Case Study: Legal Project Management

Legal Project Management—The BakerManage Way

(Licensed from Baker, Donelson, Bearman, Caldwell & Berkowitz P.C.)

More than ever before, clients need predictability and accountability in their legal budgets. To help achieve this goal, and to better manage the delivery of legal services, Baker Donelson has created BakerManage, a proactive project management process that ensures that complicated legal matters are managed efficiently and completed on time and within budget.
BakerManage represents Baker Donelson’s commitment to our clients to be good stewards of their resources, as well as our ongoing review of processes and systems with an eye toward continual improvement. By more efficiently incorporating technology and training, this tool allows us to improve client communication while delivering more cost-effective legal solutions.

BakerManage divides the management of a legal matter into three phases:

  • Development – LegalShift and Baker Donelson legal consultants and attorneys start by developing a plan for the engagement that includes a clearly defined scope and set of tasks to promote efficiency, a schedule for timely execution and a budget to control costs.
  • Execution – Communication is key to the successful execution of any engagement. A key component of the LegalShift/BakerManage solution set is the client extranet, which provides client team members easy access to customized project information including forms, tasks, budget and project status and other matter-related documents.
  • Closure – In BakerManage, closure not only officially concludes the matter in our systems but also incorporates an attorney-client debrief to review lessons learned and confirm any recommended changes for future engagements. LegalShift and Baker Donelson understand that post-evaluation of a matter can lead to improvements and efficiencies in future engagements.

BakerManage ensures more efficient management of your legal matters through more systematic planning, monitoring and communication.

For more information, contact David Rueff at