Tag Archives: legal process outsourcing (LPO)

LPO 2.0: Moving Beyond Cost Reduction

The legal process outsourcing (LPO) business is relatively young, having only gotten off the ground in the late 1990’s.  Initially, the industry’s focus was to help drive down costs for corporate legal departments and then later for law firms.  A new white paper published by LPO provider Pangea3 (a Thomson Reuters business) argues that LPO providers are increasingly moving beyond cost cutting measures to providing services such as end-to-end solutions, bundled services, secondments, and offerings around governance, risk and compliance. 

Now valued at $400 million (2010 revenue), the LPO industry is expected to gross $2.4 billion by the end of this year, according to research by Datamonitor, reports Pangea3.  This new growth phase, dubbed “LPO 2.0,” is being driven by large law firms and in-house legal departments seeking solutions to expertise, speed and capacity issues as well as cost savings.

While corporate counsel were the first to pioneer the use of “captive” legal departments in India, the use of LPO providers such as Pangea3 and Integreon is increasing by large law firms both in the US and overseas.  Firms including Nixon Peabody and Australia’s Mallesons Stephen Jacques (now King & Wood Mallesons) have signed preferred provider agreements with LPO providers as they rethink their traditional models for delivering legal services.

India remains the top choice for offshore work.  However, onshore options in the US and the UK are growing.  While offering cost savings, they also function as a gateway for those clients who want to have third-party work performed locally or for those who handle documents that by law must be managed onshore.  Last year Pangea3 opened a new office in suburban Dallas and Integreon opened a new document review center in the Washington, DC-area.  In the UK, Integreon opened an onshore LPO facility in Bristol earlier this year.

LPO 2.0:  Why the Transformation?

The paper argues that the 2008 global financial crisis created many of the conditions that led to the expansion and maturation of the LPO industry.  Many legal departments found their budgets cut and even large law firms were under pressure to reduce costs. 

In addition to a cost saving solution, LPO makes costs predictable, something especially attractive to those working under tight budgets in the unpredictable world of litigation. Many trends we see currently had their beginnings around this time: LPO providers began ramping up their headcounts, offering more, and more comprehensive, services and winning more long term and/or bundled service contracts, as opposed to short term transactional work.

But there are more complex motivators behind the industry’s shift from simply a cost savings solution to a solution based on speed, capacity or expertise, especially in litigation and regulatory areas, reports Pangea3. 

Client research shows that a high percentage of LPO clients now choose to use legal outsourcing to increase efficiency and to have access to specialists. Numerous clients turn to LPO to expand their capacity or to react to changes in the environment. LPO’s success lies in its ability not only to cut costs, but to provide solutions when clients need to do more with fewer resources.

The global financial crisis also brought about new regulatory pressures which have helped to drive the need for risk management and compliance services.  New regulations, especially in the financial services industry and other highly regulated industries, have put more responsibility on companies to ensure compliance, both in their home countries and wherever they operate globally.  “LPO providers have adapted to the new burdens their clients face, and, along with their ability to scale, have created efficient processes allowing them to deal with a large number of policies. “

In addition, litigation practices have been a driving force that is moving the LPO industry beyond the realm of cost savings.  As the amount of data created has increased, along with more demanding requirements for data preservation, the volume of litigation document review has grown sharply.  Law firms and legal departments involved in large-scale litigation can utilize LPO services “to temporarily expand their teams” and “in hiring full time employees of their LPO provider they are often able to repeatedly work with the same people, who can bring institutional knowledge of the client to bear.”

Finally, the 2008 recession forced law firms and corporate counsel to find innovative ways to do more work with less staff.  This was especially true for general counsel feeling pressure to reduce legal spend both inside and outside the company.  As a result, LPO clients have used legal outsourcing more often and have demanded more types of services, contributing to the wide range of services that LPO providers now offer.

LPO 2.0:  What Has Changed?

Today, the LPO industry has grown increasingly sophisticated, especially with regard to corporate transactions, litigation, and compliance, governance and risk management.  But back in 2005, a report on the industry published by ValueNotes, broke the industry down into four very basic categories:

  • Legal support (e.g., legal transcription, coding, secretarial and paralegal work)
  • Legal research (including some contract drafting)
  • Intellectual property (e.g., prior art search and drafting patent applications)
  • Non-legal services and higher-end work for in-house counsel that was mainly performed by captive LPO’s

Less than ten years later, LPO providers are now taking these stand-alone services and packaging them into end-to-end solutions.  Other industry offerings include bundled services and on-site project managers.

End-to-End Solutions

A good example is in litigation support, a service that has long been provided by LPOs.  As mentioned above, the rising volume of litigation document review was a major force in the growth of the industry.  As a result, LPO providers today not only help their clients by lowering costs but add value to document review through their processes, quality control and niche specializations. 

Today, many legal outsourcing providers provide end-to-end services across the Electronic Discovery Reference Model (EDRM), either by developing a proprietary e-discovery technology in-house, or by working closely with partners to create a seamless transition from data collection to review.

Another good end-to-end example is in corporate services.  Corporate transactional work “includes contract drafting, revision and negotiation; M&A due diligence; and contract management and abstraction.”

Bundled Services

Bundled services are reflecting closer strategic relationships between LPOs, law firms and legal departments.  Litigation departments, for example, are including LPOs as part of their long term strategy and “litigation support solutions like e-discovery and document review [are] purchased as part of long term bundled service agreements.”

Contract management is another area where bundled services are being seen.  Individual contract management services can be sold in combination, thereby streamlining the program and making the process more efficient.  “Long term multi-FTE (full-time equivalent) multi-service contracts in this area show a great leap forward for the legal process outsourcing industry as a true strategic partner to legal departments.”

On-Site Project Managers

Another facet of the strategic relationships being forged between LPO providers and their clients is the emergence of project managers who work on-site with the client.  These are often long-term secondments, with the LPO attorneys working as part of the client’s team.  The white paper reports that:

Demand for these services has increased as legal departments become more stretched, and as the services themselves become more complex, thus better able to demonstrate tangible value beyond cost savings.

Governance, Risk and Compliance

The growth in regulatory oversight has meant an increased need for governance, risk and compliance offerings, most of which were not even on the radar screen at the time of the ValueNotes survey back in 2005.  As an indicator of how much the industry has expanded, LPOs now offer a broad array of services that covers activities such as:

“know your customer” due diligence, PEP [politically exposed person] screening, regulatory research and monitoring, policy mapping, insurance research and database maintenance, legal research, and corporate secretarial services, all with sub-sections of services beneath them.

Innovating for the Future

In its relatively short lifespan, the legal outsourcing industry has grown from a group of many small companies into one whose players are larger and much more sophisticated.  They have increasingly strategic relationships with their clients that may include services such as end-to-end solutions, bundled services, secondments, and offerings around governance, risk and compliance.  “Without a doubt,” the white paper concludes, “legal process outsourcing has graduated from its relatively simplistic and highly transactional beginnings, to LPO 2.0.”  Given all the change that the legal industry’s traditional service model has been exposed to during the last few years, it will be interesting to watch how the LPO industry further evolves in the near future.

Posted by Marianne Purzycki

BPOs, LPOs, and Hybrids: No One Size Fits All

Last week, we took a look at recent trends in the legal process outsourcing (LPO) space. Specifically, we discussed how large law firms are using LPO providers to help drive down the costs of providing legal services to their clients.  There is an equally vibrant movement afoot by firms to hold down or cut costs, by either moving their business process support (BPO) functions to lower-cost locations or even providing LPO-type services to their clients. 

Moving support service functions is not entirely new – Orrick pioneered the concept when it established its Wheeling, West Virginia operations center in 2002. Last October Pillsbury announced that it would launch a services center in Nashville that the firm expects to be fully operational by the fall of 2012.  The new center will eventually employ 150 people providing IT, finance, word processing, new client intake and other non-legal professional services.  In September, WilmerHale opened a business services center in Dayton, Ohio, which has since grown to over 200 employees

In the UK, the trend has been similar, but firms across the pond are also providing more LPO-type services in addition to moving support functions to lower-cost regions.  Leading UK firm Herbert Smith officially launched an office last April in Belfast devoted to document review and analysis work from litigation, arbitration and regulatory investigations.  With the arrival of 18 new fee earners last month, the office has more than doubled in size in less than a year.  Allen & Overy, in more of a hybrid model, also established an office last year in Northern Ireland providing support services, as well as a legal services center that delivers “some of the routine or less complex elements of legal work.”  Last spring, as an alternative to outsourcing for its clients, Taylor Wessing launched its New Street Solutions, a new division that offers a technology-based “combination of data mining, active contract management and due diligence services.”   The offering claims, in trials, that it “delivered efficiency savings of a minimum of 60% on the cost of core business and legal processes.” 

In an interesting development last week, Legal Week reported that Taylor Wessing  was considering spinning off New Street Solutions to become a separate entity that would provide its services to other law firms.  While the venture is still quite modest and no match for established LPO providersLegal Week reports that it has 10 staff and that it expects to “bring in more than £300,000 in revenues in its first financial year in operation” – the firm hopes that it can, through a separate entity, sell more of its services to other law firms.

Posted by Marianne Purzycki

Large Law + LPO Providers = Growing Trend

With law firms under continuing pressure to provide innovative client services and drive down costs in their operations, it is no surprise that a growing number of firms are rethinking the traditional model for delivering legal services. One trend that shows no signs of letting up is the use of legal process outsourcing (LPO) providers such as Pangea3 and Integreon.  And the usage is not only growing by corporate counsel, early adopters of third-party services, but now increasingly by large law firms both in the US and overseas.

This week there was the announcement of Nixon Peabody’s preferred vendor agreement with LPO provider Pangea3 (a Thomson Reuters business).  The agreement with Pangea3 was established “in response to client demand to reduce the risks, burdens, and costs of electronic discovery (e-discovery) review.”  Pangea3 will be Nixon’s recommended LPO provider, “where appropriate,” and the firm’s clients will be able to benefit from preferred pricing.

Last October, in a move that was hailed as a “first” for an Australian firm, Mallesons Stephen Jacques announced an agreement with LPO provider Integreon to become the firm’s preferred supplier for LPO support services.  In March, the firm is set to combine with China’s King & Wood to create King & Wood Mallesons with over 1,800 lawyers.

While India remains the top destination for offshore work, other countries such as the Philippines and South Africa have also experienced an uptick in demand.  At the same time, onshore options in the US and the UK are gaining traction, fueled by client desire to have third-party work performed in a more familiar local environment.  Last year Pangea3, with major locations in Mumbai and New Delhi, opened a new office in suburban Dallas, taking on work “that customers – including law firm customers – want to source externally, but involve matters that by law have to be managed and performed in the United States, for instance matters subject to export controls regulations.”

In November, Integreon opened a new document review center in the Washington, DC-area to address demand for managed review services by local general counsel and DC law firms. And in the UK, Integreon also announced the official opening of its onshore LPO facility in Bristol last week, providing clients with contract management, document review, compliance support and M&A due diligence. “As the delivery of legal services evolves, it’s clear that most law firms and corporate counsel require a mix of onshore and offshore support”, said Janet Taylor-Hall, Global Head of Legal Process Outsourcing at Integreon. She adds, that while cost is certainly a factor in determining where the work should be performed, other factors ranging from work complexity and legal restrictions to language skills and time zone differences all must be taken into consideration.

It is fair to say that firms will continue to work hard to drive costs out of their operations where it make sense and without jeopardizing client satisfaction.  And it is clear that the use of LPO providers by large law firms is here to stay as part of that equation.

Posted by Marianne Purzycki