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Profitability Analysis Template

This document provides a confidential profitability analysis for a client matter. It requests information about the fee arrangement, client relationship, matter management, and potential for future work. Specifically, it asks what the fee terms were, if there was a value-based or contingent element, how the client was obtained, any competitive tender process, features impacting profitability, and likelihood of additional work for the client.

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Rochelle Ayad
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521 views1 page

Profitability Analysis Template

This document provides a confidential profitability analysis for a client matter. It requests information about the fee arrangement, client relationship, matter management, and potential for future work. Specifically, it asks what the fee terms were, if there was a value-based or contingent element, how the client was obtained, any competitive tender process, features impacting profitability, and likelihood of additional work for the client.

Uploaded by

Rochelle Ayad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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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?

1096925-v1\HKGDMS\HKGDJF

_
_

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