{"id":31367,"date":"2024-09-24T16:39:21","date_gmt":"2024-09-24T16:39:21","guid":{"rendered":"https:\/\/bna.content.cirrus.bloomberg.com\/blaw2023\/insights\/legal-solutions\/how-gunderson-dettmer-streamlines-project-management\/"},"modified":"2025-09-26T16:42:25","modified_gmt":"2025-09-26T16:42:25","slug":"how-gunderson-dettmer-streamlines-project-management","status":"publish","type":[106],"link":"https:\/\/bna.content.cirrus.bloomberg.com\/blaw2023\/insights\/legal-solutions\/how-gunderson-dettmer-streamlines-project-management\/","title":{"rendered":"Case Study: How Gunderson Dettmer Shortened Client Response Time"},"content":{"rendered":"<div  class=\"bbg-row-container\">\n    <style>section[data-anchor='row-6a08af0298a81'] {\n\t\t\t\tbackground-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2023\/12\/article-header-1.png);\n\t\t\t  }<\/style>\n    <section class=\"bbg-row bg--has-media       bg--eeeeee text--white bbg-row--full-bg-bleed\" data-anchor='row-6a08af0298a81'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <p>    <ul class=\"bbg-categories_list\">\n                    <li>\n                <a href=\"https:\/\/bna.content.cirrus.bloomberg.com\/blaw2023\/insights\/business-of-law\/\" rel=\"category tag\">\n                    Business of Law\n                <\/a>\n            <\/li>\n                    <li>\n                <a href=\"https:\/\/bna.content.cirrus.bloomberg.com\/blaw2023\/insights\/legal-solutions\/\" rel=\"category tag\">\n                    Legal Solutions\n                <\/a>\n            <\/li>\n            <\/ul>\n<div\n    class=\"bbg-spacer\"\n        style=\"height: 24px !important\"\n    >\n<\/div><div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h1>How Gunderson Dettmer Improved Transparency and Client Service Delivery with Dashboard Legal<\/h1>\n\n<\/div>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black bbg-jl-start bbg-row--full-bg-bleed\" data-anchor='row-6a08af02a1281'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <p><div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    \n<\/div><div\n    class=\"bbg-column bbg-column--width-3 bbg-column--offset-1\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bbg_jumplinks-container vertical\"\n\tdata-link-color=\"#00d2b3\"\n\tdata-style=\"light\"\n\tdata-direction=\"vertical\"\n\tdata-mobile-behavior=\"dropdown\"\n>\n\t<style>\n\t\t.bbg_jumplinks-container .bbg_jumplinks-scroll:after {\n\t\t\tbackground: #00d2b3;\n\t\t}\n\t<\/style>\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-compact row-padding--bottom-none bbg-row--full-bg-bleed\" data-anchor='row-6a08af02a303d'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <p><div\n    class=\"bbg-spacer\"\n        style=\"height: 40px !important\"\n    >\n<\/div>    <p class=\"bbg-metadata bbg-metadata--date\">September 24, 2024<\/p>\n<\/p>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none bbg-row--full-bg-bleed\" data-anchor='row-6a08af02a4b31'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p>In 2023, Gunderson Dettmer, a Silicon Valley law firm that specializes in venture capital and growth equity, aimed to improve project management and client response times.<\/p>\n<p>After evaluating <a href=\"https:\/\/bna.content.cirrus.bloomberg.com\/blaw2023\/products\/dashboard-legal\/\">Bloomberg Law Dashboard Legal<\/a>, the firm saw an opportunity to boost their efficiency by streamlining task management and division of labor. Chief Knowledge Officer Naveen Pai led adoption efforts, as he was impressed by the platform\u2019s ability to optimize operations.<\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none row-jump-link-section bbg-jl-start bbg-row--full-bg-bleed\" data-jump-link-label='Challenge: Navigating the inbox folder maze to track legal project tasks' data-anchor='row-6a08af02a609b' id='challenge'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>Challenge: Navigating the inbox folder maze to track legal project tasks<\/h2>\n<p>Before implementing Bloomberg Law Dashboard Legal, Gunderson Dettmer\u2019s attorneys relied on email to manage legal tasks, which led to fragmented and disjointed workflows.<\/p>\n<p>Teams needed to comb through lengthy email chains to find the information they needed and didn\u2019t always have complete visibility into important project details, which could be sitting in someone else\u2019s inbox.<\/p>\n<p>\u201cEveryone was trying to keep track of tasks on their own,\u201d said Pai. \u201cThey spent too much time searching their inbox to find an email that lays out a set of items to be done.\u201d<\/p>\n<p>Confronted with information silos, employees often dealt with duplicated, delayed, or overlooked tasks. This led them to get bogged down in day-to-day task management.<\/p>\n<p>\u201cThe bane of any corporate attorney\u2019s existence is being tasked with keeping track of outstanding items, all while in the middle of a large complex transaction moving at warp speed,\u201d said Brent Armitage, a corporate associate at Gunderson Dettmer\u2019s Los Angeles office.<\/p>\n<p>By needing to organize requests and priorities coming from other team members, attorneys and legal professionals at Gunderson Dettmer had less time to focus on higher-level work, such as client advising.<\/p>\n<p>\u201cRather than spending time in the flow state \u2013 working on the thing that\u2019s adding value \u2013 they\u2019re spending time managing emails,\u201d said Pai.<\/p>\n<p>Gunderson Dettmer lawyers weren\u2019t alone in using their inboxes as a project management tool \u2013 many law firms do the same. According to Pai, this creates operational inefficiencies that can have a widespread impact.<\/p>\n<p>If a client calls and asks for the status on a project, lawyers may have to go through multiple email threads or reach out to multiple colleagues to get the correct information, which can lead to delays and client dissatisfaction.<\/p>\n<p>\u201cProject management is part of the value that you\u2019re providing when you\u2019re an attorney,\u201d said Pai. \u201cAnd not having a tool to do that works against you.\u201d<\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none row-jump-link-section bbg-row--full-bg-bleed\" data-jump-link-label='Streamlining task management with Dashboard Legal' data-anchor='row-6a08af02a75fa' id='task-management'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2><strong>Streamlining task management with Dashboard Legal<\/strong><\/h2>\n\n<\/div>\n<style>#bloomberg-video-6a08af02db8ff .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Naveen-Pai-150x150.jpg); }@media (min-width: 150px) { #bloomberg-video-6a08af02db8ff .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Naveen-Pai-300x170.jpg); } }@media (min-width: 300px) { #bloomberg-video-6a08af02db8ff .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Naveen-Pai-768x435.jpg); } }@media (min-width: 768px) { #bloomberg-video-6a08af02db8ff .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Naveen-Pai-1024x580.jpg); } }<\/style><div class='bloomberg-video' data-aspect-ratio='16:9' data-service='vimeo-video' id='bloomberg-video-6a08af02db8ff'><div class='bloomberg-video__wrapper bloomberg-video__wrapper--core'>\t\t\t\t<a\n\t\t\t\t\tclass=\"bloomberg-video__link\"\n\t\t\t\t\thref=\"https:\/\/vimeo.com\/1004628448\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\trel=\"noopener\"\n\t\t\t\t\ttitle=\"\"\n\t\t\t\t\tdata-video-id=\"1004628448\"\n\t\t\t\t\tdata-orientation=\"Horizontal\"\n\t\t\t\t\tdata-video-loop=\"0\"\n\t\t\t\t\tdata-video-title=\"Naveen Pai\"\n\t\t\t\t\taria-label=\"Play Video\"\n\t\t\t\t><\/a>\n\t\t\t\t<\/div><\/div><div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p class=\"small\">Gunderson Dettmer\u2019s Naveen Pai discusses why the firm decided to partner with Dashboard Legal and what the process entailed.<em><br \/>\n<\/em><\/p>\n\n<\/div>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none row-jump-link-section bbg-jl-end bbg-row--full-bg-bleed\" data-jump-link-label='Solution: A user-friendly, centralized platform for real-time project tracking' data-anchor='row-6a08af02e0852' id='solution'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>Solution: A user-friendly, centralized platform for real-time project tracking<\/h2>\n<p>When Pai first shopped around for tools that would better organize Gunderson Dettmer\u2019s communication and task management, he looked into general PM software, not realizing that a legal-specific solution existed.<\/p>\n<p>&#8220;We almost stopped our search for a project management tool until we saw Dashboard Legal,&#8221; he recalled. &#8220;And we said, &#8216;Okay, <em>this <\/em>is what we&#8217;ve been looking for.&#8221;<\/p>\n<p>Dashboard Legal was born from the pain that co-founder Mat Rotenberg felt during his seven-year tenure as a corporate attorney in New York City.<\/p>\n<p>Year after year, Rotenberg watched as attorneys coped with growing volumes of complex information and knew that an inbox wasn&#8217;t a long-term sustainable solution to keep pace with demands. He set out to change that.<\/p>\n<p>&#8220;At Dashboard Legal, we&#8217;re really taking the benefits of market project management tools and bringing them to the attorney workflow, with specifically designed tools to facilitate legal work,&#8221; Rotenberg said.<\/p>\n<p>After a long-awaited search, Pai was glad to find a platform that directly addressed the needs of the firm: to streamline day-to-day workflows of attorneys and paralegals.<\/p>\n<p>Pai reached out to Rotenberg and his team to learn more and was impressed. Dashboard Legal not only could improve the firm&#8217;s organization but also enhance collaboration and communication through these key features:<\/p>\n<ul>\n<li><strong>Checklists:<\/strong> enable lawyers to keep track of all deliverables, the status of individual tasks, and the responsible party to complete a task<\/li>\n<li><strong>Template libraries:<\/strong> give teams the ability to standardize complex projects and not have to build each checklist from scratch<\/li>\n<li><strong>Internal chat<\/strong>: facilitates collaboration, reduces email overload, and offers open lines of communication, which can be critical in time-sensitive situations<\/li>\n<li><strong>Software integrations:<\/strong> allow lawyers to open, save, and organize their Outlook emails, iManage, and NetDocuments, all within Dashboard Legal<\/li>\n<li><strong>Project roll-ups:<\/strong> provide a visual on progress. Lawyers have more visibility into what their colleagues are doing and what still needs to be done<\/li>\n<\/ul>\n<p>Pleased by the product\u2019s offerings, Pai helped lead the charge in implementation. Dashboard Legal was first rolled out in Gunderson Dettmer&#8217;s Los Angeles office, where the legal tool quickly gained traction among associates.<\/p>\n<p>&#8220;Dashboard Legal allows you to keep track of everything in real time with increased visibility for the entire team as you&#8217;re doing it,&#8221; said Armitage. &#8220;I think the earlier and more often you can adopt and incorporate this platform in your everyday practice, the more it pays off on the back end.&#8221;<\/p>\n<p>Once decision-makers saw the value that Dashboard Legal was bringing to junior and senior-level staff, the platform was then adopted firmwide.<\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none row-jump-link-section bbg-row--full-bg-bleed\" data-jump-link-label='How Dashboard Legal helps associates succeed' data-anchor='row-6a08af02e22c5' id='succeed'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>How Dashboard Legal helps associates succeed<\/h2>\n\n<\/div>\n<style>#bloomberg-video-6a08af03219d0 .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Brent-Armitage-150x150.jpg); }@media (min-width: 150px) { #bloomberg-video-6a08af03219d0 .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Brent-Armitage-300x170.jpg); } }@media (min-width: 300px) { #bloomberg-video-6a08af03219d0 .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Brent-Armitage-768x435.jpg); } }@media (min-width: 768px) { #bloomberg-video-6a08af03219d0 .bloomberg-video__wrapper { background-image: url(https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&type=webp&url=https:\/\/assets.bbhub.io\/bna\/sites\/18\/2024\/09\/video_Brent-Armitage-1024x580.jpg); } }<\/style><div class='bloomberg-video' data-aspect-ratio='16:9' data-service='vimeo-video' id='bloomberg-video-6a08af03219d0'><div class='bloomberg-video__wrapper bloomberg-video__wrapper--core'>\t\t\t\t<a\n\t\t\t\t\tclass=\"bloomberg-video__link\"\n\t\t\t\t\thref=\"https:\/\/vimeo.com\/1004634883\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\trel=\"noopener\"\n\t\t\t\t\ttitle=\"\"\n\t\t\t\t\tdata-video-id=\"1004634883\"\n\t\t\t\t\tdata-orientation=\"Horizontal\"\n\t\t\t\t\tdata-video-loop=\"0\"\n\t\t\t\t\tdata-video-title=\"Brent Armitage\"\n\t\t\t\t\taria-label=\"Play Video\"\n\t\t\t\t><\/a>\n\t\t\t\t<\/div><\/div><div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p class=\"small\">Gunderson Dettmer\u2019s Brent Armitage explains how Dashboard Legal has been a gamechanger for him and his team.<\/p>\n\n<\/div>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none row-jump-link-section bbg-jl-end bbg-row--full-bg-bleed\" data-jump-link-label='Results: More streamlined communications and lower costs for the client' data-anchor='row-6a08af03268af' id='results'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>Results: More streamlined communications and lower costs for the client<\/h2>\n<p>As an associate at Gunderson Dettmer, Armitage handles a lot of high-stakes deals, which have quick turnarounds. Clients often ask his team for updates on projects, which used to be a time-consuming process. However, Dashboard Legal changed that.<\/p>\n<p>One of the first projects Armitage created on Dashboard Legal was a finance transaction for a company client. He made a dashboard for the transaction, invited team members and stakeholders, and opened up a standardized checklist.<\/p>\n<p>&#8220;We were off to the races,&#8221; he said.<\/p>\n<p>One night, a few weeks later, the client sent an email to the partner on the deal, wanting an update. Instead of the partner pinging Armitage asking about the status and Armitage needing to summarize a checklist in Microsoft Word that might have been outdated, the process was a lot more streamlined.<\/p>\n<p>&#8220;All the partner needed to do was simply ask, &#8216;<em>Is Dashboard Legal up to date?<\/em>&#8216;&#8221; Armitage said. &#8220;And the only thing I needed to say was, &#8216;<em>Yes<\/em>.&#8217;&#8221;<\/p>\n<p>The partner exported the checklist and send it off to the client in a matter of minutes. Pre-Dashboard Legal, the handoff process would have taken much longer, which would have also resulted in a heftier bill for the client.<\/p>\n<p>&#8220;Not only did the speed of our response time increase but it also saved me probably 30 minutes to an hour trying to put together an outdated summary,&#8221; said Armitage. &#8220;And the client was happy because the bill was substantially lower too.&#8221;<\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none bbg-row--full-bg-bleed\" data-anchor='row-6a08af0327fdf'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>Streamline communication and foster collaboration for your team<\/h2>\n<p>Join Gunderson Dettmer in gaining a more dynamic and organized way to work \u2013 beyond the inbox. Dashboard Legal is purpose-built for lawyers to simplify task tracking, document management, and team-wide communication.<\/p>\n<p>Effortlessly track deadlines, assign tasks, and monitor progress in real time using project dashboards. Say goodbye to the hassle of manually updating and sharing separate checklists in MS Word. Keep all your documents from iManage or NetDocuments conveniently within the dashboard and easily export them for seamlines sharing. <a href=\"https:\/\/pro.bloomberglaw.com\/products\/dashboard-legal\/#form-demo\">Request a demo<\/a>.<\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <style>section[data-anchor=row-6a08af03295ac]::before {\n\t\t\t\tbackground-color: #eeeeee;\n\t\t\t}<\/style>\n    <section class=\"bbg-row bg--custom-color  bg--eeeeee text--black bbg-row--full-bg-bleed\" data-anchor='row-6a08af03295ac'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h2>Recommended for you<\/h2>\n\n<\/div>\n<div\n    class=\"bbg-spacer\"\n        style=\"height: 24px !important\"\n    >\n<\/div><script>\n    window.feed = window.feed 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