Templates

Marketing

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 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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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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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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Legal Directory Submission

Legal Directory Submission

Law firms all over the world make submissions to the key Legal Directories in order to boost their market credibility, attract new business, illustrate the breadth and depth of their

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Client Feedback Program

Request for Proposal (RFP)

A Request for Proposal, or RFP, involves creating a formal proposal or response to a set of legal services project requirements and specifications for a client or potential client. 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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