The Legal Project Management Quick Reference Guide

What experts are saying about the fourth edition
Overview
Table of contents
LPM Advisory Board

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.

For volume discounts on orders of two or more copies, contact us at info@legalbizdev.com or 800-49-TRAIN

OUR UNCONDITIONAL MONEY-BACK GUARANTEE
If you decide to return the book within 30 days, we will send you a full refund, no questions asked.

What experts are saying about the fourth edition

“Every partner should use this book, regardless of their level of expertise. 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 array of management tactics and templates… On the first page the authors say ‘Please do not read this book.’ This is truly a reference guide, so instead of having to plow through volumes of material, a reader can get value very quickly. I especially like the checklists which are well thought-out and very practical. Busy lawyers will be able to easily use this important resource.”
– Toby Brown, Chief Practice Management Officer, Perkins Coie

“If you are truly interested in legal project management, this book should be on your desk. It is comprehensive, thorough and very detailed. This Guide provides a blueprint for how to combine the highest quality legal work with the efficiency that today’s clients are rightfully demanding. A must read!”
– Vincent A. Cino, Chairman, Jackson Lewis, P.C.

“I have often referred to the third edition of the Legal Project Management Quick Reference Guide as my ‘LPM Bible.’ The expanded and updated fourth edition is even better and I’ve used it almost every day since I received it. I especially love the way it treats LPM as a toolbox. The tools that are most useful may vary from one lawyer to another, and even from one matter to another. This book makes it easy for each lawyer to find exactly the information they need, right when they need it.”
– Melissa Prince, Director of Pricing and Legal Project Management, Ballard Spahr

“There is no better resource available than the Legal Project Management Quick Reference Guide to enable practitioners to increase client satisfaction and win business by implementing meaningful change in the way they plan and execute engagements. The imperative that lawyers re-engineer the way they practice, and provide greater efficiency and cost certainty to clients, has been discussed repeatedly since the onset of the financial crisis. It is no longer subject to question or debate. This book explains how to meet this need, and convert ‘would haves’ and ‘should haves’ into action.”
– David Fries, Senior Advisor, Pricing & Practice Management, Orrick Herrington & Sutcliffe LLP

“The fourth edition of the Legal Project Management Quick Reference Guide is a great book which just keeps getting better.  It will be quite useful for lawyers not just in law firms but also in law departments.”
– Howard Kaufman, Counsel, Fasken Martineau DuMoulin LLP

“The number one thing we hear clients asking for these days is to provide greater value. This will require attorneys to have a firm grasp of LPM. For beginners, the Legal Project Management Quick Reference Guide provides quick entry to project management concepts. For attorneys who have been using LPM techniques for years, this book will help them improve further, building on their experience. Every law firm should be looking towards the future, and the efficiencies gained through LPM will lead to greater value for clients and better profitability for the firm.”
– Christopher Fryer, Chief Information Officer, Hanson Bridgett LLP

“The fourth edition includes many improvements, especially to the chapters entitled ‘Assign Tasks and Manage the Team’ and ‘Negotiate Changes of Scope.’ One of the book’s contributing authors is coaching one of our lawyers right now on a litigation that changes like a chameleon and we are putting the new scope material to work. It has helped to keep our client informed and happy and to reduce write-offs."
– Geoff Goldberg, Chief Advancement Officer, McCarter & English LLP

"The fourth edition of the Legal Project Management Quick Reference Guide is a fantastic resource! It is full of useful articles, templates and practical advice which can very easily be applied to law. I find that many other LPM resources are overly technical and intimidating to busy practicing lawyers, but this book strikes an excellent balance between volume of content and accessibility. The organizational structure and emphasis on the eight key issues also gives the book versatility that significantly increases the likelihood that it won’t collect dust on a shelf but will be referred to regularly as our lawyers shift to this new way of thinking about our work."
– Paul Saunders, Practice Innovation Partner, Stewart McKelvey

"As a managing member, I plan to use this book on a regular basis. I especially liked the checklists and the way you included the very succinct but helpful articles from other contributors throughout the book."
– Ellen Cappellanti, Managing Member, Jackson Kelly

"This book not only provides the reader as thorough and practical treatment of legal project management as I’ve read, it also provides a comprehensive blueprint on how to get started incorporating legal project management into your practice."
– Patrick Whalen, Chairman, Spencer Fane LLP

"We are embarking on a project management initiative and I need to train some of my staff on the key elements of project management. There is no better starting point than the Legal Project Management Quick Reference Guide. It distills the important issues in a way that is not overwhelming to someone new to the project management world."
– Paul Levy, Chief Financial Officer, Saul Ewing LLP

"The variety and expertise of the numerous contributing authors makes this book a ‘must read’ for everyone involved in LPM. The checklist format, clear chapter organization and lists of questions to be used every day in real work situations all add to the book’s value."
– Michael Chivell, Managing Partner, Armstrong Teasdale LLP

"This book is an excellent resource which contains an enormous amount of relevant material on what firms are doing about LPM now and what they should do in the future. It includes a great deal of thoughtful commentary on issues that those of us who are serious about LPM have been grappling with for some time."
– Carl W. Herstein, Chief Value Partner, Honigman Miller Schwartz and Cohn LLP

"This is a great resource for anyone interested in LPM. The Guide lays out practically-minded, straightforward steps that lawyers can take to implement project management discipline into their practice. The fourth edition has done a nice job of continuing to improve upon an already comprehensive guide."
– Nolan Kurtz, Chief Operating Officer, Buchanan, Ingersoll & Rooney

"The Legal Project Management Quick Reference Guide is a great reference for anyone looking to improve their matter planning and management capabilities.  It is my “go to” guide for partners, associates, and staff members looking for a simple, informative resource for managing matters. It is an easy read that offers helpful, tactical guidance. The templates in the guide are straightforward and sections are laid out to be used either comprehensively or piecemeal, as needed for each matter."
– Bart Gabler, Director of Pricing and Legal Project Management, K&L Gates

"I particularly liked the chapter on ‘Managing Client Communications,’ especially the very practical list of questions for lessons learned reviews and client value conversations. Client debriefs are an underutilized source of valuable feedback to guide and improve client relationships, and this book provides a variety of tools and advice to help conduct them."
– AndrÉa Danziger, Director, Business Development and Practice Management, Loeb & Loeb

“This excellent resource includes a wide variety of tools to help lawyers offer high quality services to clients more efficiently and cost-effectively.”
– Delilah Flaum, Partner in Charge of KM and LPM, Winston & Strawn LLP

"This book is terrific. I have found it very user-friendly and accessible. The tone is spot-on for busy lawyers and law firm personnel, especially the bullets, checklists, and sample questions."
– Kaitlin Verber, Knowledge Management Counsel, Latham & Watkins LLP

"I particularly liked the concrete examples throughout the book of checklists and tools for both transactional lawyers and for litigators."
– Julia Hilliker, Partner, Hodgson Russ LLP

"The Legal Project Management Quick Reference Guide is essential reading not just for lawyers but for every law firm marketer and business development professional. We are increasingly being asked to describe and ‘sell’ the process by which legal services are managed and delivered by our firms, and this book provides a comprehensive introduction and primer to the world of LPM."
– Robert J. Robertson, Director of Strategic Business Development, Cadwalader, Wickersham & Taft LLP

"The checklists, tools, and templates in this book will be useful to every practicing lawyer. This practical guide includes numerous sections written by true innovators in LPM and AFAs, and does a great job of referring the reader to other valuable information."
– Kelly Kiernan Largey, Chief Marketing Officer, Fish & Richardson

"A great compilation of real-world examples. The writing team did a fantastic job. The substantially reduced price of the fourth edition will also make this book much more accessible to a wider audience."
– Emily Wesson, Legal Project Manager, Norton Rose Fulbright

"Every lawyer interested in LPM should read and use this book. It is self-explanatory and quite helpful. I’ve found myself in many of the situations described in the book and the examples and explanations in this book will be extremely helpful in avoiding future problems."
– Maren Stadler-Tjan, Senior Associate, Arendt & Medernach

"The Legal Project Management Quick Reference Guide is a must-have reference for any lawyer looking to improve their efficiency. This is the first place I go for strategies and ideas to implement LPM at our firm. I’ve used many of the suggestions and checklists in creating our own internal best practices guides."
– Robert Parker, Practice Group/Client Matter Management Administrator, Quarles & Brady

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.

THE LEGAL PROJECT MANAGEMENT QUICK REFERENCE GUIDE

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

Checklist
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

Checklist
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

Checklist
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

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

Chapter 5: Assess risks to the budget and schedule

Checklist
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

Checklist
Example
Defining and managing quality

Chapter 7: Manage client communication and expectations

Checklist
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

Checklist
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 experts listed below. Their feedback will be incorporated in the final fourth edition, which will be published in Fall 2016.

Chuck Adams, Partner, Adams and Reese
Brian Adamson, Senior Director, Pricing and Project Management, Morgan Lewis
Toby Brown, Chief Practice Management Officer, Perkins Coie
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
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 DuMoulin LLP
Ron Kruhlak, Partner, McLennan Ross
Nolan Kurtz, Chief Operating Officer, Buchanan Ingersoll & Rooney
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 Counsel, Latham & Watkins LLP
Don Ware, Chairman, Intellectual Property Department, Foley Hoag LLP
Emily Wesson, Legal Project Manager, Norton Rose Fulbright
Patrick J. Whalen, Chairman & Managing Partner, Spencer Fane LLP

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.

For volume discounts on orders of two or more copies, contact us at info@legalbizdev.com or 800-49-TRAIN

OUR UNCONDITIONAL MONEY-BACK GUARANTEE
If you decide to return the book within 30 days, we will send you a full refund, no questions asked.