Build a Legal Function That Works for Your Business.

Connect legal department priorities to the business plan. Assess current delivery, choose the improvements worth pursuing and prepare a roadmap with owners, capacity and measures of progress.

Design the request questions, routing and follow up that help Legal start work. Establish an owner for each request and a path for incomplete or urgent submissions.

Organize matter records so another colleague can pick up the work. Define opening and closure rules, connect documents and decisions, and make the next action clear.

Reconcile budgets, invoices and unbilled work with Finance. Explain changes in the forecast and coordinate the review of bills against approved engagement terms.

Prepare the administrative handoff to an outside firm. Maintain engagement terms, matter contacts and billing instructions, then coordinate updates as the assignment changes.

Trace a recurring task with the people who perform it. Resolve unclear handoffs, document how exceptions are handled and test the revised process before expanding it.

Build a maintained collection of approved templates and guidance. Assign reviewers and make current instructions easier to find than outdated copies or individual inboxes.

Define the questions a report needs to answer and the data behind each measure. Show unfinished work as well as completed requests, with explanations for gaps or unusual results.

Turn a defined workflow into implementation requirements. Coordinate configuration, test permissions and failed handoffs, and prepare the users and administrator for launch.