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STRICTLY CONFIDENTIAL
Profitability AnalysisClient: _ Matter: _Matter number: _ 1.
Pricing What were the terms of our fee arrangement (e.g.: full
rates, discounted rates, fixed fees, cap, etc)?
2. Pricing:
(i) Was there any value-based or success-based element of our
fee arrangement?
(ii) Was there a busted deal element?
3. 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.
4. Matter managementWere 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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