (budget) Medium importance	Ongoing cost (budget) High importance	Ongoing cost (budget) Not applicable
Privacy and privilege concerns	Privacy and privilege concerns Low importance	Privacy and privilege concerns Medium importance	Privacy and privilege concerns High importance	Privacy and privilege concerns Not applicable
Vendor reputation/reliability	Vendor reputation/reliability Low importance	Vendor reputation/reliability Medium importance	Vendor reputation/reliability High importance	Vendor reputation/reliability Not applicable

Question Title

* 12. What are the key challenges to innovation in your legal department? (Please select your top 3)

Budget

Change management issues

Demonstrating ROI

Executive support

Identifying and assessing appropriate technology

Lack of resources

Lawyer mindset

Not enough time to make a decision

Service providers delivering on what’s been promised

Other (please specify)

Question Title

* 13. How has the Covid-19 pandemic impacted your external legal budgets?

Our budget has increased dramatically

Our budget has increased minimally

Nothing has changed

Our budget has decreased minimally

Our budget has decreased dramatically

Question Title

* 14. Are you currently working with any external legal providers (law firms, ALSPs, legal tech providers) on innovation initiatives? If yes, who prompted the initiative?

Please select all that apply if there are multiple initiatives underway.

Yes, law firm initiated

Yes, we initiated with law firm

Yes, with a law firm initiated jointly

Yes, ALSP initiated

Yes, we initiated with ALSP

Yes, with an ALSP initiated jointly

Yes, technology provider initiated

Yes, we initiated with technology provider

Yes, with a technology provider, initiated jointly

Other (please specify)

Question Title

* 15. What do these collaborative initiatives relate to? (Select all that apply)

Additional legal resources

Contract management

Data governance

External counsel management

Knowledge/content management

Litigation management

Managing team

Matter intake

Matter management

Internal communications/collaboration

Regulatory compliance

Reporting/KPIs

Technology integration/vendor management within the legal department

Other (please specify)

Question Title

* 16. When choosing an external legal service provider which factors are most important to you? (Please select low, medium, high in order of importance)

	Low importance	Medium importance	High importance
Commitment to diversity and inclusion	Commitment to diversity and inclusion Low importance	Commitment to diversity and inclusion Medium importance	Commitment to diversity and inclusion High importance
Cost	Cost Low importance	Cost Medium importance	Cost High importance
Existing relationships	Existing relationships Low importance	Existing relationships Medium importance	Existing relationships High importance
Expertise	Expertise Low importance	Expertise Medium importance	Expertise High importance
Fee arrangements (i.e. AFAs)	Fee arrangements (i.e. AFAs) Low importance	Fee arrangements (i.e. AFAs) Medium importance	Fee arrangements (i.e. AFAs) High importance
ESG	ESG Low importance	ESG Medium importance	ESG High importance
Innovative solutions to business problems	Innovative solutions to business problems Low importance	Innovative solutions to business problems Medium importance	Innovative solutions to business problems High importance
Reputation	Reputation Low importance	Reputation Medium importance	Reputation High importance
Responsiveness	Responsiveness Low importance	Responsiveness Medium importance	Responsiveness High importance
They have a collaborative approach to solving client problems	They have a collaborative approach to solving client problems Low importance	They have a collaborative approach to solving client problems Medium importance	They have a collaborative approach to solving client problems High importance
They use technology to streamline the process	They use technology to streamline the process Low importance	They use technology to streamline the process Medium importance	They use technology to streamline the process High importance

Other (please specify)

Question Title

* 17. Do you think your external law firm providers are innovative?

Yes

Some

If yes, which firms are the most innovative?

Question Title

* 18. Are you using ALSPs or law firm captive ALSPs to get legal work done?

Yes

Don't know

If yes, which ones? If no, why not?

Canadian Legal Innovation Forum: 2021 Legal Department Survey

Question Title

* 1. Please enter your contact information. (Entering this information is optional. If you'd like to receive the final report please enter your details)

Question Title

* 2. In what industry does your organization operate?

Question Title

* 3. What is the approximate size of your organization's business operations in Canada?

Question Title

* 4. What is the size of your legal department (including lawyers and other professionals)?

Question Title

* 5. Does your legal department include a legal operations function?

Question Title

* 6. What is your role in the legal department?

Question Title

* 7. Which core competencies did your legal department prioritize over the past year? (Please rank the following as low, medium, high priority or not applicable)

Question Title

* 8. Where do you expect to see the greatest challenges for your legal department over the next 12 months? (Please select your top 3-5 challenges)

Question Title

* 9. Where does legal technology have the greatest impact on your legal department’s ability to work more efficiently and effectively? (Please select your top 3-5 areas)

Question Title

* 10. Which types of technology tools do you anticipate being most in demand in your legal department over the next 12 months? (Please select your top 3-5 tools)

Question Title

* 11. Please rank the importance of the following considerations when assessing an investment in legal technology? (Please rank low importance, medium importance, high importance, not applicable)

Question Title

* 12. What are the key challenges to innovation in your legal department? (Please select your top 3)

Question Title

* 13. How has the Covid-19 pandemic impacted your external legal budgets?

Question Title

* 14. Are you currently working with any external legal providers (law firms, ALSPs, legal tech providers) on innovation initiatives? If yes, who prompted the initiative? Please select all that apply if there are multiple initiatives underway.

Question Title

* 15. What do these collaborative initiatives relate to? (Select all that apply)

Question Title

* 16. When choosing an external legal service provider which factors are most important to you? (Please select low, medium, high in order of importance)

Question Title

* 17. Do you think your external law firm providers are innovative?

Question Title

* 18. Are you using ALSPs or law firm captive ALSPs to get legal work done?

Question Title

* 19. What types of support for legal operations would you most like to see from your external legal service providers?

Question Title

* 20. What are the top risks facing your organization in 2021?

* 14. Are you currently working with any external legal providers (law firms, ALSPs, legal tech providers) on innovation initiatives? If yes, who prompted the initiative?

Please select all that apply if there are multiple initiatives underway.