Analysis and Benchmarking

We begin our engagements with a comprehensive onsite analysis. We take the time to understand the people and steps involved in creating and managing client matter information and then review each process from a risk, efficiency and cost perspective. We will review your firm’s:

• Current physical and electronic file management policies and procedures
• New matter intake procedures and workflow (conflicts, new matter creation)
• Technology platforms (existing and planned)
• E-mail management
• Retention policies, procedures and schedules

At the conclusion of our analysis, we present you with a customized report that provides the necessary framework to develop a long-term strategic plan to compliantly manage information.