Jurisdiction(s):
United Kingdom

Law firm tender presentation meeting plan and preparation checklist

Published by a LexisNexis Practice Management expert

Precedents

Client details

Client name [ Insert name ]
What business are we tendering for? [ Provide a brief outline of the work your firm is tendering for ]

Logistics and team

Presentation date [ Insert date ]
Venue [ Insert venue ]
Presentation start/finish time [ Insert times ]
Presentation team [ List the presenters, noting their roles and areas of expertise. Specify who will lead the presentation. Consider including a junior colleague, as clients often like to see this. ]
Back-up team [ Who will cover if one of the presenters cannot attend? ]
Has the presentation date and time been added to all team members’ diaries (including the back-up team)? ☐ Yes ☐ No
Have all team members (including back-up) confirmed availability? ☐ Yes ☐ No
Have travel plans been arranged for all team members, and has sufficient travel time been entered into all diaries (including back-up team)? ☐ Yes ☐ No

Client attendees

Name and position of each expected attendee [ Insert details ]
Do we have any insight/information or existing relationships with the attendees?...

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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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