1.Overview
A Project is a container organizing multiple related matters under a unified initiative. Proper project structure ensures coordinated management while preserving matter-level separation required for conflict checking and billing.
2.Project Creation and Structure
When creating a project:
1. Project Identification
- Project Name: Descriptive name (e.g., "Acme Corp Acquisition")
- Project Type: Selection from predefined types (Multi-Party Litigation, Transaction, Investigation, etc.)
- Project Code: Accounting code for project-level billing
- Project Partners: Identification of key partners responsible for project
2. Matter Linkage
- Add related matters to project
- Example: In multi-defendant litigation, create separate matters for each defendant (required for conflict checking) but organize under single project for unified management
3. Project Timeline
- Establish project milestones and target completion date
- Example: In acquisition, project milestones include due diligence completion, definitive agreement execution, closing
4. Budget and Financial Management
- Establish project-level budget
- Track spending across all project matters against project budget
- Example: $2M acquisition project with budget allocation across multiple matters (legal, finance, transaction coordination)
3.Project Dashboard
Each project provides unified visibility across all related matters:
Matter List
All matters associated with project with status indicators.
Consolidated Timeline
Combined timeline across all project matters showing how deadlines in different matters relate.
Team Assignment
All personnel assigned to any project matter with their roles.
Budget Tracking
Project-level spending against budget with per-matter breakdown.
Key Deadlines
Consolidated view of critical project deadlines across all matters.
Risk Summary
Consolidated identification of risks across all project matters.
Frequently asked questions
A Project is a container organizing multiple related matters under a unified initiative. Projects provide organizational structures for complex legal work requiring coordination across multiple matters or transaction counterparties.
Use a Project when work spans multiple related matters—such as multi-defendant litigation (separate matters per defendant for conflict checking), acquisition transactions (legal, regulatory, IP, and closing matters), or investigations requiring unified management across workstreams.
The Project Dashboard provides unified visibility: matter list with status, consolidated timeline, team assignments, budget tracking with per-matter breakdown, key deadlines, and a consolidated risk summary across all project matters.
Transaction projects coordinate due diligence plans, data room management, finding compilation, closing condition tracking, and deal document coordination—including agreement versions, exhibit reconciliation, and closing document preparation across multiple workstreams.