Price a new matter against comparable past matters

  • Scenario: You're pricing a matter and want to base it on similar past matters, including their economics, how they were run, and their fee arrangements.

  • What you can do: Drill into the right matter criteria, pull full metadata on the best matches for financials and outcomes, read the project plans and checklists, and name the partners and senior associates who ran them.

  • Why it's useful: Your pricing is grounded in what's actually worked before, not a guess.

  • Example request: Find our most comparable outsourcing matters for UK-headquartered energy clients with fixed-fee or capped-fee arrangements in the last two years. Include metadata, project plans, and the lead partner for each.

  • Tools used: search_matters, get_matter_metadata, search_matter_documents, search_persons_in_top_matters

Build an alternative pricing mechanism from past matters

  • Scenario: You're building an alternative pricing mechanism for a panel pitch, based on similar matters the practice has run.

  • What you can do: Run a pre-filtered matter search by industry, outcome, and region, pull headline financials and descriptions, and identify the partners and teams who ran the profitable examples.

  • Why it's useful: You can propose a competitive price while staying profitable, anchored on validated past results rather than assumptions.

  • Example request: Show me recent matters in insurance litigation in Asia-Pacific with favorable outcomes, the people who led them, and the headline economics I can anchor a fixed-fee proposal on.

  • Tools used: search_matters, get_matter_metadata, search_persons_in_top_matters

Track matters closing soon and their payment-due dates

  • Scenario: You need to look up active matters and matters projected to close soon, along with their payment-due dates.

  • What you can do: Filter matters by status, relationship partner, country, and currency over a specified window, and pull the metadata needed to drive the billing run.

  • Why it's useful: You make sure bills go out and get collected within the right financial quarter or year.

  • Example request: Show me matters closing in the next 60 days, led by a named partner, billed in USD in the US, with status, open and close dates, and value.

  • Tools used: search_matters, get_matter_metadata