SOLUTION

Multi-Jurisdictional Local Counsel Surveys

Manage multi-jurisdictional projects using form surveys, automated reminders and live dashboards.

The Challenge with

Multi-Jurisdictional Local Counsel Surveys

Multi-jurisdictional matters require coordinating responses from dozens of local counsel across different time zones and legal systems. Without structured tracking, survey requests go out via email, responses arrive in inconsistent formats, and status tracking lives in spreadsheets that become outdated immediately. Partners lack visibility into which jurisdictions are outstanding, follow-up reminders require manual effort, and compiling responses into client deliverables involves copying and pasting from disparate emails and documents.

frame-3

How Lupl Streamlines This Process

Lupl provides a centralized platform for managing local counsel coordination across all jurisdictions. Create matters for each multi-jurisdictional project with no-code forms that local counsel complete via secure links without requiring platform access. Custom workstreams track each jurisdiction with columns for counsel contact details, survey status, response deadlines, and deliverable completion. Automations send initial survey invitations, reminder emails for overdue responses, and notifications when submissions arrive. Real-time dashboards show response rates by jurisdiction, overdue items, and overall project completion. All local counsel responses populate directly into workstreams for easy compilation and client reporting.

Key Capabilities

  • No-Code Forms for local counsel survey distribution with custom questions per matter type
  • Custom Workstreams to track jurisdiction status, counsel assignments, response deadlines, and submission tracking
  • Automations for survey distribution, deadline reminders, escalation notices, and submission notifications
  • Real-Time Dashboards for portfolio-wide visibility into response rates, overdue jurisdictions, and completion status
  • Email-to-Matter to capture local counsel correspondence and keep all communications in one place
  • Guest Access if required for clients to monitor progress across all jurisdictions in real time

Who This Is For

Local Counsel Surveys with Lupl is designed for law firm teams managing multi-jurisdictional M&A transactions, competition filings, regulatory compliance programs, and cross-border litigation matters. Whether your team coordinates 10 or 100 jurisdictions per matter, Lupl provides the structure and automation to maintain control without manual tracking overhead.

Frequently Asked Questions

What is local counsel coordination software?
Local counsel coordination software is a platform that manages survey distribution, response tracking, and deadline monitoring across multiple jurisdictions. It includes form-based surveys, automated reminders, status dashboards, and centralized response collection.

 

How do law firms manage local counsel surveys efficiently?
Law firms use Lupl to distribute surveys via no-code forms, automate deadline reminders for outstanding responses, and track submission status across all jurisdictions in real-time dashboards that eliminate manual spreadsheet updates.

 

How does Lupl handle responses from local counsel who aren’t Lupl users?
Local counsel receive survey links via email and submit responses through forms without needing Lupl accounts. Their submissions automatically populate workstreams for your team to review and compile. They can even update existing entries if you need regular review of previous advice.

Ready to transform your process?

See how Lupl can bring structure, visibility, and automation to your cross-border matters.