UpLevel Ops

UpLevel Ops

Legal Services

Redwood City, CA 2,046 followers

We are Next Level Legal Ops Consultants and Strategists leading the evolution of the legal operations practice.

About us

At UpLevel Ops, we lead the evolution of the legal operations practice. We are trusted advisors providing practical guidance, mentorship, and coaching that goes beyond consulting. With our custom, high-end service – born of extensive corporate in-house experience – we partner with clients to craft actionable solutions. We create a roadmap to success that empowers teams with best practices, tools, and workflows tailored to their unique business objectives. But the real difference is our people. UpLevel Ops experts collaborate with clients to meet them where they are. We design a plan to position teams as core drivers of efficiency and innovation. We believe that transformation happens in small changes, and our goal is to activate that change and move our clients forward. And upward. Pleased to meet you, we’re UpLevel Ops.

Industry
Legal Services
Company size
11-50 employees
Headquarters
Redwood City, CA
Type
Privately Held
Founded
2016

Locations

Employees at UpLevel Ops

Updates

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    2,046 followers

    🚨 Don’t get stuck in the 70%! 🚨 A recent survey shows that 70% of people are unhappy or somewhat unhappy with their CLM implementations. 😬 Don’t let your department fall into that statistic! Join UpLevel Ops' CEO/Founder, Stephanie Corey, as she hosts 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗥𝗢𝗜 - 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗖𝗟𝗠 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 on Thursday, October 31st at 9 am PT/12 PM ET. This session features thought leaders Gabriel Saunders, Legal Operations Manager at Exos, Mariya Pivtoraiko. Chief Legal Officer & Chief of Staff, and Akshay Verma, Chief Operating Officer SpotDraft, who will share best practices, real-life success stories, and actionable strategies to ensure your CLM delivers value and supports your business goals. Don’t miss it—your legal operations strategy depends on it! Register now for 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗥𝗢𝗜 - 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗖𝗟𝗠 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻! 👉 https://lnkd.in/gRxCjaUV #LegalOps #CLM #UpLevelOps #NextLevel #FirstStepStartsWithU

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    💡 𝙄𝙣-𝙝𝙤𝙪𝙨𝙚 𝙡𝙖𝙬𝙮𝙚𝙧𝙨 𝙖𝙧𝙚 𝙚𝙖𝙜𝙚𝙧 𝙩𝙤 𝙞𝙣𝙣𝙤𝙫𝙖𝙩𝙚 𝙗𝙪𝙩 𝙣𝙚𝙚𝙙 𝙨𝙩𝙧𝙤𝙣𝙜𝙚𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙗𝙪𝙮-𝙞𝙣. Sound familiar? This insight from this recent article in 𝙇𝙖𝙬𝙮𝙚𝙧𝙨 𝙒𝙚𝙚𝙠𝙡𝙮 resonates with what we hear from legal departments every day. Breaking through resistance to innovation isn’t easy—but with the right tech and strategy, it's absolutely possible. At UpLevel Ops, our AI Specialist Brandi Pack and the rest of our Advisory Team deliver GAI-powered solutions that bridge the gap between legal innovation and business alignment. The UpLevel Ops AI Advantage Subscription helps legal departments automate repetitive tasks—like FAQs and vendor management—so your team can focus on complex, strategic work. Ready to secure buy-in? When your AI roadmap is backed by data and ROI-driven insights, stakeholders listen. Check out the article for more on legal innovation: And when you’re ready to Take Legal to the Next Level with GAI, reach out to us. The First Step Starts with U. Start the conversation here: uplevelops.com/assessment #GAIManagement #AIinLegal #LegalInnovation #UpLevelOps #FirstStepStartsWithU Stephanie Corey 🔗 𝙄𝙣-𝙝𝙤𝙪𝙨𝙚 𝙡𝙖𝙬𝙮𝙚𝙧𝙨 𝙬𝙖𝙣𝙩 𝙩𝙤 𝙞𝙣𝙣𝙤𝙫𝙖𝙩𝙚, 𝙗𝙪𝙩 𝙣𝙚𝙚𝙙 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙗𝙪𝙮-𝙞𝙣, from 𝙇𝙖𝙬𝙮𝙚𝙧𝙨 𝙒𝙚𝙚𝙠𝙡𝙮 https://lnkd.in/djYntCtj

    In-house lawyers want to innovate, but need business buy-in

    In-house lawyers want to innovate, but need business buy-in

    lawyersweekly.com.au

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    🎧 In case you haven’t tuned in yet, don’t miss UpLevel Ops Senior Advisors Sumi Trombley and Brian Hupp’s insightful chat with Evan Wong, CEO/Co-founder of Checkbox, on the latest episode of the  𝗨𝗽𝗟𝗲𝘃𝗲𝗹 𝗩𝗶𝗲𝘄 podcast. 💡 Spoiler Alert: Process before tech. Avoid the shiny object syndrome. And remember — 𝘗𝘦𝘳𝘧𝘦𝘤𝘵𝘪𝘰𝘯 𝘪𝘴 𝘵𝘩𝘦 𝘦𝘯𝘦𝘮𝘺 𝘰𝘧 𝘨𝘰𝘰𝘥! Looking for more practical tips? The episode dives into: ⚙️ Aligning tech with your team’s business needs ⚡ Supercharging workflows with AI tools (including UpLevel’s GAI-powered FAQs) 🔄 Managing change to ensure smooth adoption 🎧 Catch the full conversation on the 𝗨𝗽𝗟𝗲𝘃𝗲𝗹 𝗩𝗶𝗲𝘄 podcast here: https://lnkd.in/gCc_YTUf When you’re ready to unlock Next Level ROI, our expert advisory team at UpLevel Ops is here to help with seamless tech integration. The first step starts with U! Start the conversation here: https://lnkd.in/gJAA9TAF Learn more about UpLevel Ops' Technology, Readiness, Selection & Implementation services here: https://lnkd.in/edne-h3c #UpLevelOps #NextLevel #FirstStepStartsWithU #AIinLegal #LegalOps #TechImplementation

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    🎧 New Episode Alert: The 𝗨𝗽𝗟𝗲𝘃𝗲𝗹 𝗩𝗶𝗲𝘄 Podcast! 🎧 In this episode, UpLevel Ops Senior Advisors Sumi Trombley and Brian Hupp welcome Evan Wong, CEO and Co-founder of Checkbox, for a dynamic conversation about tech adoption in legal departments and 𝙎𝙚𝙘𝙧𝙚𝙩𝙨 𝙩𝙤 𝙄𝙢𝙥𝙡𝙚𝙢𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣 𝙎𝙪𝙘𝙘𝙚𝙨𝙨. Listen in to discover Evan’s next startup idea (hint: Laundry Day will never be the same! 🧺) and dive deep into the serious stuff: How process should always come before technology, avoiding shiny distractions, and understanding your team’s needs before selecting tools. As Evan puts it, "Perfection is the enemy of good." Tune in to hear practical insights about aligning business strategy with automation, identifying pain points, and managing change. Plus, learn how AI tools, like UpLevel Ops’ GAI-powered FAQs, can supercharge legal teams by reducing workload and enhancing efficiency. 🎧 Listen here or wherever you get your podcasts: https://lnkd.in/gCc_YTUf And when your team is ready to streamline operations, UpLevel Ops offers expert implementation services to ensure seamless tech integration with Next Level ROI. The first step starts with U! Learn more here: https://lnkd.in/gD3ASR7M #UpLevelOps #NextLevel #FirstStepStartsWithU #LegalOps #WorkflowAutomation #AIinLegal

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    Legal tech implementations don’t have to be stressful – and the pros featured in this Above the Law article show you how it’s done! 🙌 In 𝙏𝙝𝙚 𝙎𝙚𝙘𝙧𝙚𝙩𝙨 𝙩𝙤 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙞𝙣 𝙇𝙚𝙜𝙖𝙡 𝙏𝙚𝙘𝙝 𝙄𝙢𝙥𝙡𝙚𝙢𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, UpLevel Ops' own Senior Analysts Sumi Trombley and Brian Hupp share the strategies that separate smooth rollouts from tech turmoil. This article highlights exactly what it takes to implement legal solutions that stick, from planning to buy-in to measurable success. At UpLevel Ops, we live and breathe these same principles. We specialize in guiding legal departments through seamless tech implementations. If you want to see real results from your next rollout, let's talk. Our Advisory Team will make sure your tech investments deliver value – fast. 🔗 Read the article here: https://lnkd.in/gzHS6H8N 💫 Talk to UpLevel Ops before your next implementation! Ready to get started? Begin the conversation here: uplevelops.com/assessment #LegalTech #UpLevelOps #NextLevel #FirstStepStartsWithU Stephanie Corey

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    🚀 Get Ready for the Future of Legal Work! 🚀 UpLevel Ops is excited to team up with Checkbox for an upcoming webinar you don’t want to miss! Join us on Wednesday, November 13, 2024, at 11 am PT/2 pm ET for a dynamic conversation between Stephanie Corey, CEO and Co-Founder of UpLevel Ops, and Evan Wong, CEO & Co-Founder of Checkbox. In this session, we’ll tackle the challenges and opportunities transforming legal operations. Learn how Checkbox’s AI-powered solutions are revolutionizing legal intake, boosting visibility, and driving results—and get an exclusive look at their upcoming innovations! Topics we’ll cover: ✅ Overcoming intake bottlenecks with AI ✅ What CLOs are 𝘳𝘦𝘢𝘭𝘭𝘺 looking for—think value, visibility, and accountability ✅ Why most change management efforts fail—and how to do it right ✅ Pro tips on streamlining workflows and adopting automation without disruption 𝗕𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀! We'll wrap up with a live Q&A - we can't wait to hear from you! 🔗 Register today: https://lnkd.in/gNuf-C3A #UpLevelOps #NextLevel #FirstStepStartsWithU #LegalOps #AIinLegal #FutureOfWork

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    ✨ Legal Operations leadership is evolving—and it's fueled by Generative AI. ✨ Stay ahead with two 𝙐𝙥𝙇𝙚𝙫𝙚𝙡 𝙑𝙞𝙚𝙬 episodes that dive into critical strategies for balancing innovation with risk and practical leadership approaches in a tech-driven environment: 🎧 "𝙈𝙖𝙣𝙖𝙜𝙞𝙣𝙜 𝙂𝘼𝙄 𝙍𝙞𝙨𝙠" featuring Whitney Stefko Dover of Ford Motor Company and Christian Lang of Lega https://lnkd.in/gD9-susH 🎧 "𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙞𝙣 𝙩𝙝𝙚 𝘼𝙜𝙚 𝙤𝙛 𝘼𝙄" featuring Gabriel Buigas of Integreon https://lnkd.in/gPKnp-Cn Listen and subscribe to the 𝙐𝙥𝙇𝙚𝙫𝙚𝙡 𝙑𝙞𝙚𝙬 podcast and explore how leading legal professionals are navigating the complexities of AI while driving impactful leadership outcomes. Craving more actionable insights on leading in the age of GAI? The UpLevel Ops Advisory Team offers practical solutions to help you take your Legal Ops Leadership to the Next Level. Start the conversation with UpLevel Ops today! https://lnkd.in/gUqyrqNR #UpLevelOps #NextLevel #FirstStepStartsWithU #LegalLeadership #GAIRisk #LegalOps

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    The second issue of 𝑩𝙧𝒂𝙞𝒏𝙬𝒂𝙫𝒆 from UpLevel Ops dropped this week! 🧠 🌊 If you’re a 𝑩𝙧𝒂𝙞𝒏𝙬𝒂𝙫𝒆 subscriber, you received: 🌟 Tips on encouraging adoption of GAI in your organization 🌟 Leadership talking points about OpenAI’s Model o1 vs. GPT4o 🌟 And a preview of UpLevel Ops' Simple NDA Creator Custom GPT for AI Advantage subscribers TL; DR is real. With 𝑩𝙧𝒂𝙞𝒏𝙬𝒂𝙫𝒆 from UpLevel Ops, you won’t miss a thing. 👉 Subscribe to 𝑩𝙧𝒂𝙞𝒏𝙬𝒂𝙫𝒆 today https://lnkd.in/eA439CSA and find out how UpLevel Ops can take your GAI-powered Legal to the Next Level at https://lnkd.in/gRKuBP_v ! #UpLevelOps #AIinLegal #FirstStepStartsWithU #NextLevel

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    Did you miss the first issue of 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲?  🧠 🌊 If so, you missed ways to avoid common GAI pitfalls, leadership talking points about the Work Trend Index report from Microsoft and LinkedIn, and more! 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 from UpLevel Ops is a monthly newsletter designed to deliver the latest trends, tools, and strategies that will transform how your legal department harnesses the power of GenAI. 𝙏𝙝𝙚 𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝙞𝙨𝙨𝙪𝙚 𝙞𝙨 𝙘𝙤𝙢𝙞𝙣𝙜 𝙤𝙪𝙩 𝙣𝙚𝙭𝙩 𝙬𝙚𝙚𝙠!  Subscribe to 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 from UpLevel Ops today for: 🔍  𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: Stay ahead of AI trends with insights directly from the Legal Ops pros at UpLevel Ops. 🛠️ 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝘀: Get exclusive previews of our tailor-made GPT models to streamline your legal tasks. 📈 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Learn how AI can cut costs, improve client service, and find insightful GAI talking points for your leadership team. ✨  𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: As a 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 subscriber, you’ll have the inside track on the UpLevel Ops 𝗚𝗔𝗜 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗣𝗿𝗼𝗴𝗿𝗮𝗺. Whether you want to start small or scale up, our multi-tiered GAI Subscription service offers customizable AI solutions that fit any budget. Subscribe to 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 today, and don't miss another issue! Subscribe here --> https://lnkd.in/eA439CSA For more information about how we take your GAI-powered Legal to the Next Level, talk to our Advisory Team about the UpLevel Ops 𝗔𝗜 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗣𝗿𝗼𝗴𝗿𝗮𝗺: https://lnkd.in/gRKuBP_v #UpLevelOps #AIinLegal #BrainwaveNewsletter #FirstStepStartsWithU #LegalTech

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    2,046 followers

    🙌  Thank You for the Amazing Response to 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲!  🧠 🌊 We’re thrilled to hear how much you love the 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 Newsletter! The positive feedback has been pouring in, and we couldn’t be more excited to bring you the best in Generative AI insights to Take Legal to the Next Level. In case you missed it, 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 from UpLevel Ops is a monthly newsletter designed to deliver the latest trends, tools, and strategies that will transform how your legal department harnesses the power of GenAI. Subscribe to 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 from UpLevel Ops today for: 🔍  𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: Stay ahead of AI trends with insights directly from the Legal Ops pros at UpLevel Ops. 🛠️ 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝘀: Get exclusive previews of our tailor-made GPT models to streamline your legal tasks. 📈 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Learn how AI can cut costs, improve client service, and find insightful GAI talking points for your leadership team. ✨  𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: As a 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 subscriber, you’ll have the inside track on the UpLevel Ops GAI Advantage Program. Whether you want to start small or scale up, our multi-tiered GAI Subscription service offers customizable AI solutions that fit any budget. Haven’t subscribed yet? Now’s the time! Subscribe to 𝗕𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲 today: https://lnkd.in/eA439CSA For more information about how we take your GAI-powered Legal to the Next Level, talk to our Advisory Team about the UpLevel Ops AI Advantage: https://lnkd.in/gRKuBP_v #UpLevelOps #AIinLegal #BrainwaveNewsletter #FirstStepStartsWithU #LegalTech

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