Strategic Planning

Your firm is leaving millions on the table—35% of single-practice clients walk away, while those using multiple services stay. Stop the bleed: discover how to break cross-selling barriers and turn collaboration into your firm’s biggest profit driver.

Law firms are shifting from reactive growth to strategic expansion—prioritizing key clients, smarter laterals, and hidden-network recruiting. Discover how marketing and BD teams hold the untapped connections that drive real growth.

Is your firm stuck in reactive business development—or building a revenue-driving machine? Discover the 5-stage maturity roadmap that transforms sporadic networking into systematic, firm-wide growth.

With over 30 years of experience, Kip has helped law firms and professional services organizations grow their businesses and strengthen leadership

As AI continues to advance at an exponential pace, law firms must confront an uncomfortable reality: AI-driven efficiencies challenge the very foundation of the traditional billable hour model. The legal profession is on the brink of a seismic shift, and while it’s tempting to view AI as a distant disruptor, the truth is, firms need to start planning for the impact of AI today. The next five years will determine which firms thrive and which are left behind.

Here are some strategic moves to ensure you get the most out of your 2025 budget while keeping your firm’s leadership aligned and confident in your direction.

Cross-selling is one of the most effective tactics available to firms today. Those who integrate it into their business practices are much more profitable than traditional firms and produce higher client lifetime-value than siloed firms.

Many individuals, practice groups, and firms create strategic plans in Q4 only to have implementation stall several months into the new year. Incorporating the right steps now is essential whether you are creating a firm-wide strategic plan, a plan for a practice group, or an individual partner. Following are a few tips to get you started.

Budget season can be a stressful time. With so many moving parts, it can be difficult to keep track of everything and make sure that the budget reflects the firm’s priorities. Here are 7 tips, to help you get through budget season with ease.

When you think about your career 5–10 years from now, what do you envision? Are you partnering with top-tier companies on high-stakes work, or serving a broad base of local clients? Are you traveling the world or home for family dinners? Whatever your goals, your path will be strongest when it reflects your authentic self and plays to your natural strengths.

We recently presented the webinar “Calibrating BD Strategies to the Economy,” where we discussed what firms can learn from the last economic slowdown and the past two years and how can we apply those lessons to 2023, especially as marketing and business development leaders work through the budgeting process.  

With markets softening, it’s very likely that client demand will weaken in the coming months. So, many firms are turning their attention back to business development.

The PipelinePlus Platform offers the perfect tools for capturing pertinent details and prospective opportunities with current clients as soon as they arise. Users no longer risk forgetting the information before they get to record it in a Word Document or Excel spreadsheet or record it only to forget to reference and act on it when necessary

Helping lawyers develop and implement business development plans is one of marketing and BD professionals’ most daunting tasks. However, doing it effectively is the key to a BD team’s success.  

PipelinePlus recently presented a webinar featuring CEO David Ackert, Author and Strategic Marketing Management Consultant Deborah Farone, and CEO Tim Corcoran of Corcoran Consulting Group, “Plan Implementation: Addressing the Follow-Through Problem.” The presenters discussed how taking the right steps is essential whether you are creating a firm-wide strategic plan, a plan for a practice group, or an individual partner.

Following are the top tips they shared:

‘Tis the season for planning and setting goals for the upcoming year. Here are the top initiatives firms are requesting the most from PipelinePlus this budget season.

Your typical firm relies on successful seller-doers for new business development but avoids the term “sell,” instead referring to its best seller-doers as rainmakers. Unfortunately, very few people have the rainmaker’s unique ability to excel at both client service and bringing in significant business

Forward-looking firms, however, operate more like their corporate counterparts to maximize business development success. Here are the top three things they’re doing that your typical firm isn’t: 

In early June, I discussed the state of business development with a group of legal marketing and business development experts during a virtual session of the LSSO Global Sales Summit. They were candid when asked about how their firms are currently faring in three critical areas: lead sourcing, lead tracking, and new business forecasting.