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Where Does Budgeting & Pricing Fit Within New Business Intake?


Sponsored by the Client Value SIG
LMA P3 – The Practice Innovation Conference Webinar!

Domain: Business of Law

Firms today have a wide variety of team structures, and how they manage pricing and new business intake is interrelated.  What are firms doing today?  What should they be doing to ensure they have the right teams working together in the right capacity?  When does the pricing discussion begin and when does the business intake process actually start in relation to each other?  In this webinar, pricing and project management professionals will share their experiences in weaving together these complex processes.

Learning Outcomes:

  • Explain how to design a NBI workflow that takes into consideration pricing and budgeting. 
  • Identify what data needs to be captured at NBI to facilitate better pricing and budgeting decisions.  
  • Recognize what stakeholders to involve in the NBI process.

Presenters: Jim Shoemaker, Sr. Manager, Project Management & Practice Support, Miles & Stockbridge P.C.; Jared Applegate, Pricing Manager, Barnes & Thornburg; Scott Kruger, Financial Systems Analyst, Barnes & Thornburg


Price: Complimentary for Members