Legal Analytics Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Legal Analytics Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Legal Analytics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Legal Analytics specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Legal Analytics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Legal Analytics improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Do you agree that individual competence, the management of the environment and the quality of the service experience together help determine the overall quality of the delivery of legal services?

  2. Does your organization have a process to make sure new and changed legal requirements are brought to your organizations attention and promptly reflected in the compliance register?

  3. How will disputes be resolved and which legal framework will apply to blockchain users, the protection of the data and the transactions conducted using blockchain platforms?

  4. Will regulators be able to respond quickly to support flexible and appropriate responses to market changes that challenge the typical regulatory approach and timeline?

  5. How widely used are data systems across your organization as part of performance management and evaluation activities that inform operational and policy decisions?

  6. Are there any issues specific to the provision of legal services for small businesses that should be considered in order to improve competition for customers?

  7. How do you more effectively regulate the financial services industry without adding unnecessary regulations that cripple your ability to compete globally?

  8. What work has been undertaken by regulators to reduce the regulatory burden on providers of legal services for individual consumers and small businesses?

  9. Are cryptographic keys rotated based on a cryptoperiod calculated while considering information disclosure risks and legal and regulatory requirements?

  10. What is the greatest challenge your department faces in using content marketing to elevate your organizations brand and reputation in the marketplace?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Legal Analytics book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Legal Analytics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Legal Analytics Self-Assessment and Scorecard you will develop a clear picture of which Legal Analytics areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Legal Analytics Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Legal Analytics projects with the 62 implementation resources:

  • 62 step-by-step Legal Analytics Project Management Form Templates covering over 1500 Legal Analytics project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Requirements Traceability Matrix: What percentage of Legal Analytics projects are producing traceability matrices between requirements and other work products?

  2. Stakeholder Analysis Matrix: Is there a clear description of the scope of practice of the Legal Analytics projects educators?

  3. WBS Dictionary: Are overhead cost budgets (or Legal Analytics projections) established on a facility-wide basis at least annually for the life of the contract?

  4. Quality Management Plan: What changes can you make that will result in improvement?

  5. Procurement Audit: Was the outcome of the award process properly reached and communicated?

  6. Quality Audit: Will the evidence likely be sufficient and appropriate?

  7. Team Operating Agreement: Reimbursements: how will the team members be reimbursed for expenses and time commitments?

  8. Responsibility Assignment Matrix: Evaluate the impact of schedule changes, work around, etc?

  9. Team Member Status Report: How does this product, good, or service meet the needs of the Legal Analytics project and your organization as a whole?

  10. Risk Audit: What are the risks that could stop you from achieving your objectives?

 
Step-by-step and complete Legal Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Legal Analytics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Legal Analytics project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Legal Analytics project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Legal Analytics project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Legal Analytics project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Legal Analytics project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Legal Analytics project with this in-depth Legal Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Legal Analytics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Legal Analytics and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Legal Analytics investments work better.

This Legal Analytics All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.