Lifting the lid on trade secrets

Jordan, you’re a trial lawyer focusing on trade secret law, consumer class action defence, financial services, and entertainment litigation. Why, out of all those areas of practice, did you choose trade secret law as the subject for a podcast?

Because trade secrets drive some of the most innovative businesses. Innovation and the evolution of products and services fascinate me, and some companies are in the best position to take on our biggest problems. Green energy and plant protein businesses come to mind, but there’s an endless list of companies using trade secrets to solve problems and improve the world.

How difficult is it to take a complex subject like trade secret law and talk about it in a way that is engaging?

It’s not too difficult if you find the subject interesting and understand it. And once you do, it’s easy to present in a straightforward way that people can understand. A trade secret is just something that’s valuable to its owner and others because it’s secret and the owner takes reasonable steps to maintain it as such. When you’re able to boil a concept down to its simple point, it’s easy to explain and discuss.

Having had the inspiration for the show, what are you ultimately hoping to achieve with it?

I created this podcast because I want to give people who should (or must) be familiar with trade secret law an easy way to stay current at a high level (insert disclaimer that we are not providing legal advice here). Staying current can be tedious, like it is for me. Half of the process is filtering out cases or developments that don’t really add to what we already know, then deciding which ones are worth talking about.

Once we isolate the important material, we learn it, discuss it on the show, then give the listeners hard takeaways. The podcast forces me to do the homework and the listener can learn on a 20-minute commute what it took me a few hours to distill. So ultimately, I’m trying to achieve value for our listeners and myself, including, hopefully, relationships with some of the listeners.

Who do you see as your core listeners? Is it just clients or do you expect other private practice lawyers and law students to subscribe too?

Business decision-makers and in-house counsel whose jobs include being familiar enough with trade secret law to protect their trade secrets. Some businesses don’t even know they have trade secrets, which often are their most valuable assets. Others are very aware, but don’t have an easy way to stay current on the law. People don’t have a lot of downtime these days, and if they can learn critical information on a short commute or at the gym, when they wouldn’t otherwise be reading, maybe they will.

Podcasting is a great medium and I saw a need for consistent, concise audio content on this really important subject. And while I had businesses and in-house counsel primarily in mind when I created the podcast, yes, I know lawyers and students listen too, which is great. The more the better.

What listener feedback have you had so far?

It’s all been positive, including from listeners that the podcast specifically targets. We ask for feedback at the end of each episode, because we always want to improve, and welcome constructive criticism.

Are there plans by your fellow shareholders to roll this out to other practice areas of the firm?

The Trade Secret Law Evolution Podcast is relevant to a lot of practices, including employment, corporate and IP (and litigation, obviously).

What level of tech are you using to produce the podcast? Was it a significant investment?

I work with an incredible marketing and production team that chose our equipment, and it is very high-quality (although, I understand, not terribly expensive). We each have a microphone and headphones, and one of my IT colleagues is in charge of the sound mixer. Our producer helped us find the music, edits and makes each episode sound seamless and professional. There are about eight people on this team without whom this would not be possible. You know who you are. Thank you!

How much time does it take to prepare each episode?

About two and a half hours, not including the recording itself, which takes between a half hour and 45 minutes. We work with our Knowledge Solutions team to identify trade secret cases from around the country and efficiently determine which ones are worthy of discussion. Learning those cases and outlining each episode generally takes around two hours, which we do approximately every two weeks.

What are your plans for the future of the podcast?

I want a critical mass of episodes that meet the need I saw when we created the podcast for easily digestible summaries and takeaways on developments in this law. Eventually, I would like to mix in some guests perhaps clients or other trade secret owners discussing their business, what trade secrets mean to them, and how they protect them.

For you, what’s the best thing about podcasting?

Gaining and giving value at the same time. This podcast requires constant learning, which makes us more valuable, and we package what we learn in commute-length episodes for our listeners.

What’s the biggest mistake you can make when it comes to producing a podcast?

One, not releasing episodes consistently. Inconsistency equals death for a podcast. Two, sounding too rehearsed. My original co-host, Jena MacCabe, and I call it being too ‘read-y’. She’s now at the Ninth Circuit for a year. I think it’s important to sound natural and conversational, so that people like listening to you. That just takes a little practice. And, obviously, your substance and communication better be on-point.

What other advice would you give to lawyers thinking of launching their own podcast?

Find a need and meet it. I created our podcast because I wanted it, presumably others do, too, and it didn’t exist. If you’re not meeting a need, you may just be internet noise. And stay consistent.

Listen to the pilot episode here: https://www.gtlaw.com/en/insights /2019/6/trade-secret-podcast

Spotlight on: Sheppard Mullin’s power moves

Helen Donegan: Please provide a brief overview of your practice.

Sheppard Mullin: Jointly led by Chicago-based partner Katherine Gillespie and San Diego-based partner Tony Toranto, Sheppard Mullin’s multidisciplinary energy team includes more than 50 lawyers nationwide. We advise on tax equity financing, project development, regulatory matters, power purchase and sales contracts, and corporate and M&A transactions throughout the country. We assist our clients in all aspects of the renewable energy sector. The team represents some of the largest and most innovative energy industry players with respect to their most important energy-related legal matters. Such clients include leading utilities, pipeline operators, municipalities, independent power producers, commercial banks, equity and tax investors, EPC contractors, and energy technology companies.

HD: Congratulations on your success in The Legal 500 rankings over the past couple of years. What would you attribute your team’s rise in the rankings to?

SM: We attribute this to the growth of our practice. We’ve added 18 energy lawyers since March 2017 across the US to complement what was already a strong team in the US renewable energy market.

HD: Given that you have had a number of new hires over the past couple of years; what would you say is the best way of attracting talent to your team?

SM: We think laterals are attracted to: (i) our deep expertise in this area and nationwide platform to help grow their practices; (ii) our culture and environment which fosters collaboration as well as professional and personal growth; and (iii) our ability to help offer their clients additional capabilities they may not otherwise have access to at their prior firms.

The firm has a level of transparency and a commitment to professional growth. For example, among other programmes, we have an attractive lawyer development programme that includes various kinds of coaching, mentoring, and five professional development academies that focus on the skills lawyers need to develop throughout their careers from the summer associate stage through to and including partnership to help them become future leaders of the firm.

HD: Within the firm, your team has seen the most consistent rise in The Legal 500 rankings over the past couple of years. Do you attribute this to individual practice improvement efforts or do you link it to efforts of the firm overall?

SM: The firm’s collaborative culture creates a constant dialogue among practices and industry teams surrounding the ever-evolving challenges facing our clients today. This ensures we are always at the forefront of anticipating and developing solutions for managing risk and identifying new opportunities for our clients.

HD: What do you think you do differently to your competitors? And do you think your team is clearly differentiated from similar practices in other firms?

SM: For more than three decades we’ve represented many of the industry’s leading project developers, owners, and investors across the entire lifecycle of their projects, including helping many clients pioneer their first investments in the unique market we have in the US. This means we have specific expertise to represent our clients with a level of transactional sophistication and an understanding of market terms and practice that differentiates us from others in the market.

In addition, we have the unique distinction of being equally expert in renewable energy development and renewable energy finance giving not only the expertise to advise our clients across the entire lifecycle of their projects, but also the ability to help clients at earlier stages to plan for and anticipate future demands. The number of transactions we see each year puts us in a strong position to access best practices and advise on market terms for structure and the allocation of tax risk.

HD: You received positive feedback from clients interviewed as part of the research process. According to one, Sheppard Mullin ‘is able to always get deals done quickly and in a way that protects the client’. Does your team undertake activities to understand what your clients want and identify how you can serve them better?

SM: Clients know us for being practical and solution-oriented while looking to minimise risk and obtain market or better terms for our developer clients. Our lawyers have an extremely deep understanding of the technical, business, and political aspects of the energy industry and this enables us to achieve our clients’ business objectives by anticipating and resolving the industry-specific issues that matter to them. Clients value our ability to tailor an individualistic approach on each transaction as to what terms will help them achieve their goals expeditiously.

HD: Can you tell me about the firm’s culture and how it is introduced to new lawyers?

SM: Culture is at the core of our firm and, in turn, our team. Culture is introduced to new lawyers at the onset of the recruiting process. For instance, lateral partner candidates embark in a multi-office ‘tour’ to meet with several members of firm management and practice group and industry team leaders to understand how existing lawyers can support the incoming laterals’ practices and collaborate on new matters and pitches.

HD: Sheppard Mullin’s website confirms its commitment to diversity and to the advancement and retention of women lawyers. However, four-fifths of your team of 71 are male. Why do you think this is?

SM: Within that, we have nine partners whose practices specifically focus on renewable energy of which five are diverse lawyers and four are women. One of those women, Katarzyna Levecke, was promoted to partner in 2018. We are constantly evaluating our internal efforts to further advance Sheppard Mullin’s collaborative and inclusive culture.

As a firm, we couple our sincere belief that people with diverse backgrounds bring valuable attributes to the firm and to our clients with our commitment to finding the best lawyers possible for the clients’ needs. Our firm maintains an environment in which all of our women lawyers and lawyers of colour grow professionally, develop successful legal practices, and flourish as leaders both within our firm and within our committees.

HD: Can you tell me more about your firm’s partnership with Diversity Lab on the Mansfield Rule?

SM: Sheppard Mullin was among dozens of US firms to pilot the ground-breaking initiative in 2017, earning the Mansfield designation in 2018 and recently achieving Mansfield Rule Certification 2.0, indicating Sheppard Mullin affirmatively considered at least 30% women, lawyers of colour, and LGBTQ+ lawyers for leadership and governance roles, equity partner promotions, formal client pitch opportunities, and senior lateral positions. Notably, the firm also achieved Mansfield Certification Plus status for the second consecutive year. The ‘Plus’ designation indicates that Sheppard Mullin has reached at least 30% diverse lawyer representation in a notable number of current leadership roles and committees.

The Mansfield Rule has created a benchmark for accountability which has initiated real changes within the legal industry to ensure transparency in candidate pools at every level, from entry level to leadership. We are proud to continue partnering with Diversity Lab and the Mansfield initiative. We are currently piloting Mansfield 3.0 through July 2020, which expands to include lawyers with disabilities.

HD: What is your outlook for the renewable energy market over the next few years?

SM: The outlook is good with some interesting challenges. The technologies of wind and solar are proven and that means projects will continue to be developed. With the phasing out of the federal tax credits over the next couple of years the industry will have to develop new tools to finance these projects. How that will ultimately come about is unclear, with the added uncertainty attributable to the potential for administration change in Washington. We also expect new areas of development in the energy storage and offshore wind spaces. We are working together with our clients to meet these challenges as they are considering new financing structures, and opportunities.

HD: What are the biggest challenges facing both your team and the firm overall?

SM: As mentioned, one of the challenges and opportunities we’re constantly discussing as a team and with our clients is what financing structures look like for the future in light of the phasing out of the federal tax credits over the next couple of years, plus the added uncertainty of a potential administration change in Washington.

Renewable energy projects will continue to be developed, so we will see law firms across the board competing for top-tier talent to meet client demands and chase new opportunities. We’ve been very strategic and thoughtful about our approach to growing our energy team. We’ve had a lot of momentum over the past few years bringing on lawyers with the right set of capabilities who are attracted to our expertise, national platform, and collegial environment and we see that pattern continuing.

Meet the leaders

Katherine Gillespie co-leads Sheppard Mullin’s nationwide energy, infrastructure, and project finance team. For nearly 20 years, she has focused her practice on project finance transactions in the renewable energy sector. This has included representing developers of wind and solar projects in all forms of potential financing structures, including tax equity financing transactions, construction loans, back-leverage loan financings, and sale-leaseback transactions.

Tony Toranto is co-leader of the energy, infrastructure, and project finance team and advises energy clients on project financing and development matters, project acquisitions, power purchase agreements, EPC agreements, and other transactional matters. In the renewable sector, he regularly advises clients on projects ranging from distributed generation projects throughout the US, to some of the largest utility scale renewable energy projects in the industry.

Being trans in law

Anyone who has taken a rollercoaster ride will know that gut-wrenching moment as you go over the first drop and your internal organs become weightless. It’s the closest way I can describe that feeling in the summer of 2011 when I went up chambers’ front steps for the first time as my true, female self.

From my early teens I knew I was transgender, but waited until I was established in a career before thinking seriously about male to female transition. That had been back in the 1980s when I was a graduate-entry operations manager with British Railways (and a good one, my performance assessments had said). However, that all ended when my promotion was blocked because I was transgender.

‘It’s OK for the odd (emphasis added) train driver or signalman, but not for high-profile managers,’ I was told. When I wouldn’t take the backroom job where ‘no one will see you’, a trumped-up disciplinary charge was used to get rid of me. It’s very different in the rail industry now but back in 1990 gender reassignment wasn’t a protected characteristic. After a forced resignation there followed three months of depression, so severe I have no clear memory of the period, before I reinvented myself as an employment and discrimination barrister.

That experience knocked me back. I hid in my apparently successful male carapace until 2010 when the strain of being a fundamentally honest person, lying by conduct in every social interaction, was becoming too much. Oh, and a little thinning of my head hair had me in a panic. For the third time in my life, I seriously contemplated suicide.

Sixteen years into legal practice, with an established set of clients, at a leading set of chambers, and well recognised in the directories, all at the ripe old age of 48, it was time to make a go of transition. Facial surgery was far better developed than 20 years before, and I could now afford to make choices. So, I emailed my head of chambers and asked to speak to her privately.

She was a bit shocked, having assumed I had come to tell her that I had a terminal illness. ‘It has to be better than that!’ she said, helpfully. And do you know what, it has been. I suggest that anyone at a similar point in life declare themselves early to their head of chambers, senior, or staff partner as appropriate; it is both the step that brings legal protection under the Equality Act and allows your employer or organisation to manage matters appropriately (some enhancement of equality training for staff may be needed, for example).

I was plainly pretty nervous, but chambers adopted a sympathetic, business-like approach, planning how and when announcements would be made. All very reassuring and scarier for chambers than me allowing me to be in control of what and when, which is important.

A couple of members picked up on slightly longer hair (and a first round of hair transplants) and were told in advance, as were close friends in the legal profession, my chambers’ roommates, and, of course, my clerk. Social transition followed in the summer of 2011, facial surgery that autumn, and confirmation surgery (in Thailand) the following Christmas. That needed two months out of practice and a third paperwork-only month (think hysterectomy or serious hernia).

Colleagues and clerks were universally supportive. In fact, the clerks were so careful not to react to my changed appearance; some stared at blank computer screens, not reacting (emphasis added) so hard it appeared to be hurting. You had to laugh. If I have one regret, it was arriving at chambers on that first day back in a sober black two-piece, making my best attempt to look like any other female barrister. I wish I had come in dressed as Carmen Miranda, complete with bowl-of-fruit headgear.

Professional clients have said that post-transition I have appeared to be much more relaxed and ‘comfortable in my skin’ in a way I wasn’t before. It is true that I am a happier person all round. My practice is the same as it ever was, although these days I often advise employers or organisations about trans matters. There is a minefield of pressure groups, particularly on the anti-trans side of the argument, and separating what the law provides from campaigning rhetoric (on either side of the debate) can be tricky at times.

Some elements of society, including so-called ‘gender critical’ feminists, would have trans rights rolled back or restricted. This is just silly. Sure, there are a few troublesome trans individuals, just as there are folk who ‘use’ other protected characteristics to make trouble for their employers. That is an argument for dealing with that rare abuse, not removing the rights that make our workplaces and high streets fairer and more diverse.

I am particularly pleased (if a little embarrassed) to have been described as one of the group of trans pioneers in the legal profession. If I have made things easier for those who come after me, then I am content. I have always been open about my transition and, to date, have spoken more than 100 times about trans issues.

The human condition is essentially ridiculous, and I wouldn’t wish being trans on anyone, but I appreciate all the help and support my chambers, colleagues, and profession have provided, allowing me to be a female barrister who happens to be transgender.

Directory mentions – you could do so much more with them

Taking entries and interviews for the legal directories is a serious commitment by law firms and chambers. For many, the cost of supplementing an editorial mention with a firm or individual directory listing is dwarfed by the internal resource they have dedicated –perhaps a third of a marketing or PR staff member’s year and valuable fee earner time spent on providing submission information, seeking consent of clients to be contacted, and on interviews.

Shouldn’t all that be enough? Surely, if the directories are used, new instructions follow an entry? And if they are not used, instructions won’t follow, and you’ve learned not to make such an effort next year.

In fact, if that’s your attitude, perhaps you shouldn’t bother with The Legal 500 and Chambers & Partners, because lawyers, firms, and chambers who capitalise on a directory mention are doing more than that, and in many cases could go much further with good effect.

If, like me, you follow a lot of lawyers on Twitter and are connected to them on LinkedIn, you’ll know that there are two events that see a real peak in activity. For (mostly) barristers, there is the list of new QCs, which for just over 100 counsel is the cue for much humble-bragging and back slapping. The silk list is a bit of a ‘cosy’ event, but still manages to have quite a joyful air to it.

The other, a good couple of days for many more people, is the main directory listings. Here’s global firm DLA Piper’s chief global development officer, Erin Stone Dimry, on LinkedIn: ‘Proud to announce that 284 of our lawyers were recognized and 54 of our practices were ranked in The Legal 500 United States 2019.’

Or here’s Squire Patton Boggs (@SPB_Global), also on the launch of the US Legal 500: ‘In the latest @thelegal500 US legal directory, #TeamSPB’s Jaime Daddona and Carolina Mederos are both listed as Next Generation Lawyers https://bit.ly/2xe9gaG Legal500#NextGenerationLawyer #NextGeneration.’

Individual lawyers pick out quoted comments made about them in the new directories, ‘humbly’ note their mum now thinks they’re a good lawyerand so it goes on.

These spikes in activity stand out, not least for commercial firms, whose social media output can otherwise be a little, well, dull commonly tweets from something like a company law seminar, links to lawyers’ articles, and (a bit more dynamic) some charitable activity.

It is worth doing on the day it’s a bit different, and differentiation is something all lawyers know that, in a competitive field, helps business. Some even eke it out over the year. ‘”Anthony Gold are very knowledgeable and impressive solicitors #testimonialtuesday #testimonial #legal500,’ the south London firm tweeted.

‘What are you known for?’ is a question we should all be able to answer. Of course, individual Tweets and LinkedIn updates quickly fall down people’s news feeds. So the sensible firm or chambers build good rankings, along with awards, into the ‘furniture’ of their marketing.

Take the website of the world’s oldest firm, Tunbridge Wells’ Thomson Snell & Passmore. This firm’s age, of course, gets top billing as a differentiator (‘Here for you since 1570’), but its directory ranking prowess is stressed all over its website. For every online lawyer and practice profile the firm can say it for, the firm notes they are ‘The Legal 500, recommended lawyer’, ‘The Legal 500 Leading Firm’, or ‘Top Ranked Chambers UK 2019’.

Not all practice areas deliver headline cases or deals that can be mentioned, and here directory mentions are especially useful to quote giving professionals a more equal-looking writeup to colleagues who can reference their work and clients.

Here’s the online profile for employment partner Lisa Mayhew, global co-chair of Bryan Cave Leighton Paisner: ‘Work of this nature is always highly sensitive,’ the firm’s website notes, but is able to add Mayhew is ‘ranked as a “leading individual…in employment law since 2012 by legal directory The Legal 500,’ and is ‘one of only two “eminent practitionersin employment law in Chambers & Partners directory’.

Used well, such plaudits help build up a picture. Geraldine Ryan, head of Hill Dickinson’s Manchester office, has a revolving spin block of accolades (‘Recognition and awards’), beside her professional profile, that includes directory mentions.

Thomson Snell & Passmore has a list of ‘awards, rankings, and accreditations’ in its ‘About us’ section. The nice thing about this and Hill Dickinson’s approach is that the rankings and awards play the part of supporting each other in telling a story about the firm and its individuals.

‘X lawyer of the year’ seems validated by being ‘top ranked’ in a directory. Many include nominations and listings even where they were not top or didn’t win something you might not do with each item in isolation, but put together, the message is, ‘well, they must have something to get all these notices!’

So far, so good. But many firms and chambers are more timid than the examples I’ve given. I think they are missing out.

And from a quick search of my email inbox, lawyers generally aren’t picking up on one suggestion from The Legal 500’s editors adding their recommendation in the directory to their email signature. They thus miss out on thousands of communications a year that, unlike other marketing efforts, they can be sure the recipient is reading.

Congratulations to all the professionals who get a well-deserved ranking and mention in a respected directory. Most of you could, however, do so much more with the mention you worked so hard to get.

Going against the grain

Helen Donegan: To start off, can you tell me about your role?

Charles Broll: I am the General Counsel of Nestlé Waters North America. We are a subsidiary of Nestlé and a part of a much larger Nestlé business around the globe and our products include Perrier, San Pellegrino, and Poland Spring. My responsibility is for all legal matters in the US and Canada. I also have other functions that report into me; regulatory, government affairs, real estate, and facilities. From a legal perspective I am responsible for all legal and compliance matters related to our approximately $5bn per year business in the US and Canada.

HD: Your profile in the 2019 US GC Powerlist notes that you have international experience having worked in various cities around the globe in your roles to date. Do you think your international experience has influenced you in your work?

CB: Absolutely. It gives you different perspective, and gives you the ability to work in different environments, with different stakeholders, and with different risk profiles. It definitely helped me understand the various audiences I am working with and how to ensure the messages I am delivering resonate with different people. There is an accepted way of working in the United States for how lawyers work with their stakeholders, and trying to operate the exact same way in the UK or Asia, for example, would not work. I think operating in different jurisdictions helped me to be able to flex my style of operating.

I have done my career in reverse; I am an American lawyer, but I spent much of my early career overseas and then I came back here to the US. I actually think that has been very helpful to me. That is, to be able to see how things work and are perceived in the rest of the world, and then to be able to come back here and apply that lens in the United States and to our business here.

HD: The GC Powerlist notes that although you have led a number of leading transactions and litigations, you prefer ‘to be recognised for building and growing diverse talent and taking a lead role in diversity and inclusion activities’. Why is this?

CB: Everyone is different in terms of what they derive joy from or what they see as highlights when they look back on their career. I have certainly had my share of big transactions that I have worked on throughout my career, and high risk or difficult legal and compliance challenges to overcome, and that is certainly exciting and something I will look back on with pride. But I think equally as important and sometimes more important is the fact that [I was] able to develop a team, develop talent, and develop diversity in the broadest sense. I see people I brought into an organisation and developed who now develop their own careers and grow into bigger roles. That has brought me a lot of enjoyment and I continue to mentor some of these people. I find a lot of enjoyment in seeing what small role I could play in developing their careers –just as others have played a role in developing mine. It’s an important role to take on, and as you get more senior in your career you have an important role to take on to ready the next generation of people for this profession.

HD: Focusing on the diversity and inclusion (D&I) aspect of the GC Powerlist quote, are there specific activities you get involved in related to D&I?

CB: We have formal and informal mentoring, and formal and informal diversity activities as an enterprise. I see my role as being involved in both. Sometimes it is even more important, if there is not a formal process involved, to seek out those gaps. There is an executive women’s network here at Nestlé and I showed up [to an event]. Obviously I am not a woman, but I wanted to show up in support of their efforts. I didn’t know how that would be received but it went very well. I had people thanking me for being there and for showing my support.

Likewise, before Nestlé formally entered into the Pride parade, we had an informal group of employees in New York City that walked in the parade. I showed up one year and walked with them. I think those are the types of informal forms of support that people in my role can exercise by carving out the time during off time, weekends, whenever it is, to share support for different forms of diversity and inclusion. It doesn’t always have to be a formal process. We have plenty of those and we have affinity groups and other D&I programmes that any company employee can take part in (and I do), but there are many different ways to provide support.

HD: Focusing a bit on your team at Nestlé, you have grown the team and built new roles into it that hadn’t existed previously. Can you talk a bit about what these are, and why you included them?

CB: I came into the role and was given licence by our CEO to build a team over time while showing value. It wasn’t as if I was told, ‘here’s ten headcount, go’, I had to show why certain roles could come into the company rather than always relying on external counsel, and I had to show why it would be valuable to have [those roles]. Early on, one of the gaps we had both as a company and as a legal function was that no one on our team focused on digital and social media. So I brought in a lawyer who was early on in his career and who was certainly more digitally savvy than some of us older attorneys, and I gave him a role focused on digital and social media marketing and more specifically on the challenges, risks, and opportunities that come along with marketing your products digitally and through social media. That was the first time within Nestlé (that I’m aware of) that there was a role truly focused on that. There are marketing teams of course, but they were not focused on the same thing. There are now many roles in Nestlé that have it either as part of their role or which are solely focused on it.

Likewise, we have a focus in our business on sustainability and we were, earlier than many other parts of Nestlé, both challenged by and saw opportunities in sustainability. So I brought in an attorney whose title had ‘sustainability’ in it and she was the first attorney in Nestlé to have that in their title. Again, there are now more attorneys in Nestlé that have that title, including one who operates globally and is based in Switzerland. Those were a few of the areas that we saw opportunities in and could provide focus on, and I saw them as areas evolving in the legal space that the business needed assistance with to navigate.

HD: So the legal team, and the company overall, are open to non-traditional roles, identifying what is needed, and creating something new from that?

CB: I think that is where we have been able to show value. Usually in setting up a traditional legal function you look at tying people to business units or areas of expertise labour and employment, litigation etc. but somewhere in between there are things everyone is doing a piece of, or things that are being completely outsourced to outside counsel. So looking for where those gaps exist and creating somebody who is your single point of contact (and somebody who is ultimately accountable and responsible for a certain space) has been something we have looked to do as we see opportunities.

HD: A question on the law firms you work with. When you are looking for external counsel, what would you say the most important thing is for you in selecting law firms?

CB: I have a bit of a history of going against the grain with some of my GC counterparts. I was at a conference a few years ago and the topic was whether or not to pay for junior associates. Many of the GCs said they do not pay for anyone more junior than a third or fourth year as they don’t add value. I took the contrary view which was that I appreciate junior lawyers and the fact that the good ones particularly will be the partners of the future that our companies will rely on. We appreciate having long-term relationships with law firms. When I joined Nestlé my predecessor was retiring and I was taking on a group of law firms who also had partners who were getting ready to retire. So, what I said to them was that I wanted to see the bench and not just the next partner up, or just the associates, but the junior associates too. I have been here nine years now and those junior associates are now junior partners. For me, seeing the bench and the continuity, and the ability (or not) for some law firms to be able to transition a long-term knowledge base from one partner to the next, or from one group of lawyers to the next as they retire, has been hugely important.

Some law firms have done it very well, and some have struggled because a partner who was retiring did not want to transfer knowledge to others. That has been a big issue for me in terms of looking at law firms, assessing them, and understanding how they develop quality lawyers and how they share knowledge. I am willing to pay for junior lawyers to train them. I find that not only important to them but to us as there is a value to us over time when they know our business and understand how we operate. In the long run it saves us by having continuity through the development of junior lawyers.

HD: Is there anything else you look for in the firms you select or which affects your relationship with them?

CB: We have engagement with a number of law firms interested in working with us on community-based projects, which is important to us. Nestlé supports us getting involved in things that would be helpful to individuals, to the community, and to the planet. That is part of our mission. We have a volunteer day that’s called ‘Nestlé Cares Day’ and my entire team have taken part every year. Nestlé also has something called ‘Project Opportunity’ in the United States that looks at how to get involved in your community to support kids, to support veterans, and to support broader groups with needs, and my team have jumped in with both feet to get involved. I have empowered my legal team to not only find ways to develop themselves here, but also to get involved in their communities at large. We call it ‘Leading beyond our walls’. We want them to develop their skills in any way they can and to get involved in their communities. So, if that means getting involved in a pro-bono activity, a charitable activity, or sitting on a board of a non-profit organisation, I’m all for it.

This transfers to the firms we work with. We have found that law firms have been very willing to work with us on that. For example, I got involved with a law firm to represent veterans who are not getting the benefits they have earned, and we enter into appeals on their behalf before the Board of Veterans’ Appeals. I partner with the law firm and think it is good for me to lead by example in doing that. I am not just telling [my team] to do something; I am doing it as well. I have members of my team who have been on the boards of Stamford Next, the Burke Rehabilitation Hospital, the Gulf of Maine Research Institute, the Stepping Stones Museum for Children, and other groups. There are a wide array of different opportunities out there and we very much appreciate law firms showing us the opportunities they have developed with their lawyers that we can also get involved in.

HD: It’s clear that developing talent is important for both you and the wider Nestlé organisation. Any final comments on this?

CB: Developing others and seeing them move on to larger roles within Nestlé and in other organisations even though you would like to see them grow within your organisation you recognise this isn’t always possible these are the types of things that I get a lot of joy out of. I have played a very small part in progressing [other people’s] careers. Someday, when I retire, I will look back at the multi-billion dollar deals or the litigation defences, and I will be proud. But I think seeing the people I have worked with and how they have developed –and hopefully taken even a small piece of what I have tried to instil in them and have grown their own careers from that is probably the best satisfaction I can get.

The natural evolution of legal services

 

Peter Tweedley: In a growing market of alternative legal service providers and specialist legal technology companies, including consultants, what can a law firm bring to the table?

Stéphanie Hamon: Legal operations consulting is a relatively new field of expertise and there is a limited pool of experienced talent who can deliver this advice. A law firm traditionally has helped advise a general counsel or an in-house legal team on legal risks and opportunities. With a legal operations consulting practice, a law firm can also now help support its in-house clients with wider objectives to act as a business partner. Through our legal operations consulting practice, supported by NRF Transform (our global change and innovation programme), we can provide both.

PT: What work will the consulting practice undertake?

SH: The legal operations consulting practice forms part of NRF Transform and is a natural extension of our existing client advisory capabilities. The practice will offer the following core services:

  • Strategic legal consulting advising in-house legal teams on how they can support the wider objectives of the business, and helping to set priorities and a practical vision for programmes and initiatives that would support this. For example, working with an internal legal team and outside counsel to ensure that the outside counsel deliver the best value for the legal fees paid, or running a panel review.
  • Legal operations advisory advising on management of legal operations functions, including best practice legal project management.
  • Legal operations delivery assisting in the delivery of specific projects or mandates made up of, or including, work likely to be delivered by, or at the request of, a legal operations team. For example, document automation or enhanced delivery of a standard legal mandate.

The initial focus of the legal operations consulting practice will be on our existing clients, particularly those headquartered in the UK and within financial institutions and pharmaceutical sectors. Appropriate opportunities may also arise across our wider client base and there is no strict limitation on the types of clients to which the service is applicable. This will depend on the nature of the client and the type of legal problems and opportunities they are trying to address.

PT: What geographic scope will it have?

SH: In its start-up phase, the practice will focus on pursuing opportunities in the UK. In time, we anticipate that its geographical remit will expand outside the UK. If opportunities come up elsewhere, however, we will be open to pursuing them. We have already, for instance, in the last month witnessed a high level of demand from Australia and Singapore.

PT: Are you targeting other law firms as competitors or other legal operations consultants, such as the Big Four?

SH: Legal operations consulting is a rapidly developing field. A number of the Big Four or other law firms are attempting to move into this space but they tend to focus on point solution aimed at the tactical/operational level. We aim to provide the full vertically integrated service: from management advice to operational delivery. In addition, law firms still benefit from stronger relationships with legal departments than the Big Four or alternative legal services have.

PT: How will this new department impact the firm? Does this come as part of a new growth strategy within the firm?

SH: The rationale for the firm’s new legal operations consulting practice is based on the evolution of the role of in-house legal teams, from advising businesses on issues of legal risk and opportunity to a broader role that encompasses support for their wider commercial objectives.

Driving commercial value and articulating the legal department’s own value to business stakeholders is an increasing focus for in-house teams, as several trends come together:

  • Legal technology has become a real enabler of efficiency and value add;
  • Separate legal operations teams are introducing new disciplines and organisational approaches; and
  • Businesses are increasingly focusing on extracting maximum return for their legal spend.

PT: Has this project always been an ambition of yours?

SH: I have operated in the legal industry for nearly 20 years. I’ve held leadership roles in the client service and business development functions of several global law firms. When I moved in-house to Barclays, where I spent nearly four years, my role was to set and deliver the commercial management strategy for the in-house legal department, which included devising and implementing the commercial optimisation programme. My role was also to set the vision and clear objectives for the law firm panel and revisit the relationship model with external legal counsel.

In the area of legal project management (LPM), I was responsible for the formation of the LPM Consortium, which Barclays set up to foster real collaboration with its top 15 panel firms on LPM issues, including matter budgeting and management and secondments. I led the Barclays team that was named ‘Legal operations team of the year’ at The Legal 500‘s 2019 UK Awards. My mantra has always been based on collaboration.

This new project is a natural evolution, having seen things from both sides of the fence and delivered personally and successfully on initiatives and change along the way.

Vulnerability is empowering

Parsons first shared his personal struggles, medication, and experience of mental ill-health during the ‘This is Me’ campaign a City of London initiative aiming to encourage openness on the subject and address the stigma attached to mental illness.

Since then, Chris has travelled to different countries to conduct deeper conversations and deliver trainings on the topic with colleagues and clients, actively promoting awareness of mental health and frankly discussing his own vulnerable moments.

In the following article, Parsons shares with fivehundred what his firm has been doing to reduce the stigma surrounding mental ill-health, resulting in the creation of a more inclusive and supportive workplace for its people globally, as well as offering some top tips for those readers currently struggling.

2019 marks the tenth anniversary of our mental health programme which aims to raise awareness of mental health, support people in managing their wellbeing, and to promote optimal mental health. Over the past decade, we have made conscious efforts to ensure people feel safe and comfortable to discuss their mental health, know how to support others, and proactively build optimal mental health. We are proud of the progress we have made so far, but there is still more we can do to ensure everyone thrives at the firm.

In 2015, our Mental Health Champions programme was established in the UK and EMEA, with Australia following in 2018. Our champions come from all levels of the business and undertake training to better understand common mental health conditions and signpost individuals to the most appropriate support.

In October 2018, we announced a global health and wellbeing commitment encouraging people to prioritise their health and wellbeing. Later this year we will be launching our global mental health strategy and ‘How We Work’ guidelines, designed to encourage more efficient and balanced ways of working.

And earlier this year, we signed the Mindful Business Charter as part of our commitment to not only respond to mental ill-health, but to more broadly think about the way we work removing unnecessary sources of stress and improving areas such as communication, working hours, and more mindful delegation of work.

Our vision is to be a firm where our people are working in a way that they feel is sustainable, rewarding, and consistent with their values; where we can talk openly about mental health without fear of stigma; and where we know how best to support others and ourselves.

By supporting people to thrive and prioritise their mental health, and to consider that of those around them, we strengthen engagement and a sense of belonging. This in turn positively impacts business outcomes and excellence in client service. Some of the initiatives taking place in different parts of our network are:

  • Events, including key note speakers, panels, film screenings, and book launches where the focus is on raising awareness and bringing people together to discuss mental health many of these events are video-conferenced into a number of our offices across the network.
  • Workshops with external providers where the aim is encouraging better understanding of an individual’s personal mental health, sharing practical steps to promote better wellbeing, and how to access further support.
  • Mental health lectures and first-aid courses run by external mental health/education institutions sponsored by the firm.
  • Publications and intranet features on mental health and well-being topics.
  • Senior leaders champion mental ill-health issues in the workplace and share their own stories.

Our people have access to 24/7 counselling and support via our externally provided Employee Assistance Programme. This is also available to immediate family members and extends beyond mental health to broader wellbeing issues including nutrition, sleep, financial hygiene, and social connection.

Moreover, we have an online platform for employees to access useful information about health and wellbeing, medical services, relevant training and events, guides and publications, and external resources.

The critical part in all of this is awareness. We need to talk more about mental health so that it is no longer taboo. My vision is that one day mental health and addiction will be treated in exactly the same way as physical illness and that taking time off to get well won’t impact anyone’s career negatively.

Top tips for improving your mental health

  • Talk. A good counsellor can make a huge difference to how you manage and achieve your mental wellness. They are able to identify the possible causes of mental health fatigue or illness, and devise a treatment plan. If the first counsellor you speak with doesn’t really connect with you, try another.
  • Sleep! Regular and sufficient sleep (eight hours) is crucial for both your physical and mental health if you haven’t read the book Why We Sleep by Matthew Walker already, I highly recommend it.
  • Exercise. We all know that good physical health contributes to mental health. Exercise and relaxation including meditation are beneficial to our wellbeing.

A sea change for cross-examination?

For the last two years, the Inns of Court College of Advocacy has been rolling out a training programme to teach practitioners how to deal with vulnerable witnesses. The move has been in response to criticism about how vulnerable witnesses are treated within the criminal justice system.

The Crown Prosecution Service expects all counsel who prosecute cases involving vulnerable witnesses to have undertaken the training, and it will shortly become a requirement of the Bar Standards Board that those who defend in such cases have also undergone the training. It is not limited to legal aid cases, but also those involving privately paying defendants.

What is a vulnerable witness?

At first blush it is assumed a vulnerable witness is a child, usually involving a sexual allegation, however, it is not limited to these cases. A vulnerable witness under s16 of the Youth Justice and Criminal Evidence Act is defined as:

  • All child witnesses (aged under 18); and
  • Any witness whose quality of evidence is likely to be diminished because he/she: is suffering from a mental disorder (as defined by section 1(2) of the Mental Health Act 1983); has a significant impairment of intelligence and social functioning; or has a physical disability or is suffering from a physical disorder.

This means you could be instructed in a fraud case to cross-examine a resident in a care home whom your client has allegedly defrauded. If you are instructed in such a case, it is likely the primary evidence will have been taken by the police through an achieving best evidence (ABE) video.

If the witness is vulnerable, then check whether the police employed an intermediary to assist in their taking of the evidence. If they haven’t then the evidence obtained may be flawed. For example, there may have been no checks about the witness’s understanding of a preposition, which could be crucial to the case.

If you have concerns about whether the ABE was properly undertaken, your first consideration should be an application to exclude such evidence under s78 of the Police and Criminal Evidence (PACE) Act 1984.

Practical difficulties

Assuming the evidence has been correctly obtained, how then does one prepare for cross-examination? Consider whether you are operating in a section 28 Pilot area pre-recorded cross-examination. The theory is that cross-examination takes place far closer to the alleged event, rather than at trial, and negates the need for the witness to have to wait too long for trial and attend court. The practical difficulties are that, quite often, disclosure is not complete before the cross examination is due to take place.

Measures are in place to expedite disclosure, but what if something is later disclosed that you would ordinarily have cross examined on? This is where agreed facts come to the fore; the prosecution ought to agree any relevant material that is contained within the unused evidence such as dates of complaint etc. This negates you having to put the material to the witness, but ensures your client is not disadvantaged in any way by not having the point available to them.

Cases involving vulnerable witnesses involve much more front heavy preparation, and questions must be submitted in advance for scrutiny by an intermediary. Ground Rules Hearings take place ahead of the trial. These hearings can play havoc with a busy diary but are mandatory for trial counsel in cases of this nature.

The nature of questioning is wholly different to that which counsel are used to, and questions must abide by the 20 principles see www.ICCA.ac.uk for more detailed analysis, but the main points to consider are:

  • No tag questions;
  • No leading questions; and
  • Signpost your questions.

If you haven’t already undertaken the training, contact your Inn or Circuit who should be able to advise you of the next session in your area. The training involves at least eight hours preparation and involves understanding the use of props and toys to facilitate the questioning of such witnesses.

At present, it is predominantly the Criminal Bar which has undertaken such training, but the Family Law Bar Association (FLBA) is actively working on training its members, and it will only be a matter of time before the 20 principles are rolled out in all cases involving vulnerable witnesses.

The technique involves a sea change, the methods employed are vastly different to the way most of us have been trained. However, with practise the techniques learned can have a positive impact on all cases, cross-examination becomes more efficient and focuses on the issues, which in turn helps the tribunal you are appearing before.

A battle-scarred Bar

‘It starts the first day you are sent to the magistrates’ court as a second six pupil,’ explained Red Lion’s Edmund Vickers QC. ‘Someone has been arrested overnight on a rape charge and you are there to fill out the legal aid forms and apply for bail. You have someone’s liberty in your hands and you are up against a cynical magistrate looking for reasons not to grant bail. Neither Bar school, nor pupillage, can prepare you for that pressure which increases throughout your career.’

Burning the midnight oil with last-minute preparation of cases, often due to late service of papers; juggling multiple instructions at once; the emotional strain of dealing with vulnerable clients; the stress of ‘performing’ before the judiciary, juries, and opponents; coping with bullying judges and demanding solicitors; the harrowing nature of certain evidence; the 24/7 nature of modern legal practice; the anxiety of being self-employed; and, of course, the financial pressures of publicly funded work particularly at the junior Bar as well as the government’s court closures, all impact the wellbeing of barristers.

Research conducted into wellbeing at the Bar has found that one in six barristers feel in low spirits most of the time; one in three find it difficult to control or stop worrying; 59% of barristers demonstrate unhealthy levels of perfectionism; and two in three barristers feel that showing signs of stress equals weakness. With so few advocates comfortable with sharing the stresses and strains of their practice, The Legal 500 and Red Lion Chambers held a roundtable discussion in September with the aim of getting barristers of all stripes talking about the Bar’s wellbeing crisis.

There are the emotional stresses and strains of the subject matter and also dealing with the client. We all know what financial pressures are like, but it is another stress to add into that cauldron,’ said Vickers QC. ‘I try to compartmentalise as much as possible but when you have all those stresses, resentment can build up. Some people rely on booze, many let it affect their personal relationships. We have got to find ways of releasing those stresses.’

‘Warned lists in particular are a wellbeing scourge,’ added Doughty Street’s Pippa Woodrow, ‘it is a system set up to require an all-nighter. And there are obviously the cases where the subject matter is harrowing.’ This is another unfortunate consequence of swingeing cuts to legal aid, with barristers often now reviewing unused material their instructing solicitors are unable to. ‘I found my first historic child rape really difficult, as was my first terrorism case,’ explained Woodrow. ‘I was with my mother-in-law in a cottage in Wales clicking on this unlabelled material, which is not flagged as being sensitive. I open it and there is an executed child. I have never been able to get rid of that image.’

The impact of viewing harrowing imagery, from violent crime to sexual abuse, can damage the most private areas of a lawyer’s personal life. One unnamed criminal practitioner noted the negative effect on intimate personal relationships ‘because your head is filled with images that you really do not want to retain but you have no facility whatsoever to dispense with them’.

Prior to taking silk in 2017, Vickers QC was frequently instructed to defend and prosecute allegations of child abuse, the stress of which, he admits, wears on even the most seasoned advocate. ‘I am a pretty relaxed person, but the nature of the work used to get me down. I was doing a child abuse case at a time when I had young children and I remember getting home for bath time a rare and joyful experience –and thinking what a child abuser might like to do to my children. That corrupts an otherwise innocent and beautiful experience for a parent. I will never get over that awful feeling of bringing work home. From then on, I have tried to separate work from my home life.’

Sarah Vine, also at Doughty Street, agrees that advocates should try to compartmentalise where possible, but recognises that this is far from easy. ‘It is absolutely fine to talk about putting stuff in a box, but the practical reality is that it is incredibly difficult, not least because of the fiscal drivers in the overstretched criminal justice system. People are paid less and less to do more and more,’ she said. ‘Because you’re paid less, you don’t have time to decompress between cases. The odds get shorter on you developing secondary trauma, simply because of the frequency you are hearing yet another account of something horrific, or dealing with yet another client who represents a systemic, comprehensive failure of the system. Your resources are drained so fast now.’

Judicial pressures Vine also notes the stress and demands placed on the judiciary by an overstretched justice system. ‘Judges are having their own wellbeing crisis and because so much of that is untreated, that is being outsourced to the Bar,’ she said. ‘The Bar outsource it to their colleagues or to their families. It is incredibly difficult to find yourself a space outside of that and to then have to go back into a system where you often feel as though you are completely alone.’

Woodrow also highlighted how the pressure placed on criminal court judges can percolate into judicial bullying: ‘There are quite a lot of differences in the way judges will sometimes be prepared to vent at junior counsel, as opposed to when you are standing next to a very experienced male of twice your call. When you are constantly at the edge of your competency as you very often are in this job it is hard to maintain your self-esteem, sense of self-worth, and then feel you are able to do a really good job for your client in circumstances where the stakes are always high.’

1GC | Family Law’s Laura Briggs believes any change must come from leaders: ‘We are seeing improvements, but when you are in court, your timetable is dictated by the individual judge hearing the case which is where a lot of the boundaries and red lines need to start coming from. We are seeing it more, but you still get judges refusing to accommodate important personal arrangements when going part heard and sitting late.’

Relaying one anecdote, Coram Chambers’ Jacqueline Marks said: ‘A member of my chambers did a 15-day case in the family court. The judge made them sit to 5:30pm at the earliest and 6:55pm at the latest in all but two days. When they left court, they had to continue to take instructions on the evidence on the street. This was during the summer when it was extremely hot and the courtroom had no air conditioning. Clients were falling asleep. On one occasion, my colleague made an application to adjourn at 5:30pm. She was told they had to crack on and sat until 6:30pm. The impact on everybody was significant.’

Never off duty Although more financially rewarding, the wellbeing pressures are no less challenging at the commercial Bar, as one junior explained: ‘The one thing you need to watch out for is long-term overwork and burnout. It is not uncommon to work ten- or 15-hour days for most of the year. What causes that overwork? Well, we take on too much and that work is mushrooming. I’m frequently on two-week trials with 200 bundles and as the junior barrister you are expected to have read every page. Then there is the email thing; you get them all the time and they are often substantive.’

The Mindful Business Charter, an initiative designed by Barclays, Pinsent Masons, and Addleshaw Goddard, aims to remove unnecessary sources of workplace stress and promote better mental health and wellbeing in the legal community by reinforcing smart meetings and emails and respecting rest periods for lawyers.

However, the initiative has yet to be taken up by all organisations and, due to the chambers structure and the self-employed status of barristers, it is difficult for the Bar to follow in the footsteps of some City firms. ‘When you are a sole practitioner, you are You plc, you want to be open all hours, you want to be responsive,’ explained Nicholas Hill, senior clerk at Three New Square.

‘I recently lost a three-week case because I did not reply to something while I was on holiday,’ said Woodrow. ‘And when you take time off you are still on the clock. There are still people emailing you, there are still things that have to get done. I recently took myself off for four days to a campsite with no signal or email and still managed to do 24 hours of work. I have never had a holiday where I have not been able to work. I find it incredibly difficult to carve out proper time away and that is not because I have not tried or because I am a sucker; it is the nature of the job.’

‘We are all our own worst enemies because we do reply to emails at midnight and two o’clock in the morning when we are finishing the work on the other case,’ agreed Bridget Dolan QC of Serjeants’ Inn Chambers. ‘For the past year, I have tried to say no and it is starting to work. I have taken silk so I can be a bit braver about saying no, but solicitors are in as daft a position as we are.’

In August, the outgoing chair of the Criminal Bar Association (CBA), Chris Henley QC, criticised the judiciary for ignoring criminal barristers’ wellbeing. ‘It’s disappointing that the very modest requests for sensible email and sitting hours protocols, made both by the Bar Council and CBA, have so far been ignored,’ his final message to association members read. ‘I have reluctantly concluded that we will have to wait for fresh blood at the top before we get the leadership on wellbeing issues we need and deserve.’

Vine suggests specialist Bar associations and representative bodies are well-placed to identify what constitutes a genuinely urgent email requiring a barrister’s attention. ‘Because everything now is treated as an urgent matter. “Can you return this certificate of trial readiness, please, urgently?”Dear instructing solicitor, (a) that is your job, it is litigation, and (b) it is not urgent”.

A Catch-22 Remote working is often trumpeted as a panacea for many of the stresses of modern professional life. As some chambers have grown exponentially, remote working and hot-desking have become a necessity. However, as several barristers noted, being constantly out of chambers, or not having a place that feels like ‘home’, can have unintended consequences, specifically when it comes to younger advocates developing support structures and sets maintaining a culture of collegiality.

‘Nearly all the junior end work remotely, which I think is concerning because you have got no idea of what they are doing, in terms of the work,’ offered Annette Cafferkey of 4-5 Gray’s Inn Square. ‘It is good to talk about your work, especially when you are in a specialist area of law. You pick up so much by osmosis. I am interested to see how that plays out in the years to come because working remotely is a fairly recent phenomenon, and I do have my concerns about it.’

Jacqueline Marks at Coram Chambers agreed: ‘In the family law field, you often absorb clients’ bitterness or their desire to control their partner, or you have to protect vulnerable clients. Where do you take those feelings? At the early stages of my career, I would go back to chambers and I was able to sit with my roommate and we would chat. Now you go home and you are short-tempered with your family. There is nowhere to take the emotions you are absorbing, and it is thinking about what is yours and what is your client’s and you cannot always distinguish between the two.’

‘Engagement fatigue is a real thing,’ offered 1GC | Family Law’s Lucy Maxwell. ‘From the second you are up at the crack of dawn, you are absorbing all these ill feelings all day long. Not just from your client, but from the judge and the barrister on the other side. By the end of the day, you just have that completely drained feeling.’

Maxwell explained that the open-door culture of her chambers has helped her enormously despite the pressures all its members face. ‘We are all equally under pressure. Everybody has their own case to worry about; they have their own families to rush home to, so there is that slight reluctance to overburden them with your bad day. But I have never had anybody say they do not have time to speak; I have never felt I was having the door closed in my face.’

‘Support from chambers colleagues is often most important because, unlike your family unless you are (un)fortunate enough to be married to another barrister they know what is going on and they get it and will give you their ear because they are going to need your ear next week,’ added Dolan QC.

‘It is something I have really struggled with,’ admitted Woodrow. ‘I had two years before CaseLines came in and I probably learnt more in those two years than I have done since because I was in chambers and I would ask, “What do you think about this? and it is all a positive affirmation. Even if you do not need that help, saying to somebody, “I think this, and them going, “Yes, I think you are right,or, “What about this? builds your confidence, which builds your resilience to deal with all the other stresses we are talking about.

‘Now, you have to proactively reach out in order to get help, which you only do when you feel things are going wrong,’ she continued. ‘You have to be willing to be vulnerable with somebody and say, “I do not feel like I am doing well at this, and then ask for help and it is sort of a negative experience. The loss of that hive mind you can draw on is part of this, and I do not know how you get it back because there is so much that is good about remote working and we are not going to go back to always being in chambers, but we need to try to recreate those opportunities for accidental contact.’

Rachel Holmes, CEO of Matrix Chambers, believes chambers need multiple touchpoints to make collegiality work. ‘It is a great idea having that Friday drinks in the diary, which so many of us do in chambers, but it also needs to be a Thursday lunch and a monthly something else. This is where having as much participation from staff and barristers as possible in various committees or subgroups across chambers really works because you mix with people in a different setting. You form different friendships and have different outlets for just chewing on the day. I will add that this costs money and I am always mindful that what we are spending is effectively cash from barristers’ pockets. However, it is money well spent if it is put to use in the right way.’

Hill, a founding member of the Wellbeing at the Bar Working Group, agrees that if social interaction is key for wellbeing, then chambers must invest in it. ‘One of the problems has been the volume of work people are undertaking so taking time out is not easy. I suspect one of the other problems is the size of chambers nowadays; they are so big you have lost that slightly more collegiate atmosphere in which everybody knows what is going on all the time and you, therefore, have that social interaction already. It has been a fear of mine that “big is beautiful can be detrimental in other ways.’

Generational and gender divide A recent study of 2,000 UK men by CV-Library revealed that six in ten would quit their job because of its adverse effect on their mental health. In 2018, there were 6,507 suicides registered in the UK, with men accounting for three-quarters of these deaths. Upon becoming wellbeing director of the CBA it was immediately apparent to Vine that the single most vulnerable demographic at the Bar was white, middle-aged, privately educated men.

‘You have to be able to talk to people in terms they can hear. I had to put real thought into how to communicate the imperative of wellbeing to them in a way that was palatable. For me, it was using the metaphors of elite athletics, the military, and anything square-jawed I could think of. The City, sport, and military are all over wellbeing, not least because the business case is so self-evident. To say that wellbeing or mental health problems are a consequence of doing difficult work, seems a good way to communicate to that demographic.

‘It is like being an elite athlete,’ she continued. ‘The harder the races you run, the more likely you are to injure yourself, so it is actually almost a medal and you have to treat it with the same kind of care and gravity an elite athlete’s coach would treat it, because then it is not about weakness, it is battle fatigue. There is a kind of nobility to that injury.’

Briggs noted that the impact on women faced with wellbeing issues could have a long-term impact on the demographics of the Bar: ‘The higher echelons of our profession remain predominantly male. If you have a more junior woman working to the demands of a male leader, which may not be compatible with caring responsibilities, that can be a real problem for retention of women at the Bar. Until you have more people in leadership roles who are supportive, you are going to find the stress and pressure trickling down hurting the people who need support.’

Generational divides also have an impact on the wellbeing discussion. Although millennial barristers may be more open-minded, more open to discussing sensitive personal issues, and more likely to take a day for themselves than older generations, the pressure from those above, who as one junior put it ‘had to be hard as nails to survive at the Bar’, is intense. ‘They think you, as a junior female barrister, should also be as hard and going through the same sorts of trials and tribulations they did. There is a real difference in expectation, in terms of the kind of environment we are in now, versus when they were at my call.’

‘We cannot ask juniors to do the heavy lifting in terms of the cultural shift,’ concluded Vine. ‘The junior Bar, in all practice areas, is ready to respond to change but change has to be implemented and led not just from the top but in concert with solicitors, clerks, and the bench. It will be a painfully slow job, but when one person is seen to make a successful change, another will be encouraged, and then five more.’

For tips on how to cope with poor wellbeing, visit the Wellbeing at the Bar website.

Practical guidance

‘You need to have the most senior person in an organisation talk about mental health. Practice development meetings should include the question of wellbeing. We say it overtly. You do not need to go there if somebody does not want to have that conversation, but it is there, and it is on every single practice development meeting. And, consider an Employee Assistance Programme where trained counsellors are at the end of the phone waiting to listen if you’ve had a really rough day.’
Rachel Holmes, CEO of Matrix Chambers

‘As a profession, we are not good at volunteering praise. If we were to praise each other and take those small opportunities to give validation more, then you would be more prepared to be vulnerable because you know that asking a “stupid question” does not define you. Consider mentoring someone outside of chambers. Mentorship from people you are in no way dependent on is really important.’
Pippa Woodrow, Doughty Street Chambers

‘When it comes to emails, read David Allen’s Getting Things Done. It has a really good 4D process, which is: do it, delegate it, defer it, and drop it. It is making those decisions when those emails come in: what do I need to do? What could go somewhere else? Try to use Lex and other software as an aid. They are there to help you.’
David Wright, director of business development at 4-5 Gray’s Inn Square

‘Start tethering the management of demands on time with quality of performance. The hack I have got with judges is to say, “This is a serious case, a difficult and complex task, and I cannot do justice to my client’s case”. It is not magic but it works well with most judges because they hear the formula and know they are going to be recognised as behaving utterly unreasonably in the face of somebody saying, “I need more time to do justice to my client’s case”.’
Sarah Vine, Doughty Street Chambers

‘Consider Emmanuel v South Gloucestershire Primary Care Trust 2009 EWHC 3260 (Admin) for judicial comment on how courts’ unreasonably long sitting hours can impact on the fatigue of counsel and the tribunal, such that proceedings become unfair.’
Bridget Dolan QC, Serjeants’ Inn Chambers

‘The Bar Council is launching an anti-bullying and harassment app that will be available for barristers this autumn. It will allow people to report things anonymously. The Bar Council wants your feedback, so it has something concrete to take to meetings with judges and the court service. Also, talk to your clerks and be honest with them about what is going on.’
Nicholas Hill, senior clerk at Three New Square

Good wellbeing starts with good leadership

Karina, you’ve been a lawyer for 20 years, how has the profession changed in terms of the pressure placed on lawyers?

Lawyers today operate under a heightened sense of urgency, which creates more stress. Clients want answers immediately (yesterday was too late!) and they demand lower fees so we are constantly striving to be faster, more accurate, more efficient.

At the same time, we face constant distractions from email and social media, and are always multitasking. And, since we are expected to always be reachable on our mobile phones or email, it’s hard to turn off and unplug even during weekends or holidays. This results in a significantly higher risk of psychological problems, and it affects workplace culture. We need to really integrate mental wellbeing into our working culture as part of the fabric of who we are.

We also need to collaborate more among ourselves and with our clients. The times of simply being an arms-length expert are over. This is a challenge for us as lawyers. Collaboration is not our natural state we tend to focus on being right, on being judgemental, on winning the case.

Real collaboration requires emotional regulation, social skills, self-reflection and empathy. And this is where mindfulness can really help. Practising mindfulness not only enables us develop and cultivate these skills, but also manage the effects of stress on our minds and bodies, regain focus, increase clarity and innovation.

What are the internal barriers to lawyers seeking help from their firms?

Unfortunately, the biggest barrier to seeking help is shame. There is still a stigma about mental health. Rightly or wrongly, we are taught that a good lawyer leaves their emotions at the door and doesn’t show vulnerability. Rarely, there is room to talk openly about the challenges of being a lawyer. We constantly strive to be perfect. As a result, we are ashamed of our struggles, hiding them and suppressing our emotions. On the outside, it appears that everyone is coping just fine and that we are the only one ‘flawed’. This, in turns, makes us feel isolated and not good enough.

If we admit we are struggling, will our colleagues question our competence or our commitment? Could we risk losing our job? Many people feel more comfortable getting help outside of work, which is fine as long as they do get help. Statistically, women are more likely than men to talk about their emotions and to seek professional help. Likewise, Millennials are more likely to seek help than Gen Xers or Baby Boomers.

In your experience, have attitudes towards mental health in the legal industry changed since you entered the profession? There is a big shift happening now. Younger lawyers are more open to talking about emotions and mental health, and they are more vocal about wanting a better balance between work and personal life. We are also seeing a lot more media attention on mental health issues, and this is helping to break down the taboo.

There was a US-based study published earlier this year that found Millennials are suffering from a higher prevalence of mental health issues, substance abuse, and diabetes than Gen X did at their age. It is unclear if this increase is due to higher rates of reporting or whether these illnesses are really on the rise, but at any rate it is a serious issue for society.

What can firms do better to combat mental health issues among their workforces?

It starts with good leadership and organisational culture. Partners and team leaders need to be empathetic, compassionate and authentic, or simply put, they need to develop emotional intelligence. They need to be able to recognise the fine line between healthy stress (which helps us challenge ourselves and grow) and unhealthy stress. They need to look for signs that people are struggling and talk to them openly about how to best address that.

Many firms introduce wellbeing programmes, such as mindfulness, yoga classes, or contribution to gym memberships. Some firms offer employee assistance programmes to give their people access to confidential professional counselling. More and more firms are offering flexible working arrangements, such as flexible or part-time hours or occasional home office, to help people better balance their work and personal responsibilities.

There are some who believe a more fundamental change is needed. I recently read a great blog from a Dentons partner in the US. She shared a compelling argument that law firms’ use of billable hours as the basis for compensation is creating a culture of burnout. She proposed that mandatory holidays and a new approach to compensation could help.

Why is wellbeing particularly important to you?

Like many lawyers, I have always been very driven and focused on professional achievement, but this eventually took its toll. I faced issues of anxiety, depression, and burnout, which affected not only my career satisfaction, but also my personal life. I turned to mindfulness as part of my own therapy, and it significantly improved and enriched the quality of my life in general.

These days, we put a lot of effort into taking care of our bodies and physical health we exercise, we eat healthy food but we often neglect to take care of our minds. This is unfortunate, as a lawyer’s mind is their most-used and valued instrument. Mindfulness is a form of mental training or exercise for the mind, which to me seems just as important as going to the gym.

You’ve recently been appointed to the position of Europe chief mindfulness officer (ECMO), what exactly does this role involve?

My main responsibility will be to make mindfulness an integral part of Dentons’ culture, thus supporting our vision to be the law firm of the future. I will contribute to our global NextTalent programme by using mindfulness to develop the essential skills of the lawyer of the future.

We aim to position Dentons at the leading edge of this emerging field. Our mindfulness initiatives will further strengthen the position, brand, and innovativeness of Dentons as an employer and trusted partner in law. They will help to nurture a culture in which high performance is founded on compassionate leadership, authenticity, honesty, respect, and teamwork in order to drive productivity and innovation.

In practice, it means working closely with our global talent team to design and deliver mindfulness training programmes and workshops to our people. I will also be collaborating with a network of internal ‘mindfulness ambassadors’, Dentons people who have volunteered to be trained to deliver mindfulness sessions for their colleagues.

Prior to your appointment as ECMO, you were instrumental in launching the firm’s NextMind programme. Would you explain what it is, how widely it has been taken up in the firm, and what is coming next?

First, we usually run introductory workshops, where we discuss the benefits of mindfulness techniques, and then walk people through one or two mindfulness meditation exercises. These sessions are generally short 45 to 90 minutes and we hold them at international conferences, practice and sector group meetings, and other such events. So far, more than 500 people from around the world have attended these workshops, either in person or virtually.

We also designed, in collaboration with Kalapa Leadership Academy, a fully-fledged mindfulness course, consisting of weekly two-hour workshops over eight weeks. Participants of NextMind not only practice but also learn about the neurophysiology of the brain, pitfalls of multi-tasking, transforming thinking processes, regulating negative emotions, building trusted relationships, and mindful communication and teamwork. They also practice different meditation techniques, which they are encouraged to apply in their own regular mindfulness practice. So far, 60 people from Europe have attended this course.

So what’s next? We have several introductory mindfulness workshops planned for retreats, group meetings, and webinars in the autumn and winter. We are rolling out the eight-week course via webinar for four groups of 25 people from around the world. We are also planning our second train-the-trainer retreat to teach our mindfulness ambassadors how to facilitate workshops and sessions in their local offices.

How has practising mindfulness been incorporated into the global NextTalent programme?

NextTalent is a global programme which uses the principles of neuroscience and behavioural sciences to help our people develop more emotional intelligence and resilience. These are key skills and qualities of the lawyer of the future.

Mindfulness meditation is simply one tool in the NextTalent arsenal. It helps increase focus and develop core elements of emotional intelligence, such as self-awareness, emotional self-regulation, social skills and empathy.

In addition to the NextMind programme, what other positive action has the firm taken to promote mental health and wellness among its employees? Dentons takes health and wellness very seriously. In addition to introducing the NextTalent programme, we are also working to encourage open and honest feedback within our firm. We are also very much focused on inclusion, which means celebrating our diversity and allowing people to be their authentic selves at work.

Taken together, these will help create a culture of healthy dialogue, so that people can talk more openly about their emotional states and the challenges they are facing.

Mental health is closely related to physical health, so we recently ran a Europe-wide Healthy Challenge where our people were challenged to take specific actions every day around four goals: healthy diet, exercise, sleep and mental wellness. More than 500 people participated.

In many offices we offer flexible working arrangements, such as home office, which are appreciated by our people. Some offices also offer other benefits such as yoga classes, sports activities, and gym memberships. Our US region recently introduced an employee assistance programme that sounds very interesting.

And finally, we have passionate people, who love what they do. And we try to make work fun. We be lieve that legal practice can be enjoyable.