IP Financial IntelligenceFocused answerIP Forecasting
Updated
Short answer
Begin with matter identifiers, status, jurisdictions, relevant dates and relationships. Keep the source and review status visible, and flag missing inputs before relying on a total.
Check the inputs before the total
✓
Matter identifiers and relationships
Use a stable reference for each matter and record its family relationships.
✓
Status and jurisdictions
Record the current status and relevant jurisdictions for each matter.
✓
Dates and planning period
Keep the relevant dates, source and date last checked together.
✓
Missing or uncertain fields
Show gaps explicitly and assign a review owner rather than silently treating them as zero.
Keep a usable field record
Hypothetical field record
Matter reference
DEMO-001 (fictional reference).
Status
To be verified against the source record.
Source and owner
Named source record; responsible reviewer to be confirmed.
Review condition
Resolve missing fields before approving the forecast scope.
