Annual Business Review Templates Our Annual Business Review (ABR) template was created to drive targeted fee negotiations and performance discussions with our preferred law firms. The sample ABR template contains: §  Law Firm Profile §  Law Firm Benchmarking §  Scorecard & Asks §  Qualitative Review §  Scorecard Definitions and Criteria

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Law Firm Annual Business Review Sample Template – developed with support from Elevate Services

Copyright © 2015 VMware, Inc. All rights reserved.

Sample Template

Law Firm Profile: ABC Firm FY15 YTD Spend

$X.X MM

# FY15 Matters

X

Discounts

Historical Spend (in $ MM)

FY15 Discounts & Adjustments $X.X

$X.X

•  X% flat discount with no volume requirements

$X.X

$X.X

$X.X

$X.X

Spend by TK Level Paralegal X%

Partner X%

# Timekeepers •  X Partners •  X Associates •  X Paralegals

$X.X

2013

2014

Gross Billings

YTD 2015

Discounts

Matter Type Count & Spend Intellectual Property Matter Count Spend (in $ MM)

Compliance

Adjustments

Net Payments

Associate X%

Average Hourly Billed Rates by Timekeeper Level

Litigation

Other $XXX $XXX $XXX

X

X

X

X

$XXX $XXX $XXX

Discounts & Adjustments Intellectual Property Compliance Litigation $XXX $XXX

$X.X

$X.X

$X.X

$X.X Partner

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Associate

Paralegal Paralegal

CONFIDENTIAL

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Sample Template

Law Firm Benchmarking: Firm ABC Comparison of Composite Gross Hourly Rates Charged by Timekeeper Position Firm ABC

Internal Benchmarks

External Benchmarks

$XXX $XXX

Composite of Matter Types: •  Intellectual Property •  Compliance •  Litigation

$XXX $XXX

$XXX

$XXX

$XXX

$XXX

$XXX $XXX

Weighted Average Rate

Partner

Associate

Hours by Timekeeper Level Partner X% XX%

X%

Associate

80% of Hours

X% X%

X%

X%

Firm ABC

Internal Benchmarks

Count of TKs

$XXX

Paralegal

Staffing Centralization

Paralegal

$XXX

Block Billing Frequency X%

20% of Hours

X

X

XX%

X% Billed Hours

XXX

Copyright © 2015 VMware, Inc. All rights reserved.

XXX

Hours Billed in Blocks of