Optimizing Client Relationships through Dedicated Account Management

Sponsored by: Client Value SIG
Domain: Client Services
BoK Competency: Structuring and Managing Client Teams

As law firms seek to deliver more strategic, client-focused service, dedicated client teams are becoming essential. This webinar explores how client teams—particularly within a Key Client Program—can drive growth, strengthen relationships, and align services with client needs. We’ll examine how firms identify key accounts, facilitate goal-driven planning sessions, and leverage Client Relationship Managers to maintain momentum. A guest speaker will also share insights from a standalone Client Team Program, offering an alternate approach to structure and success.

Learning Outcomes:

• Understand how to identify and prioritize clients for inclusion in a client team or Key Client Program.
• Identify best practices for facilitating productive client team meetings that generate actionable goals.
• Explore the role of Client Relationship Managers in sustaining engagement and driving strategic growth.

Presenters:
Rex Bautista, Senior Client Relationship Manager, Bird & Bird LLP
Ricki Hisaw, Key Client Accounts Manager, Schwabe, Williamson & Wyatt
Kate White, Director of Client Development, Orrick, Herrington & Sutcliffe