Using Team Sheets As Part of Client Relationship Management and Relationship Development

September 2020 Using Team Sheets as part of client relationship management and relationship development Background Many clients use a range of panel and / or relationship law firms. However, most clients do not have any effective means of managing and sharing knowledge internally as to who their trusted lawyer contacts are across different firms, work types and locations. Word and excel lists can quickly become out of date. The simple “Team Sheet” tool is providing very popular with client organisations when they see it as a solution to this and facilitating key relationship management. The opportunity For a Client Relationship Partner or Marketing / Business Development team, a Team Sheet is a simple but effective means to strengthen your link with a client’s team. The Team Sheet ensures all your key contacts are in front of the client team when they are deciding who to instruct for a matter. Best case / worst case? The best case is that the client team really likes the Team Sheet platform and uses it - at no cost (see below) - on the back of your introduction and proactivity. You will have the credit for the “value add” as well as having premium (extended) profiles for your lawyers on that Team Sheet. The time investment for your lawyers and the client team is minimal but the benefits to both sides can be significant. Worst case - there is not really a worst case. If a client does not think the Team Sheet would be a benefit to them they will still, in all likelihood, credit you in having made them aware of this as a value add / relationship management tool. Team Sheets Team Sheets is a simple tool developed by three former senior lawyers (partners at Freshfields Bruckhaus Deringer and Addleshaw Goddard and the GC of Ferguson plc, a FTSE 100 company). Please see the overview slides. Team Sheets are already being used by large companies in North America, Europe, Asia and Australia with lawyers from key firms on their respective Team Sheets (including Baker McKenzie, Bird & Bird, Bryan Cave Leighton Paisner, Deloitte 1 September 2020 Legal, DLA Piper, Eversheds Sutherland, Freshfields Bruckhaus Deringer, Gowling WLG, Herbert Smith Freehills, Kirkland & Ellis, Mayer Brown, Noerr and Taylor Wessing). Key points: • Free to clients to use where a law firm originates the Team Sheet use by its client. • No cost to a law firm to take these to clients who might find these. • Providing Team Sheet information to a client is really straightforward. • See the overview slides for client overview / benefits. Draft email to client contact Our key contact info - setting up a virtual “Team Sheet” I would like to discuss with you a new “Team Sheet” tool which would allow us to ensure that you have access to all our up-to-date key contacts in one place by work type and location. You and your colleagues would then be able to overlay the team information we provide with your own recommendations and private notes. I attach some overview information setting out how it works and the potential benefits. We are able to offer use of the platform to you at no cost, and we wanted to make you aware of it as part of our general monitoring of legal technology developments that could provide day-to-day benefits to how we work together. Please let me know if this if of potential interest - we could then send you a login / password for you to see our team info and how this would look / be accessible? Alternatively, if you would like Top 3 Legal to show you how the platform works please let me know and we can put you in touch with the founders of the platform (former partners from Freshfields and Addleshaws and the GC of Ferguson plc) to arrange a demo. Kind regards etc. {e.g. Client Relationship Partner} Any questions / demo If you have any questions or would like a demo of how this would work then please contact [email protected]. Top 3 Legal Limited T3 410 2 .

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