Legal Project Management: what do clients really expect?

Our Legal Project Management (LPM) course helps lawyers apply best practice principles of project management to the effective delivery of legal services. This new course has been developed and delivered in conjunction with OMC Partners, specialists in legal operational efficiency, and is a must for all those grappling with the challenges of meeting client expectations and winning more work.

Why LPM?

In an era where margins are continually under pressure, and clients demand increasingly sophisticated service levels and greater cost certainty, strong project management skills are essential for any modern lawyer. Law firms have much to learn from the likes of the Big 4 accounting firms, leading consultants such as McKinsey and Accenture, and other professionals who have successfully applied project management approaches to great effect for decades.

LPM does more than just help lawyers to manage their work productively and profitably. LPM ensures they understand and meet their clients’ objectives, deliver engagements on time and to budget, and communicate the value of the services provided. Done well, clients will keep coming back for more!

Who is the course for?

This course helps lawyers from all disciplines deliver services using a consistent methodology that captures all the benefits of LPM Best Practice. There are 4 modules covering:

1. Understanding what your clients want

2. Planning work

3. Working the plan

4. Delivering value

Free Briefing sessions

To help lawyers and law firm managers understand exactly what this course entails and the business benefits to be derived, we are running several Legal Project Management Briefings throughout the UK over the coming weeks. To book a place, please contact

LEEDS 27th July 2017, 8.00-9.30am @ Leeds University Business School

MANCHESTER 28th September 2017, 5.00-6.30pm @ Berwin Leighton Paisner

BRISTOL 4th October 2017, 12.30-2.00pm @ RPC

LONDON 12th October 2017, 5.00-6.30pm @ Berwin Leighton Paisner

BIRMINGHAM 2nd November 2017, 5.00-6.30pm @ Shakespeare Martineau

Related blogs on the topic of LPM

Better Engagement Letters by Peter Kinch

Don't just do a "job" well - meet your client's business needs by Matthew Peacock

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Roadshow dates and locations for our briefings on Legal Project Management

What do clients really expect?

Free Briefing sessions

This briefing session is a must for all those grappling with the challenge of meeting client expectations and winning more work.

Discover what clients are doing with LPM, especially in the Financial Services Sector.

Hear about what they expect from you, their 'collaborative' suppliers, and what your peers are doing in the LPM space.

See how other professionals are using LPM Best Practices by:

* managing engagements efficiently, on time and to budget

* reducing write offs and improving profitability

* demonstrating the real value of their services

We are running several Legal Project Management Briefings throughout the UK over the coming weeks. To book a place, please contact


LEEDS 27th July 2017, 8.00-9.30am @ Leeds University Business School

MANCHESTER 28th September 2017, 5.00-6.30pm @ Berwin Leighton Paisner

BRISTOL 4th October 2017, 12.30-2.00pm @ RPC

LONDON 12th October 2017, 5.00-6.30pm @ Berwin Leighton Paisner

BIRMINGHAM 2nd November 2017, 5.00-6.30pm @ Shakespeare Martineau


Related blogs on the topic of LPM

Better Engagement Letters by Peter Kinch

Don't just do a "job" well - meet your client's business needs by Matthew Peacock

Posted by News Desk in News

Better engagement letters

Matt Peacock’s blog “Don’t just do a “job” well – meet your client’s business objectives” is essential reading for lawyers working hard to impress their clients. Doing what we said we would do isn’t good enough, says Matt. We can do better if we understand how a client benefits from our work. And we can do better still if we make sure the client knows that business improved because of our work.

We can make an easy start by putting some life into our engagement letters. I suggested in “Engagement letters – watch your language” that CCLs are too long, too complex, and too difficult to read. And they’re too dull. Reading one feels like the oxygen just got sucked out of the room. So how can we revive them?

Make them shorter and simpler by breaking them up? Yes!
Bring a reader-friendly touch to the regulatory / compliance content? Yes!
Re-focus on things that make the client’s life easier. Please, yes!

Want a few examples? Here’s half a dozen:

1. Do what the Big 4 do - start with the client’s objectives rather than the scope of the work - So instead of just saying “we’ll draft a standard employment contract”, why not precede this with the client’s objectives e.g. “you wish to improve your HR management and preserve your brand and reputation as a high-quality employer”? Or “your goal is to recover your cash in full or at a discount agreed with you” could helpfully preface “acting in your dispute with…”

2. Provide an initial plan breaking the matter into phases, and each phase into a sequence of tasks - This will help you and the client to allocate responsibilities, identify the resources and effort required and agree timescales. You’ll be removing the client’s guesswork by answering the inevitable questions – What? When? How? Who?

3. Agree on a level of control - There’s all sorts of helpful things you can do here – specifying who can instruct, agreeing on reporting frequency, describing how changes will be handled / charged for, and so on.

4. Identify the deliverables - Describe what the client gets at the end; what’s the output going to be? It might be a document. Or it might be the removal of a threat to their business or the introduction of a new, better way of working. Describe how they will benefit!

5. Introduce the team properly - Make a habit of doing something more than simply providing names and titles. You’d do more than that at a party.

6. Talk about the money - Make sure you’ve had the conversation already and use the engagement letter to confirm the fees and to explain how the billing and payment arrangements will work. You’re helping the client if you do this, and reducing the chances of awkward conversations later on.

These are all easy wins for busy lawyers. They are all things that clients will welcome and remember you for. But we know that already, don’t we? Just look at the standards being set by the best professional service providers.

Want to know more about Legal Project Management?

For lawyers and project specialists interested in learning more about Legal Project Management Kinch Robinson and OMC Partners are running a series of briefings “LPM: what do clients really expect?”

Sessions are being held with the support of, and in the following locations:

Leeds - Leeds University Business School (27th July)

Manchester - Berwin Leighton Paisner (28th September)

Bristol - RPC (tba September) London – Berwin Leighton Paisner (12th October)

Birmingham – Shakespeare Martineau (tba October)

Places are limited but delegates can attend for free, but need to register via

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I Love Claims Motor Conference July 2017

We're exhibiting! Come and be dazzled by our innovative RTA liability e-learning which we're showcasing at the I Love Motor Claims Motor Conference on 4th July 2017.

We’re out and about again showcasing our fantastic RTA liability e-learning. This time we’ll be demonstrating our training product to insurers, lawyers and claims managers at the 8th I Love Claims Motor Conference, which is being held in the RICOH arena in Coventry.

The theme of this years’ conference is the “Future Look” of this fast paced sector which is exploring, amongst other things, Artificial Intelligence, Digital Claims and Arbitration.

You’ll find us on STAND 15. If you have a go at testing your liability knowledge on one of our animated accident scenarios, we’ll enter your name into a prize draw to win a Kindle Fire and also provide you with a unique log-in which gives you free a licence to use our RTA online training programme.

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The creative process behind developing a successful e-learning course

The creative process behind developing a successful e-learning course

By Joe Skillington | E-learning Designer

Developing creative and engaging e-learning is our bread and butter. We’ve been doing it for a while now and we know all too well what the pitfalls and challenges are. Joe Skillington, one of our e-learning designers, shares some of his ‘best practice’ tips to ensure that your e-learning is inspiring…not tiring!

Initial Script

Once a new course idea is in the pipeline the first part of the process is writing a script. We identify the most suitable tutor from our large bank of experts and professional network and invite them to start the script writing process with us. The scripting stage is about focussing on collating everyone’s ideas. The trick is to not leave anything out. This is not the time for fine tuning but to brainstorm all the different ways of conveying the course content.

The length and level of detail included in the course can impact on the duration of the writing process. It can take anything from a couple of days to around a week.

Full read through

When a rough script is in place the whole team - including tutors, designers and course builders - meet for a full read through. This is an integral part of the process; what can sometimes sound perfectly normal on paper doesn’t quite work when spoken out loud. As a lot of our courses have a presenter, it is crucial that the script is delivered naturally and without feeling starchy or dragged out.

The ‘read through’ is the perfect place for cutting out unnecessary waffle and tightening up the script. We believe that pre-production is one of the most, if not the most important part of the creative process. Spending a little more time figuring out and correcting problems at this stage saves a great deal of time further down the line.

Script Sign off 

Once the script has been officially ‘signed off’ it is split into three main categories:

  • video
  • audio
  • visuals


The majority of our courses have a presenter. We find this helps with course continuity and engagement. The presenter can be studio based (filmed in front of a white background or green screen) or ‘out in the field’. The location very much depends on the tone of the course.

We’ve created a custom-built basement studio, complete with audio booth, where we can film and record content to the highest professional standards. Like all professional studios, we’ve got a teleprompter on which we upload scripts to help the presenter with their lines.

Image of Kinch Robinson studio set
Image of studio booth


If we just need to capture some narration to accompany a video or animation, we’ll use our sound-proofed audio booth to record the voiceover. Narration can be a great way to explain something, but we’re conscious that people don’t like to be simply talked at. We always try to keep narration concise and to the point – this is where the benefits of a robust pre-production read through comes to fruition.


Editing is where the magic happens! This is the stage when all filmed, recorded and designed assets are cut together, synced up and made ready for output. The adobe creative cloud is our weapon of choice as this has video editing and sound editing software as well as industry standard image editing tools such as Photoshop and Illustrator. When all assets are complete then we move on to building the course!

Image still of more productive
Image of film editing software

Building the course 

This is the stage in the process where everything starts to come together. We build our e-learning courses using Articulate Storyline. Its recognisable user interface, like word and excel, makes it simple to build an interactive course without the need for programming or coding. Playing close attention to the original script, we build the course using the edited assets. As all assets are premade, this part of the process is (normally) hassle free. Depending on the size of the course, building it can take anywhere from 2 days to two weeks.

Review and amend

Once built, the course needs to be reviewed. No matter how much planning and preparation goes into creating a course there will always be slight amendments and tweaks. Certain unforeseen problems at the pre-production stage are now amended and any technical issues such as faulty audios or image problems are corrected. This part of the process is repeated until all errors and issues are resolved. Once happy, we then publish the course and put it into ‘live testing’ stage. We try to get a member of staff that has not been part of the process to do run through the course. A fresh pair of eyes means things that have previously slipped through the net are picked up on.


When the team is happy that nothing else can be changed, the course is published and uploaded to our Learning Management System (LMS). Real users test the course and make sure that everything is working. This is the stage where we also check that scores are recorded and logged properly. When enough users have trialled the course and no errors are found then the course is signed off and we start on the next one – and the entire process starts all over again. Simple….if you know what you’re doing!

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