Beyond the Spreadsheet: What It Actually Takes to Make Historical Matter Data Pricing-Ready

Tuesday, November 3, from 1:00 - 2:00pm CT

​

Sponsored by 

Registration is complimentary for members and non-members. 

Session Overview: 

​

Most firms assume a decade of matter history in their PMS is pricing-ready. It rarely is, and closing that gap is fast becoming one of the defining challenges in legal pricing.
In this session, Richard Burcher and Gerry Lattimer share a pattern-based view drawn from work across 300+ firms on what it actually takes to turn historical matter data into a genuine pricing asset, plus a live look at how matter-matching and relevance scoring work under the hood.

During this session, we'll cover:

​

• Why more historical data doesn't automatically mean better pricing decisions, since volume and comparability are different problems

• What it actually takes to make legacy matter data usable, from messy free-text narratives to legacy rate structures

• Why anchoring to an established standard beats building a bespoke one, and what that means for confidence in your data

• A live look at matter-matching and relevance scoring in action