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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

This checklist helps create a business development action plan. Designed for women lawyers at University of Toronto, Faculty of Law, it also works for men. The presentation is here.

Lawyer Self-Marketing: 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 is here.

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 Tips

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.

Keeping Clients First

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.