Survey a company's recurring legal needs — contracts, employment, compliance and disputes — to scope the right retainer or advisory support.
Quick answer
Maps a company's recurring demands across contracts, employment, compliance and disputes so the right level of ongoing counsel can be scoped.
Disclaimer: this page is for process reference only and is not legal advice. Use the results to scope a conversation with a qualified attorney.
Methodology: need categories reflect common corporate legal-work domains; adapt weights to your service model.
Before proposing ongoing counsel, a firm needs to know what a company actually struggles with. This survey maps recurring needs across contracts, employment, compliance, transactions and disputes, so the retainer scope, service level and pricing can be tailored to the client's real workload.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
How much drafting and review is needed.
Hiring, policy and disputes.
Regulatory and filing obligations.
Litigation and negotiation frequency.
From copy to deliverable in four steps.
Copy it and share with the prospect.
They rate volume across areas.
Match retainer and service level.
Set expectations for ongoing work.
Pick your role — see how it fits your workflow.
Qualify prospects by real need.
Scope a retainer that fits the workload.
Articulate what legal help they need.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
