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Templates

Templates

Best-in-class business templates designed for law firm leaders. Take hours out of your planning.

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Marketing
Business Development
Operations
Human Resources
Learning on the job
Business Development Marketing
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....
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Client Feedback Program
Business Development Marketing
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...
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Special Template Thumbnails_AltFee_Alternative Fee Planner
Operations
Alternative Fee Planner by AltFee
An alternative fee arrangement refers to pricing for legal services using anything other than the traditional hourly billing model. Examples of alternative...
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People Directory
Business Development Marketing
Conference Planning
Many firms invest significant resources in participation in International Conferences to meet with clients, peers, and referral sources that can generate...
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Experience Management
Operations
Nexl Implementation Template
This Nexl project Template is intended to assist with the recommended tracking and managing of various aspects of your Nexl implementation.
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Key Client Plan
Business Development Operations
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...
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Home Office: Man and Woman Having a Meeting
Human Resources
Alumni
Many organizations maintain information about former employees in the form of alumni directories. Former employees can be a good source of business as...
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Client Retention Project
Business Development Marketing
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...
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Handshake for the new agreement
Business Development
Client Retention Project
Client Retention is a crucial growth motion for law firms. The best way to set you up for further growth is to ensure you keep your clients and expand...
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Legal Directory Submission
Marketing
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...
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Practice Development Plan
Business Development Operations
Practice Group Business Plan
The goal of a Practice Development Plan is to align practice group leaders on a vision for how to grow and build out their practice area, and then create...
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Personal Business Plan
Business Development
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...
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