Dispute Portfolio Dashboard™

The Portfolio Heat Map

Convert a complex legal file into a controlled executive choice.

Feed patterns back into contract / business controls.

Enterprise-critical - High exposure / strategic impact / urgency.

Material - Significant but manageable through matter governance.

Routine - Standardised procedure / counsel / reporting.

What can change the answer.

The decision should be refreshed when a material assumption changes.

Use a common framework across claim / defence matters.

Track legal spend relative to amount at risk / recovery.

Repeated dispute types should change contracts / processes.

Comparable metric - Use a common framework across claim / defence matters.

Make the conclusion auditable.

A decision record should state the current recommendation, the assumptions behind it, the downside if wrong and the next event that will cause management to revisit it.

Output - Question - Board / management use

Recommendation - What should we do now? - Approve / reject / sequence the action.

Assumptions - What facts make the recommendation rational?

Downside - What if the assumption fails? - Set risk tolerance / reserve strategy.

The institution can support the business decision before the case becomes procedural momentum.

UNIONE™’s country, sector, contract, clause and decision layers can become a common taxonomy for enterprise dispute portfolios rather than a set of disconnected case files.

The legal case dominates the decision even if the commercial outcome says otherwise.

Legal strength is only one input into an outcome decision.