Is Your Panel Working?

If you’re like most legal teams, you’ve done the hard part—building a panel, negotiating rates, running reviews—yet you’re still stuck on the question that matters: can you prove ROI?

In this webinar, John Burke (Head of Global Outside Counsel Management at UBS) pulls back the curtain on what it takes to make a panel measurable—and manageable. He shares how UBS moved from using 1,200+ firms to an overall ecosystem of 170, built around a clear hierarchy: global panel first, then country panels, with a “hybrid” model for small jurisdictions.

But the real unlock isn’t structure—it’s the operating system behind it: benefits tracking, formal annual relationship meetings, attorney feedback surveys, and matter-level visibility into who’s being invited, who’s winning, and what’s being missed.

You’ll also hear how UBS is using detailed forecasting (and benchmarking supported by AI) to challenge staffing, drive a lean model, and accelerate the shift away from legacy hourly work—with an ambitious goal to “flip” the ratio toward AFAs.

Watch the full replay to see the playbook in action.