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- Legal Practice Management
- Who it's for
- Advisory practice
Advisory practice
An advisory practice may handle many instructions for the same client. Each new matter still needs a clear subject, owner and agreed scope. The intake and conflict review keep the prospective instruction separate from accepted work. The engagement decision establishes when the firm may proceed. Legal document records then connect files, revisions and privilege decisions to the relevant matter rather than to an informal folder name.
How Legal Practice Management is set up for you
Scope
Use the practice area, proposed fee and matter subject to identify the instruction being reviewed.
Decision
Keep the conflict outcome and independent acceptance decision tied to the same matter.
Documents
Record the revision and hash for a file used in advice or disclosed to another party.
Changes
Review accepted-scope corrections and preserve earlier decisions through successor evidence.
An advisory practice may handle many instructions for the same client. Each new matter still needs a clear subject, owner and agreed scope. The intake and conflict review keep the prospective instruction separate from accepted work. The engagement decision establishes when the firm may proceed. Legal document records then connect files, revisions and privilege decisions to the relevant matter rather than to an informal folder name.
Begin with a recurring client instruction that has a defined deliverable. Let the coordinator submit the intake and let the supervising attorney check the parties. Have a separate Operations Reviewer approve the engagement after clearance. The Matter Owner can then attach the engagement reference and assign the document review. For any document handed to another party, identify the authorized recipient and retain the delivery receipt.
Agree how the firm distinguishes a new matter from a correction to accepted scope. The former begins with intake; the latter needs a source revision, a reason and a reviewed change. Rehearse both using an actual client scenario, then ask a team member who did not process it to explain the record. They should be able to find the accepted fee, current owner, decision reason and produced revision without relying on a private message thread.
Features to start with
Roles on the team
- Intake Coordinator
- Records a prospective matter and prepares it for conflict and acceptance review.
- Supervising Attorney
- Reviews conflicts and decides whether a prospective matter is clear to accept.
- Matter Owner
- Owns the active matter, its dates and supporting evidence.
- Document Reviewer
- Checks privilege and the exact revision before a document is produced.
- Operations Reviewer
- Makes the independent engagement or change decision and investigates uncertain receipts.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.