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Portfolio Reset

Refocus on the Right Projects


Helping firms refocus effort on the right business priorities


Coming out of the current crisis it's all about People, Cash & Supplies, but don't lose sight of the forthcoming challenging environment - the new ways firms will be judged by clients, and the improvements that can be made to quickly affect your firm's bottom line.

Many projects have been put on hold or moved to the future. After all, projects aren't discretionary - aren't they?  They take your cash, the returns are often soft and you've lived without them so far.

Progressive leaders will be bullish in reviewing their project portfolios which will be about both new technology investments and making the most of the technology already deployed.

You will need all the advantages technology can give you this year and in the years to come.   


Here at Legal Success Consulting, we use our proven methodology to help firms review their project portfolio against the firm's evolving strategy and business roadmaps.


Is your project list 

               … too long ?

               … too slow moving ?

               … too costly ?

               … backed up in lots of documents that are quite hard to read ?

               … not fully understood by the decision makers ?


Or is it 

               … well understood and easy to consume

               … properly and consistently costed

               … showing the key dependencies between projects

               … supported by management, who;

                      - appreciate the benefits, and

                      - can see the support for firm strategy and the business roadmap.


Our process

  • Puts aside the current projects list
  • Puts aside your departmental & business services structures
  • And talks about how lawyers work and how clients interact
  • We have 46 opportunity headings to work through so you can look right across the piste. We come armed with good practice, but this has to be bespoke.


But of course we cannot ignore your current structures or initiatives – they are there for good reason, so we weave them together to ensure


  • Your projects take account of whats important upstream and downstream
  • You consider your policies and whether they support the desired behaviours and an efficient process
  • Your projects are connected, and common ground is shared space with common goals
  • The right people are inputting to the right design conversations


We give you a;

  • baseline process heatmap that indicates the progressiveness of the solution and how well it supports the firm's strategy and roadmap
  • target process heatmap that indicates the strategic support that could be achieved with stated technological, cost or policy constraints
  • gap analysis report that supports the project roadmap (with built in priorities & dependencies) needed to close the gap.


As the focus in this fast-moving world is agility we also help firms set up a governance framework to make swift business decisions, and a process to enable firms to carry out this exercise internally going forward.


We have a methodology and approach to identify the projects to support and the order in which they need to be done.

We can help the firms identify the change areas that yield the most benefits.

We have used this to reduce a portfolio for a Magic Circle law firm from >250 projects to < 100.

We produce roadmaps, portfolio plans, resource charts, milestone plans and relative priority logs.

We tie this in to benefit realisation plans and user impact change management plans.

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