Introduction to matter scoping - the 3-Ds!

Business Outcome-Focused Matter Scoping: Diligence, Dialogue, Document

Using this Matter Scoping protocol will help you to focus your legal advice and service on the business outcomes that are most important to the client. 

Matter scoping best takes place through a prepared dialogue with the client to affirm the broader purpose of legal advice, allowing you to tailor your fee proposals, legal work, and service delivery to the client's specific preferences.  Successful matter scoping leads to greater client satisfaction and stronger client relationships while helping you to avoid expensive mistakes.

Three steps

There are three steps to the process which will help you to demonstrate to clients your consultative approach to helping them address business-related legal problems:

• Diligence about the client and potential matter: Prepare for the scoping call with client  
• Dialogue with the client, and documenting expectations for all parties: Conduct scoping call with client
• Document what you have leared: Summarize actions steps for your client and your team

Process

The scoping process often begins well in advance of a formal client request for proposal, when the lawyer(s) and/or business development professionals begin exploring areas of advice the client may require. At the latest, scoping should take place when the firm has been instructed and the matter is being set up.  

A formal scoping dialogue should be undertaken in advance of providing a written proposal to the client, in order to address the priorities and challenges, while articulating a detailed approach to the matter that aligns with the client’s goals and preferences.

Benefits

1. Enhance the relationship with the client, which will increase the communication flow and ongoing feedback during the matter.
2. Increase success in helping the client achieve their business objectives.
3. Avoid wasted time and costs for both sides, including write-offs.
4. Improve overall client satisfaction and experience with the lawyer/firm.