• Business of Law: RFP Programs for In-House Counsel, RFP Programs for Law Firms, Sales Training for Law Firm Partners, Key Client Program for Law Firms, Key Account Management

     

     

     

    Our VALUE > We do more than help our clients on "how" to do things better—we help them rethink "what" they do and "why" they do it.

  • | about |

    The Business of Law Done Smarter

    Hello & Welcome

    We teach our clients—law firms and in-house legal departments—new and refined ways to think about the business of law.

     

    Our teaching and coaching approach is focused on three centers of excellence — RFP Programs, Sales Training Programs, and Key Client Programs. Our rigorous and engaging learning modules motivate and inspire our clients to adopt new habits that lead to measurable financial success.

     

     

    Rose Ors CEO and Founder | ClientSmart

    Upfront & Personal—The Interviews

    My new column, Upfront & Personal, brings to the forefront “the person behind the title” of some of the most influential members of the legal community. Follow me on LinkedIn and Twitter to enjoy their stories! Cheers, Rose

     

     

  • | programs |

    Request for Proposals  RFPs  | Legal Services
    Key Client Program for Law Firms |Strategic Client  Program
    Sales Training for Law Firm Associates and Partners | Business Development Training for Law Firms

     

     

  • 5-Step Approach

    1. We ask questions and listen.

    We ask more questions and listen some more.

    5-Step Approach

    2. We customize our programs to achieve

    our clients' interim and long-term success.

    5-Step Approach

    3. We monitor agreed upon success metrics

    with informal and formal client feedback.

    5-Step Approach

    4. We take the client's feedback and focus

    on making the necessary changes.

    5-Step Approach

    5. We celebrate the wins—big and small.

  • |   RFPs   |

    For Law Firms

    Request for Proposals  RFPs  | Law Firm Services

    Request for Proposal Programs

    Increasingly, the Request for Proposal (RFP) is the process in-house legal departments use to select outside law firms for a single matter, a series of matters or legal services panels.

      

    Our law firm RFP Program is designed in different modules to fit each client's transition from a partner-driven model to a firm-wide evaluation and response-to-win model.

     

    Read our 5-Part Series on how law firms can increase

    their RFP "win rate" on our blog, LOOK...

     

     

    We want to learn about you and how we can partner on establishing a new program or improving your existing one.
     

     

  • | sales |

    For Law Firms

    Sales Training for Lawyers

    Our sales training program is designed as two distinct modules that can be tailored as stand-alone programs or as a single, seamless initiative.

    • KickStart is for new partners. 
    • MasterClass is for seasoned rainmakers.

    We want to learn about you and how we can partner to reach your new client and existing client retention and growth goals.

     

  • | key clients |

    For Law Firms

    Key Client Management for Law Firms

    Key Client Program

    Creating strategic and win-win growth relationships with key clients is a priority for sophisticated law firms and their equally sophisticated clients.

     

    Our Key Client Program's focus is to assist law firms to provide a clearly articulated and robust client-centric service model that adds sustained and measurable value for the law firm, the law firm partners and the clients.

     

    Read our blog post on the benefits of a

    high-performance Key Client Program.

     

    We want to learn about you and how we can partner to reach your client retention and growth goals.

  • CEO + Founder | ClientSmart

    | Team |

    Rose Ors. Rose brings to her clients over 20 years in leadership roles that give her a unique, multi-lens perspective on the business of law and an entrepreneur's eye for win-win business solutions.

     

    Her more traditional roles include: lawyer at both small and large firms; general counsel; and director of business development for an Am Law 200 firm. Her entrepreneurial roles include pioneering the use of contract attorneys—building a one-person shop into a five-office national enterprise purchased by a NYSE-listed company. She was also the founder and CEO of an investor-backed online learning marketplace.

    | Team |

    Gerry Swider. Gerry brings to his clients a disciplined approach and analytical rigor developed working for over 20 years for multi-industry Fortune 500 companies in a variety of accounting and financial analysis positions.

     

    His knowledge of business processes helps creates client programs that are structured, practical and focused. His financial acumen and financial controls expertise ensure that each client program is focused on delivering a return on investment.

  • LOOK...

    SEE the business of law through a different lens.

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