Legal Update

[DATE]

Confidential - Attorney Client Privileged

Overview
Legal is one of the most cross functional teams at XYZ

Confidential - Attorney Client Privileged

As XYZ Grows, so do its Legal risks

More data (PII)

More products
More countries
More regulations
More marketing
More share of market
More competition
ETC ETC

Legal Risks

Confidential - Attorney Client Privileged

Managing Legal Spend
● Leveraging tech to measure:
○ Finance tool
○ eBilling Tool
○ Sales tool
○ Ticketing tool
● Cost captain in 2016 - came in under budget by [_______]
● View of 2017

Surgical approach
Added Complexity: ● Focus on main risks
● [Include factors, ● Bring expertise in-house
e.g. added geos, ● Specialists
expanded Increased Efficiency
products, etc.] ● Leveraging Tech
● Cross-functional solutions
● Recalibrating risk
● Negotiating law firm rates
Confidential - Attorney Client Privileged
Legal’s Guiding Principles
Be situationally excellent.*
● Be a connector
● Be agile
● Give clear, actionable guidance
● Explain the why
● Ask questions
● Be transparent as much as possible
● Keep it human (empathy)
● Breathe!
● Find the funny

*using commercially reasonable efforts for the situation, audience, client and risk to the
company Confidential - Attorney Client Privileged
Deep Dive -- Training
Training Update

● Examples:
○ Better deal education (Negotiating without legal & finance)
○ Privacy and Data Use (In person in all offices in 2016)
○ Legal Onboarding (Regular cadence for new employees)

Confidential - Attorney Client Privileged

Deep Dive -- General, Commercial,
Cross-Functional
General
[ADD SPECIFIC GROUP SUPPORT THAT HAD COMPANY-WIDE IMPACT]

● Rolled out new [Terms of Service /Privacy notice]

● Found solution for [$XX DESCRIBE ISSUE]
● Managed [XYZ ISSUE THAT HAD DIRECT IMPACT ON REVENUE]

Confidential - Attorney Client Privileged

Commercial
2015 vs. 2016 by the numbers

ADD COLORFUL GRAPHS SHOWING HOW MANY

CONTRACTS WERE REVIEWED BY CHANNEL; CHANGES
FROM PRIOR YEAR. HIGHLIGHT (CIRCLE) ANY KEY #s

Confidential - Attorney Client Privileged

Cross-Functional Projects
● LIST CROSS-FUNCTIONAL PROJECTS (not lengthy descriptions);
Highlight (red circle) ones that are of most interest to exec team.
● We use this to highlight how Legal is helping move along/solve sticky
company-wide process problems.

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[Other Legal Areas you aren’t deep diving on,
but want to flag]

E.G. MARKETING, DATA, REGULATION, LITIGATION

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Deep Dive -- [SPECIFIC AREAS OF
FOCUS YOU ARE SPENDING TIME ON
AND NEED INPUT ON]
[SPECIFIC AREA OF FOCUS]

● Slide topic could include buckets like: Marketing efforts,

Product review, Privacy, etc.
○ Repeat slide as needed, but we don’t do more than 3
● LIST EFFORTS (not lengthy descriptions); Highlight (red
circle) ones that are of most interest to exec team.

Confidential - Attorney Client Privileged

Incoming! We need your input

► List specific input (usually risk decisions, or

resource requests) you need from exec team

Confidential - Attorney Client Privileged

Deep Dive -- [SPECIFIC ISSUES THAT
THE EXEC TEAM *REALLY* NEEDS TO
KNOW ABOUT; BUT DOESN’T NEED
TO ACT ON YET]
[NAME ISSUE]
What it is:

● SUPER short description

Why it matters to COMPANY:

● Short and sweet meaningful bullets - why should they care?

Dates to know and what to expect this year:

● As described

Confidential - Attorney Client Privileged

If you are a tech company with lots of Millennials, add your
favorite “thank you” or “the end” gif here.