Save time, empower your teams and effectively upgrade your processes with access to this practical Legal Case Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Legal Case Management 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 Case Management specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Legal Case Management 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 994 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 Case Management improvements can be made.
Examples; 10 of the 994 standard requirements:
- What selective discovery along a critical path will create an early perception of adverse verdict risk by the opponent and create leverage at an inflection point for an early successful resolution?
- How can internal office operations or contracted facilities management process daily mail more efficiently and securely by re designing the mailroom to become a best practice digital mailroom?
- Do you have an evaluation and governance team in place, including executive sponsor, project manager, subject matter experts, IT, finance, legal, procurement, and user representatives?
- What evidence exists for the provision of legal and non legal advice on the business case/social return on remaining advice being offered; is there a return on any advice services?
- Have the fees and salaries of all staff and contractors providing a service to the project, including legal, technical and financial consultancy fees, been included in the budget?
- Which capabilities does your organization need in order to benefit from open source usage, without being exposed to open source security vulnerabilities and legal risk?
- Has the contracting officer determined if the services are personal and in doubtful cases, obtained the review of legal counsel and documented the file appropriately?
- Has your facility implemented a program and/or procedures to protect the identity of workers that report suspected cases of ethical or legal misconduct?
- Is there anything in the legal contract between the project developers and local resource users which could result in negative equity impacts?
- Do the legal frameworks, policies and governance structures and processes pose risks that may jeopardize sustenance of project benefits?
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 Case Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Legal Case Management 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 Case Management Self-Assessment and Scorecard you will develop a clear picture of which Legal Case Management 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 Case Management 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 Case Management projects with the 62 implementation resources:
- 62 step-by-step Legal Case Management Project Management Form Templates covering over 1500 Legal Case Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Management Plan: How do you organize the costs in the Legal Case Management project management plan?
- Procurement Audit: Was the estimated contract value based on realistic and updated prices?
- Activity Duration Estimates: Is a contract developed which obligates the seller and the buyer?
- Lessons Learned: What was the single greatest success and the single greatest shortcoming or challenge from the Legal Case Management projects perspective?
- Assumption and Constraint Log: Diagrams and tables are included to account for complex concepts and increase overall readability?
- Responsibility Assignment Matrix: Too many as: does a proper segregation of duties exist?
- Procurement Audit: Have guidelines incorporating the principles and objectives of a robust procurement practice been established?
- Human Resource Management Plan: Are Legal Case Management project team roles and responsibilities identified and documented?
- Quality Audit: How does your organization know that its staff financial services are appropriately effective and constructive?
- Probability and Impact Matrix: Which of your Legal Case Management projects should be selected when compared with other Legal Case Management projects?
Step-by-step and complete Legal Case Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Legal Case Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Legal Case Management 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 Case Management 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 Case Management 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 Case Management 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 Case Management 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 Case Management project with this in-depth Legal Case Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Legal Case Management 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 Case Management 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 Case Management investments work better.
This Legal Case Management 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.
