Market Areas > Practice Management > RFPs

RFPs: Crafting Successful Legal Service Responses

Course Description:

When your law firm replies to an RFP, what are your chances of winning?

With today’s big focus on cost reduction, it’s no surprise that more and more clients are choosing law firms based on formal RFPs (Requests for Proposals). 

A firm’s approach to RFP responses often makes or breaks client relationships. Clients are looking for innovation, brevity and specific responses to their needs.  Instead, they’re getting truckloads of carbon copy, book size documents that do little or nothing to help them choose a legal service provider.

Find out what clients really want in an RFP response in this 75-minute audio conference.  During this exclusive CCM event, our expert(s), who have helped hundreds of clients to sort through piles of RFPs, will share their “from-the-trenches” experiences and give you real-life tips for getting your response on the client’s shortlist!

During this critical program, you will learn:

• Strategies and suggestions for deciding whether you should even respond to the RFP
• Which members of your firm should be involved in RFP process
• Techniques and tips to make your firm stand out from the crowd
• Best practices for preparing for an RFP response (crucial client questions to ask)
• What to include and leave out of the RFP response
• RFP response templates- useful tools or trash?
• Why less is more when it comes to crafting a responses
• Methods for following up whether or not you win the business

Featured Faculty:

Pamela H. Woldow, Principal, Altman Weil, Inc.

Pamela H. Woldow is a principal with Altman Weil, Inc. She provides advice to General Counsel and Chief Legal Officers on law department operations, litigation management and the selection and supervision of outside counsel. She advises law firms on alternative fee arrangements, the counsel selection process, responding to RFPs, and all aspects of counsel-client relationships.

Ms. Woldow's career has included positions as Chief Counsel of the Pennsylvania Department of Insurance, Deputy General Counsel of Pennsylvania, General Counsel at a subsidiary of Advanta Corporation, and Director of Litigation Management for a $2 billion public financial services company. She also managed the national litigation support practice as partner in a consulting and accounting firm. Her earlier legal practice experience included complex commercial and environmental litigation with Duane Morris & Heckscher and Manko, Gold & Katcher.

Ms. Woldow has extensive experience managing legal departments, handling matters throughout the U.S. and globally. As Chief Counsel of the Pennsylvania Department of Insurance, Ms. Woldow managed annual litigation budgets of over $100 million and a large internal legal staff. Her role also included retaining and supervising outside counsel. She has created sophisticated legal department functions from scratch, including budgeting, compliance, convergence, RFPs, e-discovery, e-billing and all aspects of litigation management.

She is a member of the International Bar Association (IBA), the American Bar Association, and the AIDA Reinsurance and Insurance Arbitration Society (ARIAS). She is a member of the Board of the IBA Corporate Counsel Forum. And, she has served as Chairman of the Education Committee for the International Association of Insurance Receivers (IAIR).

Darren Guy, Vice President, Strategic Operations & Finance, Law, Compliance and Business Ethics Prudential Financial

Darren Guy is Vice President,Strategic Operations & Finance, in the Law, Compliance and Business Ethics Department at Prudential Financial. His responsibilities include outside counsel financial management, department administration, operations, and strategic project management support (including law and compliance technology solutions).

MONEY-BACK GUARANTEE:

Pricing:

Unable to Attend? Order the CD!

Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

CLE:

CCM provides audio conference attendees with CLE credit processing services. To expedite CCM processing your CLE request, please complete and submit the evaluation form available from CCM at the conclusion of the audio conference. It will be necessary to enter the following information: name of each attorney requesting CLEs with full contact information, including e-mail address, bar number, and the state in which the attorney wants credits. Each attorney requesting credits must submit an evaluation.

Please be advised CCM audio conferences are subject to approval from each CLE issuing organization and approval is not guaranteed (state bar associations in Delaware, Indiana, Kansas, Ohio, and Pennsylvania do not grant CLE credits for audio conferences). The approval process takes approximately 6 - 8 weeks for most organizations but can take as long as 3 - 4 months. You will be notified via e-mail with the final status of your CLE application.

Any person applying for CLE credits must attend the audio conference from start to finish (attendance will be taken for compliance reasons). Requests for CLE credits must be received no later than two weeks following the conclusion of the audio conference or live conference. CLE credits are not available for CD recordings.

If you have any questions regarding CLE credits, contact Jill Adler at 631.368.2082 x 21 or jill.adler@meeting-matters.com.

Each CCM event presents a variety of information and is presented for each organization to develop its own approach and methodology.