Attorney Retreat Topics

Many legal firms wisely use the attorney retreat as a time for growth planning. One of the most effective ways to grow is to make greater use of existing resources, such as your attorneys. Consider using the retreat to infuse business and client development best practices into attorney talent at all levels. Here are some of our offerings that may work for you:

CRM Demo & Features Training

for all attorneys + sales team

Having trouble getting your team to use your CRM? It could be because they are uncomfortable with the technology or maybe they have a different system they’ve been using and don’t see the benefits of migrating to a firm-wide platform. Others who are not involved in sales may not recognize how the information they gather during the representation can help generate revenue.  This session will motivate your team to adopt your CRM which will result in easy ability to spot opportunities to serve clients across all practice areas, less duplication of efforts, and more insight into your clients and prospects.

There’s No Such Thing As the Client Fairy

for associate attorneys

This session introduces associates to client acquisition and development so that they are able to spot sales opportunities and bring them to your attention far earlier in their careers than when they are being considered for partner.

How to Stimulate Referrals from Your Network

for seasoned service attorneys and emerging partners

In this session, we teach seasoned service attorneys how to engage in value-filled touches with their networks and arm those lead generators with the information and desire to deliver a steady stream of referrals.

How to Compete against the Big Four and Other LSPs

for client relationship partners and firm leadership

In this session, we teach the elements of the sales conversation to equity partners and firm leadership. Also included is our proprietary process of predicting (and thus preparing for) objections that can arise when attempting to supplant an incumbent provider. 

How to Sell Ethically

for all attorneys and sales staff

This session is an application of the Bar rules of your state to the sales and marketing activities of lawyers and their support staff. Up to 2.5 hours of CLE credit is available for this session. 

Take the FEAR out of SALES

for all attorneys

This session is for attorneys at any level who feel uncomfortable with selling–whether it’s uneasiness with new business development or a reluctance to fully develop existing clients. We get to the root cause of the discomfort and begin to eliminate it.

Client’s Choice

for client selected audience

This is a bespoke session. You can choose your own topic and have us speak to that specific issue, or we can do a sales Q&A where Shavon Jones responds live and in detail to pre-submitted questions about client acquisition and development. Yes, any questions. I’ve been doing this for 20 years. There’s something in my experience, my clients’ anonymous experiences or my readings that can address your question.

Prior Appearances

  • LSSO Global Sales Summit
  • National Bar Association
  • Temple University School of Law
  • NCR Corporation
  • National Association of Black Hotel Owners, Operators & Developers
  • Johnson & Wales University
  • Branches Business Accelerator
  • Florida Memorial University
  • Miami-Dade Housing Agency
  • Emiraza College
  • Med-Life Institute
  • Indie Schools Legal Action Coalition
  • Crozer-Keystone Health System
  • Vasquez de Lara Law Group
  • Charlie & Maggie Robinson Longevity Awards