Improve compliance with outside counsel guidelines and boost client satisfaction

CounselGuide helps law firms effortlessly navigate the maze of outside counsel guidelines, pricing arrangements, diversity requirements, and other client obligations. With CounselGuide’s streamlined workflows, law firms can reduce invoicing errors, improve compliance oversight, and avoid process breakdowns, increasing revenue and operational efficiency.

With CounselGuide, you’ll:

Streamline the collection of
client guidelines

  • Store outside counsel guidelines, retainer letters, and other critical documents in a single, centralized repository
  • Extract accurate information from existing and historical documents using extraction resources trained to assist with ongoing tagging and identification of key terms 

Enhance communication about
client guidelines

  • Collect and distribute internal feedback about client requirements in one place
  • Track revisions and updates to guidelines and create custom workflows and reporting

Improve compliance with
client guidelines

  • Reduce risk to revenue opportunities by ensuring full compliance with billing terms
  • Avoid ethics breaches and other risks

Streamline management of complex client networks

Deliver exceptional client service and satisfaction

CounselGuide helps law firms collaborate with law departments to optimize their compliance with outside counsel guidelines and other engagement obligations.

Contact us to learn how CounselGuide’s best-in-class review and compliance tools can help you
recognize and satisfy your client obligations and realize more revenue—faster.

Request a Demonstration