Data Advisory for Law Firms

Know your data
before you build on it.

Matter Data Group maps how data actually moves through your firm — intake, systems, third-party interfaces — before anyone proposes a fix. Findings first. Fixed price second.

Discovery Assessments are billed hourly against a stated not-to-exceed cap — no blind estimates, no open-ended bills.

Level-0 data flow — illustrative
PLAINTIFF THIRD PARTY FIRM DATA ENVIRONMENT SYSTEM OF RECORD REPORTING
Discovery produces this diagram, a key-field inventory, and a written Observed Constraints report — the baseline for everything that follows.
How We Work

A sequence, not a menu.

Every engagement follows the same logic: understand the environment before pricing a fix. You can stop after Discovery with no obligation to continue.

01 — START HERE

Discovery Assessment

A bounded, not-to-exceed review of your data environment — inputs, outputs, systems, and structural key fields. Delivered as a written findings report.

Hourly · NTE cap
02 — IF A DELIVERABLE IS CLEAR

Scoped Project

A fixed-price engagement built directly from Discovery findings — a defined deliverable, defined acceptance criteria, no open-ended pricing.

Fixed price
02 — IF YOU NEED ONGOING JUDGMENT

Fractional CDO Retainer

Continuing access to strategic data leadership on a quarterly basis — for firms that need standing capacity, not a bounded deliverable.

Quarterly retainer
Services

Three ways to engage.

Each is a standalone agreement — you choose the level of commitment that matches what you actually need right now.

Exhibit A

Discovery Assessment

An independent inventory of how data enters your firm, where it lives, and how it moves — including a Level-0 data flow diagram and a structural key-field inventory.

  • Data input & output inventory
  • Context-level data flow diagram
  • Key-field inventory
  • Written Observed Constraints report
Best for: firms who need a baseline before committing to anything larger.
Learn more →
Exhibit B

Scoped Project

A fixed-price engagement scoped from your Discovery findings — a specific deliverable with acceptance criteria both sides agree to up front.

  • Key-tracing across named systems
  • Detailed (Level-1/2) data flow diagrams
  • Updated Observed Constraints
  • Fixed price, milestone billing
Best for: a defined deliverable following a completed Discovery.
Learn more →
Retainer

Fractional CDO

Ongoing, part-time access to data strategy and governance expertise — functioning as your firm's fractional Chief Data Officer.

  • Data strategy & governance guidance
  • Vendor & technology evaluation
  • Rule-change ripple assessments
  • Included hours, billed quarterly
Best for: firms buying standing access, not a bounded deliverable.
Learn more →

"We're not asked to accept a blind fixed-price guess, and clients aren't asked to give away the expertise it takes to size a project correctly."

$350/hr
Principal-tier rate, stated up front
NTE
Discovery is always capped — never open-ended
About Matter Data Group

Matter Data Group is a data advisory practice built for firms that handle high-volume claimant and settlement data — where getting the data environment wrong has real downstream cost.

We don't propose fixes before we understand the environment. Every engagement starts with findings, not assumptions, and every fixed price is built from those findings, not a cold estimate.

Robert Staneart Principal, Matter Data Group
Start a Conversation

Most engagements start with a short conversation, not a proposal.

Tell us what's prompting the inquiry and we'll follow up to discuss whether a Discovery Assessment, a scoped project, or a retainer fits best.

Email
contact@matterdatagroup.com
Response Time
Within one business day
No obligation. This starts a conversation, not an engagement.