Running a transaction requires a structured approach to planning, pricing and managing legal work that will boost profitability and deliver superior value to your clients. Clients appreciate a lawyer who runs their matter smoothly and effectively.

This course will enable delegates to acquire tips, techniques and tools for use in seeing a matter through with procedural smoothness from instructions to final bill. Participants will use a current matter of their own (no files needed) as a learning case study throughout the course.

This module is aimed at junior and senior associates.

Some key topics that are explored during this session include: 

• The nature of a matter – understanding that a client matter is a project

• Benefits of project/matter management – processes and procedures as structural tools

• The stages and phases of a project:
  • Taking client instructions
  • Planning the project
    • work breakdown and task analysis
    • resource allocation, especially the make-up of the fee-earning team
    • setting timelines
    • pricing
  • Monitoring the process including dealing with slippage
  • Stakeholder management – identifying and communicating appropriately with clients and all others involved in the matter
  • Risk assessment
  • Final review and signing off – double checking everything
  • Feedback session – what have we learnt from this project

• Understanding how client fee disputes arise and strategies for managing them

1 hour online video / 1 hour workshop.