Jurisdiction(s):
United Kingdom

Law firm tender and proposal submission checklist: client needs, differentiators, competitor analysis, pricing, document quality assurance, sign-offs and delivery logistics

Published by a LexisNexis Practice Management expert

Precedents

Client’s needs

Check | Outcome | Person responsible | Date
Have we located and completely addressed each query raised in the brief? ☐ Yes ☐ No If not, which questions were overlooked and for what reason?
Have we shown compliance with all elements of the selection criteria? ☐ Yes ☐ No If not, which criteria remain unmet in our submission and why?
Does the client employ specific jargon or preferred terms? ☐ Yes ☐ No If so, what are they, and have we woven them into our proposal?
Does the brief highlight any pain points or concerns for the client? ☐ Yes ☐ No If so, what are they, and have we offered remedies and/or evidenced our expertise?
Do we have insight into the client’s values? ☐ Yes ☐ No If so, what are they, and how have we shown alignment with them?
Have we engaged with this client recently, or are we presently delivering work for them?...

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Jon Whittle

Jon Whittle Consulting Ltd

Jon is a specialist in developing legal businesses using market intelligence and customer insight to implement successful programmes for change. He works with law firms to create sustainable growth alongside successful project management, implementing new technologies and evolving business operations. Jon has been working on the future of law firms for more than fifteen years, focusing on the strategies and tactics that help firms build real and defendable competitive advantage. Whilst working in a senior leadership role at LexisNexis he was also the architect and author of the widely read LexisNexis Bellwether Reports and is a recognised authority on how law firms can build and grow. Previously, Jon worked, for two decades, at board level, in some of the UK’s largest media companies, transforming traditional businesses into growth in the digital age. He now applies the fruits of this experience,...

Web page updated on 22/05/2026

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