Most legal departments have sourcing policies. What they’re missing is a consistent way to apply them before outside counsel is engaged. The Pre-RFP Playbook lays out an AI-enabled framework that turns matter intake into a strategic decision point, helping legal teams determine whether work belongs in-house, with an ALSP, a panel firm, or in a competitive RFP. Covering AI-enabled intake, organizational “rules of the road,” sourcing workflows, and shared institutional intelligence, it’s a practical blueprint for legal ops leaders looking to make outside counsel decisions faster, more consistent, cost-effective, and defensible.
Panel Management, RFP
The Pre-RFP Playbook
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