Matter snapshot
Current procedural posture, pending work, and key dates identified from the materials for attorney verification.
HOW RLO WORKSClear responsibility.
Clear responsibility.
Visible progress.
Consistent follow-through.
A practical operating relationship with defined work, clear review points, and useful communication. You know what RLO is handling, what needs your judgment, and what happens next.
FROM FIRST CONVERSATION TO FOLLOW-THROUGHDefined work.
Defined work.
A connected process.
Five steps take an assignment from the first inquiry to delivery, with a named reviewer and clear next actions.
Compare engagement options- 01
Start with the need
Describe the support you need and requested timing, without confidential documents or detailed case information. RLO confirms fit and availability.
- 02
Confirm conflicts, scope, and responsibilities
Complete conflict review and agree on deliverables, budget, delivery and review dates, included revisions, and the attorney reviewer. Identify what your team will supply and who can approve outside costs.
- 03
Set up the working process
Confirm a secure transfer method, document standards, priorities, and update schedule. Organize the source materials and identify missing inputs before preparation begins.
- 04
Prepare and track the work
RLO prepares the deliverables and follows up on supporting tasks. Updates show completed work, open items, blockers, and decisions needing counsel’s attention.
- 05
Review and hand off
Receive the work with source references, review questions, and next actions. Complete the agreed revisions; for ongoing support, confirm the next priorities before expanding the assignment.
RESPONSIBILITY IN PRACTICEA discovery assignment.
A discovery assignment.
From draft to handoff.
The engagement defines the division of work. For a discovery assignment, responsibilities can look like this:
- RLO handles
- Draft preparation, source organization, missing-record follow-up, and status tracking.
- Counsel directs
- Legal strategy, positions, objections, and final approval. Counsel also retains deadline verification, filing and service responsibility, and client advice.
- You can see
- What is ready, what is missing, the next review point, and decisions needing your attention.
- At handoff
- A coordinated review package with source references, attorney-review questions, and open items.
MATTER REVIEWKnow where the matter stands.
Know where the matter stands.
See what needs attention.
A focused review of the agreed materials, organized into a practical working record for counsel.
Records and gaps summary
Materials reviewed, missing documents, and outstanding requests that affect the next steps.
Prioritized action plan
Next tasks, proposed owners, dependencies, and review points in a working plan your team can use.
Attorney-attention list
Unresolved questions, issues requiring direction, and decisions for counsel’s review.
Included: a handoff discussion.Walk through the findings and confirm which priorities need attention first.
SCOPE & COST
Agreed before work begins.
Receive a written fee or capped estimate, with defined deliverables and a delivery date.
- Materials
- Volume, format, and organization of the agreed record.
- Work involved
- Pending workstreams and the depth of review needed.
- Timing
- Requested delivery date and available capacity.
The review identifies the work ahead. Drafting, records collection, and implementation can be separately scoped.
Discuss a matter reviewBEFORE YOU STARTPractical questions.
Practical questions.
Straight answers.
Can I hire RLO for one assignment?
Yes. A discovery, motion, chronology, or practice-workflow project can stand on its own. A matter review is optional when a broader assessment would help.
How does an ongoing partnership work?
A recurring scope or monthly support block covers agreed matters or workflows, subject to availability. Set recurring priorities and review checkpoints; discuss changes before adding work or responsibilities.
How are pricing and revisions handled?
The engagement sets the fee or budget, delivery timing, and included revisions before work begins. Additional assignments and third-party costs require separate agreement.
Can RLO support our existing team and systems?
Yes, where practical. Access, transfer methods, and document conventions are agreed at intake. You do not need to adopt a new software platform.
Can RLO coordinate outside vendors?
Vendor coordination is scoped case by case. Agree on approved providers, authority to issue instructions, and outside charges before commitments are made. No vendor service or consolidated billing arrangement is included unless expressly agreed.
What happens to confidential materials?
Keep initial inquiries nonconfidential. Complete conflict review and agree on a secure transfer method before sending case materials; document access and handling are addressed for the engagement.
Do you take urgent or overflow assignments?
Expedited and overflow work depends on availability and source-material readiness. Include requested timing in your inquiry. A request does not confirm acceptance or reserve capacity.
START A CONVERSATIONWhat could you
What could you
take off your plate?
Tell RLO what needs attention and when. A brief overview is enough to start.
RLO generally responds within two business days. Requested timing is subject to availability.