Legal Operations Consulting

Take Legal to the Next Level

UpLevel Ops helps in-house legal teams improve how work is structured, delivered, and managed so Legal can operate with greater consistency, visibility, and control.

Our Clients Include

ADI (Analog Devices)Change HealthcareConfluentEnstarHanna CenterLevi StraussLISCManagement Sciences for Health (MSH)The California EndowmentValidae Health

What We Do

Serving the modern legal department

We design Legal Operations programs that support both day-to-day execution and leadership-level priorities.

Strategic Assessments & Legal Ops Roadmaps

Current-state assessments and practical roadmaps that connect Legal Operations priorities to business goals, sequencing near-term wins and longer-term investments.

  • Evaluate workflows, tools, resourcing, and spend across the department
  • Benchmark current capabilities and uncover immediate impact opportunities
  • Build realistic business cases, KPIs, and governance models
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Workflow Optimization & Enablement

More predictable service delivery through smarter intake, clearer approvals, better templates, and enablement programs that actually stick.

  • Centralize intake and triage for better visibility and resourcing
  • Design self-service pathways, playbooks, and approval workflows
  • Support adoption with training, governance, and change management
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Technology Readiness, Selection & Implementation

Process-first technology strategy that helps legal teams choose, implement, and optimize tools with adoption and ROI built into the plan.

  • Define requirements and evaluate vendors against business needs
  • Prepare for implementation with process design and success metrics
  • Support rollout, data migration, training, and ongoing optimization
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Financial & Vendor Management

Data-driven outside counsel and vendor programs that improve spend visibility, reduce cost, and create stronger performance management.

  • Build budget predictability and structured financial planning models
  • Create scorecards, dashboards, and panel management programs
  • Advance value-based pricing and alternative fee arrangements
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Organizational Design & Alternative Staffing Models

Operating model design that aligns work to the right mix of in-house resources, outside counsel, ALSPs, and flexible support.

  • Assess current resourcing models and redesign for scalability
  • Recommend partner ecosystems that balance cost, capacity, and capability
  • Create governance and change plans that sustain the new model
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AI Strategy & Enablement

Structure, strategy, and guardrails for legal teams already using AI—building practical programs on approved platforms with clear policies, safe use cases, and human-first enablement.

  • Draft AI usage guidelines and review processes with Privacy, Security, and IT
  • Stand up practical tools on approved platforms—FAQ assistants, intake triage, and playbook summarizers
  • Define guardrails, run pilots, measure ROI, and scope custom AI development when needed
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Why UpLevel Ops

Practical advisory support grounded in experience

UpLevel Ops combines in-house Legal Operations experience with practical advisory support. We help teams make changes that are realistic, measurable, and sustainable.

How We Work

Focused on the fundamentals that make progress stick

We focus on clear intake and prioritization, defined ownership and review points, and repeatable decision-making processes so progress is measurable and easier to communicate to the business.

Insights & Credibility

Thought leadership connected to today’s Legal Operations priorities

Podcast | The UpLevel View Podcast | August 2026

What's Next for Legal Ops? Staying Ahead Through the Next Wave of Change

Stephanie Corey and Reese Arrowsmith look back at a decade of Legal Ops progress and ahead at what's next—from proving ROI and building data foundations for AI to the skills leaders need to stay indispensable.

Hosts: Stephanie Corey, UpLevel Ops · Guest: Reese Arrowsmith, Executive Vice President, Legal Operations & Administration, Fox

Leadership 2026
Listen

UpLevel Original | UpLevel Ops | August 2026

The New Economics of Enterprise AI (Part 1)

Brandi Pack on why legal leaders need a smarter resource-allocation model as AI becomes cheaper to access—and more complex to operate.

Brandi Pack

UPLEVEL ORIGINAL AI 2026
Read article

Article | Above the Law | August 2026

AI Doesn't Need Your Data. It Needs Your Workflow.

Brandi Pack on why the next frontier of AI is understanding how work actually gets done—including the judgment, exceptions, and institutional knowledge that make real legal workflows far more complex than they appear on paper.

Brandi Pack

AI 2026
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If you are looking for a Legal Operations partner who understands both the realities of the work and the expectations from leadership, we can help.

UpLevel Ops team graphic