ACC offers this Legal Operations Maturity Model as a reference tool. Use it to benchmark maturity in any given area(s), bearing in mind that priorities and aspirational targets will vary based on department size, staffing and budgets. We have partnered with leading legal service providers to produce the Foundational Toolkit to advance in each of the 14 functions. Members can link to the tools and on-demand webcasts below.

Maturity Model Stages


  • All e-discovery coordinated by outside counsel

  • Litigation support (including document review) handled by outside counsel


  • Internal dedicated e-discovery resource to coordinate collections and advise on strategy

  • Limited use of 3rd party services first level document review

  • Use of in-house tools for collections, search and preparation of electronically stored information (ESI)


  • Full end-to-end e-discovery program

  • Use of predicative technology to limit human review

  • Regular use of document review services

  • Internal coordination with IT to identify potential e-discovery issues with new technologies

Foundational Tools

eDiscovery & Litigation Management Conflict Check Template
Form for submitting requests for external providers to run conflicts and providing all information needed to run a thorough and complete check

Kick-off Meeting Agenda Template for eDiscovery & Litigation Management
Internal kick-off meeting agenda template for new eDiscovery case.

Notional Organization Chart for eDiscovery & Litigation Management
Form organization chart template for eDiscovery and Litigation Management departments

Kick-off Call Notes Template for eDiscovery and Litigation Management
Form template and sample for capturing kick-off call notes for eDiscovery & Litigation Management departments.

Legal Operations - Litigation Services Manager Job Description
Sample job description for responsibities for interpreting data, analyzing results and providing on-going reports and metrics to execute our primary goal to reduce legal spend, while improving quality, value, and forecasting.

Project Scoping Checklist for eDiscovery and Litigation Management
Form for collecting all pertinent information relating to details of document review phase of eDiscovery to make sure all participants can prepare more accurate budgets and project plans

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Legal Operations Maturity Model Series - E-discovery & Litigation Management 
On Demand 60 Minutes
CLE/CPD Credit Available

Watch the Webcast