Templates

Client Seminar

Client Seminar

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Template Description

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 to coordinate both practical planning and commercial opportunities for a Client Seminar event, and creates central hub where all internal stakeholders can come together to manage this event. 

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Other Templates

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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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

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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