Law Firm Merger Planning Meeting Template

What’s inside this Law Firm Merger Planning Meeting Template:

1Welcome

Review the scope and the goal of the meeting.

2Merger steering team

Define and assign the merger steering team.

• Members
• Scope

3Business development and cross-selling

Define and assign the business development and cross-selling team.

• Members
• Scope

4Practice Delivery

Define and assign the management of practice delivery.

• Members
• Scope

5Accounting and finance

Define and assign the management accounting and finance.

• Members
• Scope

6New business intake and conflicts

Define and assign who is in charge of new business.

• Members
• Scope

7HR, benefits, recruiting and training

Define and assign the HR aspects of the business.

• Members
• Scope

9Information technology

Define and assign how information technology will be managed.

• Members
• Scope

10Marketing and brand

Define and assign how marketing will be managed.

• Members
• Scope

11Action items

What are the next steps? What came out of this meeting?