25 Questions – A Client/Law Firm Checklist

This questionnaire will provide the full scope of a client’s immediate and future legal needs, and help determine if and how providing legal services to a client is strategic to your firm.

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12 Questions – A Checklist for Business Development

This checklist helps create a business development action plan. Designed for women lawyers at University of Toronto, Faculty of Law, the presentation can be found here.

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Self-Marketing for Lawyers: Bios Mean Business

Effective bios drive business. Shift from “just the facts” to “get the business.” This article appeared in The Law Office Management Association newsletter. The presentation can be found here.

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Definitions of Business Development, Marketing and Sales

The terms “business development” and “marketing” are often confused with sales. Discover the difference and how they connect.

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Marketing and Business Development Tips

Marketing is about being known; business development is about nurturing relations. This Top 10 list provides recommendations and tactics pertaining to both.

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Referrals Tips

Referrals are a good source for prospective client leads provided they are based on trusted relationships. This list of eight best practice tips will help increase your referral rate.

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Client Feedback Reference Guide

LexisNexis launched Lexis Practice Advisor℠ Canada (LPAC) in Spring 2014. My Client Feedback Reference Guide was released in Fall 2014.

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Law Firm Websites Reference Guide

LexisNexis launched Lexis Practice Advisor℠ Canada (LPAC) in Spring 2014. My Law Firm Websites Reference Guide was released in Fall 2014.

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Legal Marketing On A Budget Guide

LexisNexis launched Lexis Practice Advisor℠ Canada (LPAC) in Spring 2014. My Legal Marketing On A Budget Guide was released in Fall 2014.

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