A Key Client Team Review provides a structured opportunity to assess and strengthen strategic client relationships. The review covers open and closed matters, upcoming client needs, billing and financial updates, and opportunities to provide added value through CLEs, thought leadership, or co-authored articles. It ensures the internal team is aligned, with clear roles, responsibilities, and action items to address client priorities. Regular, structured reviews help maximize client satisfaction, anticipate needs, and drive long-term growth.

Checklist: Key Client Team Review

1. Client Overview

• Review the client’s organizational structure and key contacts.
• Update any changes in leadership, decision-makers, or teams.
• Note any upcoming strategic initiatives or business objectives that may affect legal needs.

2. Annual Review of Client Team Members

• Confirm the right internal and client contacts are engaged.
• Identify any changes in client leadership or decision-makers.
• Ensure the team composition aligns with the firm’s strategic goals for the account.

3. Review of Current and Closed Matters

• Assess open matters: status, recent activity, and next steps.
• Review recently closed matters: outcomes, client satisfaction, and lessons learned.
• Identify recurring patterns, bottlenecks, or areas for process improvement.

4. Financial Review

• Check billing and collections: outstanding invoices, write-offs, and any client concerns.
• Review fee arrangements, alternative billing options, or budget considerations.
• Discuss trends in matter volume or revenue to anticipate resource needs.

5. Client Needs and Upcoming Opportunities

• Identify anticipated legal work, project expansions, or new practice area needs.
• Flag potential cross-selling or up-selling opportunities within the client organization.
• Discuss innovative services or solutions that could add value for the client.

6. Client Engagement and Value-Added Offerings

• Offer CLE programs tailored to the in-house team’s interests and needs.
• Explore thought leadership opportunities, such as co-authoring articles or client alerts.
• Discuss client events, webinars, or other forums for building deeper relationships.

7. Team Coordination and Accountability

• Confirm roles and responsibilities within the key client team.
• Schedule regular check-ins with the client and internally to track progress.
• Document action items, deadlines, and follow-ups to ensure accountability.

8. Strategic Reflection

• Assess overall client satisfaction and identify areas to strengthen the relationship.
• Review lessons learned from past successes or challenges.
• Align client strategy with firm-wide business development goals.

9. Next Steps

• Summarize agreed-upon actions for the team and client.
• Schedule follow-up reviews and progress checks.
• Ensure all outcomes and plans are documented and shared with relevant stakeholders.