A streamlined workflow solution that enables law firms to collaborate with law departments to ensure compliance with client documents and obligations.
The Challenge

As a law firm’s client network grows, so does the complexity of managing outside counsel guidelines, pricing arrangements, diversity requirements and other various engagement documents. For law firms that strive for exceptional client service and satisfaction, it is increasingly challenging to fully comply with a host of unique client requirements.
Law firms have attempted to solve this challenge using internal platforms and document repositories. But they are finding these strategies are time consuming and cumbersome, failing to enable streamlined workflows and client collaboration – and ultimately leading to errors or breakdowns in the process.

The Solution

CounselGuide is an innovative workflow platform that delivers best-in-class review and compliance tools based on HBR’s decades of experience working with both law firms and corporate law departments. With expertise in law firm new business intake processes and document management solutions, HBR understands firms’ processes and pain points. And because of our work with law departments and our long-running annual Law Department Survey, CounselGuide was built on direct insights from law departments.

CounselGuide was designed not only to help law firms better comply with client expectations, but also to improve collaboration and increase client satisfaction:
  • Service and subject matter focus. Our unique, services-first approach ensures process is considered along with technology, thereby providing much more than “just another place to store documents.”
  • Workflow centric. A highly configurable set of role groups, document templates and facets (key compliance elements within any document) allow any firm to distribute and collect internal feedback regarding compliance elements in a dynamic fashion that does not involve a long chain of emails with dozens of internal stakeholders.
  • Technology and delivery expertise. CounselGuide leverages the same proven expertise behind HBR’s SpendConnect and CounselCommand, delivering software-enabled services to both law firms and corporate law departments.
  • Extraction as a service. HBR offers a combination of both onshore and offshore resources trained and available to assist with document tagging and extraction (both historical and ongoing) to ensure CounselGuide contains the most accurate information.

Request a demo or connect with an HBR expert today to learn more about how law firms are using CounselGuide to solve their client compliance challenges.