Checklist Legal Podcast with Verity White

Ep12 - Legal Intrapreneur Basics - Live recording from Legal Innovation & Tech Fest (Sydney, 2018) Mindset: Will you go to the movies with me? In this special episode, we go the Sydney 2018 Legal Innovation and Tech Fest where Verity Presented on Legal Intrapreneur Basics. We learn You can listen and follow along with the presentation pack and other resources from the presentation here at: https://www.checklistlegal.com/legaltechfest This presentation covered a range of ideas on moving from innovation idea, to testing to roll out including: > How to structure and prioritise innovation ideas for testing > 3 simple ways to run user testing > How to build a basic, board table ready business case you can use to show your value at an end of year Performance review and slow potential reform on investment in new tech > Take up tactics to help get colleagues, managers and clients interested in your new idea > Take hands-on responsibility for creating innovation… …even if it is just trying new stuff! **Actionable Challenge Try using the Basic Business Case template (from https://www.checklistlegal.com/legaltechfest) the next time you have a project or innovation idea to explain. **Resources and links mentioned on this episode: > See the presentation pack and other resources at https://www.checklistlegal.com/legaltechfest > Check out the other templates and downloads on the Resources Page (https://www.checklistlegal.com/resources) > Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. > Theme music: Silent Partner, ‘Sway this way’ > Head to the Checklist Legal Resources page for access to the other templates and examples mentioned in the show.

>>> Mindset: Making productive magic happen This is the episode that puts together all the previous episodes and ideas into one full process overview… · We run through the four big Secrets of Productive Contracts · We step through six steps of how to make a Reverse Sandwich Contract™ which makes use of those four contract secrets In Episode 01 (Productive Contracts: Reverse Sandwich Contracts), we met our productivity powerhouse, the Reverse Sandwich Contract™. We learnt the basic concept and structure of a Reverse Sandwich Contract and why it makes for a tasty contracting experience. In Episode 02 (A contract is not a bit of paper), we started thinking digitally about how we work with contracts and contract users. By Episode 03 (Be a lazy lawyer) and Episode 04 (Delegate like Beyonce), we were starting to think like a lazy lawyer and keep a look out for minions so we can delegate like Beyonce. From Episode 05 (Triple O Productivity) all the way to Episode 10 (How to map a contract process), we covered a lot of productivity ground. We learnt how to apply Triple O Productivity to everything we touch – the contract document (Episode 06) and contract process (Episode 09) – to streamline our contract into a productivity producing beast. We learnt the SLAPP test in Episode 07 to streamline contracts and we tried to lose legalese from our contracts in Episode 08. Now, it is time to put all the secrets together and make our very own Reverse Sandwich Contract™. Let’s recap the Secrets of Productive Contracts 1. MAKE A REVERSE SANDWICH CONTRACT Useful and usable | Structure your contract for the future to get productivity wins on the board, fast. See Episode 01. 2. YOUR CONTRACT IS NOT A BIT OF PAPER Think digitally | Start thinking digitally to see your contract (and life!) for what it really is and what it can be. 3. BE A LAZY LAWYER Delegate like Beyoncé | Learn to automate and outsource. Always lookout for minions (human and robot) who can effectively do a contractual task, leaving you to increase your skills in higher value areas. See Episode 02. 4. TRIPLE O PRODUCTIVITY Apply TOP for your contract document and contract process Write for readability | Obliterate, Optimise and Outsource your contract document for massive productivity gains. SLAPP your contract into shape. Use the SLAPP system’s five key document angles to confirm your contract document is at its productive peak – Structure, Looks, Automation, Plain language , Pictures. >>> Be curious | Obliterate, Optimise and Outsource your contract process for an ongoing efficiency pay off. Don’t put lipstick on a process pig! Fix your contract processes. See Episode 05 (Triple O Productivity) all the way to Episode 10 (How to map a contract process) ***ACTIONABLE CHALLENGE*** Try the entire Reverse Sandwich Contract™ process in full. Choose a basic contract and follow the steps to see how much you can improve the productivity of your contract process and document. ***LINK*** Resources and links mentioned on this episode: > MANY :) Check the individual episode shownotes for details > Download the infographic for the high level Reverse Sandwich Contract overview > Check out the other templates and downloads on the Resources Page > Head to https://www.checklistlegal.com/podcast for show notes. > Theme music: Silent Partner, ‘Sway this way’ > Head to the Checklist Legal Resources page for access to the other templates and examples mentioned in the show.

Mindset: IT’S COMPLICATED (But it doesn’t have to be) This episode of the Checklist Legal Podcast covers: • How to create a mind map and my favourite application for creating mind maps • How to create Swimlane process maps for more complicated contracts with lots of moving parts Head to the website https://www.checklistlegal.com/podcast and click on episode 10 for: • an example mind map for a basic contract process, from application form to approval, contract execution and welcome pack. • a basic swim lane diagram template you can use. Key Takeaways • Find out who owns the contract process steps that are slowing everyone down • Check in process step owners and ask how can you make life easier or speed things up for them. • Reduce the number of people in the process. • Gather clear and accurate information as early as possible • Try to link in with an existing customer database to reduce data entry (which people find boring and often put off). • Make it a firm requirement to get all information from clients or customer before the contract process kicks off (i.e. in an application form or other collection method). • Add hard stops that don’t allow people to proceed without entering required information. • Use drop down menus or check boxes instead of free text fields to eliminate errors and speed up data entry. Start simple, avoid those process pigs! Start out your contract mapping career with some easy… low hanging fruit process. Stick with documents that have linear work flows (i.e. I send to Justin, Justin fills in information signs and sends to Brittany, Brittany signs and we are done!). **Actionable Challenge** Pick a basic contract you work on regularly - it doesn’t have to be a hard one or one you dislike - go to Coggle (or use any mind map tool or pens and paper) and map that contract out step by step. **LINKS** Get the Swim Lane Diagram template and other free resources via https://www.checklistlegal.com/resources Checklist Legal – Article about Legal Process Mapping https://www.checklistlegal.com/2017/11/legal-process-mapping-guide/ Swim Lane Diagram template download: https://www.checklistlegal.com/example-legal-process-mapping-swim-lane-diagram-2/ **Decision Trees and mapping** Zingtree: Zingtree is an incredibly powerful way to give guided advice or troubleshoot issues (https://zingtree.com/?aid=17173) Coggle: Coggle is an amazing mind mapping tool (https://coggle.it/recommend/560e2a38066647fa5777db5e) Stationary: Or just use Post its or Pen and paper (from your drawer!)  Post its  Whiteboard and markers For the 5 Why technique straight from Toyota, see toyota-global.com/company/toyota_traditions/quality/mar_apr_2006.html, accessed 27 May 2017. TD Barton, H Haapio and T Borisova, ‘Flexibility and Stability in Contracts’© (2014) Retrieved via ulapland.fi/loader.aspx?id=5a80d6cd-83dd-4126-bb16-a069b85533d2, accessed 10 June 2017. Think Buzan, ‘Mind Mapping Evidence Report’ Retrieved via b701d59276e9340c5b4d-ba88e5c92710a8d62fc2e3a3b5f53bbb.ssl.cf2.rackcdn.com/docs/Mind%20Mapping%20Evidence%20Report.pdf, accessed 10 June 2017. Mind Mapping, ‘What is a Mind Map?’(2017) Retrieved via mindmapping.com/mind-map.php, accessed 10 June 2017. Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Episode 09: Triple O Productivity for your contract process - How to make your contracting process more productive MINDSET: GET CURIOUS On this episode, we do a ‘why’ oveview of contract process mapping. We lay out the broad way to use Triple O Prodcutivity™ to improve your contract process productivity. The next episode delves deeper into the ‘how’ of contract process mapping. • Why you have to get your contract process in sync with your contract document • An example of an out of sync, slow process and how process mapping fixed it. • Why a visual map of a process is so important *Key Takeaways* For a contract to operate at optimum productivity, all the users of a contract must row together with complete trust in each other, the contract document and the contract process. Ask the 3 key contract process Triple O Productivity questions…. 1. Obliterate: Do we need this step in the process? Can we do something else so this step isn’t needed? 2. Optimise: Now we are left with only the necessary process steps, is there a way to make every step in the contract process smooth, simple and speedy? 3. Outsource: What parts of the contract process are best completed by… • a Robot Minion? • a Contract Owner Minion? • a Customer Minion? • a Minion Minion? • Me? *Actionable Challenge* Consider a contract process you find frustrating or slow or annoying and instead of getting frustrated, get curious and make three lists… Approvals – Make a list of all the different approvals in that contract… when you have all the names and departments of every “approver”, you can then ask them what they “approve”… what are their concerns they are looking for in the contract… Thresholds – Once you know the approvers & what they are looking for, you can develop a list of thresholds next to each approver… is there a certain level of risk they are concerned about? Are they just wanting to make sure everything is standard? Ask them what (if any) level of risk or value would mean their approval isn’t needed… ask them what areas they are concerned about and add this to the list. Knowledge management and upskilling – With an understanding of who the approvers are, their current concerns and thresholds for needing to approve or not, you can then provide clear advice about the different options available at different levels… once they have your advice and understand the process themselves, they might not want or need to approve any more or perhaps their approval will take minutes, not days. LINKS Sarah McCoubrey, ‘Can plain language change our approach to conflict’ (November 2016) Presented at Clarity2016, Wellington, New Zealand. Retrieved via clarity2016.org/can-plain-language-change-our-approach-to-conflict, accessed 7 June 2017. ‘Lawyers should be enterprise architects’ - George Dent, ‘Business Lawyers as Enterprise Architects’ (2009). 64 The Business Lawyer 279 (2009); Case Legal Studies Research Paper No. 08-25. Available at SSRN: ssrn.com/abstract=1264063 ‘Contracts and Legal staff are good at fixing problems. However, this ignores the point that many of those problems could have been avoided.’ IACCM, ‘Top Negotiated Terms 2015: No News Is Bad News’ (21 January 2016) iaccm.com/resources/?id=9105&login&welcome# , accessed 10 June 2017. DocuSign: https://refer.docusign.com/s/verity Australian Story, ‘She's Not There’ (14 July 2008) Retrieved via abc.net.au/austory/content/2007/s2304453.htm, accessed 9 May 2017. Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Episode 08: Is it time lawyers lose the legalese? MINDSET: LESS LEGALESE, MORE TRUST On this episode of the Checklist Legal Podcast: • Scientific proof clients hate legalese • Why lawyers should hate legalese too • Why (as Prof Joe Kimble says) the law is no serious obstacle to writing clearly and plainly • How you can sound smarter (hint: use plain language) • 3 legalese words to banish from your contracts. Key Takeaways Steer clear of legalese. Do the work to understand your reader and write for readability to gain trust. Complex texts are difficult to read. Write clearly and simply if you can, and you’ll be more likely to be thought of as intelligent. Ask for feedback… identify complicated wordy words in your contracts and other writing and look them up on word swap lists to find Actionable Challenge Do a “find replace” on your contracts for the following words… Utilise (or utilize)… swap for… Use Subsequent… swap for…Later, next Pursuant to…swap for… By, following, under LINKS Caitlin Whiteman, ‘Why easy-to-read is easy to like – what science tells us about the remarkable benefits of simplicity’, (21 March 2016) https://www.linkedin.com/pulse/why-easy-to-read-easy-like-what-science-tells-us-caitlin-whiteman Chistopher R Trudeau, ‘The Public Speaks: An Empirical Study of Legal Communication’ (May 20, 2012). 14 Scribes J. Leg. Writing 121 (2011-2012). Available at SSRN: ssrn.com/abstract=1843415 Garner's Dictionary of Legal Usage (Hardcover), Bryan Garner. See also a fun article on these ‘here-and-there’ words based on Garner’s work by Andy Mergendahl (Lawyerist, 24 May 2012) lawyerist.com/43513/legal-writing-ditch-here-and-there-words/, accessed 10 June 2017. Joseph Kimble, ‘You Think the Law Requires Legalese? (21 October 2013) retrieved via legalwritingeditor.com/2013/10/21/think-law-requires legalese/#.WS1J1Gh97b0, accessed 30 May 2017. Centre for Plain Language, ‘Law Words: 30 essays on legal words & phrases’ (1995) Retrieved via clarity-international.net/documents/law_words.pdf accessed 10 June 2017. Law Reform Commission of Victoria, ‘Plain English and the Law Report’ (1987) No 9, Appendix I Drafting manual: Guidelines for drafting in plain English Black’s Law Dictionary (2nd Pocket Edition), definition via lawyerist.com/28922/thy-legal-writing-shall-not-include-shall/, accessed 10 June 2017. Joseph Kimble, ‘What is plain language?’ (2002) Retrieved via plainlanguage.gov/whatisPL/definitions/Kimble.cfm, accessed 10 June 2017. BA Garner, ‘Learning to Loathe Legalese’ (November 2006) Retrieved via michbar.org/file/barjournal/article/documents/pdf4article1085.pdf, accessed 10 June 2017. DM Oppenheimer, ‘Consequences of Erudite Vernacular Utilized Irrespective of Necessity: Problems with Using Long Words Needlessly’ Applied Cognitive Psychology, (31 October 2005) Retrieved via ucd.ie/artspgs/semantics/ConsequencesErudite.pdf, accessed on 10 June 2017. For more word swap ideas: http://www.plainenglish.co.uk/files/alternative.pdf Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Mindset: FINE TUNE DOCUMENT PERFORMANCE On this episode, we look at the SLAPP test. Key tactics we can use to improve the productivity of the contract document. We'll cover: • Academic studies showing the effectiveness of visual contract elements • The picture superiority effect • Why easy to read is easy to like • Contract formatting tips The SLAPP test: http://bit.ly/CLL_SLAPP > Step 1 (Structure)- Is your contract structured like a Reverse Sandwich so it’s useful & usable? Step 2 (Likeable)- Does your contract look good? Step 3 (Automated)- Is your contract ready for low-code automation? Step 4 (Plain language )- How easy is your contract to read & understand? Step 5 (Pictures)- Do you use pictures, flowcharts, graphics, icons, tables & other visuals to break up text? > ‘But I am simple in my communications!’ I hear you say. Well, there is an easy way to check. Go to your Sent email folder. Find the last email you sent which had more than 3 sentences. Click https://www.webpagefx.com/tools/readable/ & paste that text in. See what score you get… try re-writing & simplifying if over grade 9. > Formatting skills: https://www.howtogeek.com/school/microsoft-word-document-formatting-essentials/lesson5/all/ Check the costs of poor writing using the ReWrite for Change calculators (http://rewriteforchange.com/calculators-2/). Readability tools: Grammarly (https://www.grammarly.com/) Test the Automated Visual Notice Clause Builder http://bit.ly/CLL_Visual_Notice_Clause Learn more about visual contracts (http://bit.ly/CLL_Visual_Contracts) Document structure concepts: International Business Communication Standards Association (IBCS-A) Hannah Morgan-Stone, ‘Plain to all: Using logic to distill complex thinking into clear documents’ (November 2016) Presentation at Clarity2016, Wellington NZ. ER Tufte, ‘Envisioning Information’ (1990) www.edwardtufte.com/tufte/books_ei, accessed 10 June 2017. H Song & N Schwarz, 'If it's hard to read, it's hard to do: Processing fluency affects effort prediction and motivation' (2008) Psychological Science 19(10): 986–988. www.dornsife.usc.edu/assets/sites/780/docs/08_ps_song___schwarz_effort.pdf, accessed 10 June 2017. Visual contracting: H Haapio & S Passaria, ‘Improving Contract Clarity’ (31 July 2014) (an excellent webinar presentation with accompanying notes) & H Haapio & S Passaria, ‘Visual Law: What Lawyers Need To Learn From Information Designers’ (15 May 2013) www.blog.law.cornell.edu/voxpop/2013/05/15/visual-law-what-lawyers-need-to-learn-from-information-designers/accessed 10 June 2017. Stefania Passera, ‘Contract visualization - boost your brand & bridge the language barrier’ (10 December 2014). www.iaccm.com/resources/?id=8255&cb=1478262447, accessed 10 June 2017. DL Nelson, US Reed, & JR Walling, ‘Pictorial superiority effect’ (1976) Journal of Experimental Psychology: Human Learning & Memory, 2, 523-528. For a visual overview of the Picture Superiority Effect, see DigitalSplashMedia’s fun animation www.youtube.com/watch?v=cLLDUyy8utY, accessed 13 May 2017. See generally Geoffrey Marnell (excellent not only for the title pun but also the content) ‘Measuring Readability, Part 1: The spirit is will but the Flesch is weak’, www.abelard.com.au/readability%20statistics.pdf, & ’Advantages & disadvantages of readability formulas’, NA Merola, ‘We like people who are easy to read: The influence of processing fluency in impression formation; (2014) www.repositories.lib.utexas.edu/handle/2152/21572, accessed 11 June 2017. S Michie & K Lester, 'Words matter: increasing the implementation of clinical guidelines', (2005) Quality & Safety in Health Care 14:367–370. Retrieved via qualitysafety.bmj.com/content/14/5/367.long, accessed 11 June 2017. See https://www.checklistlegal.com/podcast for show notes, resources links, & templates. Music: 'Sway this way' by @SilentPartner

Episode 06: Triple O Productivity for your contract document - How to make your contract document more productive Mindset: WRITE FOR READABILITY On this episode of the Checklist Legal Podcast, we are covering the Triple O Productivity way to approach your contract docucument. This means systematically looking at the document and: 1. Obliterating the things in our contract we don’t need, 2. Optimising the things in the contract we do need, and then identifying what in the contract we can 3. Outsource to others to make document writing and preparation faster Key Takeaways • Get rid of any part of the contract help support the main purpose of the contract • Optimise your contract for speed and readability by structuring it like a Reverse Sandwich - pull things that change to the front or back. This contract hacking process of Triple O Productivity will has key questions for each stage: 1. Obliterate - Key Question: Does this part of the contract support the main purpose of the contract? 2. Optimise - Key Question: What changes in this contract and what stays the same… Is there a way to make this part of the contract clearer? 3. Outsource - Key Question: Can someone else (or something else) enter that information into the contract for me to create the final document faster? Actionable Challenge Two challenges for this episode related to the Obliterate and Optimise phases of contract document productivity. 1. Find a contract document which you use a lot, and test out the Quick Wins Checklist to see how much improvement you can get from ditching common time wasters (http://bit.ly/Productive_Contract_Checklist) 2. Using the sample template from the Checklist Legal Resources vault, create a basic, electronically optimised Key Details table for a contract. LINKS Get the template Key Details Table and other free resources via https://www.checklistlegal.com/resources Quick wins for contract productivity: a Nozbe.how electronic checklist http://bit.ly/Productive_Contract_Checklist Caitlin Whiteman, ‘Why easy-to-read is easy to like – what science tells us about the remarkable benefits of simplicity’, (21 March 2016) https://www.linkedin.com/pulse/why-easy-to-read-easy-like-what-science-tells-us-caitlin-whiteman Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Episode 05: Introduction to Triple O Productitivty Mindset: Systematise productivity hacking In this episode of the Checklist Legal podcast: • Why you need to systematise your productivity hacking • An overview of the Triple O productivity system • How this productivity system applies to contract documents & contract processes • 3 key tactics to tick off before you start ripping into documents **Key Takeaways** • If you haven’t already, read 'Getting Things Done' by James Allen. This book is an amazing way to think about productivity & processes. • Remember how important it is to tackle a productivity problem in the right order… there’s no point optimising something you could obliterate because it doesn’t really need to be done at all… don’t try outsourcing something which you haven’t fully optimized yet… you’ll be handballing the inefficiencies to others. • Start with the aspect you have the most control over… if that’s the contract, start there, if it’s the process start there. Keep the 3 key tactics in mind before you start… • Save a copy of the old version • Get some metrics • Track your changes **Actionable Challenge** Using a sheet of paper or if you use an note taking app a table with three columns, write at the top of each coloumn 1. OBLITERATE, 2. OPTIMISE, AND 3. OUTSOURCE….. Set a timer for three minutes and - without second guessing yourself or challenging your thoughts, spend three minutes noting down every thing in your life at work or in your personal life that you would like to get rid of or OBLITERATE. Then do the same thing for OPTIMISE.. For three minutes, think about things in your work or personal life you want to make better. Finally, take three minutes to think of things you'd like to delegate to someone else, or OUTSOURCE. Some of the items for 2 may also appear in 3... that's okay. This is a way to start thinking systematically about making improvements and it also gives you a starting point for making your work and personal life more productive. Share your lists with me on Twitter @checklistlegal **LINKS** • For help with tracked changes in Microsoft Word see support.office.com/en-us/article/Track-changes-in-Word-197ba630-0f5f-4a8e-9a77-3712475e806a and for Google Docs see docs.google.com/document/d/1woFw1WgUn7-xyYMMOTnWjYxqWQ-fceXIzgefjk3dEkw/preview • Alan Siegel, CEO of Siegelvision, is a strong plain language advocate. Check out his TED talks on legal jargon and document design ted.com/speakers/alan_siegel, accessed 7 June 2017. • David Allen, ‘Getting Things Done: The Art of Stree-Free Productivity’ (2001). See also the book website gettingthingsdone.com/ • F Heylighen and CF Vidal, ‘Getting Things Done: The Science behind Stress-Free Productivity’ (December 2008). Long Range Planning: International Journal of Strategic Management. 41 (6): 585–605. doi:10.1016/j.lrp.2008.09.004. ISSN 0024-6301. • Nozbe nozbe.com/?a=vmw, Evernote evernote.com/, • Coggle coggle.it/recommend/560e2a38066647fa5777db5e, • Tasks in Microsoft Outlook and Microsoft OneNote. • See lifehacker.com.au/?s=GTD for more Getting Things Done hacks and systems. • IACCM (International Association of Contract & Commercial Management), ‘Top Negotiated Terms 2015: No News Is Bad News’ (21 January 2016) iaccm.com/resources/?id=9105&login&welcome# , accessed 10 June 2017. • Michael Sliwinski, ‘Priority tasks instead of Next Actions...’ (21 July 2014) Nozbe Blog nozbe.com/blog/beta-gtd/ accessed 28 May 2017. • Ari Meisel, ‘Less Doing, More Living: Make Everything in Life Easier’ (3 April 2014). See also Ari Meisel’s virtual assistant business Get Leverage getleverage.com/ • Michael Sliwinski, CEO and founder of Nozbe, was heavily influenced by GTD in building the Nozbe mobile and desktop app (an app that I love!); Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Episode 04 - how to delegate like Beyoncé Mindset: Delegate like a diva Today’s show is all about the 'Delegate like Beyoncé' checklist **Key Takeaways** > You can download a PDF copy of the 'Delegate like Beyoncé' list from https://www.checklistlegal.com/resources > Nozbe checklist: https://nozbe.how/Hnm7x **Actionable Challenge** Download the 'Delegate like Beyoncé' checklist. Think of a task that you really dislike doing at work or at home. Using the checklist, run through each item thinking specifically about that task and see if you can find different minions to delegate tasks to. **Links** Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Nozbe checklist: https://nozbe.how/Hnm7x Music: 'Sway this way' by @SilentPartner

Episode 03 – Be a lazy lawyer MINDSET: Keep a look out for minions In this episode of the Checklist Legal Podcast… • Why minions is not a dirty word • We look at the different types of minions available to you • Examples of some basic Robot Minions to try • Tactics for approaching minions • What to do if you have no minions KEY TAKEAWAYS • It's great to delegate! • Minions come in all shapes, sizes, and seniority levels • Look out for Minion Minions, Robot Minions, Contract Owner Minions and Other Party Minions • When you have no minions and you're in the 'Contractual Pit of Despair', make it fun with temptation bundling and track your metrics to get more efficient. LINKS • Send an email to Verity@checklistlegal.com and you’ll see an example of an automated email responder. • Learn about sneaky, hidden, pre-filled email code: https://www.checklistlegal.com/2018/03/sneaky-hidden-prefilled-email-html-code-for-absolute-beginners/ Automated Letter Builders • A letter to employer asking them to confirm entitlements: https://www.checklistlegal.com/2018/02/automated-letter-builder-check-your-pay-with-employer/ • A letter to request a formal warning instead of an infringement: https://www.checklistlegal.com/2017/07/letter_automation_how_to_get_out_of_an_infringement/ Automated workflows Create an ‘If X, then Y’ mindset as you approach your legal work. Start testing out automated workflows and reduce your admin time. • IFTTT: https://ifttt.com/ • Zapier: https://zapier.com/ • Microsoft Flow: https://flow.microsoft.com/en-us/ DocuSign DocuSign is easy to use and simple to get started. As your skills grow, you can increase the functionality and automate more. Use this link and get a 30 day free trial and 10% off if you purchase: https://refer.docusign.com/s/verity Omaha World Herald, ‘To Solve Hard Problem, Give It to ‘Lazy Man'‘ (1 February 1947) CTPS News Service, Omaha, Nebraska. See also quoteinvestigator.com/2014/02/26/lazy-job/#note-8269-3 for differing origins of this ‘get a lazy person to do a hard job’ quote. M Tallarico, ‘The creative minds and confidants that make up Beyoncé's entourage’ (27 April 2016) Hello Magazine ca.hellomagazine.com/celebrities/02016042725914/inside-beyonce-s-entourage%20/ accessed 21 May 2017. Henchmen from ‘Austin Powers: International Man of Mystery’ (1997). See also austinpowers.wikia.com/wiki/Steamroller_Henchman. Minions from ‘Despicable Me’ (2010). See Merriam-Webster Dictionary, merriam-webster.com/dictionary/minion and N Whitman, ‘The meaning of minion’, Quick and Dirty Tips, published on Grammar Girl, 13 March 2015 quickanddirtytips.com/education/grammar/the-meaning-of-minion, both accessed 27 May 2017. K Kelly, ‘Robots will take our jobs’, Gear (24 December 2012) wired.com/2012/12/ff-robots-will-take-our-jobs/, accessed 27 May 2017 Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner

Episode 02 - A contract is not a bit of paper. MINDSET: THINK DIGITALLY This episode covers… • What a contract is • Who is a contract for? Who is the user of a contract? • Why your ordinary lawyering skills are not enough anymore and why you need an extraordinary skill set • What does it mean to think digitally? • How does digital thinking apply to building a contract KEY TAKEAWAYS • We need to stop seeing a contract as a bit of paper. It’s not a bit of paper. A contract is ultimately a map to guide a relationship between people. • Contracts involve people and processes (not just paper and clauses), SO it is critically important you must understand both. • As you listen to the next few episodes and start considering re-working contracts, remember to keep thinking digitally. Think of your audience. Think of who uses your contracts. • Think about ways your digital contract can best serve its users in a digital world and provide a guidepost for them in the contract relationship. • Once you start thinking digitally, your productivity naturally increases as you notice unnecessary things, process, and tasks and start to get rid of them. • Take the time to learn new digital skills and think about your work in the digital context – build an EXTRAordinary skillset. • Remember that thinking digitally and digitasation is ‘…less as a thing [in itself] and more a way of doing things.’ A contract is a digital tool with the power to enhance your personal and professional productivity. Start exploring what it means for a contract to be a contract in our digital world. ACTIONABLE CHALLENGE Start keeping an Evernote or Nozbe or memo note in your phone of the unnecessary steps you start to think about or see in relation to the contracts you come across. This list could later be refined into a list of ‘things to fix’ when you are reviewing contracts… or perhaps a list of questions to ask your colleagues or clients about why is it done that way. LINKS Here are links to sources from this episode of the Checklist Legal Podcast and background information: • A4 vs Letter paper sizes: For an in-depth look (and I mean in-depth!) at the differences between the A4 paper size and the Letter paper size, read betweenborders.com/wordsmithing/a4-vs-us-letter/ by Brian Forte. • Organisational digital skill building: For an excellent overview on building digital skills in an organisation, complete with great visuals on different approaches, see Delloite’s ‘Building your digital DNA: Lessons from digital leaders’, www2.deloitte.com/content/dam/Deloitte/global/Documents/Technology/gx-technology-building-your-digital-dna.pdf, accessed 27 May 2017. Books and articles mentioned or researched: • E Brynjolfsson and A McAfee, ‘The Second Machine Age: Work, Progress, and Prosperity in a Time of Brilliant Technologies’ (January 2016) • K Dorner and D Edelman, ‘What digital really means’ (27 February 2016) retrieved from digitaldonewrite.com/2016/02/27/what-digital-really-means/. • H Haapio, and DA Plewe, and R deRooy, ‘Contract Continuum: From Text to Images, Comics, and Code’ (February 23, 2017) Retrieved via papers.ssrn.com/sol3/papers.cfm?abstract_id=2928604, accessed 10 June 2017. • Music: Silent Partner, ‘Sway this way' • The eBook, Secrets of Productive Contracts: https://www.amazon.com.au/dp/B07196L4L7 Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates.

Ep 01 Productive Contracts: Reverse Sandwich Contracts with Verity White Mindset: Useful and usable What if lawyers wrote beautiful contracts that everyone could read, understand, and use? What if these contracts helped make negotiation easier and reduced commercial disputes? There is a fun and easy way to structure a contract so you get all the legal power of a traditional contract with ridiculous amounts of productivity for everyone that touches the contract (including lawyers, clients and customers). These are called Reverse Sandwich Contracts(TM). And that’s what we look at in Episode One. KEY TAKEAWAYS When you Reverse Sandwich a contract, you get a contract that is: more ‘hands off’ from the legal team - useful and usable for lawyers and non-lawyers - easier to manage and control - client-friendly - optimised for automated workflows - ready for paperless offices - fast to navigate - simple to vary later - futuristic and sexy! The ultimate structure aim of a productive Reverse Sandwich Contract is to get good stuff we often need to know or that often changes at the front (Key Details Table) and back (Schedule) and standardised stuff that doesn’t change in the middle (Standard Terms). Golden rule: If it changes regularly, pull it from the middle and put it up the front into a Key Details table or at the back into a Schedule (see the Checklist Legal Resources for examples) LINKS Earl of Sandwich: PJ Grosley, ‘Tour to London’ (1772). Big rocks vs Gravel: Steven Covey, ‘First Things First’, (1994). Cannot recommend this book enough: Daniel and Richard Susskind, Future of the Professions, How slow loading websites can affect sales: N Patel, ‘How Loading Time Affects Your Bottom Line’ blog.kissmetrics.com/loading-time/ and R Whittington, ‘Is A Slow Website Costing You Sales?’ rickwhittington.com/blog/is-a-slow-website-costing-you-sales/, both accessed 9 May 2017. Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner"

Episode 000 of the Checklist Legal Podcast from https://www.checklistlegal.com/podcast An introduction to Verity White (real lawyer, novice podcaster) and the Checklist Legal Podcast. This is the intro podcast where I give you an overview of what this podcast is about and you decide whether you like my voice and whether you want to keep listening. What’s coming up on the podcast? Over the next few weeks we will cover lots of tips and tricks I've used to make contracts more productive and easier to understand and faster to action. • Why a contract is not just a bit of paper • How to make a Reverse Sandwich Contract • How to think digitally about contract documents & processes • How to be a lazy lawyer • Why you need to delegate like Beyoncé • How to apply Triple O Productivity to your contract document & your contract process LINKS • Verity on LinkedIn: https://www.linkedin.com/in/verityw/ • The eBook, Secrets of Productive Contracts: https://www.amazon.com.au/dp/B07196L4L7 • Communication Research Institute: https://communication.org.au/ • STREAT Ltd: https://www.streat.com.au/ Head to https://www.checklistlegal.com/podcast for show notes, resources links, and templates. Music: 'Sway this way' by @SilentPartner