The Client Journey

Our relationship begins with understanding your needs and continues through clear responsibilities, updates and options.

Introduction & Understanding

Understand the client's matter and objectives, review urgent deadlines, conflicts of interest and engagement acceptance requirements.

Gather essential documents and understand the facts, identify missing information, legal options and issues requiring further research.

Clarify work, deliverables, representation limits, communication, fees and expenses, and complete the agreement and power of attorney where required.

Assign responsibility for follow-up, set the work plan and priorities, and begin appropriate procedures as requirements are completed.

Explain developments, their implications and next steps, and identify any documents, instructions or approvals needed from the client.

Present outcomes and any resulting appeal, enforcement or further obligations, and arrange completion or continuation within the engagement's scope.

Tell us what you need. Together, we will define the scope and next step.

MLG · LEGAL OPERATIONS & GOVERNANCE

Review facts, conflicts, deadlines and requirements before work begins.

Assign the matter lead, tasks, priorities, documents and approval path.

Review deliverables, record versions and comments, and monitor actions and deadlines.

Coordinate client communication and explain updates, options and required decisions.

PROFESSIONAL MEMBERSHIPS & LICENSING