Templates

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Business Machmaking

Business Matchmaking

This database connects sources of funds with sources of deals from around the world via one-to-one meetings based on investors’ and project owners’ shared areas of interest.

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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. In turn, a firmwide strategic plan needs to trickle down and affect the way individual

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Succession Planning

Succession Planning

The potential loss of a leader or key rainmaker is a concerning but inevitable challenge for law firms. Without adequate measures to embed a succession strategy into the firm’s culture,

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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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People Directory

People Directory

Easy to build and flexible people tracker. Relying on the employee field in Generic Project Lists, building an internal people directory is quick and easy.

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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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Sector Expansion Project

Sector Expansion Project

A Business Development (“BD”) 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

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Client Seminar

Client Seminar

Events are a key resource for Marketing teams; it’s how the get in front of clients and can demonstrate their expertise. Most law firms have regular client seminars, conferences, and

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Business Planning Board

Business Planning Board

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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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