Scope baseline
- Workstream
- Matter plan
- Matter owner
- Amelia Hart
- Timing
- Approved 12 Aug
- Delivery status
- ApprovedScope and assumptions agreed
Know where every matter is going.
Scope, owners, deadlines and budget in one live delivery plan.
Matter delivery stages
Four delivery stagesSwipe to review
Plan
2Regulatory plan
- Workstream
- Regulatory
- Matter owner
- Rafael Silva
- Timing
- Due 3 Sep
- Delivery status
- PlannedFiling dependencies mapped
In progress
2SPA redline v2
- Workstream
- Drafting
- Matter owner
- Amelia Hart
- Timing
- Due 29 Aug
- Delivery status
- On track78% complete with $51.9K WIP
Client disclosure
- Workstream
- Diligence
- Matter owner
- Cameron Price
- Timing
- 4 days late
- Delivery status
- At riskClient dependency unresolved
Review
2Regulatory response
- Workstream
- Partner review
- Matter owner
- Cameron Price
- Timing
- Due today
- Delivery status
- Due todayDecision required by 17:00
Client sign off
- Workstream
- Negotiation
- Matter owner
- Amelia Hart
- Timing
- Due 8 Sep
- Delivery status
- WaitingWaiting for client approval
Complete
2Diligence requests
- Workstream
- Diligence
- Matter owner
- Rafael Silva
- Timing
- Completed 19 Aug
- Delivery status
- CompleteAll client requests resolved
Acquisition playbook
- Workstream
- Reusable plan
- Matter owner
- Amelia Hart
- Timing
- Ready to reuse
- Delivery status
- ReadyScope, phases and review rhythm
01ScopePartner
02EvidenceAssociate
03NegotiateMatter team
01
A matter plan people can follow
Translate the intended outcome into scope, assumptions, phases, roles, milestones and dependencies.
12
On track
3
At risk
2
Decision due
02
One delivery picture
Review progress alongside budget, WIP, scope change, risk and client dependencies.
Acquisition playbook
Scope and assumptions
Phase plan
Review rhythm
Ready to reuse
03
A repeatable firm playbook
Capture lessons, reusable phase plans and better review rhythms for the next similar matter.
A useful matter plan keeps scope, progress and money with the next decision in the same conversation.
From matter plan to a dependable delivery rhythm.
Connect matter scope, phases, ownership, budgets, risk and client expectations in one delivery system.
- 01
Step 01: Plan
Plan the matter before the pressure builds.
- 02
Step 02: Monitor
Keep delivery, cost and risk in one view.
- 03
Step 03: Review
Establish a useful review rhythm.
- 04
Step 04: Learn
Turn completed matters into better playbooks.
Plan the matter before the pressure builds.
We translate the intended outcome into a practical matter plan: scope, assumptions, phases, deliverables, roles, milestones, dependencies, budget, communication expectations and known risks.
Keep delivery, cost and risk in one view.
Progress cannot be understood from a task list alone. We connect matter status with work in progress, budget usage, scope changes, upcoming decisions, client dependencies and unresolved risks so the responsible team can see what requires attention.
Establish a useful review rhythm.
Structured matter updates keep partners, team members, operations, finance and clients aligned. Reviews focus on decisions, blockers, changes, financial position, next milestones and actions—not another status document nobody uses.
Turn completed matters into better playbooks.
After-action reviews capture what worked, what created delay or rework, how the budget performed and what should change next time. Reusable matter plans allow the firm to improve delivery across a matter type rather than starting from nothing each time.
A matter-health review that surfaces financial risk early.
Each engagement is configured around the firm’s systems, controls, reporting needs and operating requirements.
Alderbridge acquisition
Matter delivery plan led by Amelia Hart
- Target
- 23 Sep
- Budget
- $240K
- WIP
- $158.9K
- 01
Scope
Partner
12 Aug
- 02
Evidence
Matter team
21 Aug
- 03
Negotiate
Partner review
8 Sep
- 04
Close
Client delivery
23 Sep
Third party disclosure
Client dependency owned by Cameron Price
Disclosure receivedForecast +4 days
01 / The situation
A multi-stage acquisition had several workstreams, client dependencies, external advisers and a fixed commercial timetable, but progress and financial position were reviewed in separate places.
02 / What we implement
dashboardWISE created a matter plan with phases, owners, milestones, assumptions, budget, WIP, risks, client dependencies and a weekly review rhythm tied to one matter-health view.
03 / The operating result
A delayed disclosure immediately showed its effect on the dependent phase, forecast date and budget, giving the matter lead a clear decision and owner before the issue became a client surprise.
A working system your firm can own and improve.
Legal project management connects scope, delivery, cost, risk and client expectations. The result is not another task board; it is a repeatable way to run important matters with fewer avoidable surprises.
- Matter scoping and assumptions
- Legal matter plans
- Phase and milestone structures
- Roles, responsibilities and ownership
- Task, dependency and critical-date design
- Budget and work-in-progress monitoring
- Scope-change logging
- Risk and issue registers
- Matter-health definitions
- Structured internal and client updates
- Portfolio-health reviews
- Recurring matter templates and playbooks
- After-action reviews
- Delivery and financial-performance reporting
Bring structure to legal work that cannot afford surprises.
Create clearer plans, stronger review rhythms, earlier warnings and more predictable legal delivery across the matters that matter most.