One day. One report.
Your legal position, mapped in full.
What to Expect
Your complete legal picture, turned into actions
Legal Discovery Day is a fixed-fee legal health check for your business. A legal review normally happens during a crisis. We work with you to get ahead of that normal workflow, and see how we can avoid crises.
The Process
Five steps to complete clarity
From first call to written report, here is exactly how a Discovery Day works. Click any step, or let it run.
01
Discovery Call
We scope the session together, priorities, documents to review, and what a successful day looks like. You share key documents in advance so we can hit the ground running.
02
Initial Review
We review each document you provide, collate them with your goals and timelines, then prepare the content for the workshop.
The keynote we produce will be used in the workshop to guide the conversation and decide on what is important to you.
03
On Site Workshop
We take you through our findings, discuss what the outcomes are going to be, and how you want to work through them.
The keynote is pre-approved, so works through what you want in the order you want, guided by us.
04
Report
You will see what we have discussed, what the outcomes were, and what the next steps will be.
We review your risk profile and prioritise next steps for you based on all the information we have discussed together.
Written in easy to read, non-legal language, the report will guide the next stage of the project: Implementation.
05
Follow-up Session
We walk through the report together, answer your questions, and confirm which items are urgent. After this, you decide what to do next. There is no obligation.
Your Deliverable
A report you can act on
The Discovery Day report is written for business owners, not for lawyers. No jargon. No vague recommendations. A clear document that tells you where you stand and what to do about it.
It covers six areas, every time. The structure stays the same so nothing gets missed.
01
Executive Summary A plain-English overview of your current legal position - the key findings, the headline risks, and where to start02
Detailed Findings Every issue identified, with explanation of what it means and why it matters for your specific situation03
Prioritised Action Plan What to do and in what order, with urgency ratings so you know what cannot wait and what can be scheduled04
Legal Work Required A clear list of what needs a lawyer's involvement, with an indicative scope for each item05
Non-Legal Work Required Process changes, policies and internal practices your team can action themselves, without legal cost06
Implementation Recommendations to reduce legal risk as your business grows - structural changes that pay for themselvesIn Practice
Examples
What we find, and what we fix
12 years trading. 45 employees. Profitable, stable, and operating without a structured legal framework since day one.
What we found
- No standard T&Cs, each sale was made on whatever terms the customer sent
- Sales team signing contracts without a defined sign-off process or authority limit
- Inconsistent payment terms across 60+ supplier contracts
Standard T&Cs drafted and issued. Internal sign-off process introduced. Supplier terms reviewed and consolidated.
Management consultancy. Six directors. Fourteen contractors. Scaling into enterprise clients with no formal legal infrastructure.
What we found
- No MSA (Master Services Agreement) with any of their top five clients
- IR35 status not assessed for any contractor in the workforce
- Four different employment contract variants in use, none updated since 2020
MSA template created and rolled out. IR35 review initiated. Employment contracts standardised and updated.
Freight business that had recently taken on a minority investor and was about to sign its largest contract to date.
What we found
- No formal contracts, compliance or policies in place
- Brand and core operating processes not protected as intellectual property
- No shareholder agreement in place despite the investor relationship
T&Cs created. IP filing initiated. Shareholder agreement drafted before the major contract was signed.
Three industries. The same story, the risks were real, they were fixable, and the owners had no idea they were there.
Pricing
Fixed fee. No surprises.
A Discovery Day is priced as a single fixed fee. You will know the cost before we start, and it will not change. No hourly rates, no scope creep, no invoice you were not expecting.
The fee covers the full process: Discovery Call, the review day itself, the written report, and the follow-up session.
Practical questions about the day
How should we prepare for a Legal Discovery Day?
Lightly. Gather the documents you actually use - terms, key customer and supplier contracts, employment paperwork, anything currently causing an argument - and jot down what worries you. You do not need to organise or analyse any of it. Working out what matters is the job of the day, and a client who has pre-filtered the pile sometimes filters out the interesting part.
Who from our side needs to be in the room?
Whoever makes the decisions, and whoever knows how things really work. Those are often two different people. A founder or MD plus the person who handles contracts day to day is the most useful combination. You do not need the whole team, and a room full of people who need to check with someone else slows it down.
Is it worth it if we already know what our problems are?
Frequently, yes - though not always for the reason people expect. Most businesses correctly identify two or three issues and are surprised by the fourth, which is usually the expensive one. What the day really produces is priority: which of the things you already knew about actually needs money spent on it this quarter, and which can wait a year.
What if the day finds more work than we can afford?
Then you get a costed, ordered list and you choose. That is the point of a fixed-fee day - the diagnosis does not commit you to the treatment. Plenty of clients take the list away, do the urgent item, and handle the rest themselves over the following year. Nobody is charged for advice they did not ask for.