Checklists & Tools
Checklists and tools to develop legal business that drives revenue and delivers exemplary client service.
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 service to a client is strategic to your firm or practice.
12 Questions – A Checklist for Business Development
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.
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.
Referrals are a good and solid source for prospective client leads provided they are based on trusted relationships. This list of eight top tips will help increase your referral rate.
Client Feedback Reference Guide
LexisNexis launched Lexis Practice Advisor℠ Canada (LPAC) in Spring 2014. My Client Feedback Reference Guide was released in Fall 2014.
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.
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.
A presentation to the Toronto Intellectual Property Group (TIPG) on why clients leave, developing business through current clients and attracting new ones.
Law Firm Websites SEO
Maximizing search engine optimization (SEO) through organic rankings, intuitive navigation, writing for the Internet, cross-linking, and tools to generate repeat website visits.