Ensure smooth processes while better managing growing client rosters
CounselGuide is a legal workflow platform that helps firms successfully manage a growing client roster while complying with each client’s individual requirements such as Outside Counsel Guidelines (OCGs)—and helps ensure that client relationships are not interrupted with smooth invoicing processes, efficient operational processes, seamless collaboration, and more.
CounselGuide is highly configurable enabling you to use the role groups and key clause (“facet”) tracking in a way that best aligns with your workflows. Expert document tagging capabilities capture key information, compare it to your standard position, add smart tags, and more. To ensure a successful implementation and ongoing support for document review the Extraction-as-a-Service provided by our experts support legal document tagging and extraction directly within the application.
Law firms are better able to manage growing client rosters with CounselGuide because it:
- Facilitates compliance with ever-increasing client requirements.
- Streamlines workflows to reduce invoicing errors, compliance oversights, and process breakdowns.
- Simplifies management of various outside counsel guidelines, conflicts, information security, pricing arrangements, diversity requirements, and other engagement documents.