Enrico Schaefer explains why legal work should start with a documented assessment. Traverse's five-step process gathers background, interviews the client on goals and budget, identifies legal issues, educates on risks and options, and delivers a recommendation. The benefits: saving time and money, clarifying claim merits, and building research for later work.
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Performing an assessment, considering options, and documenting a strategy is SMART. At Traverse Legal, we recommend that virtually every legal matter start with an assessment and strategy project. Our team of legal professionals believes that lawyers should be accountable to a documented and informed strategy as the very first project. We want to understand the relevant facts and your goals before making recommendations and implementing a well-thought-out plan. The old The old adage, look before you leap, holds true when it comes to legal services. What is a legal assessment and strategy project? A Traverse legal assessment and strategy project typically has 5 basic components. 1, obtain background information. 2, interview you concerning your goals and budget. 3, identify key legal issues. 4, educate you on your risks, opportunities, and options. And 5, provide you with our recommendation on which option best meets your unique goals within your budget. The benefits of an assessment and strategy project. An assessment and strategy project can: 1, save you time; 2, save you money; 3, help you understand the merits and risks of your legal claim; and 4, provide foundational research and analysis for future projects. Traverse Legal is changing the way law is practiced.