STRICTLY CONFIDENTIAL

Profitability Analysis
Client:

_
Matter:

Matter number:
1.

Pricing
What were the terms of our fee arrangement (e.g.: full rates, discounted
rates, fixed fees, cap, etc)?

2.

3.

4.

Pricing:
(i)

Was there any value-based or success-based element of our fee

arrangement?

(ii)

Was there a busted deal element?

Our client relationship

(i)

Please describe our relationship with our client at the beginning of

this matter (i.e.: long standing institutional client; new client referred
by the third party etc).

(ii)

How did the client come to instruct us on this matter (e.g.: referral,
successful pitch etc)?

(iii)

Did we win these instructions in a competitive tender process? If

yes, please provide details.

Matter management
Were there any particular features of this matter which had an impact
(positive and negative) on the profitability of the matter or our collections?

5.

Growth
What is likelihood of further work for this client? If so, in what practice
areas?

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