Training That Meets You Where You Are

This module explores the traits and behaviors that set exceptional client service and partnership apart. Attorneys will learn how to take ownership of client relationships by being proactive, accessible, and closely aligned with the client’s business needs. The program emphasizes accountability, consistency, and long-term thinking as the foundation for trust. It also highlights how top legal advisors foster internal collaboration, mentor their teams, and deliver a seamless client experience—positioning themselves as indispensable partners in enduring relationships.

This module focuses on how to make a strong first impression during the client pitch process by showing curiosity, preparation, and genuine interest. Rather than relying solely on a polished presentation, attorneys are encouraged to ask thoughtful questions, listen actively, and approach early conversations as opportunities to learn. The program explores how to build credibility by demonstrating an understanding of the client’s industry, challenges, and goals—and how to offer strategic value from the outset. These practices help attorneys stand out at every stage of the pitch, laying the groundwork for trust and long-term partnership.

Grounded in long-term client partnership, this module focuses on the habits and mindsets that help attorneys become trusted advisors. Attorneys will learn how to invest in understanding a client’s business, industry landscape, and evolving needs. The program highlights the importance of being proactive, consistent, and responsive across every interaction. It also explores how to deepen relationships through tailored insights, steady support, and genuine engagement—building resilient partnerships that extend beyond individual matters.

This module offers candid insights on how attorneys can thoughtfully generate new business by building authentic, trust-based relationships from the start. It emphasizes the value of understanding a potential client’s business, industry, and internal dynamics. Attorneys will learn how to ask smart questions, listen actively, and show genuine interest in client goals and challenges. The program encourages a long-term, relationship-driven approach to business development—one that prioritizes credibility and connection over quick wins.

This module helps attorneys clearly articulate the unique value their legal services deliver by connecting legal advice to business impact. It explores how to frame work in terms of mitigating risk, driving efficiency, or enabling key decisions. Attorneys will also learn how to tailor their approach to client priorities and industry context—reinforcing their relevance, reliability, and strategic value in every interaction.

Focused on real-world expectations, this module reveals how attorneys can build lasting credibility with clients. It emphasizes reliability, responsiveness, and sound judgment in every interaction. Attorneys will learn the importance of transparency, follow-through, and owning mistakes. It also covers how to build rapport by understanding the client’s business and communication style. These practices help foster long-term relationships built on trust and mutual respect.

Grounded in client priorities, this module helps attorneys deliver guidance that aligns with each client’s risk profile and business goals. Attorneys will learn how to assess and communicate legal risk clearly—without overlawyering. The program emphasizes the importance of giving a clear recommendation rather than just listing options. It also explores how to tailor advice to the client’s industry and decision-making style. These skills enable attorneys to offer more strategic and practical counsel.

Designed to help attorneys go beyond active matters, this module focuses on proactive client engagement that builds long-term loyalty. Attorneys will learn how to raise timely, relevant legal issues and share insights that demonstrate genuine value. The program emphasizes anticipating client needs and offering support before being asked. By showing initiative and thoughtfulness, attorneys can deepen trust and strengthen client relationships over time.

Grounded in relationship-driven business development, this module highlights how mentorship, collaboration, and personal connection can fuel long-term client growth. Attorneys will learn how involving junior colleagues in client interactions supports both team development and deeper relationship building. The program encourages consistent, authentic engagement to strengthen personal ties and deliver more client-centric service. It also shows how teaching, guiding, and sharing opportunities with others creates a trusted, well-rounded client team—helping to surface new opportunities, expand the relationship, and generate additional matters over time.

This module explores how attorneys can navigate pricing and billing conversations with transparency, strategy, and client sensitivity. It emphasizes the importance of being thoughtful about what’s billed and clearly communicating the value behind time entries. Attorneys will learn how to initiate proactive discussions around fees, rates, and scope to avoid surprises and build trust. The program also offers strategies for aligning billing practices with client expectations—supporting open, collaborative relationships over the long term.

This module explores what makes for a compelling and effective client pitch—one that wins trust and earns the business. Attorneys will learn how to align their approach with the client’s goals, demonstrate strategic thinking, and present budget expectations transparently. The program emphasizes the importance of inviting collaboration, offering flexible solutions, and showing a clear understanding of the client’s business. These strategies help attorneys navigate the entire pitch process—from initial outreach or RFP through each stage of earning the work—with confidence and impact.

This module explores how evolving technology—especially AI—is reshaping client expectations and the delivery of legal services. Attorneys will learn how to adapt to increasing demands for efficiency, transparency, and value without losing the human judgment and business insight clients depend on. The program emphasizes staying informed about emerging tools and using technology to enhance, not replace, their strategic role. These insights help attorneys stay competitive and responsive in a rapidly changing legal landscape.

This module examines the behaviors and missteps that can quickly erode client trust and put long-term relationships at risk. Attorneys will learn how lapses in responsiveness, communication, and follow-through can damage credibility—and how to avoid them. The program emphasizes the importance of delivering on commitments, staying aligned with client priorities, and owning mistakes. It also offers strategies for spotting and addressing issues early, helping attorneys protect and strengthen the relationships they’ve worked hard to build.

This module explores how GCs choose IPO counsel—from RFPs and interviews to the final call. It covers what they screen for beyond credentials: comparable IPOs, staffing (who does the work), judgment under time pressure, and a thorough understanding of the business. For incumbents, it offers advice on how to leverage the existing relationship while acknowledging the work isn’t assured. You’ll also hear how pitch teams are assembled, what signals preparation, and which differentiators matter—approach, references, pricing transparency, and coordination with bankers and auditors.

This module explores what GCs expect from their IPO counsel after they’ve been selected—from IPO readiness through the first year as a public company. GCs describe getting ahead of pre–org meeting work (risk factors, core governance choices), aligning with the GC before board sessions, and closing loops on open questions during and after meetings. They outline how support differs for first-time GCs, the value of high-EQ, business-minded advice, and how expectations shift post-listing. Year-one guidance includes maintaining senior attention in Q1 and discussing staffing transitions openly to preserve continuity.