Strategic and Management Advisory Services

The benefits of strategic or technical resources are enhanced when an ongoing relationship exists. In addition to qualifications, understanding the complexity of a decision-making process in a law practice or a law firm takes time and experience. Advisory services provide the ultimate level of flexibility and cover all our areas of expertise. Typical agreements range from 90 days to a year with some lasting for several years. The structure of these agreements can include in-person visits, regularly scheduled or ad hoc calls, email support, and report style communications. Advisory agreements are priced based on the structure of the agreement are typically at set monthly amounts.

Benefits

What can you accomplish with an advisory service agreement and what can PerformLaw do for you?

The Process

How does and advisory service agreement work?

Resources

Where can I learn more about the topics I might want advice about?

Benefits

Access to the entire team. Clients who enter advisory service agreements with PerformLaw gain access to the entire team. Depending on a client’s needs and objectives, we assign a dedicated advisor for every client who is responsible for ensuring that our advisory clients get the right information from the best PerformLaw resource.

On-demand objective advice and tools from experienced and knowledgeable professionals. Advisory service clients enjoy the ability to get objective proactive advice, best practices information, templates, market awareness, and discounted bespoke analysis on a preferred basis.

Access to information that is relevant to your long term goals. Advisory service clients enjoy a complimentary high-level strategic plan.

The confidence that comes from a successful relationship. We continuously learn and grow in our understanding of our clients’ objectives, opportunities, and challenges.

What PerformLaw can do for you:

  • We help clarify goals and expectations (Strategy)
  • We consult on the best tactics to achieve the goals (Identification of tasks and association with goals)
  • We ensure clients have the information they need to make informed decisions
  • We offer relevant and timely advice in all the key law firm management areas
  • We are available when clients need us

THE PROCESS

AGREEMENT STRUCTURE

Phone and Email Support Only

Frequency and Duration

On Site Visits

Scheduled Office Visits and Ad Hoc Meetings

Retreats and Off Site Meetings

Frequency and Duration

Additional Services to Include

Research and Analysis

Growth Management Services

  • Lateral Analysis and Vetting
  • Merger Advice and Support
  • Staffing and Workload Distribution
  • Pricing and Proposal Development
  • Cash Flow Debt and Equity

Periodic Deliverables and Analysis

Collaboration with Other Advisors and Firm Management Team Members

HIGH LEVEL STRATEGIC PLAN

Initial Discovery and Review

Vision

Mission

Internal and Competitive Strength Assessment

Major Challenges

Strategic Goals and Objectives

Financial Goals and Objectives

Marketing Goals and Objectives

Definition of Planning Horizon

Strategic Plan Deliverable

SELECTION OF ADVISOR

Main Advisor

Clients Objectives and Needs

Skill Set Preferences

Technical Advisors

Introduction of the PerformLaw Professional Team

  • Skill Set Overview
  • Experience Overview

ORIENTATION ON PERFORMLAW SERVICES AND AVAILABLE RESOURCE MATERIALS

Overview of all PerformLaw Service and Expertise Areas

Overview of Available Self-Help Resources

Overview the PerformLaw Approach to Providing Services

Introduction of PerformLaw Administrative Team

SCHEDULING, COMMUNICATION PREFERENCE, AND AGREEMENT DURATION

Periodic Phone Web Call Schedule

On Site Meeting Schedule

Communication Preferences

Preferred Email Address

Secure Digital Communication Preferences

Preferred Phone Contact Number

Agreement Duration

90 Days

180 Days

Annual

Other

Resources

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