1.Overview
Projects provide organizational structures for complex legal work requiring coordination across multiple matters or transaction counterparties.
A Project is a container organizing multiple related matters under a unified initiative. While individual matters maintain separate conflict checking, billing, and communications, the project layer provides consolidated timelines, budgets, team visibility, and shared resources.
2.Projects Guides
Explore the guides below for detailed instructions on each area:
- Project Structure and Multi-Matter Coordination — Project creation, matter linkage, timelines, budgets, and the project dashboard.
- Multi-Party Litigation Organization — Coordinating complex litigation across multiple defendants or parties.
- Transaction Project Management and Due Diligence — Organizing transaction-based projects with multiple workstreams.
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.