Utilizing workshops and retreats to analyze and address issues that affect the firm, practice areas, lawyers and staff.  Through a series of individual and team exercises, develop a shared vision of the firm’s future and what it will take to get there.

  • Identify goals
  • Exchange ideas and insights
  • Explore strengths, weaknesses, opportunities and threats
  • Confront obstacles and challenges
  • Walk in your clients’ shoes.  Explore how they perceive your firm, message and service
  • Understand and leverage the firm’s competitive advantage
  • Build consensus, ensure alignment and commit to action steps for achieving goals

Workshop and retreat topics include the following:

  • Business Development Skills Building
  • Effective Business Development in an Economic Downturn
  • Marketing and Business Development in Succession Planning
  • Developing and Leveraging Key Business Relationships
  • Understanding New Clients and Meeting their Needs
  • Social Media and Business Development
  • Envisioning your Firm’s Future and Getting There
  • Lateral Integration
  • Client Feedback and Retention