The Legal Project Management Quick Reference Guide

Overview - fourth edition
Table of contents – fourth edition
LPM Advisory Board – fourth edition
Reviews - third edition

Pre-order the Fourth Edition for $99.95 and your copies will be delivered as soon as the book is published this fall.

Order the Third Edition for $79.95 (an 80% discount from its original price) and your copies will be delivered immediately.

If you decide to return the book within 30 days, we will send you a full refund, no questions asked.

Overview fourth edition

The Legal Project Management Quick Reference Guide serves as the basis for all of our coaching and training programs and includes over 300 pages of proprietary tools and templates to help lawyers increase efficiency. 

Thousands of lawyers have used the first three editions of this book.  The fourth edition will be published in Fall 2016. 

LegalBizDev coaching and training clients are currently using a preview of the fourth edition.  For others, a limited number of copies of the third edition will be available until September for sale for $79 per copy, which represents a discount of 80% from its original price of $395.

Legal Project Management Quick Reference Guide


To be published Fall 2016

350 pages, paperback

8.5 x 11

A preview of this fourth edition is now being used in LegalBizDev coaching and training programs and being reviewed by our LPM Advisory Board.

This book will be sold only to law firms and to select in-house counsel and only through this web page.


Fourth Edition

By Jim Hassett, Mike Egnatchik, and 23 contributing authors

Stacy D. Ballin, Squire Patton Boggs

Steve Barrett, LegalBizDev

Ed Burke, LegalBizDev

Tom Clay, Altman Weil

Jonathan Cooper, Tucker Ellis

Stuart J T Dodds, Baker & McKenzie

Ann Lee Gibson, Ann Lee Gibson Consulting

Jonathan Groner, LegalBizDev PR Specialist

Liz Harris, Harris Cost Lawyers

Byron S. Kalogerou, McDermott Will & Emery

Tom Kane, LegalBizDev

Judith Droz Keyes, Davis Wright Tremaine

Fred Kinch, LegalBizDev

Patrick J. Lamb, Valorem Law Group

Gary Richards, LegalBizDev

Richard G. Rosenblatt, Morgan Lewis

Michelle H. Stein, LegalBizDev

Brent Timmons, BrazeauSeller

Sverre Tyrhaug, Thommessen

Scott N. Wagner, Bilzin Sumberg

Mark D. Williamson, Gray Plant Mooty

The Association of Corporate Counsel’s Law Firm Value Committee

The Legal Project Management Task Force of the M&A Committee of the Business Law Section of the ABA

Table of contents fourth edition

Note:  The table of contents below includes only the sections that appear in the fourth edition preview that is currently being used in all coaching and training programs.  When the fourth edition is published in Fall 2016, it will also include additional sections on task codes, pricing, Agile, and other topics. 

Preface: How to use this book

Eight key issues in legal project management

Chapter 1: Set objectives and define scope

Engagement letters and statements of work
How to write a statement of work
Example: SOW for internal foreign corrupt practices act
Example: SOW for product distribution in Europe
Example: SOW for an M&A matter
Sample assumptions for defining scope
Thirteen issues to consider for a value-fee engagement letter
When client goals are uncertain: An Agile approach

Chapter 2: Identify and schedule activities

Matter planning templates
About Gantt charts
Work breakdown structures
Example: Employment law task list for a pre-complaint demand
Four approaches to business process improvement
Example: Process improvement in a mass tort practice
Example: Process improvement to improve associate and paralegal time entries
UTBMS task codes: A brief history
UTBMS task codes: Typical code sets
Three approaches to tracking costs with task codes
LPM software
The power of checklists

Chapter 3: Assign tasks and manage the team

Example: IPO of a Subchapter S corporation
How to improve the management of legal teams
How to improve legal team meetings
16 ways to improve team performance
The benefits of delegation
Four steps to improved delegation
Delegation tips from a managing partner
The delegation checklist
How to solve delegation problems
What lawyers should not delegate
Personal time management
Example: One managing partner’s time management plan
24 Outlook features that can be used in LPM

Chapter 4: Plan and manage the budget

Six steps to better budgets
Example: A litigation budget
Be cautious about sharing budgets

Chapter 5: Assess risks to the budget and schedule

Project risk analysis template
Example: Risk analysis for IPO of a Subchapter S corporation
Example: Risk analysis for enforcing a non-compete
Example: Risk analysis for a public M&A matter, advising the target
Reducing malpractice insurance costs by managing risk

Chapter 6: Manage quality

Defining and managing quality

Chapter 7: Manage client communication and expectations

RACI matrix
Example: RACI matrix for a litigation
Communication plan
Example: How to improve communication on a small legal team
Example: Communication plan for an IPO team
How clients define value
Value questions to ask top clients
51 practical ways for law firms to add value
Key questions project managers should ask
One-page monthly reports
Lessons learned reviews
How to deal with difficult clients and situations
Summary: The art of client communication

Chapter 8: Negotiate changes of scope

Scope changes in litigation
Tracking out of scope work
Establishing a change control process
Prepare and negotiate for approval of a scope change

Chapter 9: LPM background

Defining LPM
Why is implementing LPM urgent?
Eight common problems addressed by LPM
Financial benefits of LPM
Warning signs that you need LPM
Six ways LPM improved our practice
Four ways litigators can improve LPM
Agile vs. traditional approaches to LPM
LPM steps in the lifecycle of a legal project
Summary: The top 10 best practices in LPM

Chapter 10: Tools, templates, and checklists

Commercial litigation process map
Mass tort litigation checklist
Work breakdown structure for a simple corporate purchase
Matter planning template for multi-state document review tracking
Asset acquisition task checklist

Chapter 11: Alternative fee arrangements

Alternative fee arrangements: The big picture
AFA approval steps

Chapter 12: LPM and AFAs in marketing

How LPM is changing the way services are marketed
How LPM is changing the role of marketing departments
How AFAs are changing marketing
How to evaluate whether to compete for a new matter
50 Tips to win RFPs

Chapter 13: Case study practice exercises

Transactional case study
Litigation case study

Chapter 14: Extending your knowledge

Self-study basic questions
Self-study additional readings
Self-study advanced questions
The Certified Legal Project Manager® program

Chapter 15: How to implement LPM throughout a firm

Five keys to firmwide success
Questions to ask lawyers before they begin LPM coaching
Strategies to create internal champions
Strategies to change law firm culture
Overcoming resistance to LPM
Measuring the impact of LPM
How to sustain LPM progress

Appendix: Blank template forms

Matter planning template
Matter planning template (including tracking)
Project risk analysis template
Communication plan
RACI matrix
Action items template

About the authors
About LegalBizDev

LPM Advisory Board fourth edition

The fourth edition preview is being reviewed by the clients and LPM experts listed below. Their feedback will be incorporated in the fourth edition when it is published in Fall 2016.

Chuck Adams, Partner, Adams and Reese
Brian Adamson, Senior Director, Pricing and Project Management, Morgan Lewis
Toby Brown, Chief Practice Officer, Akin Gump Strauss Hauer & Feld
Ellen Cappellanti, Managing Member, Jackson Kelly
Michael Chivell, Managing Partner, Armstrong Teasdale LLP
Bruce Clearing Sky Christensen, Executive Director, Warner Norcross & Judd
Vincent A. Cino, Chairman, Jackson Lewis, P.C.
Andréa Danziger, Director, Business Development and Practice Management, Loeb & Loeb
Grant Davis-Denny, Partner, Munger, Tolles & Olson LLP
Chris Ende, Managing Director, Pricing & Project Management, Goodwin Procter
Delilah Flaum, Partner in Charge of Knowledge Management and Legal Project Management, Winston & Strawn
Dwight Floyd, Director of Knowledge Management, Parker Poe
Jeff Frank, Managing Member and Chair of Executive Committee, Foster Pepper
David Fries, Senior Advisor, Pricing & Practice Management, Orrick
Christopher Fryer, Chief Information Officer, Hanson Bridgett LLP
Bart Gabler, Director of Pricing and Legal Project Management, K&L Gates
Geoff Goldberg, Chief Advancement Officer, McCarter & English LLP
Dale Gregory, Chief Operating Officer (MENA), Clyde & Co
Kathy Hancock, Executive Director, Fennemore Craig
Jennifer Hannah, Partner, Chair of Litigation Division, Lathrop & Gage
Carl W. Herstein, Chief Value Partner, Honigman Miller Schwartz and Cohn LLP
Julia Hilliker, Partner, Hodgson Russ LLP
Bree Johnson, Director of Legal Project Management, Stinson Leonard Street
Howard Kaufman, Counsel, Fasken Martineau LLP
Ron Kruhlak, Partner, McLennan Ross
Susan Kurz, Director of Marketing, Business Development and Client Services, Keating Muething & Klekamp
Kelly Kiernan Largey, Chief Marketing Officer, Fish & Richardson
Paul Levy, Chief Financial Officer, Saul Ewing
Jennifer Manton, Chief Marketing and Business Development Officer, Kramer Levin Naftalis & Frankel LLP
Angie Massani, Project Manager, Chapman and Cutler
Erin Meszaros, Chief Business Development and Marketing Officer, Sutherland
Melissa Prince, Director of Pricing and Legal Project Management, Ballard Spahr
Robyn Radomski, Chief Business Development & Marketing Officer, Bingham Greenebaum Doll
Bob Robertson, Director of Strategic Business Development, Cadwalader
Paul Saunders, Practice Innovation Partner, Stewart McKelvey
Peter Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton
Maren Stadler-Tjan, Senior Associate, Arendt & Medernach
Kaitlin Verber, Knowledge Management Lawyer, Latham & Watkins LLP
Don Ware, Chairman, Intellectual Property Department, Foley Hoag LLP
Patrick J. Whalen, Chairman & Managing Partner, Spencer Fane LLP

Reviews - third edition

Book review by Steven Taylor in Of Counsel

Every partner should read this book. With prices being pushed down, the number one question lawyers ask me today is: How can I live within more stringent budgets without reducing quality? The Legal Project Management Quick Reference Guide helps answer this question with an impressive series of management tactics and templates. More than half of the tools are new to this third edition, reflecting a healthy evolution in a market that is requiring greater and greater levels of efficiency.”
– Toby Brown, Director of Strategic Pricing & Analytics, Akin Gump

“Not only will every lawyer benefit from this book, but so will those who provide support to practitioners.  The third edition of the Legal Project Management Quick Reference Guide has an array of very useful templates and tools that, if used appropriately, can aid organizations in their effective employment of legal project management.  It is well organized and easy to digest so that readers can quickly reference the information that they need.  I was particularly impressed by the chapters on communicating with clients and on sustainability and change management.  These chapters help readers understand the significant challenges of the changing legal landscape and the need to focus more keenly on client-defined value.”
– Kim Craig, Director of Legal Project Management Office, Seyfarth Shaw LLP

“This is the perfect guide to management for busy lawyers. You don’t need to completely revamp the way you practice law to take advantage of it. The book includes a large number of suggestions, ideas, and examples that can help make any lawyer more efficient by employing LPM in what you are already doing. I wish I had this book when I first started to manage other lawyers. It would have given me a running start on many practices and procedures that actually took me years to develop.”
– Scott Wagner, Partner, Bilzin Sumberg

“This book demystifies LPM, providing tools that lawyers can actually use. It encourages them to think in terms of a broader frame of reference, adapting proven techniques from other fields to the legal context, without over-egging the pudding, spoiling things by trying too hard to improve them. For example, the expanded section on business process improvement includes several simplified techniques to improve the things that really matter. Partners, associates and experienced project managers will all take away great ideas on every reading.”
– Stuart Dodds, Director, Global Pricing and Legal Project Management, Baker & McKenzie

“The third edition of Jim Hassett’s Legal Project Management Quick Reference Guide is an excellent reference full of easy-to-use checklists and templates. It substantially lowers barriers to adopting project management principles for law firms large and small."
– Chris Emerson, Director, Practice Economics, Bryan Cave HRO

"The Legal Project Management Quick Reference Guide is a must-have reference for any lawyer looking to improve their efficiency. Every time I open the book, I discover something that I hadn’t considered before. The new material added to the third edition further cements the book’s position as an extremely valuable resource for every lawyer who wants to improve their project management skills."
– Bob Parker, Department Operating Officer, Foley & Lardner LLP

"The very fact that this book is now in its third edition shows that the legal profession believes in project management and sees that it can impact the bottom line. This book picks up where the second edition left off, reinforcing what works in the industry, and providing many new examples and templates, including important tools to help attorneys manage budgets. This type of industry intelligence is absolutely essential in a rapidly changing area like LPM. The more lawyers know about LPM, the more they can positively impact the firm’s bottom line, drive change, and enhance value and quality for their clients."
– Vincent Cordo, Global Director of Client Value, Reed Smith

Pre-order the Fourth Edition for $99.95 and your copies will be delivered as soon as the book is published this fall.

Order the Third Edition for $79.95 (an 80% discount from its original price) and your copies will be delivered immediately.

If you decide to return the book within 30 days, we will send you a full refund, no questions asked.