Accelerate large-scale contract reviews
Powerful searches across large document sets using artificial intelligence to reveal the data that matters, quickly, efficiently, and accurately.
Visioning, a current state assessment, tailored transformation roadmap,
and integrated project and change management to deliver sustainable,
enterprise-wide results.
Transform your business
An assessment of current state with recommendations and a roadmap to enhance process efficiency, and change management support to optimize user acceptance.
Redesign business processes
Project and program management, with workflow and communication tools, to efficiently drive large legal matters and projects, and enhance tracking and communication with
key stakeholders.
Manage projects
and legal matters
Hybrid working solutions tailored to specific objectives and company culture, and support to drive new ways of working and address associated space implications.
Implement future-of-work programs
Tailored assessments and a roadmap of initiatives developed by leveraging creative engagement approaches, such as Design Thinking, to maximize buy-in, impact and sustainability.
Drive equity, diversity, and inclusion
A current-state review, visioning, requirements definition, and
end-to-end procurement leadership to secure and deploy the right solution(s).
Update your technology
An assessment, recommendations, and implementation support to improve legal portfolio management and workflows, refine organizational structure, and better leverage legal technology.
Optimize in-house legal operations
Explore how we can help across various scenarios along with specific experience in action.
We can help you
Implement future-of-work programs.
Transform your business.
Redesign business processes.
Manage projects and legal matters.
Accelerate large-scale contract reviews.
Optimize in-house legal operations.
Update your technology.
Drive equity, diversity, and inclusion.
Representative Work
Transform your business
Technology selection for a large public college
Technology selection
New talent framework
Digital transformation
Managed service partnership
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations. We engaged with business and technology stakeholders through interviews and working sessions, to define the systems requirements and then to develop the methodology and tools to select their new systems solution vendor. At the same time, recognizing the scale of this transformation for the different stakeholder groups, we partnered with leaders to develop change management resources to support community members on this journey. Outcome statement?
Technology selection for a large public college
Technology selection
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2
3
4
Visioning, a current state assessment, tailored transformation roadmap,
and integrated project and change management to deliver sustainable,
enterprise wide results.
Transform your business.
Visioning, a current state assessment, tailored transformation roadmap,
and integrated project and change management to deliver sustainable,
enterprise wide results.
Transform your business.
Visioning, a current state assessment, tailored transformation roadmap,
and integrated project and change management to deliver sustainable,
enterprise wide results.
Transform your business.
Powerful searches across large document sets using artificial intelligence to reveal the data that matters, quickly, efficiently, and accurately.
Accelerate large-scale contract reviews.
Project and program management, with workflow and communication tools, to efficiently drive large legal matters and projects, and enhance tracking and communication with
key stakeholders.
Manage projects
and legal matters.
An assessment of current state with recommendations and a roadmap to enhance process efficiency, and change management support to optimize user acceptance.
Redesign business processes.
Visioning, a current state assessment, tailored transformation roadmap,
and integrated project and change management to deliver sustainable,
enterprise wide results.
Transform your business.
New talent framework
Digital transformation
Managed service partnership
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Client Testimonial
Sheema Khan, Senior Patent Agent, Kinaxis
Improve operational efficiencies
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Implement a digital transformation
Are you looking to:
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Technology selection
Contract analysis
Infrastructure expropriation
Division divestiture
Technology selection
Contract analysis
Infrastructure expropriation
Division divestiture
Representative Work
Execute a large-scale land acquisition program
Undertake a corporate restructure
Execute a merger or acquisition
Conduct Indigenous settlement distributions
Are you looking to:
Manage projects and legal matters
Enhance organizational effectiveness
Accelerate cash collection
Streamline filing process
Enhance organizational effectiveness
Accelerate cash collection
Due to the fast-paced nature of expropriations work, and the significant number of resources involved and activities to execute and track across the properties, we provided project management and coordination support, keeping all client and BLG resources aligned, supporting client readiness for each step, and ensuring no milestones were missed.
We also maintained fulsome documentation by property to support future litigation if needed and maintained schedules regarding any tribunal events.
A large public sector client engaged with our legal team to drive the expropriations process across hundreds of properties in support of multiple construction projects.
E. Large Legal Matter Management for expropriations
Streamline filing process
Representative Work
Improve process performance
Integrate processes through M&A
Realign roles for efficiency and clarity
Boost client satisfaction
Are you looking to:
Redesign business processes
Technology selection
We partnered with our client in the design of a talent structure with distinct career paths and titles, an incentive program that recognized and rewarded contributions to business outcomes, and a performance management process and tool to align team members to shared business priorities.
Throughout the implementation, we worked closely with the client’s transformation team, providing project management and change management support, and collaborated with their technical team to build the performance management tool.
Our client ultimately established a talent framework that would propel their business forward.
A newly established alternative legal services provider needed to define their career tracks, compensation structure, performance management framework, and unique culture – one that would attract and retain professionals who would drive innovation, revenue and the profitability of the business.
B. New talent framework for a start-up legal services provider
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
A. Technology selection for a large public college
We conducted a process improvement initiative, starting with interviews with key stakeholders to document the current state and pain points in the patent process.
We then led the design of the future state process, working closely with Kinaxis’ lead patent agent and leveraging the subject matter expertise of BLG’s IP Strategy practice.
Through this process, approximately 20 improvements were identified within the patent filing process and also in the areas of learning, inventor recognition and technology. The improvements were experienced in their work and their culture, resulting in enhanced inventor recognition and a change in the way the patent process is perceived.
Kinaxis, a large supply chain management company, planned to dramatically increase its patent filings and needed to improve the efficiency of the patent process to reduce the burden on their inventors and achieve scalability for growth.
C. Streamlined in-house patent filing process
In consultation with our client, we established an efficient process for the triage, review, and completion of each contract.
We provided project management support, acting as a central point of contact for the client to BLG, coordinating each step of the process for each document, ensuring timely responses and regular communications with all key stakeholders, and maintaining progress dashboards and status reporting.
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
A large engineering and construction company contracted with our legal team to prepare for the sale of a division, a matter that required over 5800 contracts to be novated and signed by over 1800 of our client’s counterparties. The team involved 27 Lawyers/Associates/Students, 7 support team members, and over 150 client Managers and Directors. Due to the volume of work and the number of parties supporting the mandate, we were asked to support the coordination of the significant number of transactions needed to complete the sale.
D. Large Legal Matter Management for division sale
We supported the design/build of several sites over multiple years, starting with a vision and supporting principles for space design, workplace usage, and customer experience.
We helped drive the focus on the enhanced customer experience throughout the space planning, working with designers and architects.
We also supported the transition to agile and paperless ways of working, leading the business readiness and change management teams as well as the national operations strategies to drive a heightened client and talent experience.
As part of their strategic plan, a leading professional services firm set out to redesign and/or move to new workplaces; their “workplace of the future” was to be agile, paperless, and designed to enhance team collaboration.
O. Workplace of the Future for leading professional services firm
We undertook a multi-year managed service partnership aimed at improving the efficacy of the client’s in-house legal team and the overall safety of the healthcare sector.
We established new intake and matter management workflows and system for the mutual benefit of the client and our BLG legal team, improving the efficiency and effectiveness of the relationship.
We provided dashboards and KPI reporting to support legal operations, in addition to legal operations coaching.
Tangible benefits included better-reported client outcomes, establishing information security best practices and implementing predictive analytics.
A major health sector insurer was seeking a legal partner as an extension of their in-house legal team to address peaks in demand and to co-create innovative legal operations solutions.
F. Legal Managed Service Partnership
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
We also designed new legal intake processes and specified the supporting system requirements.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations.
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
G. Legal Operations Optimization for mid-sized in-house legal team
We developed a custom, standardized and automated intake process using existing infrastructure, thereby improving the efficiency of intake and file management.
We drove a shift to almost entirely digital versus paper-based file management to increase flexibility and transparency, and facilitate a single source of truth and real-time visibility to file status.
We also developed standard templates for repeatable work products that embed and leverage institutional knowledge.
Leaders of a local union wanted to enhance the efficiency and effectiveness of their legal service delivery and provide more transparency to file status. We were engaged to assess all aspects of their legal department’s operations, focusing on processes and enabling technology, and to develop a roadmap to address key priorities.
H. Legal Operations Optimization for small in-house legal team
We were engaged to identify steps the Branch could take to improve the efficiency and effectiveness of operations and to improve employee retention and wellness.
We conducted confidential interviews with internal legal resources across all practice areas and with clients across all departments and branches.
We synthesized large amounts of feedback into key challenges and then identified and presented tangible and actionable recommendations to improve efficiency, to enhance morale and to elevate the client experience.
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
The Legal Services Branch of a large regional municipality was experiencing challenges in keeping pace with growing service demands. A period of sustained development and economic expansion had placed increased operational demands on the region, leading to a rise in both the volume and complexity of legal matters.
I. Legal Operations Optimization for large in-house legal team
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
J. Payment Portal procurement and readiness
We started by conducting confidential employee interviews with volunteers, to gain insights into TMX’s current culture, strengths, and challenges regarding ED&I.
We then designed and facilitated a series of three virtual Design Thinking workshops with TMX’s ED&I council and HR partners, focused on 1) getting into the mindset of our stakeholders and empathizing with their specific challenges, 2) identifying the "why” of each of the top challenges, and 3) determining what tactics could be put in place to address the root causes versus the symptoms.
Through this process, TMX identified and prioritized over 70 ED&I solutions that became their roadmap to improved ED&I in senior leadership. Even more importantly, through the interviews and the workshops, TMX’s employees and ED&I Council felt engaged and heard in this process.
TMX Group, a large Toronto-based financial company, understood the power of strong Equity, Diversity & Inclusion (ED&I) and were seeking a creative new approach to have real impact specifically on increasing gender and BIPOC parity within senior leadership positions.
K. ED&I roadmap for women and BIPOC representation in senior leadership
We worked directly with the client’s leadership team to create the vision, design and implementation roadmap for a hybrid-working model, including HR, technology and facilities considerations, to enable a successful mix of remote and on-campus work.
We defined the principles and guidelines for all aspects of the implementation, including a move to an agile workplace and ensuring alignment with the institution’s culture.
We then supported further definition of workspace and technology changes in support of hybrid working, and later facilitated focus groups to define a new service delivery model for key aspects of the client’s student interactions.
Realizing the opportunities from remote work if executed well, a large higher education institution launched a program to define and implement the various facets of hybrid working for their faculty and staff.
L. Hybrid working model with workspace and service delivery model changes
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
We conducted an in-depth review through interviews and focus groups – diagnosing issues, defining opportunities and formulating recommendations.
We also supported the implementation of organizational effectiveness measures – redefining processes, templates, roles, and team governance; driving enhanced performance management, training, and technology enablement; and supporting change management and communications.
Outcomes included significantly improved productivity, retention, and morale.
The Intellectual Property Group of a leading law firm was challenged regarding attraction, retention and process inefficiencies after a previous organizational restructuring.
N. Process Improvement within a law practice
We conducted a process improvement initiative, starting with interviews with key stakeholders to document the current state and pain points in the patent process.
We then led the design of the future state process, working closely with Kinaxis’ lead patent agent and leveraging the subject matter expertise of BLG’s IP Strategy practice.
Through this process, approximately 20 improvements were identified within the patent filing process and also in the areas of learning, inventor recognition and technology. The improvements were experienced in their work and their culture, resulting in enhanced inventor recognition and a change in the way the patent process is perceived.
Kinaxis, a large supply chain management company, planned to dramatically increase its patent filings and needed to improve the efficiency of the patent process to reduce the burden on their inventors and achieve scalability for growth.
Streamlined in-house patent filing process
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
Payment Portal procurement and readiness
We conducted an in-depth review through interviews and focus groups – diagnosing issues, defining opportunities and formulating recommendations.
We also supported the implementation of organizational effectiveness measures – redefining processes, templates, roles, and team governance; driving enhanced performance management, training, and technology enablement; and supporting change management and communications.
Outcomes included significantly improved productivity, retention, and morale.
The Intellectual Property Group of a leading law firm was challenged regarding attraction, retention and process inefficiencies after a previous organizational restructuring.
Process Improvement within a law practice
Technology selection
Large public college
New talent framework
Technology selection
Technology selection
Large public college
New talent framework
Technology selection
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Representative Work
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Accelerate large-scale contract reviews
In consultation with our client, we established an efficient process for the triage, review, and completion of each contract.
We provided project management support, acting as a central point of contact for the client to BLG, coordinating each step of the process for each document, ensuring timely responses and regular communications with all key stakeholders, and maintaining progress dashboards and status reporting.
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
A large engineering and construction company contracted with our legal team to prepare for the sale of a division, a matter that required over 5800 contracts to be novated and signed by over 1800 of our client’s counterparties. The team involved 27 Lawyers/Associates/Students, 7 support team members, and over 150 client Managers and Directors. Due to the volume of work and the number of parties supporting the mandate, we were asked to support the coordination of the significant number of transactions needed to complete the sale.
Large Legal Matter Management for division sale
Due to the fast-paced nature of expropriations work, and the significant number of resources involved and activities to execute and track across the properties, we provided project management and coordination support, keeping all client and BLG resources aligned, supporting client readiness for each step, and ensuring no milestones were missed.
We also maintained fulsome documentation by property to support future litigation if needed and maintained schedules regarding any tribunal events.
A large public sector client engaged with our legal team to drive the expropriations process across hundreds of properties in support of multiple construction projects.
Large Legal Matter Management for expropriations
Managed service partnership
Municipal legal branch
Small legal team
Mid-sized legal team
Managed service partnership
Municipal legal branch
Small legal team
Mid-sized legal team
Representative Work
Scale to support increasing or evolving legal needs
Restructure an in-house legal team to better align with business priorities
Address talent attraction / retention issues
Implement legal technologies for efficiency
Are you looking to:
Optimize in-house legal operations
Digital transformation
Payment portal procurement
Legal technology implementation
Technology selection
Digital transformation
Payment portal procurement
Legal technology implementation
Technology selection
Representative Work
Replace aging on-premises software
Integrate siloed systems
Launch digital self-service tools
Leverage appropriate AI
Are you looking to:
Update your technology
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
We also designed new legal intake processes and specified the supporting system requirements.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations.
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
Legal Operations Optimization for mid-sized in-house legal team
We were engaged to identify steps the Branch could take to improve the efficiency and effectiveness of operations and to improve employee retention and wellness.
We conducted confidential interviews with internal legal resources across all practice areas and with clients across all departments and branches.
We synthesized large amounts of feedback into key challenges and then identified and presented tangible and actionable recommendations to improve efficiency, to enhance morale and to elevate the client experience.
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
The Legal Services Branch of a large regional municipality was experiencing challenges in keeping pace with growing service demands. A period of sustained development and economic expansion had placed increased operational demands on the region, leading to a rise in both the volume and complexity of legal matters.
Legal Operations Optimization for large in-house legal team
We undertook a multi-year managed service partnership aimed at improving the efficacy of the client’s in-house legal team and the overall safety of the healthcare sector.
We established new intake and matter management workflows and system for the mutual benefit of the client and our BLG legal team, improving the efficiency and effectiveness of the relationship.
We provided dashboards and KPI reporting to support legal operations, in addition to legal operations coaching.
Tangible benefits included better-reported client outcomes, establishing information security best practices and implementing predictive analytics.
A major health sector insurer was seeking a legal partner as an extension of their in-house legal team to address peaks in demand and to co-create innovative legal operations solutions.
Legal Managed Service Partnership
Technology selection
Large public college
New talent framework
Representation in senior leadership
Technology selection
Large public college
New talent framework
Representation in senior leadership
Representative Work
Implement equitable pay practices
Foster a more inclusive workplace
Better attract and retain diverse talent
Address unbalanced representation in leadership
Are you looking to:
Drive equity, diversity, and inclusion
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
Technology selection for a large public college
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
We also designed new legal intake processes and specified the supporting system requirements.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations.
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
Legal Operations Optimization for mid-sized in-house legal team
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
Payment Portal procurement and readiness
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
Digital Transformation for a leading law firm
Technology selection
Workplace design
Digital transformation
Hybrid working model
Technology selection
Workplace design
Digital transformation
Hybrid working model
Representative Work
Deploy hybrid work aligned with business goals and culture
Redefine workspace requirements to better support hybrid work
Move to digital / paperless
Define new service delivery model
Are you looking to:
Implement future-of-work programs
We started by conducting confidential employee interviews with volunteers, to gain insights into TMX’s current culture, strengths, and challenges regarding ED&I.
We then designed and facilitated a series of three virtual Design Thinking workshops with TMX’s ED&I council and HR partners, focused on 1) getting into the mindset of our stakeholders and empathizing with their specific challenges, 2) identifying the "why” of each of the top challenges, and 3) determining what tactics could be put in place to address the root causes versus the symptoms.
Through this process, TMX identified and prioritized over 70 ED&I solutions that became their roadmap to improved ED&I in senior leadership. Even more importantly, through the interviews and the workshops, TMX’s employees and ED&I Council felt engaged and heard in this process.
TMX Group, a large Toronto-based financial company, understood the power of strong Equity, Diversity & Inclusion (ED&I) and were seeking a creative new approach to have real impact specifically on increasing gender and BIPOC parity within senior leadership positions.
ED&I roadmap for women and BIPOC representation in senior leadership
We worked directly with the client’s leadership team to create the vision, design and implementation roadmap for a hybrid-working model, including HR, technology and facilities considerations, to enable a successful mix of remote and on-campus work.
We defined the principles and guidelines for all aspects of the implementation, including a move to an agile workplace and ensuring alignment with the institution’s culture.
We then supported further definition of workspace and technology changes in support of hybrid working, and later facilitated focus groups to define a new service delivery model for key aspects of the client’s student interactions.
Realizing the opportunities from remote work if executed well, a large higher education institution launched a program to define and implement the various facets of hybrid working for their faculty and staff.
Hybrid working model with workspace and service delivery model changes
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
Digital Transformation for a leading law firm
We supported the design/build of several sites over multiple years, starting with a vision and supporting principles for space design, workplace usage, and customer experience.
We helped drive the focus on the enhanced customer experience throughout the space planning, working with designers and architects.
We also supported the transition to agile and paperless ways of working, leading the business readiness and change management teams as well as the national operations strategies to drive a heightened client and talent experience.
As part of their strategic plan, a leading professional services firm set out to redesign and/or move to new workplaces; their “workplace of the future” was to be agile, paperless, and designed to enhance team collaboration.
Workplace of the Future for leading professional services firm
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
Technology selection for a large public college
We partnered with our client in the design of a talent structure with distinct career paths and titles, an incentive program that recognized and rewarded contributions to business outcomes, and a performance management process and tool to align team members to shared business priorities.
Throughout the implementation, we worked closely with the client’s transformation team, providing project management and change management support, and collaborated with their technical team to build the performance management tool.
Our client ultimately established a talent framework that would propel their business forward.
A newly established alternative legal services provider needed to define their career tracks, compensation structure, performance management framework, and unique culture – one that would attract and retain professionals who would drive innovation, revenue and the profitability of the business.
New talent framework for a start-up legal services provider
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
Digital Transformation for a leading law firm
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
The BLG Beyond Consulting team helped us streamline our legal operations. They conducted a review of our processes and technology, and worked closely with our legal team to implement the recommendations. As a result, we've established an automated intake process and almost eliminated paper files, which means we can easily track the status of every file and have clean operational data for decision making. Additionally, they helped us optimize our spend on research resources, saving us over $30K annually. Beyond delivering exceptional results, the team was incredibly responsive to our needs and a genuine pleasure to work with; they met or exceeded all expectations for the program. We highly recommend the Beyond Consulting team.
Tony Santavenere, Secretary Treasurer - Principal Officer Teamsters Local Union 213
Ray Zigmont President
Client Testimonial
Maybe the most important outcome from this work was surfacing where we needed to redesign our promotions and hiring practices, to make them more fair, equitable, and attractive to diverse candidates. Underlying these practices is trust; trust that we are fair and equitable, and that real change would occur. The design sessions facilitated by BLG set us up for that - you know it’s worked when you hear it back from your people. I was in one of our European offices recently, and an employee pulled me aside and said ‘I was involved in those sessions, and our actions are on our intranet site! It’s real!’ It’s early days, but the engagement and dialogue are gaining traction. It would have been challenging to manage this sensitive and broad-ranging topic internally, and BLG helped us tremendously.
Cindy Bush, Chief Human Resources Officer, TMX
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
The BLG Beyond Consulting team helped us streamline our legal operations... We've established an automated intake process and almost eliminated paper files, which means we can easily track the status of every file and have clean operational data for decision making. Additionally, they helped us optimize our spend on research resources, saving us over $30K annually. Beyond delivering exceptional results, the team was incredibly responsive and a genuine pleasure to work with…
Tony Santavenere, Secretary Treasurer - Principal Officer Teamsters Local Union 213
Ray Zigmont President
Client Testimonial
Maybe the most important outcome from this work was surfacing where we needed to redesign our promotions and hiring practices, to make them more fair, equitable, and attractive to diverse candidates. Underlying these practices is trust; trust that we are fair and equitable, and that real change would occur. The design sessions facilitated by BLG set us up for that - you know it’s worked when you hear it back from your people. I was in one of our European offices recently, and an employee pulled me aside and said ‘I was involved in those sessions, and our actions are on our intranet site! It’s real!’ It’s early days, but the engagement and dialogue are gaining traction. It would have been challenging to manage this sensitive and broad-ranging topic internally, and BLG helped us tremendously.
Cindy Bush, Chief Human Resources Officer, TMX
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
A. Technology selection for a large public college
Our client ultimately established a talent framework that would propel their business forward.
Throughout the implementation, we worked closely with the client’s transformation team, providing project management and change management support, and collaborated with their technical team to build the performance management tool.
We partnered with our client in the design of a talent structure with distinct career paths and titles, an incentive program that recognized and rewarded contributions to business outcomes, and a performance management process and tool to align team members to shared business priorities.
A newly established alternative legal services provider needed to define their career tracks, compensation structure, performance management framework, and unique culture – one that would attract and retain professionals who would drive innovation, revenue and the profitability of the business.
B. New talent framework for a start-up legal services provider
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Through this process, approximately 20 improvements were identified within the patent filing process and also in the areas of learning, inventor recognition and technology. The improvements were experienced in their work and their culture, resulting in enhanced inventor recognition and a change in the way the patent process is perceived.
We then led the design of the future state process, working closely with Kinaxis’ lead patent agent and leveraging the subject matter expertise of BLG’s IP Strategy practice.
We conducted a process improvement initiative, starting with interviews with key stakeholders to document the current state and pain points in the patent process.
Kinaxis, a large supply chain management company, planned to dramatically increase its patent filings and needed to improve the efficiency of the patent process to reduce the burden on their inventors and achieve scalability for growth.
C. Streamlined in-house patent filing process
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
We provided project management support, acting as a central point of contact for the client to BLG, coordinating each step of the process for each document, ensuring timely responses and regular communications with all key stakeholders, and maintaining progress dashboards and status reporting.
In consultation with our client, we established an efficient process for the triage, review, and completion of each contract.
A large engineering and construction company contracted with our legal team to prepare for the sale of a division, a matter that required over 5800 contracts to be novated and signed by over 1800 of our client’s counterparties. The team involved 27 Lawyers/Associates/Students, 7 support team members, and over 150 client Managers and Directors. Due to the volume of work and the number of parties supporting the mandate, we were asked to support the coordination of the significant number of transactions needed to complete the sale.
D. Large Legal Matter Management for division sale
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
We also maintained fulsome documentation by property to support future litigation if needed and maintained schedules regarding any tribunal events.
Due to the fast-paced nature of expropriations work, and the significant number of resources involved and activities to execute and track across the properties, we provided project management and coordination support, keeping all client and BLG resources aligned, supporting client readiness for each step, and ensuring no milestones were missed.
A large public sector client engaged with our legal team to drive the expropriations process across hundreds of properties in support of multiple construction projects.
E. Large Legal Matter Management for expropriations
We provided dashboards and KPI reporting to support legal operations, in addition to legal operations coaching.
Tangible benefits included better-reported client outcomes, establishing information security best practices and implementing predictive analytics.
We provided dashboards and KPI reporting to support legal operations, in addition to legal operations coaching.
We established new intake and matter management workflows and system for the mutual benefit of the client and our BLG legal team, improving the efficiency and effectiveness of the relationship.
We undertook a multi-year managed service partnership aimed at improving the efficacy of the client’s in-house legal team and the overall safety of the healthcare sector.
A major health sector insurer was seeking a legal partner as an extension of their in-house legal team to address peaks in demand and to co-create innovative legal operations solutions.
F. Legal Managed Service Partnership
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations..
We also designed new legal intake processes and specified the supporting system requirements.
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
G. Legal Operations Optimization for mid-sized in-house legal team
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
Tony Santavenere Secretary Treasurer - Principal Officer Teamsters Local Union 213
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations..
We also designed new legal intake processes and specified the supporting system requirements.
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
????
H. Legal Operations Optimization for small in-house legal team
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We synthesized large amounts of feedback into key challenges and then identified and presented tangible and actionable recommendations to improve efficiency, to enhance morale and to elevate the client experience.
We conducted confidential interviews with internal legal resources across all practice areas and with clients across all departments and branches.
We were engaged to identify steps the Branch could take to improve the efficiency and effectiveness of operations and to improve employee retention and wellness.
The Legal Services Branch of a large regional municipality was experiencing challenges in keeping pace with growing service demands. A period of sustained development and economic expansion had placed increased operational demands on the region, leading to a rise in both the volume and complexity of legal matters.
I. Legal Operations Optimization for large in-house legal team
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
J. Payment Portal procurement and readiness
Client Testimonial
“The BLG Beyond Consulting team helped us streamline our legal operations. They conducted a review of our processes and technology, and worked closely with our legal team to implement the recommendations. As a result, we've established an automated intake process and almost eliminated paper files, which means we can easily track the status of every file and have clean operational data for decision making. Additionally, they helped us optimize our spend on research resources, saving us over $30K annually. Beyond delivering exceptional results, the team was incredibly responsive to our needs and a genuine pleasure to work with; they met or exceeded all expectations for the program. We highly recommend the Beyond Consulting team.”
Tony Santavenere Secretary Treasurer - Principal Officer Teamsters Local Union 213
Ray Zigmont President
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
Through this process, TMX identified and prioritized over 70 ED&I solutions that became their roadmap to improved ED&I in senior leadership. Even more importantly, through the interviews and the workshops, TMX’s employees and ED&I Council felt engaged and heard in this process.
We then designed and facilitated a series of three virtual Design Thinking workshops with TMX’s ED&I council and HR partners, focused on 1) getting into the mindset of our stakeholders and empathizing with their specific challenges, 2) identifying the "why” of each of the top challenges, and 3) determining what tactics could be put in place to address the root causes versus the symptoms. .
We started by conducting confidential employee interviews with volunteers, to gain insights into TMX’s current culture, strengths, and challenges regarding ED&I.
TMX Group, a large Toronto-based financial company, understood the power of strong Equity, Diversity & Inclusion (ED&I) and were seeking a creative new approach to have real impact specifically on increasing gender and BIPOC parity within senior leadership positions.
K. ED&I roadmap for women and BIPOC representation in senior leadership
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We then supported further definition of workspace and technology changes in support of hybrid working, and later facilitated focus groups to define a new service delivery model for key aspects of the client’s student interactions.
We defined the principles and guidelines for all aspects of the implementation, including a move to an agile workplace and ensuring alignment with the institution’s culture.
We worked directly with the client’s leadership team to create the vision, design and implementation roadmap for a hybrid-working model, including HR, technology and facilities considerations, to enable a successful mix of remote and on-campus work.
Realizing the opportunities from remote work if executed well, a large higher education institution launched a program to define and implement the various facets of hybrid working for their faculty and staff.
L. Hybrid working model with workspace and service delivery model changes
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
Outcomes included significantly improved productivity, retention, and morale.
We also supported the implementation of organizational effectiveness measures – redefining processes, templates, roles, and team governance; driving enhanced performance management, training, and technology enablement; and supporting change management and communications.
We conducted an in-depth review through interviews and focus groups – diagnosing issues, defining opportunities and formulating recommendations.
The Intellectual Property Group of a leading law firm was challenged regarding attraction, retention and process inefficiencies after a previous organizational restructuring.
N. Process Improvement within a law practice
Our client ultimately established a talent framework that would propel their business forward.
Throughout the implementation, we worked closely with the client’s transformation team, providing project management and change management support, and collaborated with their technical team to build the performance management tool.
We partnered with our client in the design of a talent structure with distinct career paths and titles, an incentive program that recognized and rewarded contributions to business outcomes, and a performance management process and tool to align team members to shared business priorities.
A newly established alternative legal services provider needed to define their career tracks, compensation structure, performance management framework, and unique culture – one that would attract and retain professionals who would drive innovation, revenue and the profitability of the business.
B. New talent framework for a start-up legal services provider
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
4
3
2
1
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations. We engaged with business and technology stakeholders through interviews and working sessions, to define the systems requirements and then to develop the methodology and tools to select their new systems solution vendor. At the same time, recognizing the scale of this transformation for the different stakeholder groups, we partnered with leaders to develop change management resources to support community members on this journey. Outcome statement?
Technology selection for a large public college
4
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Transform your business
Through this process, approximately 20 improvements were identified within the patent filing process and also in the areas of learning, inventor recognition and technology. The improvements were experienced in their work and their culture, resulting in enhanced inventor recognition and a change in the way the patent process is perceived.
We then led the design of the future state process, working closely with Kinaxis’ lead patent agent and leveraging the subject matter expertise of BLG’s IP Strategy practice.
We conducted a process improvement initiative, starting with interviews with key stakeholders to document the current state and pain points in the patent process.
Kinaxis, a large supply chain management company, planned to dramatically increase its patent filings and needed to improve the efficiency of the patent process to reduce the burden on their inventors and achieve scalability for growth.
C. Streamlined in-house patent filing process
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
J. Payment Portal procurement and readiness
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
Outcomes included significantly improved productivity, retention, and morale.
We also supported the implementation of organizational effectiveness measures – redefining processes, templates, roles, and team governance; driving enhanced performance management, training, and technology enablement; and supporting change management and communications.
We conducted an in-depth review through interviews and focus groups – diagnosing issues, defining opportunities and formulating recommendations.
The Intellectual Property Group of a leading law firm was challenged regarding attraction, retention and process inefficiencies after a previous organizational restructuring.
N. Process Improvement within a law practice
4
3
2
1
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations. We engaged with business and technology stakeholders through interviews and working sessions, to define the systems requirements and then to develop the methodology and tools to select their new systems solution vendor. At the same time, recognizing the scale of this transformation for the different stakeholder groups, we partnered with leaders to develop change management resources to support community members on this journey. Outcome statement?
Technology selection for a large public college
4
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
Outcomes included significantly improved productivity, retention, and morale.
We also supported the implementation of organizational effectiveness measures – redefining processes, templates, roles, and team governance; driving enhanced performance management, training, and technology enablement; and supporting change management and communications.
We conducted an in-depth review through interviews and focus groups – diagnosing issues, defining opportunities and formulating recommendations.
The Intellectual Property Group of a leading law firm was challenged regarding attraction, retention and process inefficiencies after a previous organizational restructuring.
N. Process Improvement within a law practice
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Redesign business processes
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
We provided project management support, acting as a central point of contact for the client to BLG, coordinating each step of the process for each document, ensuring timely responses and regular communications with all key stakeholders, and maintaining progress dashboards and status reporting.
In consultation with our client, we established an efficient process for the triage, review, and completion of each contract.
A large engineering and construction company contracted with our legal team to prepare for the sale of a division, a matter that required over 5800 contracts to be novated and signed by over 1800 of our client’s counterparties. The team involved 27 Lawyers/Associates/Students, 7 support team members, and over 150 client Managers and Directors. Due to the volume of work and the number of parties supporting the mandate, we were asked to support the coordination of the significant number of transactions needed to complete the sale.
D. Large Legal Matter Management for division sale
According to our client leaders and the BLG team, our support was a “game changer” for them and the success of the mandate.
We also maintained fulsome documentation by property to support future litigation if needed and maintained schedules regarding any tribunal events.
Due to the fast-paced nature of expropriations work, and the significant number of resources involved and activities to execute and track across the properties, we provided project management and coordination support, keeping all client and BLG resources aligned, supporting client readiness for each step, and ensuring no milestones were missed.
A large public sector client engaged with our legal team to drive the expropriations process across hundreds of properties in support of multiple construction projects.
E. Large Legal Matter Management for expropriations
4
3
2
1
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations. We engaged with business and technology stakeholders through interviews and working sessions, to define the systems requirements and then to develop the methodology and tools to select their new systems solution vendor. At the same time, recognizing the scale of this transformation for the different stakeholder groups, we partnered with leaders to develop change management resources to support community members on this journey. Outcome statement?
Technology selection for a large public college
4
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Manage projects and legal matters
4
3
2
1
4
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Accelerate large-scale contract reviews
Tangible benefits included better-reported client outcomes, establishing information security best practices and implementing predictive analytics.
We provided dashboards and KPI reporting to support legal operations, in addition to legal operations coaching.
We established new intake and matter management workflows and system for the mutual benefit of the client and our BLG legal team, improving the efficiency and effectiveness of the relationship.
We undertook a multi-year managed service partnership aimed at improving the efficacy of the client’s in-house legal team and the overall safety of the healthcare sector.
A major health sector insurer was seeking a legal partner as an extension of their in-house legal team to address peaks in demand and to co-create innovative legal operations solutions.
F. Legal Managed Service Partnership
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations..
We also designed new legal intake processes and specified the supporting system requirements.
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
G. Legal Operations Optimization for mid-sized in-house legal team
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We synthesized large amounts of feedback into key challenges and then identified and presented tangible and actionable recommendations to improve efficiency, to enhance morale and to elevate the client experience.
We conducted confidential interviews with internal legal resources across all practice areas and with clients across all departments and branches.
We were engaged to identify steps the Branch could take to improve the efficiency and effectiveness of operations and to improve employee retention and wellness.
The Legal Services Branch of a large regional municipality was experiencing challenges in keeping pace with growing service demands. A period of sustained development and economic expansion had placed increased operational demands on the region, leading to a rise in both the volume and complexity of legal matters.
I. Legal Operations Optimization for large in-house legal team
4
3
2
1
4
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Optimize in-house legal operations
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations..
We also designed new legal intake processes and specified the supporting system requirements.
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
G. Legal Operations Optimization for mid-sized in-house legal team
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
J. Payment Portal procurement and readiness
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
4
3
2
1
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
4
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We also drove the RFP and selection process for the payment portal to automate digital payment processing.
We defined the process for expanded payment options, working closely with Finance to ensure accurate and timely processing for all transactions, and appropriate staffing levels to do so.
We supported leaders in the development and deployment of the retainer policy to secure upfront payment under certain legal delivery circumstances, including crafting the policy and developing the guidelines, FAQs and change management communications.
A large Canadian law firm wished to increase the speed of receivables collection associated with a subset of legal matters for which Accounts Receivable metrics had been lagging the others. The project had three main components – a retainer payment policy, expanded payment options for clients, and a payment portal to offer additional payment methods in a more automated, user-friendly environment.
J. Payment Portal procurement and readiness
3
With these enhanced processes and tools in place, the General Counsel gained real-time visibility into work volumes, key milestones, and turnaround times - empowering data-driven decision-making and enabling improvements to the department’s overall efficiency and effectiveness.
Subsequently, we implemented a legal intake, workflow, and matter management system to standardize request handling, enable consistent reporting, and provide a performance dashboard with KPIs aligned to legal operations..
We also designed new legal intake processes and specified the supporting system requirements.
Our work included redefining the team structure to improve role clarity, align responsibilities, and optimize span of control.
A newly appointed General Counsel at a financial industry association sought to modernize the legal department and enhance its efficiency and service delivery. We were engaged to evaluate the team's operations against industry best practices and develop a strategic roadmap addressing key priorities.
G. Legal Operations Optimization for mid-sized in-house legal team
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Update your technology
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
Through this process, TMX identified and prioritized over 70 ED&I solutions that became their roadmap to improved ED&I in senior leadership. Even more importantly, through the interviews and the workshops, TMX’s employees and ED&I Council felt engaged and heard in this process.
We then designed and facilitated a series of three virtual Design Thinking workshops with TMX’s ED&I council and HR partners, focused on 1) getting into the mindset of our stakeholders and empathizing with their specific challenges, 2) identifying the "why” of each of the top challenges, and 3) determining what tactics could be put in place to address the root causes versus the symptoms.
We started by conducting confidential employee interviews with volunteers, to gain insights into TMX’s current culture, strengths, and challenges regarding ED&I.
TMX Group, a large Toronto-based financial company, understood the power of strong Equity, Diversity & Inclusion (ED&I) and were seeking a creative new approach to have real impact specifically on increasing gender and BIPOC parity within senior leadership positions.
K. ED&I roadmap for women and BIPOC representation in senior leadership
4
3
2
1
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
4
3
2
1
Representative Work
Improve operational efficiencies
Implement a digital transformation
Realign an organizational structure
Integrate a merger or acquisition
Address market threats / opportunities
Are you looking to:
Drive equity, diversity, and inclusion
Where certain recommendations were more complex, we worked closely with senior leaders to further detail the recommendations and to support communication with Executive leaders.
We then supported further definition of workspace and technology changes in support of hybrid working, and later facilitated focus groups to define a new service delivery model for key aspects of the client’s student interactions.
We defined the principles and guidelines for all aspects of the implementation, including a move to an agile workplace and ensuring alignment with the institution’s culture.
We worked directly with the client’s leadership team to create the vision, design and implementation roadmap for a hybrid-working model, including HR, technology and facilities considerations, to enable a successful mix of remote and on-campus work.
Realizing the opportunities from remote work if executed well, a large higher education institution launched a program to define and implement the various facets of hybrid working for their faculty and staff.
L. Hybrid working model with workspace and service delivery model changes
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We designed and implemented a gamified program to clean up network drives and email as part of preparations.
The multi-year program included the deployment of O365 as an enabling infrastructure, iManage for document management, and iPads for paperless workflows.
We were engaged to guide this initiative, working with leaders to redesign processes and to introduce tools and technology in support of the practices.
A leading Canadian law firm wanted to streamline its legal operations and move to more digital ways of working.
M. Digital Transformation for a leading law firm
We also led change management efforts, including defining, tracking and reporting metrics and leveraging nudge theory to incent behaviour change.
We defined a new records management policy and processes and guided the implementation of the new records management software.
We also supported the transition to agile and paperless ways of working, leading the business readiness and change management teams as well as the national operations strategies to drive a heightened client and talent experience.
We helped drive the focus on the enhanced customer experience throughout the space planning, working with designers and architects.
We supported the design/build of several sites over multiple years, starting with a vision and supporting principles for space design, workplace usage, and customer experience.
As part of their strategic plan, a leading professional services firm set out to redesign and/or move to new workplaces; their “workplace of the future” was to be agile, paperless, and designed to enhance team collaboration.
O. Workplace of the Future for leading professional services firm
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
A. Technology selection for a large public college
Ultimately, the client selected a vendor with an integrated suite of tools to enable the college’s continued growth, and stakeholders were aligned for the transformation journey ahead.
At the same time, recognizing the scale of this transformation for different stakeholder groups, we supported leaders to articulate their vision and to develop a change management program to share that vision across the college community.
We engaged business and technology leaders to define systems requirements, through interviews and working sessions, and then developed the approach and tools to evaluate vendor solutions.
After a period of sustained growth, the systems at a large public college could no longer sustain the scale and complexity of its operations; the college needed a modern, integrated, and cloud-based ERP platform.
A. Technology selection for a large public college
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
“The BLG Beyond Consulting team helped us streamline our legal operations. They conducted a review of our processes and technology, and worked closely with our legal team to implement the recommendations. As a result, we've established an automated intake process and almost eliminated paper files, which means we can easily track the status of every file and have clean operational data for decision making. Additionally, they helped us optimize our spend on research resources, saving us over $30K annually. Beyond delivering exceptional results, the team was incredibly responsive to our needs and a genuine pleasure to work with; they met or exceeded all expectations for the program. We highly recommend the Beyond Consulting team.”
Tony Santavenere Secretary Treasurer - Principal Officer Teamsters Local Union 213
Ray Zigmont President
Client Testimonial
Maybe the most important outcome from this work was surfacing where we needed to redesign our promotions and hiring practices, to make them more fair, equitable, and attractive to diverse candidates. Underlying these practices is trust; trust that we are fair and equitable, and that real change would occur. The design sessions facilitated by BLG set us up for that - you know it’s worked when you hear it back from your people. I was in one of our European offices recently, and an employee pulled me aside and said ‘I was involved in those sessions, and our actions are on our intranet site! It’s real!’ It’s early days, but the engagement and dialogue are gaining traction. It would have been challenging to manage this sensitive and broad-ranging topic internally, and BLG helped us tremendously.
Tony Santavenere Secretary Treasurer - Principal Officer Teamsters Local Union 213
Cindy Bush, Chief Human Resources Officer, TMX
Additional information about these services is available on the Beyond Contracts Review page.
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Make faster, more efficient business decisions with large-scale, tech-enabled contract review services
Make faster, more efficient business decisions with large-scale, tech-enabled contract review services
We developed a custom, standardized and automated intake process using existing infrastructure, thereby improving the efficiency of intake and file management.
We drove a shift to almost entirely digital versus paper-based file management to increase flexibility and transparency, and facilitate a single source of truth and real-time visibility to file status.
We also developed standard templates for repeatable work products that embed and leverage institutional knowledge.
Leaders of a local union wanted to enhance the efficiency and effectiveness of their legal service delivery and provide more transparency to file status. We were engaged to assess all aspects of their legal department’s operations, focusing on processes and enabling technology, and to develop a roadmap to address key priorities.
Legal Operations Optimization for small in-house legal team
We also developed standard templates for repeatable work products that embed and leverage institutional knowledge.
We drove a shift to almost entirely digital versus paper-based file management to increase flexibility and transparency, and facilitate a single source of truth and real-time visibility to file status.
We developed a custom, standardized and automated intake process using existing infrastructure, thereby improving the efficiency of intake and file management.
Leaders of a local union wanted to enhance the efficiency and effectiveness of their legal service delivery and provide more transparency to file status. We were engaged to assess all aspects of their legal department’s operations, focusing on processes and enabling technology, and to develop a roadmap to address key priorities.
H. Legal Operations Optimization for small in-house legal team
BLG Beyond Contract Review is a flexible, responsive contract review model equipped for large reviews within various subject matters. This service is designed to help you navigate important business transitions, such as performing due diligence related to a merger, acquisition or divestiture; assessing compliance with new legislation; or amending your contracts to reflect a new corporate structure.
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
BLG Beyond Contract Review is a flexible, responsive contract review model equipped for large reviews within various subject matters. This service is designed to help you navigate important business transitions, such as performing due diligence related to a merger, acquisition or divestiture; assessing compliance with new legislation; or amending your contracts to reflect a new corporate structure.
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
Mary Ann [Stallings] quickly became a trusted strategic advisor who provided meaningful insight and recommendations with respect to our organizational alignment and performance. As a result…our legal department has been realigned to enhance our ability to provide legally focused and business driven solutions…
Sheema Khan, Senior Patent Agent, Kinaxis
Our Consulting team, in collaboration with the lead lawyers and client, established the processes for intake, triage, analysis and reporting.
The team leveraged AI technology and our flexible legal staffing model to review over 5,500 documents across 25 data loads, and provided the client with extracts and lending reports that allowed them to operationalize the agreements in their own system, once permitted.
A large financial institution was assuming the commercial lending agreements of its acquisition and needed support to review, analyze and assemble the various agreements during the non-compete window prior to acquisition onboarding. To review the thousands of documents, our team consisted of 35 Lawyers/Associates/Students, 2 Clerks and 3 Consulting resources.
Legal Matter Management for large-volume contract analysis
We also provided a weekly status dashboard to reflect the progress across the various steps of the process.
From day one post-close, the client was able to seamlessly process draws for their new customers.
Client Testimonial
A big thank you to the BLG team for getting us so well prepared for draws post-closing of the acquisition of [FI client]!! As anticipated, we had to process draws already yesterday (day 1 post-closing) and today, and we have quite a few scheduled for the rest of this week and next week. Due to the fantastic work of the BLG team, in partnership with our core working team, we were well prepared for those important draws, and they have been completed seamlessly for clients. Your openness to adjusting as we learned more information and pivoting (quite a few times) was very much appreciated.
Vice President and Integration Lead – FI Institution
We also provided a weekly status dashboard to reflect the progress across the various steps of the process.
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis
Client Testimonial
We asked BLG Beyond to review our operations, looking at structure, workflow and technologies to enhance efficiency, improve employee wellness and service delivery. They approached the work with sensitivity and objectivity, worked hard to ensure they understood our challenges, and made sure everyone involved felt heard throughout the process. Their findings and recommendations were clear and tailored to us, providing a practical path forward and more confidence in how we can best support our team. Given our experience, we would gladly partner with BLG Beyond again.
Regional Solicitor, Large Regional Municipality
Client Testimonial
Our partnership with BLG Beyond Consulting has resulted in vast improvements in our patenting process – from mining ideas, to successful prosecution, to rewarding inventors. We are far more efficient, collaborative, and confident of bringing new ideas forward. Thank you BLG Beyond Consulting.
Sheema Khan, Senior Patent Agent, Kinaxis