Negotiating Outside Counsel Guidelines
Presented by Cari Sheehan
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Course Description
Length: 1h 0min Published: 8/11/2025 
This CLE course on Negotiating Outside Counsel Guidelines (OCG) is designed to equip in-house counsel and legal professionals with the knowledge and strategies needed to develop, negotiate, and enforce effective OCGs. Outside Counsel Guidelines serve as a critical tool in managing legal spend, ensuring transparency, and aligning expectations between corporate legal departments and external law firms. This session will explore best practices in drafting OCGs, common negotiation challenges, and practical solutions for fostering compliance while maintaining strong relationships with outside counsel. Attendees will gain actionable insights into optimizing legal service agreements to control costs, improve efficiency, and enhance legal outcomes.
Learning Objectives
* Understanding OCGs – The role of Outside Counsel Guidelines in managing legal services and spend
* Key Components – Breakdown of OCG elements: resourcing, activities, commercial terms, and billing hygiene
* Negotiation Strategies – Tactics for balancing cost control with maintaining strong outside counsel relationships
* Enforcing OCG Compliance – Best practices for monitoring and enforcing adherence through invoice review and legal spend management tools
* Common Pitfalls & Solutions – Identifying challenges in OCG negotiations and practical ways to address them
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Presented By:
Cari Sheehan
Indianapolis, IN
(812) 239-4187
csheehan@taftlaw.com
