Here is an example template of a costed roadmap, based on a UK litigation scenario. This sort of tool is considered by clients to be highly valuable and it's becoming increasingly commonplace.

  Costed Road Map Exemplar
  Phase Workflow Comments/Assumptions Likely Timing Estimated cost*
 
1. Statements of Case |
  • Considering Plaintiff's Statement of Claim
  • Detailed interview with Stakeholder by video and follow-up tasks
  • Drafting Defense (and Counterclaim if advised)
  • Considering Reply to Defense (and Counterclaim)
 |
  • Statements of case will be relatively straightforward and not lengthy
  •  It will not be necessary to seek extensions of time to serve statements of case

 

 July

August

September

 $x to y

1A. Application for Security for Costs |
  • Collate evidence
  • Draft supporting application
  • Attend hearing with counsel
 |
  • Sufficient evidence required to ground application
 September

October

 x to y

2. Disclosure |
  • Search and collate responsive documents based on test for standard disclosure
  • Draft list of documents
  • Review other side's list of documents and request inspection copies
  • Requests for specific disclosure of extra categories
 |
  • Assumes majority of disclosure will come from Claimant
  • Respondent will not have to make any or will only have to make minimal specific disclosure requests
  • Any such disclosure requests can be agreed without requiring a ruling from the tribunal
 October

November

 x to y

2 0 2 1
3. Evidence: Factual |
  • Drafting witness statements
  • Reviewing Claimant's witness statements
 |
  • Just one witness from Defendant (Stakeholder)
  • Statements of between 10 and 20 pages with lean exhibits
 January x to y

3A. Evidence: Expert |
  • Application for permission to adduce expert evidence
  • Attendance at hearing (if contested)
  • Working with expert on all open issues (if granted)
  • Considering Claimant's expert report
  • Working on joint statement
 |
  • Arbitrator was invited to agree this at the Preliminary Hearing but deferred a decision
 January

February

 x to y

4. Pre-Hearing Review |
  • Prepare for and attend hearing
 |
  • This hearing may be dispensed with by agreement with the arbitrator
 February x to y

5. Hearing |
  • Hearing Prep
  • Agreeing indexes and hearing bundles
  • Preparing skeleton arguments with counsel
  • Attendance at hearing
  • Working on closing submissions
  • Post-hearing matters (e.g., costs)
 |
  • 2 to 3 day contested hearing with live evidence
  • Hosted in London at Law Firm to save venue hire (Plaintiff have agreed this)
 February

March

 x to y

* Includes additional resources including experts