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Advanced Delivery in action: Client case studies

Example case studies demonstrating howour advanced delivery solutions meet client needs

We draw on A&O’s advanced delivery toolkit – our Legal Service Centre, Peerpoint, aosphere, our Project Management Office and technologies such as MarginMatrix™, Collaborate and Ringtail Caseroom – to deliver A&O’s expertise to our clients through the right combination of resourcing and technology.

For further information on any of these case studies, please contact Jonathan Brayne.

The challenge: Negotiating thousands of agreements as part of a regulatory change project: margin for un-cleared derivatives

Summary of our MarginMatrix™ solution
• Joint Allen & Overy and Deloitte proposition
• A&O: tech enabled solution plus deep legal expertise in derivatives
• Deloitte: managed service plus QA methodology
• Disciplined, cost effective and scalable implementation
• From regulatory analysis through data work to auto-drafting, negotiation, signing and legal sign-off

Client outcome
• End-to-end service
• Cost certainty
• A&O/Deloitte quality assurance (QA)
• Data, not document, driven

For further information on MarginMatrix™ please contact David Wakeling.

The challenge: Corporate reorganisation – 20,000 contracts, 30 countries

Summary of our approach
• Contract review by LPO – supervision by A&O Legal Services Centre
• Data from contract and legal survey input direct into Collaborate technology
• Extrapolation from sample to full document set
• Client side project managed by Peerpoint consultants

Client outcome
• Data, not words
• Transparent processes
• Project discipline
• Reduced cost
• Prompt interim staffing

The challenge: Cross border data transfer compliance programme – 60 countries

Summary of our approach
• Client proprietary legal survey suffered from high and uncertain costs and out of date information
• aosphere replaced it with shared, industry standard, online subscription service

Client outcome
• Updated information 
• Lower risk 
• Low, fixed cost

The challenge: Cost effective small and medium scale M&A

Summary of our approach
• A&O law firm plus Legal Services Centre (LSC) ‘bolt on’ M&A package developed
• LSC: due diligence, document drafting and post completion
• A&O: term sheet, document negotiation and signing/closing 

Client outcome 
• Competitive, modest cost
• A&O quality 

The challenge: 74 country jurisdictional legal survey 

Summary of our approach
•  Legal supply line: local counsel – A&O Legal Services Centre – core Amsterdam lawyer team
Collaborate technology portal: milestone tracking; team communication; data manipulation; tagging documents to data; post completion data access.

Client outcome
• Cost/quality optimisation
Global project discipline
• Client transparency
• Updated knowledge store

The challenge: Early case assessment (ECA) of one million document, dual language litigation

Summary of our approach
• Third party technology splits documents into two language sets and reduces one million to 300,000
• Ringtail Caseroom’s ‘concept clustering’ technology further narrows to 40,000 key documents
• A&O Legal Services Centre reviews reduced key document set
• A&O prepares preliminary ECA for clients

Client outcome
• Early grasp of case merits
• Early decision to fight/not fight
• Unnecessary costs avoided

Key people

David Wakeling
David Wakeling
United Kingdom
Telephone icon+44 20 3088 3251
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