Templates

Succession Planning

Succession Planning

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Template Description

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, client experience and loyalty suffer when a gap in leadership is created by the departure of a partner.

A successful succession plan will enable future leaders to continue their predecessor’s legacy and support the future growth of the firm.

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Other Templates

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 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

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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