A request-for-proposal workspace for general counsel and procurement leaders selecting outside counsel — covering matter expertise, billing structure, alternative-fee arrangements, conflict checking, and matter analysis from the AI Legal Agent in Taskade.
What's Included
- Matter Expertise Matrix: Practice areas, jurisdictions, and matter-type depth per firm.
- Billing Structure Comparison: Hourly, AFA, fixed-fee, and contingency options per matter.
- AI Legal Agent: Reads firm response and matter scope; flags expertise gaps and analogous-matter precedent.
- Conflict Check Tracker: Documented clearance per firm before scoring.
- Diversity and Pricing Scorecard: Diversity data, partner-rates, and team-mix transparency.
Why This Template Wins
- Matter precedent surfaced: AI Legal Agent links firm-claimed precedent to actual public matters and outcomes.
- Conflict clearance documented: Conflicts caught early so engagement isn't aborted post-award.
- AFA reality check: Alternative-fee structure pricing compared against hourly equivalents.
How to Use
- Clone this template into your Taskade workspace.
- Customize matter scope and billing-structure priorities.
- Connect DocuSign, your matter-management tool, Slack.
- Train the AI Legal Agent on your standards.
- Set up automation triggers for conflict clearance and final award.
FAQ
Does this work for litigation vs transactional outside-counsel selection?
Yes. Switch the rubric weights — litigation emphasizes trial experience and matter outcomes; transactional emphasizes deal precedent and counterparty depth.
Can the agent verify firm matter precedent?
Yes. Train the agent on public matter databases. It cross-checks firm-claimed precedent against actual public matters and surfaces gaps.
What plan supports a legal RFP?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds the audit logs legal procurement typically requires.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Legal SOP Templates. Browse legal apps in the Community Gallery.