The Agile Attorney Podcast The Fundamentals of Process Improvement with Joe Bockerstette [Bonus]
Dec 23, 2025
Joe Bockerstette, a process improvement guru with extensive experience in various sectors, joins the discussion to challenge the myth that legal practice is too unique for standardization. He emphasizes that foundational process principles from manufacturing can revolutionize legal workflows. Topics include defining client deliverables, the importance of standardizing methods to enhance efficiency, and minimizing waste in meetings. Joe's insights on creating modular client intake processes and maintaining consistent data standards offer practical strategies for optimizing legal operations.
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Processes Share Universal Fundamentals
- Every business process has a purpose, a primary deliverable, and a customer that the deliverable must satisfy.
- These fundamentals apply equally to manufacturing, legal, finance, and knowledge work according to Joe Bockerstette.
Specify Deliverables And Acceptance
- Specify the deliverable and acceptance criteria for meetings and documents so you can judge success objectively.
- Use intentional purpose and checklists to design how deliverables will be produced and verified.
Standardize Before Optimizing Cost
- Standardize best methods across similar practice areas to improve effectiveness and reduce cost of delivery.
- Focus first on delivering value effectively, then iterate to reduce waste and inefficiency.