CLWM study plan

Map the end-to-end legal workflow lifecycle from intake to closure into a swimlane diagram covering at least six stages and three role lanes

Define and distinguish process mapping symbols (start/end, activity, decision, merge, subprocess) and apply them correctly in a sample matter workflow

Identify at least ten bottleneck or handoff failure points in a hypothetical matter workflow and label each with a root cause category

Draft written process narratives for two workflows (routine contract review and litigation intake) that a non-lawyer could follow

Convert the week-one process map into a numbered standard operating procedure with owners, inputs, outputs, and decision criteria for each step

Design a matter intake questionnaire that captures conflict-check data, scope, deadlines, budget expectations, and client identity verification fields

Build a triage scoring rubric that ranks incoming matters by urgency, complexity, value, and risk and apply it to five sample matters

Draft a client onboarding checklist covering engagement letter, fee terms, KYC/AML checks, and communication preferences

Establish a document naming convention and folder taxonomy and apply it to a set of twenty sample files

Compare three version-control approaches (manual suffixing, metadata-driven, and system-enforced check-in/check-out) and select one with written justification

Draft a document review and approval routing rule that specifies who may edit, review, and finalize each document class

Create a drafting template with defined variables, clause library placeholders, and a change log section

Decompose a matter into a work breakdown structure with phases, tasks, dependencies, and estimated hours

Build a phased budget with fee earner rates, disbursements, and a contingency line, then compare it against a fixed-fee alternative

Calculate and interpret budget variance and burn rate on a sample matter that is 60% complete at 75% of budget

Draft a scope-change control procedure that triggers a written change order and budget re-baseline

Write automation rules for at least three triggers (new matter opened, deadline approaching, document approved) with conditions, actions, and exception paths

Design a clause and template library structure with variable fields, fallback clauses, and usage notes

Document a deadline-calculation rule set covering court-day counting, holidays, and service-method variations

Test each automation rule against five edge cases and record the expected versus actual outcome

Compare practice management and case management system capabilities across matter management, time capture, billing, document linkage, and reporting

Draft system configuration requirements for matter types, task templates, and user roles and permissions

Identify the ethical duties triggered by intake, confidentiality, supervision, and fee arrangements and map each to a workflow control

Write a conflicts-check procedure including data sources searched, escalation path, and documentation of the outcome

Classify a sample document set by confidentiality tier and assign access, sharing, and storage rules to each tier

Draft a records retention schedule with retention periods, trigger events, and destruction authorization steps

Write an incident response outline for a suspected data breach covering containment, assessment, notification, and remediation

Produce a client-data handling guide covering third-party vendors, remote access, and secure transmission

Define five workflow KPIs with formula, data source, target, and review cadence

Build a one-page dashboard mockup showing cycle time, rework rate, budget variance, and deadline compliance

Design a plan-do-check-act review cycle with a monthly continuous-improvement cadence

Draft a stakeholder adoption plan identifying audiences, resistance risks, communication channels, and training touchpoints

Assemble a consolidated one-page study sheet covering all ten domains for final review