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Legal Project Management Skills

by LegalOps Consulting

A 16-skill plugin encoding legal-project-management methodology — matter planning, budgeting, risk/issue tracking, stakeholder comms, and more. Practice-area agnostic.

This pack contains the 16 skills from legalopsconsulting/lpm-skills, published by Scott Margetts (formerly Baker McKenzie's APAC legal-project-management lead) through his consultancy, LegalOps Consulting.

Rather than substantive legal practice areas, these skills encode the operational judgment calls of running a legal matter day to day: turning emails and call notes into structured status reports, RAID-log risk and issue tracking, scope-change control, matter planning and critical-path timelines, budget/fee and WIP monitoring, billing-cycle execution, stakeholder communications planning, resourcing, local-counsel management, and portfolio-level daily briefings. They're practice-area agnostic and work on any legal matter type.

Licensed Apache-2.0. Each zip in this pack is one skill folder, unmodified from the source repository, with the repo's LICENSE and NOTICE included inside the archive.

Skills in this pack

Billing Cycle Manager
LegalOps Consulting

Operational billing execution — bill preparation, local-counsel invoice review, disbursement treatment, client billing queries, cashflow modeling, and leverage analysis.

v1.0.0Apache-2.0
Budget and Fee Manager
LegalOps Consulting

Matter budgeting and ongoing WIP/variance monitoring — phase-based fee estimates, bottom-up budgets, AFA structuring, forecast-to-complete, and write-off analysis.

v1.0.0Apache-2.0
Collaboration Platform Advisor
LegalOps Consulting

Collaboration platform configuration methodology — SharePoint, Teams, matter site architecture, dashboards, workflow automation briefs, data quality, and adoption.

v1.0.0Apache-2.0
Continuous Improvement Engine
LegalOps Consulting

Captures, structures, and recycles lessons from active and closed matters, including automated weekly insight detection with skill-update proposals.

v1.0.0Apache-2.0
Daily Briefing
LegalOps Consulting

Portfolio-level morning briefing across two or more active matters, reading email and matter state to produce a triage surface of deliverables, issues, and risks.

v1.0.0Apache-2.0
Document Approval Tracker
LegalOps Consulting

Approval cascade design and tracking for multi-stakeholder document workflows — review sequences, position tracking, overdue chasing, version control.

v1.0.0Apache-2.0
Local Counsel Manager
LegalOps Consulting

End-to-end external local counsel lifecycle — selection, instruction design, performance monitoring, scope enforcement, and relationship escalation.

v1.0.0Apache-2.0
Matter Drill-Down
LegalOps Consulting

Single-matter working view for the LPM's own operational use — standard drill-down, decision-first, partner-prep, and handoff-briefing modes.

v1.0.0Apache-2.0
Matter Intake & Scoping
LegalOps Consulting

Organizes unstructured client data into a structured brief, captures the agreed scope baseline, or reconstructs scope when inheriting a matter mid-flight.

v1.0.0Apache-2.0
Matter Plan Builder
LegalOps Consulting

Converts agreed scope into a structured matter plan — phases, workstreams, milestones, dependencies, and owner assignments.

v1.0.0Apache-2.0
Resource Planner
LegalOps Consulting

Team structure design, gearing analysis, continuity planning, and competing-demand management across matters.

v1.0.0Apache-2.0
Risk and Issues Manager
LegalOps Consulting

RAID log methodology with decision extraction from emails and meeting notes — captures risks, assumptions, issues, and decisions before they get buried in email chains.

v1.0.0Apache-2.0
Scope Change Controller
LegalOps Consulting

Scope management across the matter lifecycle — baseline capture, in-flight change control, out-of-scope documentation, and scope retrospective at close.

v1.0.0Apache-2.0
Stakeholder Comms Planner
LegalOps Consulting

Stakeholder mapping, communication plan design, reporting hierarchy, and mid-matter comms updates for multi-jurisdiction programmes.

v1.0.0Apache-2.0
Status Report Drafter
LegalOps Consulting

Transforms emails, call notes, and updates into structured matter status reports with RAG ratings, variance commentary, and escalation flags.

v1.0.0Apache-2.0
Timeline Generator
LegalOps Consulting

Builds a dependency network and critical path from a matter plan, with interactive Gantt output and what-if delay-cascade scenarios.

v1.0.0Apache-2.0