Stage 1: Intake The Intake is intended to define and reach agreement on the goals, objectives and scope of what is to be accomplished. This is one of the most important stages, as it drives everything that follows. This stage asks in-house teams to think about work to be performed prior to its execution in order to ensure appropriate assignment and efficient delivery throughout subsequent stages. Activities (Inputs) ARCI Business client submits a and required background A: Division General Counsel information R: In-house Attorney In-house counsel or staff evaluate the issue and take initial steps: C: Subject Matter Expert; Legal Confirm the validity of the request and Legal’s Operations, Outside Counsel involvement / responsibility I: General Counsel Classify matter type and priority Validate matter objectives and success factors NOTE: It is assumed this is primarily handled / managed by in-house teams. Identify and assign lead in-house lawyer(s) to be responsible Create new matter with Matter ID in system of record (i.e. matter management system). If none exists, then use simple Results (Outputs) Validated and Completed Objectives, goals clear statement(s) of what is to be performed – Matter type and priority Risk/complexity category Scope definition specific definition of the scope of work and expected duration – Success factors identify what defines a successful result – New Matter ID (or record in appropriate system) Success Criteria All matters/projects estimated to take >8 hours should go through this stage This stage to be completed within 48 hours of request All required information fully gathered, logged and tracked in a new matter / record
Stage 1: Intake The Intake is intended to define and reach agreement on the goals, objectives and scope of what is to be accomplished. This is one of the most important stages, as it drives everything that follows. This stage asks in-house teams to think about work to be performed prior to its execution in order to ensure appropriate assignment and efficient delivery throughout subsequent stages. Activities (Inputs) ARCI Business client submits a and required background information In-house counsel or staff evaluate the issue and take initial steps: Confirm the validity of the request and Legal’s involvement / responsibility Classify matter type and priority Validate matter objectives and success factors Identify and assign lead in-house lawyer(s) to be responsible Create new matter with Matter ID in system of record (i.e. matter management system). If none exists, then use simple A: Division General Counsel R: In-house Attorney C: Subject Matter Expert; Legal Operations, Outside Counsel I: General Counsel NOTE: It is assumed this is primarily handled / managed by in-house teams. Results (Outputs) Validated and Completed Objectives, goals – clear statement(s) of what is to be performed Matter type and priority Risk/complexity category Scope definition – specific definition of the scope of work and expected duration Success factors – identify what defines a successful result New Matter ID (or record in appropriate system) Success Criteria All matters/projects estimated to take >8 hours should go through this stage This stage to be completed within 48 hours of request All required information fully gathered, logged and tracked in a new matter / record
CLOC-LPM-for-Legal-Teams-June-20171.docx