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Case Study  ·  Advisory

Providing Instant, On-Call Legal Operations Services




The general counsel and legal operations professional for a Fortune 500 engineering, procurement and construction company left almost simultaneously. The interim general counsel needed immediate expertise to develop the annual departmental budget and provide ongoing support to maintain momentum for existing projects, including improvements to the department’s matter management and electronic billing systems.



  • Developed a plan to provide both project-specific and “on-call” legal operations support to meet the pending departmental budget submission deadline and continue the progress of in-flight initiatives.
  • Gathered available historical budget materials and worked with the legal leadership team to consolidate and synthesize budget and forecast input, advise on appropriate budgeting methodology and produce the required budget submission forms, complete with detailed analysis, justifications and variance explanations.
  • Supported the legal team in negotiating the approval and revision process through finalization of the budget.
  • Worked with the key stakeholders to determine the state-of-play and develop a near-term plan to continue the technology initiatives, including improvements to enhance user adoption and streamline the interactions between legal and accounting functions.


With little lead time, the law department received expert, custom-tailored, legal operations management for a fraction of the cost of hiring a full-time staff.

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