Critical Conversations for a Strong Finish in 2024 and a Strategic Start to 2025

As we approach the end of the year and plan for 2025, it’s important to take a step back from day-to-day legal matters and engage your clients in strategic conversations. These discussions, conducted off the clock, are an opportunity to better understand their business priorities, anticipate their legal needs and explore how you can deepen the relationship. By aligning with their long-term goals and addressing potential challenges, you position yourself as a trusted partner.

To help guide these conversations, we’ve compiled a list of questions that touch on strategic goals, service preferences and opportunities for collaboration. These questions are designed to uncover valuable insights that will help you support your clients more effectively.

• What key projects or initiatives do you need to complete by the end of this year?
• Do you foresee any potential challenges in meeting your yearend deadlines, and how can we support you?
• What are your top business priorities and challenges for 2025?
• What changes do you anticipate in your legal budget, and are there specific areas where you’re looking to manage or reduce costs?
• How has your experience with our firm been this year, and are there areas where we can improve?
• What is your preferred communication style and frequency for updates?
• How can we deepen our understanding of your business or industry to better support you next year?
• Are there any other departments or team members in your organization who could benefit from working more closely with us?
• How can we provide additional value beyond legal advice?
• Are you exploring legal technologies to enhance efficiencies and streamline processes in 2025?
• What is the most important thing you value from us as your legal partner, and how can we ensure we meet that expectation?