Post Matter Review Form
Matter Name:
Matter Number:
Category
Outcomes and
Benefits
Legal
Department
Evaluation Criteria
Did the internal client and legal department
achieve the desired results and key business
objectives?
What lessons learned or future actions did the
team identify?
Business
Client
Comments
If not, please specify the gaps here.
Please specify recommended correctable actions here.
Attach details as appropriate.
If not, please specify the gaps here.
Financial
Assessment
If applicable, was budget met and was the spend
in alignment with the business objectives?
Was there a reasonable balance between costs
and resources used in relation to the value of the
outcome achieved?
If not, please specify recommended detailed, systematic
and correctable actions here.
If not, please specify the gaps here.
Communications
Assessment
Did communications occur with the right people,
at the right time, and with the right information?
What lessons learned or future communications
actions did the team identify?
•Business Client Representative:
Completed By:
Completed Date:
Follow-up Items
/
/
•Law Department Representative:
If so, please specify recommended detailed, systematic
and correctable actions.