The Instruction Template feature allows you to include a detailed scope of work which outlines the exact deliverables and activities to be performed and the desired fee type needed to conduct your organisation’s Direct Instruction. You can thus communicate clearly to the invited law firms what needs to be delivered, allowing them to submit tailored proposals with precise pricing. You can then save considerable time and effort by reviewing the proposed project scopes and pricing in a uniform manner.
Note: When creating a direct instruction from a template, you will be able to adjust the scope of work for said direct instruction whilst retaining the standard structure inputted in the template.
Step 1: Access your Direct Instruction template’s Scope of Work
Once you have attached the relevant documents to your direct instruction template, click on “Proceed” to access the scope of work.
Step 2: Add a deliverable’s title to your Scope of Work
Type your first deliverable’s title in the heading box.
Step 3: Select the deliverable’s fee type
Once you entered the deliverable’s title, select the desired fee type from the following options:
All you can eat,
Bundled Service,
Capped Fee,
Contingency Fee,
Fixed Fee,
Performance Based,
Retainer,
Slice & Price,
Value Pricing.
Step 4: Add the deliverable’s description
Once you have added the deliverable’s title and fee type, add a description to your deliverable. Click on the “Add” button on the right hand side of “deliverable Description” to input your the description in the pop-up box. Click on “Add to deliverable” to finish the process.
Step 5: Add tasks to a deliverable
deliverables can be broken down into tasks where further granularity in the scope of work is required. To break a deliverable down into tasks, click on “Add task” and type the task’s title and description, before selecting the appropriate fee type
Step 6: Edit a deliverable or task
You can edit a deliverable or task’s title, by clicking on the relevant deliverable or task title. To edit a deliverable or task’s description, click on the “Edit” button on the right-hand side of the relevant deliverable or task. This will open up the text editor, where you can make all the needed edits before clicking on “Save Changes”.
Step 7: Add deliverables to your Scope of Work.
Add a second deliverable to your Scope of Work by clicking on “Add deliverable”. You can then populate the new deliverable with the relevant tasks. Repeat this process until you have added the necessary deliverables and tasks depending on your project’s scope and needs.
Step 8: Delete a deliverable or task (Optional)
You can delete a deliverable or a task from the scope of work by clicking on the red bin icon located next to the fee type. The deleted deliverables and tasks will be immediately removed from the scope of work.