Templates

Business Development

Client Retention Project

Account Based Marketing Plan

Account Based Marketing (ABM) plans offer a great way to focus your growth efforts on your best-fit, highest-value prospects and clients. The ABM process allows you to align your lawyers,

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Client Feedback Program

Client Feedback Program

A Client feedback program is the cornerstone of a client- and service-oriented culture and an institutional approach to service delivery and client satisfaction. It will also uncover unmet client needs

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Client Seminar

Client Seminar

Client Seminars are a key growth resource for both lawyers and legal marketing teams—they help get the firm in front of clients and can demonstrate their expertise. This template helps

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People Directory

Conference Planning

Many firms invest significant resources in participation in International Conferences to meet with clients, peers, and referral sources that can generate inbound work. These trips often involve a significant amount

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Country Desk

Country Desk

A Country Desk initiative at a law firm is a coordinated attempt at structuring and optimizing the relationships with stakeholders in a country or region where the Firm has no

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Key Client Plan

Cross-Selling and Cross-Serving

The objective of cross-selling is increasing Share-of-Wallet (“SWO”), the percentage of the total legal spend of your client that goes to your firm, by convincing clients to start buying services

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Client Feedback Program

Event Management

Creating and managing an event involves a number of different processes and sub-projects, from pre-planning to live event management to post-event follow-up. This template helps Marketing teams manage the process

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Key Client Plan

Key Client Plan

A Key Client Plan is a project focused on an individual strategic account. Often, law firms will have a substantial share of their revenues (up to 10-15%, sometimes even more)

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Lateral Hire Onboarding Project

Lateral Hire Onboarding Project

Because acquiring novel talent and expertise is a critical component of any firm expansion strategy, many law firms have built robust lateral hiring programs to recruit experienced talent for highly

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Personal Business Plan

Personal Business Plan

Personal Development plans are the building blocks of a law firm’s growth overall growth strategy. This template is for lawyers to manage their personal business plans for the year.  In

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