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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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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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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Sector Expansion Project

Sector Expansion Project

An expansion plan for a strategic sector invites team leaders to develop a vision of how to grow and build out the firm’s footprint in a specific sector or industry.

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Client Feedback Program

Succession Planning

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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