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Experience Experience

Potter photo A legal services marketing
consultant with a broad background
in law practice management and legal
services marketing

Richard Potter QC

Formerly the Marketing Director of a leading Canadian and international law firm (1995 to 2001) and, prior to that, a partner and a business lawyer with that same firm (1967 to 1995), I am one of those rare marketing professionals who has a law practice background. As an independent consultantcy, i-lawmarketing.ca is able to provide an outside expert's strategic analysis of your marketing programs, as well as providing implementation solutions to make them more effective.

My Annual Report

Professional Services Consulting – Recent Mandates

  • conduct a strategic review of several mid-sized, specialist firms and develop for them a tailored practice management program
  • project director in developing web-accessible databases of transactions and other firm activity for a leading legal publisher, including developing the taxonomy and search logic for the system
  • conduct a client survey for a leading legal recruitment firm and use the results as a base feature for the firmıs web site
  • conduct a survey of over 30 Managing Partners of leading Canadian and US law firms regarding cross-border work flows and offices
  • project direction of new and next-generation web sites for several firms
  • review client communications vehicles for several firms and recommend and implement strategic changes, as well as advise on specific marketing/advertising text and graphics
  • lead private seminars for clients on the role of superior practice management and the use of leading edge technology in client retention and business development
  • survey Managing Partners of leading firms on the need to integrate the delivery of services by related Practice Groups (the so-called "technology cluster")

In-House Law Practice Management

  • Senior Resident Partner in London Office of Fasken Martineau
  • founder and Practice Group Director of one of the first computer/IT law groups in Canada
  • developer of training to make preventive commercial ADR an integral part of the firm's CRM program (client relationship management)
  • Director of Marketing and Business Development, responsible for marketing in its broadest sense:
    • strategic marketing planning (including planning for and implementing a three-firm national merger)
    • firm-wide practice group management and development (including coaching Practice Group Directors and chairing monthly Practice Group Directors' meetings with senior management)
    • communications, both internal and external (including design and implementation of two generations of web site and planning for the third generation site)
    • development of a protocol for "partnering" with major clients
    • presentations to prospective clients (including competitive responses to RFPs to establish new "partnering" relationships)
    • marketing training for partners and associates
    • installation of CRM software
    • development of new modes for client communications (electronic delivery of a "legal Alert" program for major clients)

Professional Practice

For 25 years I practiced law with a leading Canadian and international law firm, Fasken Martineau, primarily in its Toronto office but also for three years in its office in London, England (1990 to 1993). I was a general corporate and M&A lawyer and in the late 1980s led an international team (Canada, UK and US) that successfully completed the largest hostile take-over bid in the worldwide wine and spirits industry. I founded the firm's Computer & Technology Law Group in 1985, and today it is one of Canada's leading computer/IT specialty groups. (Click here for a professional bibliography indicating the legal topics on which I have written and lectured.)

Memberships

  • Elected Fellow of the College of Law Practice Management
  • International Bar Association, Section on Legal Practice, Committee 10 (Practice Management and Technology)
  • Canadian Bar Association
  • Law Marketing Association