Appendix: Value & Scoping Questions (checklist to discuss with
o What are the desired results? What is a reasonable definition of success on
this matter, based on what is currently known?
o Are there dollar ranges, timeframes or other measureable outcomes
associated our definition of success?
o If not, what information is needed in order to arrive at a more specific,
measurable definition of success? When would we be in a better position
o Are there matter milestones during which we should re-group and consider any
adjustments to the definition of success? Which milestones?
o What would the law firm suggest in terms of mechanisms or fee structures
to tie a portion of compensation to outcomes delivered on this matter?
o What experience does the firm have with type of fee structures suggested?
Which service providers in their firms are most expert at delivering services
within those structured fee relationships?
o Would other firm client(s) be willing to speak with us about their experience
with the firm’s value-based fee structures?
o What service items are we buying in connection with this matter?
o What are the component projects or deliverables?
o What is the timing? When do these need to be done?
o By what type of resource?
o What interdependencies?
o Who would be managing all of this?
o What vendors and additional resources are required? Can they be deployed
in this project to save money, time, improve results, create new capacities?
o How about local counsel or boutique counsel who can take on defined slices
of the work more efficiently?
o How about external experts or other service providers?
o What are the lines of communication (Front-line in-house lawyer to Engagement
Partner? Senior in-house lawyer(s) to Relationship Partner?
What about other support personnel like project and finance mangers?)
In what manner should communication be maintained: regular conference calls,
on a virtual project platform, via email? What is everyone’s appetite to talk/