“Essential reading both for those who run in-house legal services, and for those who aspire to provide services to them.” Prof Stephen Mayson, Professor of Strategy, Director, The Legal Services Policy Institute Obtaining the best possible legal support can be a constant challenge for in-house lawyers, directors and company secretaries, and making the right decision on whether to use internal lawyers or buy-in legal services is of crucial importance in securing the right legal services for an organisation. Managing External Legal Resources will help you to better understand your organisation’s commercial objectives and decide on the best way forward. It shows how to establish cohesive legal services using the most effective combination of internal and external lawyers. Coverage includes: Step-by step guidance on each stage of the process – from allocation of work, through sourcing, procurement and panel reviews, to the management of the relationship. Best practice recommendations, documentation and case studies. Techniques and exercises to help you think though the issues involved. Forms and precedents to help you decide what to outsource and what to keep in-house.

Paperback •  ISBN: 9781860723490 •   Published December 2009 • £29.95

Contents
PART I – Best practice recommendations
Allocation of Legal Work
External Sourcing
Procurement
Panel Reviews
Leveraging Value out of Legal Costs
Beginning the Relationship
Managing the Relationship
Ending the Relationship
International Work
   
PART II – THE TECHNIQUES
Leadership
Change Management
Client Relationship Management
Self Management and Development
Team Working for Partnering
Delegation
Appraisal & Feedback
Communication Skills
   
PART 111 - THE TOOLS
P.E.S.T.L Analysis
Legal Activities to Support the Strategic Plan
Legal Services Analysis
Personal Assessment
S.W.O.T. Analysis
Communication Habits
Model of "multi hats" of In-house Lawyers
Competencies for In-house Lawyers
The DuPont Legal Model
List of Networking Groups
The Carillion Legal Network – Member Firms
Legal Strategy Framework
Legal Exposure Plan Framework
Working Instructions Checklist
Invitation to Tender Framework
Carillion Review Scoring Spreadsheet
Draft Relationship Protocol
Service Level Agreement Framework
Carillion Key Performance Indicator Set
Carillion Online Survey Feedback Questionnaire
Carillion Feedback Report Form
Annual Fees Spreadsheet
Trends Spreadsheet
Post-transaction Questionnaire
Breaking-up is hard to do
Example Exit Plan
   
Further Reading and Resources
Index

About the author
Ann Page: Ann Page has held a number of senior management positions starting at Citibank, Crest Homes, National & Provincial B.S., and The Co-operative Bank where she has had responsibility for managing and providing a wide range of internal and external legal services. Ann is a Top 100 lawyer (2003) and now runs her own professional development and training consultancy Beyond the Brief (www.beyondthebrief.net) which she set up in 2005.

Richard Tapp: Richard Tapp is a Chartered Secretary and Solicitor. He has spent his career in commerce and industry, training with the National Coal Board and then working with Imperial Foods, and Blue Circle Industries PLC, where he was for six years Company Secretary and Group Legal Adviser, responsible for all company secretarial and legal matters worldwide. Since 2001 he has been Company Secretary and Director of Legal Services for Carillion plc, where he is responsible for all legal, secretariat, estates and insurance matters. He holds bachelor’s and master’s degrees in law, and an MBA in Legal Practice Management. He is also a member of the Chartered Institute of Arbitrators. He has extensive experience of managing legal affairs both in the UK and internationally, having had responsibilities for lawyers and legal departments in the Americas, Asia, Europe, the Middle East and Africa. He speaks and writes on legal practice management and corporate governance issues. In 2002 he led a complete review of the legal provisioning of Carillion plc, establishing the Carillion Legal Network using state of the art practice techniques to reduce the number of law firms used by some two thirds and bring very significant reductions in cost and improvements in quality and service in managing the group’s multi-million pound legal spend.