Business development & marketing

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Business development & marketing guidance:

This Practice Note introduces the laws and regulations governing advertising in general and covers: • Regulatory regime overview • Non-broadcast advertising • Broadcast...

Practice Note

This practice note describes briefly different types of social media services and websites and explains the key risks associated with social media for organisations,...

Practice Note

This BD and marketing plan workflow sets out a staged process which can be followed to formulate a BD and marketing plan and identifies related Precedents which will help...

Practice Note

Date of plan[insert date] Person with overall responsibility for plan[insert the name of the person in the firm who is ultimately responsible for the BD and marketing...

Precedents

Date of planPerson with overall responsibility for plan [insert date][insert the name of the person in the firm who is ultimately responsible for the BD and marketing...

Precedents

Business development aims and goals Firm’s overriding aim(s)[insert the firm’s overriding business development aim(s), eg to achieve £1m fee income] Short term goals...

Precedents

Campaign plan Aim/goal[Insert details of the aim/goal you are working towards] Brief description of campaign[Insert a summary of the campaign you are planning to run]...

Precedents

1 Market strategy 1.1 What is our market strategy? What market are we addressing, eg commercial or consumer? Do we need to have a geographic market focus?[If yes, enter...

Precedents

Department, team or individual being assessed[insert details of who is being assessed] Date of assessment Skills assessment Key skillExampleScore(1 = low, 5 = high)...

Precedents

Every firm needs to develop business if it is to survive and thrive. Yet lawyers often disagree about which is the best method of business development for their area of...

Practice Note

Creating a persuasive proposal document requires more than good writing skills. A number of different processes need to be carried out to the right timescale and in the...

Practice Note

This Practice Note provides an understanding of how to deal with the constant pressure from clients to discount fees. It discusses some creative fee arrangements and...

Practice Note

This Practice Note explains what a pipeline of new clients and new business is and how to set about developing one. The need for a pipeline Winning new clients and new...

Practice Note

There are rainmakers in most law firms that impress with their selling skills, but to many lawyers selling is an anathema—a frequent comment heard from lawyers is that...

Practice Note

This Practice Note analyses the legal and commercial issues arising out of direct marketing activities. It covers the following: • What is direct marketing? • Regulatory...

Practice Note

When meeting with a prospect it is important to have some knowledge about this person and the business they represent. This plan can be used to help a lawyer prepare for...

Precedents

A: Domestic and international analysis Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Long...

Precedents

A: Domestic and international analysis Information neededWho will obtain the information?Date for deliveryKey conclusions/ insightsWhere is this information stored? Long...

Precedents

Brexit: As of exit day (31 January 2020), the UK is no longer an EU Member State, but it has entered an implementation period during which it continues to be treated by...

Practice Note

A: Business plans Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Firm values, mission...

Precedents

A: Business plans Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Firm values, mission...

Precedents

Financial spend Item£Q1£Q2£Q3£Q4 Brand/identity • Rebranding • Design work • Brand/positioning campaigns • Signage Systems/infrastructure • Website development and...

Precedents

Key information Name of firm[Insert details] Name of role holder[Insert details] Reports to[Insert details] Role type (Full-time/part-time/contractor)[Insert details] If...

Precedents

General Date of meeting Chair/lead Date of RFP/ITT Prospective client Persons in attendance (names and roles) Agenda What is expected of the team at the...

Precedents

General Date of meeting Chair/lead In attendance [(names and roles)] Date of RFP/ITT Prospective client Agenda Clarify: • scope of work we being asked to tender for • any...

Precedents

How confident do you feel when negotiating fees with a client? This questionnaire will help you to identify where your comfort areas lie and where you may benefit from...

Precedents