Create Executive Summaries of New Client Activities

In
a previous edition of Business Counselor Advisor I offered some tips on how attorneys can “hit the ground
running” in counseling new clients.  My
advice included guidance on information that should be collected and analyzed
before the new assignment moves very far down the road.  I wanted to pick up where I started in this report by recommending that as you are going through all the documents you should
develop your own “executive summary” that includes the information that will be
most essential to your activities and which you will need to know as you speaks
and otherwise communicate with executives, managers and outside business
partners.

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