GUIDELINES FOR OUTSIDE COUNSEL

Strengthen Your Legal Partnerships with Clear Outside Counsel Guidelines

General Counsel need control, cost efficiency, and compliance from their outside law firms. Customized Outside Counsel Guidelines set the rules of engagement—from billing to conflicts—ensuring smoother collaboration and fewer surprises.

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The outside counsel guidelines you developed for our legal department have been crucial for managing external legal spend, ensuring compliance, and building strong client-law firm relationships. By establishing clear expectations and procedures for both in-house counsel and our external counsel partners.

GC, Top 500 Company

Our legal department operates much more smoothly after implementing our outside legal counsel guidelines. Your process was inclusive of our goals and need to manage our legal spend and establish expectations for our attorney-client relationships. This has ultimately led to a more efficient and cost-effective legal operation.

Director of Legal Operations,
Top Canadian Financial Institution

Guidelines

Well-drafted guidelines protect your company, streamline outside counsel relationships, and reduce legal spend. Key benefits include:

  • Cost Control
  • Risk Mitigation
  • Data Security
  • Operational Efficiency
  • Stronger Partnerships 
  • Staffing and Expertise
  • Compliance Confidence
  • Scalable Process
In addition to the above components, we will discuss more than an additional 20 factors that should be included in your Guidelines.
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Why Work With Me?

With experience advising both in-house teams and law firms, I deliver:

  • Tailored Guidelines
  • Enforceable Frameworks
  • Best Practices
  • GC-Centric Approach
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Ready to Take Control of Your Outside Counsel Relationships?

Protect your company and optimize outside counsel relationships with customized guidelines that:

  • Define billing, staffing, and communication standards.
  • Mitigate risks (conflicts, confidentiality, media exposure).
  • Reflect your legal department’s unique needs and culture.

I work closely with General Counsel to draft enforceable, practical rules—approved by you, adopted by firms.

Free Consultation

Need a proven framework? Let’s discuss your priorities.

Don’t leave collaboration to chance. Let’s build guidelines that reduce friction and costs—while keeping firms accountable.

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