Guaranteeing great client panels: a law firm retreat checklist (Edge Int'l)


A Client Panel is a potentially powerful tool for getting your attorneys to reflect upon their client service performance and improving it; however, to get optimum results, one has to prepare the panel very carefully. Let's assume a mix of existing and prospective clients comprised of CEO's and General Counsel.


I strongly recommend that the initial comments of each panelist be limited in time - let's say to seven minutes each.  The presentations are limited in favor of allowing ample time for questions and answers and open discussions following the presentations - let's say the balance of a session that is 90 minutes in its entirety.


It is essential that your panel moderator conduct a preparatory interview with each panelist a few weeks in advance.  This will make a world of difference to the quality and value of the panel presentations. 


Here is the checklist:

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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