A sample workload survey is included in the Appendix.
Analysis. After the surveys have been completed, analyze the data, including:
• Hours, by practice and matter type
• Number of internal individuals performing each type of work
• Number of internal Full Time Equivalents (“FTE”), based on the company’s defined number of
hours, for each type of work
• Volume of work, by client
•Value of work, by level of risk and competitive advantage
The analysis will provide an overview of the work performed and the value that department members
place on the work, and will form the basis for the following phases of the process.
External Work Assessment
The survey of internal personnel will not provide a full picture of work performed by external resources
such as outside counsel, so additional information can be gathered from the e-billing system. If the
department does not use e-billing or it has not been in place sufficiently long to provide meaningful
information, it may be appropriate to gather billing information from a sampling of the company’s outside
law firms representing a cross-section of practice area and firm sizes.
Analysis of the billing data, overall and by firm, should include:
• Number of law firm FTEs utilized
• Number of law firm timekeepers
• Hours worked by each level of resource (partner, associate, paralegal, etc.)