Blueprint for the Ultimate Legal Ops Team with Steph Corey, CEO UpLevel Ops & Co-Founder CLOC
Summary
Key Insights
1. Legal Ops Exists Because Legal Work Cannot Scale Without It
Stephanie emphasizes that legal operations isn’t a “nice to have” — it’s the only way legal teams keep up with growth.
GCs often hire more lawyers instead of fixing workflows, but that only increases chaos.
Legal ops creates structure: intake, process, budgeting, tooling, vendor management, data, and cross-functional alignment.
2. Intake Is the #1 Priority — Without It, Everything Else Breaks
She is blunt: you cannot scale legal without intake control.
Teams drown because every request comes in through Slack, email, meetings, hallway chats, sales calls, and DMs.
A proper intake system:
routes work to the right owner, eliminates low-value requests, creates transparency, and gives data for prioritization.
Before metrics, before technology, before dashboards — fix intake.
3. Legal Ops Is NOT Just Project Managers + Tools
The industry mistakenly equates legal ops with:
tech admins, budget trackers,project owners.
Stephanie explains that true ops is a strategic discipline with expertise in:
change management,operational design,vendor oversight, cross-functional workflow mapping, data + reporting, capacity planning.
Ops is the “COO of Legal,” not a ticket clerk.
4. Lawyers Must Be Protected From Low-Value Work
Without ops, lawyers spend 30–60% of their time:
searching for documents, answering repeat questions, managing vendors, doing manual approvals, fixing broken processes.
Stephanie calls this “legal tax.”
Ops frees lawyers to do legal work — drafting, negotiation, guidance, strategy — the activities that actually create value.
5. Technology Fails Without Process Design
Teams often buy CLMs, workflow tools, dashboards, and AI solutions before understanding what problem they are solving.
Stephanie’s rule:
Process first → people second → tools third.
If you automate chaos, you get automated chaos — but faster.
6. Vendor Management Is a Core Legal Ops Skill
GCs frequently overspend because they treat outside counsel like a black box.
Ops brings discipline:
scoping work, enforcing budgets, tracking burn rates, establishing panels, standardizing billing.
It can immediately reduce spend by 20–30%.
7. Metrics Must Show Value, Not Just Activity
Legal ops should report:
cycle time reduction, cost savings, volume handled through intake, tool adoption, risk mitigated, business enablement.
Activity alone (“we closed 200 matters”) doesn’t prove impact — outcomes do.
8. Closing Insight
A modern GC cannot scale without legal operations.
Stephanie Corey’s frameworks show that ops isn’t an add-on — it’s the infrastructure that makes legal fast, predictable, and aligned with the business.
In this podcast, we cover
0:00 Introduction
2:50 Switching to legal ops from finance
8:11 Building trust with HP’s general counsel
11:42 Co-founding CLOC, the Corporate Legal Operations Consortium
16:20 Do you need a JD to break into legal operations?
19:33 Tips for finding the right talent
23:47 How can legal operations professionals and general counsels work better together?
29:37 Co-founding Link
33:01 Merging Link with The L Suite
39:44 The future of her consultancy
41:57 Connecting with Steph and LINK
42:47 Rapid-fire questions
47:44 Book Recommendations
51:35 What you wish you’d known as a young legal ops professional
































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