Adaptation of Agile and Scrum to non-technical fields: A deep dive into the legal department
Micha? Morrison
Associate Director - Deloitte | MBA | PSM III PSPO III, AI, Cloud, Generative AI | I help global legal/procurement clients with the 100% agile implementation of technology and Generative AI in their business.
In today's fast-paced world, the ability to quickly adapt and respond to change has become essential. Originating in software development, Agile and Scrum methodologies have provided new ways of managing tasks and fostering collaboration, enabling teams to adapt quickly to ever-changing business landscapes.
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These methodologies aren't limited to the IT industry. A growing number of departments in a variety of fields, including marketing and human resources, are now embracing its principles. One such field exploring the potential benefits of Agile and Scrum is Law. Traditionally seen as a field based on precedent and established protocols, legal departments are now finding ways to use these methodologies to increase efficiency, facilitate collaboration and proactively respond to changing priorities.
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It's important to note, however, that Agile and Scrum are not a panacea. Not every aspect of a legal team's work can or should be 'agileised'. Tasks often progress in a linear fashion, dictated by external timelines such as court dates or regulatory deadlines. Recognising these factors is key to effectively adapting Agile and Scrum principles to meet the unique needs and challenges of legal departments.
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This article aims to explore how Agile and Scrum methodologies can be innovatively adapted within legal departments, their potential benefits, and the challenges that may arise during this transition.
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The fundamentals of Agile and Scrum
Before diving into the application of Agile and Scrum in legal environments, let's review the core principles of these methodologies. Agile is, at its core, about four values and twelve principles outlined in the Agile Manifesto. It emphasises the importance of people and interactions, working solutions, working with customers and embracing change.
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Scrum, a popular agile framework, breaks this down into more specific roles, ceremonies and artefacts. Roles include the Product Owner, who is responsible for the value and priority of the project; the Scrum Master, who ensures that the Scrum process runs smoothly; and the Development Team, who do the work. Regular ceremonies such as Sprint Planning, Daily Scrum, Sprint Review and Sprint Retrospective facilitate continuous planning, coordination, review and learning. Artefacts such as the Product Backlog, Sprint Backlog and Increment provide tangible deliverables and goals.
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Now imagine these concepts in a legal department: the 'product' might be a completed case or contract, the 'development team' might include lawyers and paralegals, and the 'sprints' might be adapted to the pace of litigation.
It is important to remember, however, that these methodologies are not one-size-fits-all. They are designed to be flexible and should be adapted to the unique context of each team or department. The next section explores how Agile and Scrum can be tailored specifically for legal departments.
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Adapting Agile and Scrum for Legal Departments?
Legal departments, like most organisations, are faced with a constant flow of tasks, each with its own unique requirements and deadlines. Agile and Scrum can help to manage these challenges more effectively, but their implementation requires careful consideration. Here's how it could work:
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First, identifying the product owner in a legal context is key. This role could be a senior member of the legal team, someone who understands the business needs and can prioritise tasks based on their importance to the organisation.
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The development team would include lawyers, paralegals and other legal staff. Unlike software development, where multiple developers may be working on a piece of code, legal work often involves individual ownership of tasks. However, the collaborative ethos of Agile can still be beneficial, fostering greater team synergy and facilitating knowledge sharing.
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Sprints, which are time-bound iterations in Scrum, could also be adapted to a legal context. Given the nature of legal work, these sprints could be longer than in software development. The 'increment' could be a completed case, contract or other legal task, with progress reviewed at regular intervals.
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The product backlog might list all ongoing cases, contracts or other tasks, while the sprint backlog would include the tasks selected for the current sprint. The Daily Scrum, an integral part of the Scrum methodology, could be used to update cases, discuss upcoming deadlines and identify potential blockers.
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However, it's important to remember that Agile and Scrum should be seen as guiding principles rather than strict rules. Adapting these methodologies to legal departments means understanding the specifics of the legal environment and adapting these frameworks accordingly.
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Challenges and limitations of Agile in legal departments
Despite the potential benefits, adapting Agile and Scrum to a legal context is not without its challenges.
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Legal work often involves tasks that are inherently linear and sequential, such as litigation or contract negotiation. These tasks can be difficult to break down into smaller, independent pieces that can be worked on simultaneously, a fundamental aspect of Agile and Scrum methodologies.
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In addition, certain agile values can be difficult to apply in a legal context. For example, the principle of customer collaboration in contract negotiation can be problematic due to the sensitive nature of legal information and the typically adversarial nature of legal proceedings.
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Legal departments also often have to respond to external events and changes in the legal or regulatory environment. These are often unpredictable and can't be planned for in advance, making it difficult to adhere to the typical Scrum schedule of regular, time-boxed sprints.
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Furthermore, Agile and Scrum place a strong emphasis on transparency and openness, which can conflict with the need for confidentiality in many legal matters.
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Despite these challenges, Agile and Scrum have much to offer legal departments. The key is to approach these methodologies as flexible tools that can be adapted to the unique needs and constraints of legal work, rather than as rigid frameworks that must be followed to the letter. The next section explores this further.
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Conclusion
Agile and Scrum are powerful methodologies for streamlining operations, improving collaboration and responding effectively to change. Used judiciously, they offer exciting opportunities for legal departments looking to improve their productivity and adaptability.
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However, it's important to remember that Agile and Scrum are tools, and like any tool, their effectiveness depends on how well they are tailored to the task at hand. For legal departments, this means understanding the unique nature of legal work and adapting Agile and Scrum principles accordingly.
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Certainly, not all aspects of legal work fit neatly into an Agile or Scrum framework. Linear tasks dictated by court or regulatory deadlines, and sensitive tasks requiring confidentiality, will need to be handled carefully. But many other tasks - from internal processes to client communications - could benefit from an agile approach.
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As legal departments experiment with Agile and Scrum, they're likely to encounter challenges. This is a natural part of the process. Through trial and error, teams can learn, adapt and innovate, finding new ways to make these methodologies work for them.
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As the legal profession continues to evolve, it's clear that Agile and Scrum will play an increasingly important role. By embracing these methodologies and the change they represent, legal departments can position themselves to thrive in the dynamic landscape of the future.
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