Client Services, Structuring and Managing Client Teams, Content Level, Essential, Content Type, Webinar Recording, Firm Size, All Sizes, Shared Interest Group, Client Value SIG, Merchandise, LMA International, Virtual Event, LMA International | Client Services, 2025
Optimizing Client Relationships through Dedicated Account Management
Optimizing Client Relationships through Dedicated Account Management
Sponsored by: Client Value SIG
Domain: Client Services
BoK Competency: Structuring and Managing Client Teams
Recorded September 10, 2025
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.
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
Members: Complimentary
Prospective Members: $79