Successful Partnering Between Inside and Outside Counsel (ACC) at Thomson West

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Description

This treatise examines all aspects of the relationship between inside and outside counsel. A joint project of West and the Association of Corporate Counsel (ACC), each chapter is written by a team of in-house and outside counsel, including contributions of general counsel from some 81 Fortune 500 world business leaders. It focuses on performance enhancement, performance quality, outcomes enrichment, and cost-effectiveness from the viewpoints of both counsel settings. Topics include selection of outside counsel, planning and budgeting, fee arrangements and billing, law department management, benchmarking, technology, conflicts, compliance, dispute resolution, and avoidance.

Features

Analyzes alternative approaches, practices, and procedures
Chapter summaries contain cross-references to text and relevant statutes
Chapters follow a common structure consisting of timesaving, practical features
Contains checklists of practice pointers and best practices
Illustrative forms maximize productivity and minimize drafting time
Includes practice tips and practical detail on billing, fees, and disbursements
Includes questions to ask clients and prospective clients
Chapters begin with a brief statement of content, followed by objectives, concerns, and preliminary considerations

Summary Of Contents

Introduction

Charles R. Morgan, Executive Vice President and General Counsel, BellSouth Corporation
Dorothy J. Chambers, General Attorney, BellSouth Telecommunications, Inc.

Pre-Litigation Management and Avoidance

William H. Trachsel, Senior Vice President, General Counsel and Secretary, United Technologies Corporation
Joseph A. Santos, Associate General Counsel, Pratt & Whitney
Curtiss L. Isler, Arter & Hadden LLP

The Make or Buy Decision

Florence A. Davis, Former Vice President and General Counsel, American International Group, Inc.
Paul H. Friedman, Dechert Price & Rhoads LLP

Selection of Outside Counsel

Thomas A. Decker, Former Senior Vice President and General Counsel, Unisource Worldwide, Inc.
Lawrence T. Hoyle, Jr., Arlene Fickler, Hoyle Morris & Kerr LLP

Requests for Proposals, Bidding, Presentations and Beauty Contests

S.T. Jack Brigham III, Former Senior Vice President Corporate Affairs and General Counsel, Hewlett-Packard Company
Laurence Coit, Manager of Litigation, Agilent Technologies, Inc.
William H. MacAllister, Attorney-at-Law
Peter D. Zeughauser, ClientFocus

Marketing to Potential Corporate Clients

Louis J. Briskman, Executive Vice President and General Counsel, CBS Corp.
James W. Quinn, Peter A. Antonucci, Weil Gotshal & Manges LLP

Optimizing the Number of Outside Counsel Through Convergence and Partnering Strategies

Paul J. Kaleta, Vice President, General Counsel and Secretary, Koch Industries, Inc.

Fee Arrangements

Richard J. Rawson, General Counsel, Lucent Technologies
Lee S. Cutcliff, Vice President-Law, Lucent Technologies
William F. Alderman, Orrick, Herrington & Sutcliffe LLP
Richard E. Donovan, Kelley Drye & Warren LLP

Engagement Letters

Paul S. Miller, Executive Vice President and General Counsel, Pfizer, Inc.
Steven C. Kany, Senior Assistant General Counsel, Pfizer, Inc.
Louis B. Bernstein, Senior Corporate Counsel Legal Division, Pfizer, Inc.
Mark Herrmann, Tracy Kozicki Stratford, Jones Day Reavis & Pogue

The Planning Process

Joseph T. McLaughlin, Managing Director and Executive Vice President, Legal & Regulatory Affairs, Credit Suisse First Boston
David M. Brodsky, Managing Director, General Counsel-Americas, Credit Suisse First Boston
Karen M. Crupi, Director, Credit Suisse First Boston
Brooks R. Burdette, Schulte Roth & Zabel LLP

Budgeting and Controlling Costs

F. Thomas Dunlap, Jr., Vice President, General Counsel, Secretary, Intel Corporation
Peter N. Detkin, Vice President and Assistant General Counsel, Intel Corporation
George M. Newcombe, Elisa Alcabes, Simpson Thacher & Bartlett

Evaluating Legal Risks and Costs with Decision Tree Analysis

J. Bryan Whitworth, Senior Vice President, General Counsel, Phillips Petroleum Company
Clyde W. Lea, Associate General Counsel, Phillips Petroleum Company
Marc B. Victor, President, Litigation Risk Analysis, Inc.
Craig B. Glidden, Vice President and General Counsel, Chevron Phillips Chemical Company LP

Communication Methods and Skills

Jeffrey B. Kindler, Senior Vice President and General Counsel, Pfizer Inc.
Todd O. Tucker, Managing Counsel, McDonald's Corporation
D. Alan Rudlin, Thomas G. Slater, Jr., Hunton & Williams

Billing

Richard E. Mulroy, Jr., Former General Counsel, MONY Group, Inc.
Lawrence J. Fox, Drinker Biddle & Reath LLP
Jonathan P. Bellis, David Horne, Law Firm and Law Department Consulting Group, PricewaterhouseCoopers LLP

Expenses and Disbursements

Ronald N. Finn, Senior Vice President & Co-General Counsel, Credit Lyonnais
Janis M. Meyer, Dewey Ballantine LLP

The Relationship Between the Legal Department and the Corporation

Janet Langford Kelly, Executive Vice President-Corporate Development, General Counsel and Secretary, Kellogg Company
Susan R. Sneider, Kelly A. Fox, Hildebrandt, Int'l

Law Department Management

Thomas B. Green, Senior Vice President Law & Administration, Dell Computer Corporation
Paula E. Boggs, Vice President and Senior Deputy General Counsel, Dell Computer Corporation
Jerold S. Solovy, Matthew M. Neumeier,
Eric K. Laumann, Jenner & Block

Law Firm Staffing

Louis L. Hoynes, Jr., Executive Vice President & General Counsel, American Home Products Corporation
Roger D. Netzer, Willkie Farr & Gallagher

Legal Research Management

Michael S. Harris, Senior Vice President, General Counsel and Secretary, The Thomson Corporation
Vance K. Opperman, Chief Executive Officer, Key Investment
James R. Seidl, President, Legal Research Center
Richard H. Weise, Former Senior Vice President, General Counsel and Secretary, Motorola, Inc.

Local and Specialized Outside Counsel

Michael S. Harris, Senior Vice President, General Counsel and Secretary, The Thomson Corporation
James F. Rittinger, Mark A. Fowler, Satterlee Stephens Burke & Burke LLP

Coordinating Counsel

Mark D. Roellig, Former Executive Vice President for Public Policy, Human Resources and Law, General Counsel and Secretary, US WEST
David J. Burman, Perkins Coie

Counsel for International Legal Work

Hayward D. Fisk, Vice President, General Counsel and Secretary, Computer Sciences Corporation
H. Ward Classen, Assistant General Counsel, Computer Sciences Corporation

Representing European Companies in U.S. Litigation

Bernd Honsel, General Counsel, Allianz Versicherungs-AG
Gerald G. Paul, Flemming Zulack & Williamson LLP

Use of Contract Lawyers

Samuel H. Gillespie III, Former Vice President and General Counsel, Mobil Corporation
Bjarnie R. Anderson, Former Legal Business Manager, Mobil Corporation
Mary W. Adelman, President, Firm Advice, Inc.
Russell A. Hollrah, Littler Mendelson

Representing a Client with Insurance

Howard E. Steinberg, Executive Vice President, Chief of Corporate Operations, Reliance Group Holdings, Inc.
Joseph P. Monteleone, Senior Vice President and Underwriting Counsel, Kemper Financial Insurance Solutions (KFIS)
S. Emy Poulad Grotell, Vice President and Claims Counsel, Reliance National
Michael DeMarco, James J. Arguin, Kirkpatrick & Lockhart LLP

Specialized Approaches to Outsourcing Legal Work

David R. Almond, Senior Vice President, General Counsel and Secretary, Fleming Companies, Inc.
John M. Mee, Myrna Schack Latham, McAfee & Taft

Specialized Approaches to Insourcing Legal Work

Jeffery A. Smisek, Executive Vice President, General Counsel and Secretary, Continental Airlines, Inc.
Donna J. Katos, Managing Attorney-Litigation, Continental Airlines, Inc.
Deborah E. Lans, Danielle C. Lesser, Morrison Cohen Singer & Weinstein LLP

Technology

Paul J. Polking, Executive Vice President and General Counsel, Bank of America Corporation
Barry Richard, Greenberg Traurig PA

Management of Corporate Documents

Mark G. Aron, Executive Vice President, Law & Public Affairs, CSX Corporation
Robert L. Burrus, Jr., O. Forrest Morgan, McGuire Woods Battle & Boothe LLP

Benchmarking and Evaluation

Christi R. Sulzbach, Executive Vice President and General Counsel, Tenet Healthcare Corporation
Thomas E. Holliday, Gibson Dunn & Crutcher LLP

Ethics

Lee Bearmon, Senior Vice President, General Counsel and Secretary, Carlson Companies, Inc.
R. Scott Davies, Briggs and Morgan PA

Conflicts of Interest

James V. Derrick, Jr., Executive Vice President and General Counsel, Enron Corporation
Harry M. Reasoner, Edward A. Carr, Vinson & Elkins LLP

Attorney-Client Privilege and Attorney Work Product Protections

Murray H. Bring, Former Vice Chairman, External Affairs and General Counsel, Philip Morris Companies
Theodore L. Banks, Associate General Counsel, Kraft Foods, Inc.

Outside Counsel in Entities Other than Law Firms

Jeffrey B. Kindler, Senior Vice President and General Counsel, Pfizer Inc.
Michael J. Herlihy, General Counsel, ICI Agrochemicals
G. Marc Whitehead, Sonnenschein Nath & Rosenthal

Internal Investigations

Thomas P. Hester, Former General Counsel, Ameritech Corporation, Sears Roebuck & Company, FMC Corporation
William H. Baker, Assistant General Counsel, Sears Roebuck & Company
Steven F. Molo, Winston & Strawn

Licensure and Admittance to Practice

Raymond D. Fortin, General Counsel, Senior Vice President Corporate Secretary, SunTrust Banks, Inc.
Daniel J. King, Mark M. Maloney, King & Spalding

Professionalism

Sanford M. Litvack, Vice Chairman of the Board, The Walt Disney Company
Jerome J. Shestack, Wolf Block Schorr & Solis-Cohen LLP

Continuing Legal Education and Training

Richard L. Ballantyne, Vice President–General Counsel and Secretary, Harris Corporation
Michael J. Weaver, Latham & Watkins

Diversity

Marion A. Cowell, Jr., Former Executive Vice President, General Counsel and Secretary, First Union Corporation
W. Randy Eaddy, Kilpatrick Stockton LLP

Operating a Small Law Department

Bart R. Schwartz, Senior Vice President and General Counsel, The MONY Group
Lynn E. Pollan, Vice President and Assistant General Counsel, Willis Corroon Corporation

The Large Company with a Small Law Department

Robert W. Webb, Vice President, Secretary and General Counsel, The Marmon Group, Inc.
Michael L. Rodburg, Lowenstein Sandler PC

Quality Management, Re-Engineering and Project Management

William D. Eggers, Senior Vice President and General Counsel, Corning Incorporated
Harry P. Trueheart III, Nixon Peabody LLP

Civil Justice Reform

Hugh Rice Kelly, Executive Vice President, General Counsel and Corporate Secretary, Reliant Energy

Joint Legislative and Regulatory Lobbying Efforts by Inside and Outside Counsel

Thomas S. Wagner, Executive Vice President and General Counsel, CIGNA
Ed K. Ota, Jr., Vice President and Associate General Counsel, ACE USA
Paul M. Hummer, Patrick T. Beaty, Saul Ewing Remick & Saul LLP

Opinion Letters

Gregg R. Narber, Senior Vice President and Counsel, Principal International, Inc.
Sarah J. Pitts, Counsel, Principal Life Insurance Company

Corporate Governance

Thomas A. Gottschalk, Vice President and General Counsel, General Motors Corporation
Warren G. Andersen, Group Counsel-Corporate, General Motors Corporation
R. Franklin Balotti, Lisa A. Schmidt, Richards Layton & Finger PA

Compliance

Richard W. Blackburn, Executive Vice President, General Counsel and Secretary, Duke Energy Corporation
Jeffrey J. Binder, Dickstein Shapiro Morin & Oshinsky LLP

Transactions

Harold S. Barron, Senior Vice President, General Counsel and Secretary, UNISYS Corporation
Michael D. Goldman, Scott E. Waxman, Potter Anderson & Corroon LLP

Corporate Information Technology Transactions

Lester L. Coleman, Executive Vice President and General Counsel, Halliburton Company
William E. Shull, Assistant General Counsel, Halliburton Company
James W. Boeckman, Edward T. Stockbridge, Vinson & Elkins LLP
Richard D. Marks, Davis Wright Tremaine LLP

Joint Ventures

Peter M. Kreindler, Senior Vice President, General Counsel and Secretary, Honeywell International, Inc.
Ellen S. Friedenberg, Alan G. Kashdan, James B. Kobak, Jr., Daniel H. Weiner, Hughes Hubbard & Reed LLP

Valuation of a Business in an Acquisition Context

John L. Howard, Senior Vice President and General Counsel, W.W. Grainger, Inc.
Theodore R. Tetzlaff, Jenner & Block
J. Ericson Heyke II, Dean L. Overman, Winston & Strawn

Securities

William J. Calise, Jr., Senior Vice President, General Counsel and Secretary,
Peter R. Kolyer, Chadbourne & Parke LLP

Commercial Finance

Ernest D. Stein, Executive Vice President, General Counsel and Secretary, The CIT Group
Michael J. Cleary, General Counsel, The CIT Group/Business Credit, Inc.
Maury B. Poscover, Husch & Eppenberger LLC

Workouts and Bankruptcy

Stanley S. Stroup, Executive Vice President, General Counsel, Wells Fargo & Company
David R. Garfield, Deputy General Counsel, Wells Fargo & Company
James P. Stephenson, Michael R. Stewart, Faegre & Benson LLP

Employee Benefits

M. Clayton Humphries, Jr., Vice President and General Counsel, WestPoint Stevens, Inc.
Frederick A. Brodie, Susan P. Serota, Winthrop Stimson Putnam & Roberts

Advertising Review, Clearance and Challenges

Louise M. Parent, Executive Vice President and General Counsel, American Express Company
Ronald A. Gray, Managing Counsel, American Express Company
David H. Bernstein, Debevoise & Plimpton

Alternative Dispute Resolution

Jack Foltz, Former Vice President and General Counsel, Sunoco, Inc.

Arbitration of International Commercial Disputes

Frank H. Menaker, Jr., Senior Vice President and General Counsel, Lockheed Martin Corporation
Jay A. Brozost, Vice President and General Counsel, Aeronautics Sector, Lockheed Martin Corporation
Louis B. Kimmelman, Claudia E. Ray, O'Melveny & Myers LLP

Determination of Litigation Forum

William B. Lytton, Senior Vice President and General Counsel, International Paper Company
Steven J. Harper, Kirkland & Ellis

Pleadings and Pre-Trial Motions in Complex Commercial Cases

Anne H. McNamara, Senior Vice President and General Counsel, American Airlines, Inc.
Richard A. Rothman, Lori L. Pines, Weil Gotshal & Manges LLP

Discovery and Information Gathering

William J. O'Brien, Sr. Vice President, General Counsel and Secretary, DaimlerChrysler Corporation
Kenneth I. Gluckman, Assistant General Counsel, DaimlerChrysler Corporation
Stephen J. Ott, Miller Canfield Paddock and Stone PLC

Expert Witnesses

R. Rennie Atterbury III,Vice President, General Counsel and Secretary, Caterpillar, Inc.
James B. Buda, Associate General Counsel, Caterpillar, Inc.
Robert G. Abrams, Joanne E. Caruso, Howrey & Simon

Trial Preparation and Presentation

Thomas C. Siekman, Senior Vice President and General Counsel, Compaq Computer Corporation
Herbert F. Schwartz, Fish & Neave

Use of Jury Consultants

Christine A. Edwards, Chief Legal Officer and Secretary, Bank One Corporation
Lynn A. Goldstein, Senior Vice President and National Litigation Practice Group Head, Bank One Corporation
Steven P. Handler, David F. Wentzel, McDermott Will & Emery

Settlement

James N. Roethe, Former General Counsel, BankAmerica Corporation
Charles E. Patterson, Morrison & Foerster LLP

Appeals

John J. Ursu, Senior Vice President, Legal Affairs & General Counsel, Minnesota Mining & Manufacturing Co.
Thomas A. Boardman, Deputy General Counsel, Minnesota Mining & Manufacturing Co.
David F. Herr, Maslon Edelman Borman & Brand LLP

High Profile Litigation

Christopher P. Bogart, Executive Vice President, General Counsel and Secretary, Time Warner, Inc.
Robert D. Joffe, Cravath Swaine & Moore

Patents and Trade Secrets

Theodore J. Collins, Senior Vice President of Law and Contracts, The Boeing Company
William C. Anderson, Assistant General Counsel, Intellectual Property, Aerospace Electronic Systems, Honeywell International, Inc.
Carlos M. Herrera, Intellectual Property Counsel, Thomson Consumer Electronics
Guy R. Gosnell, Alston & Bird LLP

Trademarks

Robert W. Pike, Executive Vice President, Allstate Insurance Company
Joseph R. (Casey) Mangan, Jr., Counsel, Allstate Insurance Company
Floyd A. Mandell, Katten Muchin & Zavis

Jan F. Constantine, Senior Vice President and General Counsel, News America Publishing and Marketing Groups
Daphne Gronich, Senior Vice President, Litigation and Intellectual Property, Fox Group
Dale M. Cendali, Rebecca C. Martin, O'Melveny & Myers LLP

Employment Law

Anastasia D. Kelly, Executive Vice President and General Counsel, Sears Roebuck & Company
Sarah E. Elder, Assistant General Counsel,
The Honorable Barbara M.G. Lynn, United States District Judge, Northern District of Texas
Mike Birrer, Ann Marie Arcadi, Carrington Coleman Sloman & Blumenthal LLP

Environmental Law

Ronald M. Soiefer,Vice President, General Counsel and Secretary, Unilever United States, Inc.
Andrew Shakalis, Assistant General Counsel - Environmental, Unilever United States, Inc.
Daniel M. Steinway, Kelley Drye & Warren LLP

Mass Torts

Roger S. Fine, Vice President and General Counsel, Johnson & Johnson
Theodore M. Grossman, Jones Day Reavis & Pogue

Real Estate Law

William C. Mutterperl, Executive Vice President and General Counsel, FleetBoston Financial Corporation
Gabriel Miller, Senior Counsel, FleetBoston Financial Corporation
Patricia L. Kantor, Terrence M. Finn, Edwards & Angell LLP

Case Study: DuPont's Legal Model for Strategic Partnering

Howard J. Rudge, Former Senior Vice President and General Counsel, E.I. du Pont de Nemours and Company
Thomas L. Sager, Associate General Counsel, E.I. du Pont de Nemours and Company
Richard L. Horwitz, Potter Anderson & Corroon LLP

Case Study: Federated's Acquisition of Broadway—Deal Making at High Speed

Dennis J. Broderick, Senior Vice President, General Counsel and Secretary, Federated Department Stores, Inc.
Robert A. Profusek, Jones Day Reavis & Pogue

Case Study: Outsourcing of the Telcordia Legal Contract Function

N. Michael Grove, Vice President and General Counsel, Telcordia Technologies
Jay G. Safer, LeBoeuf Lamb Greene & MacRae LLP

Case Study: ServiceMaster's National Litigation Program

Vernon T. Squires, Senior Vice President and General Counsel, The ServiceMaster Company
Thomas E. Wilson, Vice President and General Counsel, ServiceMaster Management Services
Donald L. Mrozek, Dan L. Boho, Hinshaw & Culbertson

Case Study: The Wal-Mart Approach to Litigation

Robert K. Rhoads, Senior Vice President, General Counsel and Secretary, Wal-Mart Stores, Inc.
Ronald A. Williams, Vice President and Assistant General Counsel, Wal-Mart Stores, Inc.
Jon B. Comstock, Senior Corporate Litigation Counsel, Wal-Mart Stores, Inc.
Ann Curry Cato, Senior Corporate Counsel, Wal-Mart Stores, Inc.