Baseline Assessment

See Where Matter Changes Are Creating Exposure

The Baseline Assessment is the first engagement. It examines where changes in legal work are creating financial, operational, and client-facing exposure across the firm, and where to act first.

What It Answers

Where is this happening in our firm?

Every firm handles matter changes differently. The assessment answers five questions about yours.

01

Where do consequential changes occur?

Which matters, practice groups, and points in the matter lifecycle see scope, budget, staffing, and strategy move beyond original assumptions.

02

Where do they affect economics?

Where late-recognized changes show up as write-downs, realization pressure, and margin loss.

03

Where do they affect operations?

Where reconstruction effort, coordination, and management time are concentrated.

04

Where does governance break down?

Where changes are recognized too late, decided inconsistently, or not communicated to the client.

05

Where should the firm act first?

A prioritized view of the areas with the greatest exposure and business value.

The Approach

Evidence first. Technology second.

The assessment comes before any technology decision. It tells the firm whether, where, and how Matter Governance would make the biggest difference.

Built on your own matters

The assessment uses the firm’s own records to understand how matter changes actually occur in its practice, not industry averages.

Focused on business impact

Findings are expressed in terms firm leadership already uses: realization, margin, partner time, and client relationships.

What You Get

A defined assessment with a clear business outcome.

Exposure Assessment

A quantified view of where matter changes are creating financial and operational exposure.

Governance Roadmap

A prioritized path for addressing the highest-value areas first.

Next Step

Find out where your firm should act first.

Request a conversation about the Baseline Assessment.