Time-recording to BD Intelligence: Training Solicitors to Spot Patterns and Opportunities in Matters Efficiently

You already log time, but you can turn those six‑minute entries into a steady stream of business development insight that helps you and your firm win work. When you learn to spot patterns in matters — repeated tasks, profitable activities, timeline bottlenecks and underserved client needs — you convert routine time‑recording into actionable BD intelligence.Continue reading “Time-recording to BD Intelligence: Training Solicitors to Spot Patterns and Opportunities in Matters Efficiently”

Matter Debriefs as BD: A Simple Framework Partners Can Use to Surface Follow-On Opportunities Effectively

Matter debriefs are more than just a way to review work completed; they offer a clear path to uncover new business opportunities with your clients. By using a simple, structured framework during these meetings, you can identify client needs, service gaps, and potential projects that might otherwise go unnoticed. You can turn post-matter conversations intoContinue reading “Matter Debriefs as BD: A Simple Framework Partners Can Use to Surface Follow-On Opportunities Effectively”

Advisory Retainers That Stick: Streamlining FP&A, Cash-Flow, and Board-Pack Support for SMEs

Advisory retainers can provide steady support and predictable cash flow for your business, but only if they are structured to meet your specific needs. When you package FP&A, cash-flow management, and board-pack support together, you create a retainer that adds real value to your SME. This approach helps you manage finances more smoothly while keepingContinue reading “Advisory Retainers That Stick: Streamlining FP&A, Cash-Flow, and Board-Pack Support for SMEs”

How Can Lawyers and Accountants Create More Effective Personal Business Development Plans To Drive Growth And Success

Creating an effective personal business development plan means focusing on clear goals, realistic strategies, and regular progress checks. You need to tailor your plan to fit your strengths, client base, and industry trends to build lasting relationships and grow your practice steadily. This approach helps you stay organised and focused, making business development a manageableContinue reading “How Can Lawyers and Accountants Create More Effective Personal Business Development Plans To Drive Growth And Success”

The Impact of Soft Skills Coaching on Expanding Legal and Accounting Practices

If you sell advice, growth rarely stalls because you lack technical expertise. It stalls because conversations stall. Soft skills coaching—done properly—turns competent professionals into trusted advisers who win work, protect margin and deepen relationships. This isn’t about motivational posters or role-play for the sake of it. It’s about sharpening everyday behaviours that compound: how youContinue reading “The Impact of Soft Skills Coaching on Expanding Legal and Accounting Practices”

Improving The Results from Your Content

Content is an essential component of any law, accountancy or IP firm’s marketing plan.  However, it’s easy to get a bit down in the mouth if you’re not seeing direct results.  This is why the lawyers, patent and trade mark attorneys and accountants we work with often ask us “how do I get better resultsContinue reading “Improving The Results from Your Content”

Why Every Firm Should Have A Marketing & BD Plan (Including How To Implement It)

At your firm, is your marketing and BD a little ad hoc?  Do different departments sometimes promote the firm in different ways?  Is there a bit of inertia and do some fee earners stick to doing the same old things and get the same old results)?  This is why your firm needs an overall marketingContinue reading “Why Every Firm Should Have A Marketing & BD Plan (Including How To Implement It)”

Perfection vs Progress in Marketing and Business Development

I appreciate this may not sit well with some but when it comes to marketing lawyers and accountants, it really is easy to let perfection prevent progress.  What do I mean?  All too often a combination of a lawyer/accountants’ natural eye for detail (understandable as after all, that’s what your clients rely on not toContinue reading “Perfection vs Progress in Marketing and Business Development”

Need to Find More Time for Business Development?

The most common reason lawyers and accountants give for not doing BD is lack of time but, with clients and deadlines putting you under pressure, how do you find time for business development? If you’ll permit me to be blunt, the reality is: – We make time for the things that we want to doContinue reading “Need to Find More Time for Business Development?”

Marketing vs Business Development – What’s the Difference?

One of the questions we get asked a lot by the lawyers, accountants, patent and trade mark attorneys and barristers we work with is “what is the difference between marketing and business development?”  Some think it’s pretty much the same thing.  Others just aren’t sure.  This is why we thought it may be useful toContinue reading “Marketing vs Business Development – What’s the Difference?”