Our Consultancy and Training Services

Legal Process Mapping

A process map is an essential tool in developing an effective legal project management system.  It is a visual representation of the value stream produced by the business.  Something cannot be improved if it cannot be written down.

The output from a legal process mapping exercise is two-fold: a process flow (including identifying wait times) and a communications flow in the form of a RACI chart.  These are known as "current state" documents.

These outputs can be examined to see where efficiencies can be achieved and perhaps more importantly where areas of risk exist in service provision.  Common findings include:

  1. Failure to maximise rate leverage where tasks are undertaken by inappropriate levels.
  2. Poor communications with clients.
  3. Poor internal communications.
  4. Internal processes taking too long and/or shortcuts being taken that increase business and client risks.

From this a further set of process maps is produced.  These identify the "future state" of the service taking into account increased efficiencies and required service improvements.  They form the basis for implementing change projects within the business and for introducing legal project management or improving an existing system.

LPM Capability Assessment

Solicitors to conduct a self assessment of their skills and then devise a training programme to help improve their skill set.  Legal project management is a good enhancement for a practising lawyers skill set but attending a 2-3 day training course doesn't make one into a project manager.  That takes time and experience.  Over emphasis on legal process improvement also doesn't deliver.  Good project management is good people management.  The same is true for law firms.

We assist by evaluating at a corporate level the organisation's project management maturity.  We then assess individual legal project managers against a pre-determined set of management competencies.  Coupled with our process mapping outputs, you can build up a complete picture of your organisational capability in Legal Project Management and find those areas where improvement will be the most profitable.

Legal Project Management System Design and Implementation

Based on our own bespoke Legal Project Management Guidelines, we can assist you to consider whether LPM is right for your business and to assist you in developing and implenting a system that's right for you using our simple productivity engine.

We bring process templates and roles and responsibilities all assembled in a way that aids productivity.  Our Win-Do-Learn/Grow approach is supported by a Helpdesk that enables users to seek answers to their most commonly asked questions and, if they cannot find what they want, to ask us questions directly.  In this way, your investment in our LPM system is supported at all times.

Project and Portfolio Delivery Services

Unlike some consultants, we excel at getting our hands dirty.  We fill the gap for smaller firms who want to handle practice development activity in the form of change projects but cannot access the skilled and experienced staff to do so.
  1. Facilitate workshops to identify client service improvements and productivity gains.
  2. Implementing change by acting as an external project manager.
  3. Help to recover legal projects that have gotten off track and introducing corrective action in a blame free environment.
  4. Coordinating the implementation of legal-tech projects beng carried out by others and rolling-out change in the workplace.

LPM Training and Coaching

Short training courses (even so-called "certified" ones) do not, in our view, produce quality legal project managers.  Such courses are exceedingly helpful in introducing people to the concepts of project management and its application to the delivery of legal services.  For this reason we do not offer publicly available (in person or online) training courses.  Rather our training work is carried in support of our consultancy services to help explain concepts and direct people in using appropriate tools to resolve problems.  We are not in the business of selling training - we are in the business of turning people into effective legal project managers.  Each of the following training packages can be provided in-house or on-line to small groups of of legal project managers.  Training is backed up by access to our Knowledge Base and Helpdesk use of which is free to Equa LPM client personnel.

Introduction to Legal Project Management

An introductory session for senior managers considering the introduction of legal project mamnagement to their business.

Topics covered include:

  1. What is a project?
  2. What is the business case for Legal Project Management?
  3. What are the benefits?  Will it enhance my bottom line?
  4. How do I get started?
  5. Will my people make good legal project managers?

Managing Legal Projects

A basic course for lawyers, paralegals and others who require to be introduced to legal project management.

Topics covered include:

  1. What is a project?
  2. What is a project management framework?
  3. How do I use it?
  4. Does the framework take over from my legal skills? (Answer, No.)
  5. What are project gates?
  6. How do I manage change in the project environment?
  7. What competencies do I need?
  8. How do I rate as a legal project manager?

Managing Portfolios of Legal Projects

A course for legal project managers who are required to handle or advise upon the project management of multiple legal projects. 

Topics covered include:

  1. What is a project portfolio?
  2. How can multiple projects be managed simultaneously?
  3. How are benefits derived from portfolios?

Managing Project Costs

A course for those needing to manage the costs of projects.  (There is of course a nexus between project costs and Costs).

Topics include:

  1. How do I price legal projects?
  2. How do I set up cost budgets?
  3. How do I manage scope changes?
  4. How do I connect my project costs to Costs in the matter?
  5. How do I report costs?
  6. How do I analyse costs so that I can impriove future budgeting?