July 23, 2018 Are your In-House Counsel facing a matter that requires specialized substantive expertise? Is your Legal Department in need of a new contract management solution? From handling complex legal issues to new legal technologies to an internal team that is too busy to start new projects and handle all the old ones… issuing an RFP is a great opportunity for you and for your vendors. What is an RFP? An RFP or Request for Proposal is a document that a Company posts to generate bids from potential law firms or vendors for a specific, desired solution. The RFP document details exactly what the Company is looking for and outlines a method to evaluate and assess the submitted proposals fairly. Step One – There’s No ‘I’ in Team The first step in issuing your RFP is to put together your team! Your internal team will have varying responsibilities including but not limited to drafting the RFP document, locating firms or vendors, reviewing proposals, and selecting the right firm. Your team will have to identify key stakeholders to lay out organizational goals and objectives. Most importantly, you must establish a budget and a timeline that will help guide your evaluation process. Step Two – Strike Pen to Legal Pad Drafting the Request document is generally the most difficult and time-consuming task of the RFP process. Most companies try to create a one-size or use canned templates that are both too vague and too specific, and thus elicit irrelevant or generalized responses. Other RFP formats can be cumbersome and complicated which can result in ‘would be’ (yet qualified) responders to run with fear! The best drafted RFPs are clear, concise, and organized. Drafters should explain the purpose or background of their project, layout the scope of work required, detail finances such as payments or incentives, and explain the process for evaluation and reward. Step Three – Cast a Wide Enough Net Finding target law firms or vendors to respond to your request can be a daunting task. Your team should do their due diligence, research firms in order to understand their qualifications, weaknesses, and shortcomings. Most law firms will be familiar with you but there are many firms you may not know about. Do not limit your list of qualified vendors to only those with whom you have prior working relationships. At the same, a fair warning to make sure you do not “bid shop” and end up drowning in a sea of unqualified vendors. Remember, part of the RFP process is fairness; target your invitations to those that are qualified and capable of completing the task at hand. Also, keep in mind that your team is responsible for the administration and evaluation of the responses. Your budget will quickly be exhausted if you cast your net too far and too wide. Step Four – Evaluate (Don’t Hate) Evaluating responses must be done methodically to ensure accuracy and fairness. Generally, the process laid out by your team should contain a “scoring” or “scorecard” method where criteria are weighted and evaluated based on needs and priorities. Based on the scorecard, law firms or vendors can more easily be shortlisted and/or eliminated. Be sure to check certifications (diversity, information security, etc), completed cases, specializations, conflicts, and Alternative Fee Arrangements (AFA). From your short list, you can then request interviews and supporting documentation to help you further narrow, evaluate and select the finalist that can best provide a solution for your team and your company. Step Five – Negotiate, Negotiate, Negotiate Although you have selected a firm, the negotiation process is just beginning. At the end of the day, responses are merely proposals that can be accepted or declined. You can continue to refine the scope based on information discovered during the RFP process, and as your team has developed their understanding of the project. After negotiations, your legal team will finalize and execute an Agreement or Statement of Work, thereby ending the Request for Proposal process. It can seem like a lot of work (and it kind of is, if you don’t have the right tools) but an RFP is an easy, quick, and passive way to increase your spending efficiency, lower your costs, and build new relationships and opportunities. If you’re a legal professional and are interested in adopting RFx workflows to add value and pull waste from your vendor procurement and management, check out Counself’s features, and contact us for a demo!

August 26, 2021 When Matter Management and Legal Hold are two different systems, syncing information between them is necessary, which is historically done by implementing a batch process. While this approach eliminates the double matter data entry, there are still inefficiencies that can be improved by helping the systems better communicate. We successfully solved this problem for a Fortune 500 company. Here in this case study we talk about: Background on Legal Hold Common challenges of disconnected systems The integration of Legal Hold Pro™ and TeamConnect™ InfiniGlobe is a technology partner with Mitratech and worked with Zapproved to build the secure TeamConnect and Legal Hold Pro connector. If your department uses both of these systems, this product can be the perfect out-of-the-box solution for you. To learn more, reach out to us at info@InfiniGlobe.com or (833) LGL-TECH.

January 21, 2026 Mori Kabiri , Founder and Author of Legal Operations KPIs, will be in Hong Kong in January as part of his Asia-Pacific trip, and we are pleased to share that ALITA and LITE Lab@HKU will be hosting him for the first roundtable of 2026, “Measuring Success.” This is designed as a working, peer-based conversation for legal operations and in-house legal leaders who are building more modern ways of running legal teams. The focus is practical, how to define success in a way the business understands, how to choose metrics that leadership can trust, and how to use those metrics to support real operational decisions. Mori will be joined by experienced APAC practitioners as discussants, including Shogo Osaka (FedEx), Ann Leung (MTR), and Brian W. Tang (ALITA Co-Chair, LITE Lab@HKU Founding Executive Director), bringing an on-the-ground perspective across industries and operating models. If you would like to attend, this roundtable takes place on Thursday, January 22, 2026, from 2:00 PM to 3:30 PM (HKT, GMT+08:00) at HKU Law, 6/F Cheng Yu Tung Tower, HKU, Pokfulam, and it is hybrid. After you register, the Zoom link will be shared with confirmed attendees.

January 21, 2026 Mori Kabiri , author of Legal Operations KPIs and Law Firm KPIs, will be in Hong Kong in January as part of his Asia-Pacific trip, and we are pleased to share that ALITA and LITE Lab@HKU will be hosting a dedicated Law Firm Roundtable Series 2026 session, “Measuring Success.” Law firms are making real changes to how they deliver legal services through process improvement, technology adoption, and AI. The harder part is measurement: defining what success looks like in practice and tracking it in ways that support decisions, partners and business services leaders actually need to make. This roundtable is built as a practical, peer-based discussion on measurement that connects to delivery performance, operational execution, and how firms evaluate progress when change is happening fast Mori will be joined by experienced discussants, including Siew Fong Yiap (Ashurst), Carl Li (Linklaters), and Brian Tang (ALITA Co-Chair, LITE Lab@HKU Founding Executive Director). If you would like to attend, the session takes place on Thursday, January 22, 2026, from 4:00 PM to 5:30 PM (HKT, GMT+08:00) at Ashurst, 43/F Jardine House, Central, and it is hybrid. After you register, the Zoom link will be shared with confirmed attendees.

November 11, 2025 Legal Agile Connect 2025 takes place on November 12–13, bringing together legal leaders, innovators, and practitioners to explore agility, analytics, and technology in modern legal teams. We are pleased to share that Mori Kabiri , Founder of Legal Operations KPIs and CEO of InfiniGlobe, will join the event as an international speaker. Mori will be presenting a workshop on Legal Operations KPIs, focusing on how legal departments can use performance metrics to improve execution, strengthen accountability, and make better operational decisions. Legal Operations KPIs is also proud to participate as a Premium Sponsor of this year’s event. Sponsoring Legal Agile Connect reflects our broader mission, helping legal teams move from activity to measurable outcomes through practical metrics, clearer reporting, and stronger operational discipline. Over two days, attendees can expect strategic conversations, practical case studies, and forward-looking perspectives on how legal departments can measure, adapt, and thrive as legal operations become more data-driven and technology-enabled. If you plan to attend Legal Agile Connect 2025, we hope you will join Mori’s session and connect with the wider community shaping the next phase of legal operations.

September 24, 2025 Mori Kabiri , founder of Legal Operations KPIs and Infiniglobe, will join the main Round Table: Evolution and Future Trends of Legal Project Management  at IILPM Live 2025: The Human Side on October 1, 2025. Moderated by Antony Smith (IILPM ATP), the session brings together leaders shaping delivery in law, including Jacob Capleton (Herbert Smith Freehills), Jo Nerona (Freshfields LLP), and María Pedrosa Martínez (Repsol). Mori will connect Legal Project Management (LPM)  with data-driven Legal Operations , focusing on how teams can keep the work human while still measuring what matters. What to expect from Mori’s perspective Human-first KPIs:  Practical indicators that track outcomes, clarity, and client experience, not vanity metrics. Team performance without burnout:  How cadence, scoping, and transparent dashboards reduce rework and inbox overload. From dashboards to decisions:  Turning LPM data into budget forecasts, risk flags, and matter profitability insights leaders will actually use. Event Schedule 16:00 CET  – Welcome by Todd Hutchison (IILPM Chairperson) 16:10 CET  – Round Table  with Mori Kabiri and peers on the future of LPM 17:00 CET  – Parallel Workshops The Human Side of Productivity  (EN) with Karen Dunn Skinner (IILPM) El Lado Humano de la Productividad  (ES) with Anna Maro (IILPM) 17:45 CET  – Closing Session  and IILPM 2025 Awards  with Todd Hutchison and David Skinner Save your spot now at iilpm.com .

September 10, 2025 Legal Operators’ Summit by the Sea 2025 returns to San Diego on September 17–19, and InfiniGlobe founder Mori Kabiri , author of Legal Operations KPIs  and Law Firm KPIs , is taking the stage to talk about what everyone wants from data: action. His session, “Using KPIs to Drive Change,”  focuses on picking a small set of meaningful measures, turning reports into decisions, and proving impact in a way business leaders actually care about. Mori's session will be “Define Meaningful KPIs,” sharing a fast framework for aligning metrics with objectives, budgets, and client expectations. The goal is less reporting, more managing. Attendees can expect practical examples from both in-house departments and law firms, with tips that work whether you have a full data stack or are just getting started. If you are heading to San Diego, join the conversation and bring your toughest KPI challenge.

September 1, 2025 InfiniGlobe founder Mori Kabiri , author of Legal Operations KPIs  and Law Firm KPIs , will take the stage at Future Law Experience 2025  in São Paulo to share how legal teams can turn measurement into motion. The session focuses on selecting a small set of outcome-oriented KPIs, setting a clear cadence, and translating dashboards into decisions that improve delivery, budgets, and client experience. Mori will open the conversation with practical playbooks for high-volume environments in Brazil. Expect real examples that connect matter scoping, forecasting, and risk signals to business results, with a human approach that reduces noise and rework. Joining the program are leaders from Brazil’s legal community, including André Avellar , Chief Legal Officer at Eletrobras, and Fabiano Marchiorato , CEO of EOS RH. Topics will include consolidating legacy systems, cleaning data for executive-ready insights, and using KPIs to strengthen culture and performance, proving that sustainable success depends on more than numbers alone. For more information visit: https://www.futurelaw.com.br/flx2025 ,

August 21, 2025 Curtis Batterton has spent his career helping corporate legal teams navigate operational change from the inside out. With experience at global companies like McDonald’s and Stryker, he brings a practical understanding of how legal operations, when done right, can align legal teams with broader business strategy. In this interview, Curtis shares how legal operations can free lawyers to focus on law by building the systems, processes, and tools that support scale and efficiency. From implementing e-billing after years of resistance to redesigning legal workflows around the way a company actually makes money, this conversation offers lessons on change management, timing, and making legal ops a driver of real business value. Watch the full interview to hear how Curtis approaches transformation through empathy, structure, and long-term thinking. Connect with the Legal Operations KPIs Community Engage, learn, and stay updated on the latest trends in legal ops by joining our   Legal Operations KPIs community   and visiting LegalOpsKPIs.com . Whether you're new or experienced, it's your

August 18, 2025 NEWPORT BEACH, CA – Small and midsize law firms now have a practical playbook for turning performance data into measurable profit. Law Firm KPIs: The Professional's Handbook for Pricing, Productivity, Profitability by Infiniglobe CEO, Mori Kabiri, is now available worldwide in paperback, hardcover, and e-book editions. “KPIs aren’t just numbers; they’re the story behind a firm’s success or struggle. Law Firm KPIs gives leaders a clear, actionable way to track what truly matters, from profitability levers to client impact, so they can make decisions with confidence.” - Connie Brenton, CEO & Co-Founder of LegalOps.com . Alongside metrics, the book features an AFA Strategy Toolkit covering flat fees, blended rates, collars, and volume discounts, as well as profit-margin models with worked examples. A companion site, LegalOpsKPIs.com , offers downloadable Excel templates and bonus content for readers. Read the official press release here . The book is now available on Amazon and Google Play Books .