Early case assessment reference deck
Recall the core early case assessment gates and the role clarity needed to run them.
Gate recall What four decisions should early case assessment usually support? Preservation scope, initial exposure range, budget plan, and communication or settlement posture. The exact list can change, but the assessment should serve decisions rather than produce general legal research. Role memory DACI What does DACI prevent in early case assessment? Reveal the role lanes Setup quality What is the difference between a legal memo request and a decision-gated assessment? The second version makes legal analysis usable for management. Common objection We cannot set gates until we have the full legal analysis. A partner wants to research first and structure…
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