Corporate Litigation Portfolio and Case Management Course

Name: Corporate Litigation Portfolio and Case Management Training Course
Availability: InStock

Govern corporate litigation portfolios through disciplined intake, strategy, evidence, counsel, budget, risk, reporting, and closure.

Corporate Litigation Portfolio and Case Management Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: London, Tokyo, Abu Dhabi, Lagos, Dubai, Kuwait and more
Next session: 9 – 13 November 2026, London
Average fee: 5,750 €

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Corporate Litigation Portfolio and Case Management Training Course

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Course Overview

The Corporate Litigation Portfolio and Case Management Training Course equips in-house teams to govern multiple disputes as a controlled business portfolio. Participants build a practical system for corporate litigation portfolio and case management, from intake and strategy through procedure, evidence, counsel, cost, settlement, trial readiness, outcome review, and closure. The applied learning experience is delivered by Agile Leaders Training Center.

The course integrates litigation intake and early case assessment, outside counsel and litigation budget management, discovery evidence and legal hold coordination, and litigation risk reserve and executive reporting. It focuses on management and governance rather than courtroom advocacy, construction claims, or jurisdiction-specific legal advice.

Who Should Attend

In-house counsel and litigation managers
Legal operations and dispute-management professionals
Claims leaders and senior paralegals
Professionals overseeing outside counsel and multiple disputes

Course Objectives

Apply consistent intake, triage, ownership, conflict, and preservation controls.
Translate legal and business objectives into case strategy, milestones, and decision rights.
Control procedural calendars, discovery, evidence, experts, vendors, and trial readiness.
Select, instruct, monitor, and evaluate outside counsel against agreed guidelines.
Build phase-based budgets, review fees, forecast exposure, and escalate variance.
Report risk, reserves, settlement options, portfolio trends, and lessons to decision-makers.

Day 1: Intake, Assessment, and Portfolio Governance

Dispute Intake, Conflict, Ownership, and Matter Opening Checklist
Early Case Assessment: Facts, Law, Evidence, Exposure, and Objectives
Case Classification, Priority, Materiality, and Escalation Criteria
Decision Rights, Privilege Awareness, Confidentiality, and Governance Map
Exercise: Build an Intake and Early Case Assessment Record

Day 2: Strategy, Procedure, and Case Planning

Case Theory, Business Objective, Option, and Success Measure
Pleading, Motion, Hearing, Discovery, and Trial Milestone Plan
Procedural Calendar, Deadline, Dependency, and Responsibility Register
Scenario, Decision Tree, Settlement Point, and Authority Threshold
Exercise: Create a Litigation Strategy and Milestone Plan

Day 3: Evidence, Discovery, and Readiness

Discovery Evidence and Legal Hold Coordination Workflow
Custodian, Source, Collection, Review, Production, and Audit Trail
Witness, Expert, Document, Exhibit, and Deposition Workstream
Issue, Evidence Gap, Motion, Hearing, and Trial Readiness Dashboard
Exercise: Build an Evidence and Readiness Control Plan

Day 4: Outside Counsel, Budget, and Vendors

Outside Counsel Selection, Engagement, Scope, and Instruction Pack
Staffing, Communication, Reporting, Billing, and Approval Guideline
Phase-Based Budget, Assumption, Forecast, Accrual, and Variance Control
Expert, E-Discovery, Court Reporter, and Litigation Vendor Oversight
Exercise: Review a Counsel Plan, Budget, and Invoice Exception

Day 5: Risk, Settlement, Reporting, and Closure

Exposure Range, Probability, Reserve Input, and Change Trigger
Settlement Evaluation, Negotiation Mandate, and Approval Record
Executive Dashboard: Status, Cost, Risk, Decision, and Next Action
Outcome Review, Cost Recovery, Precedent, Lesson, and Matter Closure
Capstone: Litigation Portfolio Control Pack

Practical Exercises

Triage a new dispute and prepare an early case assessment.
Build a case strategy, procedural calendar, and decision-rights map.
Coordinate a legal hold and evidence workstream.
Challenge an outside-counsel budget and invoice variance.
Prepare a risk, reserve, settlement, and executive reporting pack.

Frequently Asked Questions

Is this a courtroom advocacy course?

No. It teaches corporate oversight, portfolio governance, case controls, counsel management, and business decision support.

Is it limited to one jurisdiction?

No. Participants learn transferable controls and must map them to applicable procedural rules, court orders, professional duties, and local advice.

How are legal holds and discovery handled?

The course covers governance and coordination: triggers, custodians, sources, preservation, collection, review, production, documentation, and escalation.

How are outside-counsel costs controlled?

Through scoped instructions, approved staffing, phase budgets, assumptions, accruals, billing rules, variance thresholds, and outcome reviews.

What is included in the final control pack?

It contains intake, assessment, strategy, calendar, evidence, counsel, budget, risk, settlement, reporting, and closure controls.

Conclusion

Participants leave with a repeatable operating system for timely, cost-conscious, risk-informed management of corporate litigation.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 1-20 of 76 events

Location	Dates	Duration	Mode	Price
London	Week 46, 2026 9 – 13 November 2026	1 Week	Onsite	€5,700
Tokyo	Week 47, 2026 16 – 20 November 2026	1 Week	Onsite	€10,000
Abu Dhabi	Week 47, 2026 16 – 20 November 2026	1 Week	Onsite	€4,700
Lagos	Week 47, 2026 22 – 26 November 2026	1 Week	Onsite	€4,100
Dubai	Week 48, 2026 23 – 27 November 2026	1 Week	Onsite	€4,500
Kuwait	Week 49, 2026 6 – 10 December 2026	1 Week	Onsite	€5,500
Cairo	Week 50, 2026 7 – 11 December 2026	1 Week	Onsite	€4,100
Kuala Lumpur	Week 52, 2026 21 – 25 December 2026	1 Week	Onsite	€5,200
Athens	Week 52, 2026 21 – 25 December 2026	1 Week	Onsite	€6,700
Bangkok	Week 52, 2026 27 – 31 December 2026	1 Week	Onsite	€6,000
Barcelona	Week 53, 2026 28 December 2026 – 1 January 2027	1 Week	Onsite	€5,700
Johannesburg	Week 01, 2027 10 – 14 January 2027	1 Week	Onsite	€4,500
Vienna	Week 02, 2027 11 – 15 January 2027	1 Week	Onsite	€5,700
Muscat	Week 02, 2027 17 – 21 January 2027	1 Week	Onsite	€5,700
Amsterdam	Week 03, 2027 18 – 22 January 2027	1 Week	Onsite	€5,700
Sharm El-Sheikh	Week 04, 2027 25 – 29 January 2027	1 Week	Onsite	€4,100
Chicago	Week 04, 2027 31 January – 4 February 2027	1 Week	Onsite	€12,000
Tbilisi	Week 05, 2027 1 – 5 February 2027	1 Week	Onsite	€5,000
Marbella	Week 05, 2027 7 – 11 February 2027	1 Week	Onsite	€5,700
Zoom	Week 06, 2027 8 – 12 February 2027	1 Week	Online	€1,500

Frequently asked questions

What does this course cover?

Course OverviewThe Corporate Litigation Portfolio and Case Management Training Course equips in-house teams to govern multiple disputes as a controlled business portfolio. Participants build a practical system for corporate litigation portfolio and case management, from intake and strategy through procedure, evidence, counsel, cost, settlement, trial read…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Corporate Litigation Portfolio and Case Management Course