Managed Services 2.0

Managed services initially started out as a business model that allowed firms to have a single vendor to manage processes throughout discovery for a fixed price. This model is designed to help our industry streamline processes and provide better control for discovery. With cloud-based products, a team of knowledgeable PM and data analyst support, these services can now be managed with existing billable firm resources that allow for predictable pricing. See “Defend on Merit” blog.

The challenge I continue to find is our industry’s current managed services still creates a shortfall and, in some cases, lessens chances of success due to long-term agreements when the delivery doesn’t match the client’s true needs. The model becomes self-serving/preserving rather than approaching the client’s need with a total solution. True managed services take the corporate in-house defense strategy and marry it with the right technology and pricing structure. More important, over time, discovery of data across all matters becomes business intelligence that can be used on future matters. If one looks at cases as transactional business rather than a corpus of data where intelligence, strategy and work product (to be repurposed) exist, then you are with the wrong partner.

Core necessities in a managed services provider:

  • Flexible or fixed pricing that scales to need
  • Tenured project managers and data analysts
  • Secure environment for your data (should be a given)
  • Software with analytics and flexible workflows to streamline review
  • Proactive approach to understand your important case needs
  • Your interest is ahead of their model

This is a pragmatic approach as all processes should align with what is most important to the success of your department. Yes, some cases are transactional and a one-off, but when it all really counts, do you feel stuck or do you feel empowered? If it is the latter, that is your partner.


Latest posts by gvs_admin (see all)

Share with...