In this episode of the In-House Outliers podcast, Anna Richards speaks with Frances Dupree, Principal Customer Success Manager at Agiloft, about what e-billing implementation actually takes from someone who learned it the hard way.
Frances spent over a decade moving through legal operations without knowing it had a name, working as a paralegal, procurement specialist, contract manager, and e-billing specialist before the title caught up with her work. At Inmar, she led a ground-up Brightflag implementation while simultaneously learning the company, and that experience became the foundation for everything she now teaches.
The conversation covers why documenting your manual workflow is a prerequisite, not a starting point, for any system implementation, how to map a stakeholder landscape you can't fully see yet, and what happens when a GC doesn't recognize the work that just got done. Frances also shares what prompted her to launch her LinkedIn series, Legal Operations Playbook, to fill a gap she kept seeing in available resources around outside counsel spend management. She closes by reflecting on how her years as a customer will shape the kind of CSM she intends to be.