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Client and matter
The client, the legal mandate and the scope of work you want more of.
Your practice. With intention.
Define the work you want
Turn your firm’s experience and ambitions into a clear six-part Desired Client profile.
Six focused topics. One considered profile.
Your Desired Client
A profile for your firm
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Client and matter
Business contracts
An Ontario owner-led business with a defined commercial opportunity and one authorised decision-maker.
Ontario businessIndependent fee fundingOne decision-maker
The legal mandate
A full negotiated commercial agreement: advice, drafting, negotiation and completion.
The commercial rationale
Defined scope, reusable expertise and potential for further business mandates.
Capacity prerequisite
Confirm senior negotiation capacity and suitable drafting support before taking on more of this work.
Schematic only · assumptions to testTopic 1 of 6
Explore the six tabs to see what a profile can contain
What is a Desired Client?
The Desired Client brings the specific legal mandate the firm most wants more of because it offers its strongest credible combination of fees, margin, return on lawyer time and repeatable commercial value.
Fees
Margin
Return on lawyer time
Repeatable value
Higher fees do not automatically mean higher margin. Look at the whole commercial picture.
Keep the ambition. Capacity gaps identify what must change, rather than automatically lowering the goal.
The shape of your profile
A profile in six parts.
Connect the work you want with the reasons it makes sense for your firm.
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Client goals and service
What the client wants to achieve and how they want to work with you.
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Why the firm wants the work
The credible case for fees, margin, lawyer time and repeatable value.
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Why clients choose the firm
The expertise, service and proof that make your firm a credible choice.
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Context and discovery
What prompts the need for advice and how the client finds your firm.
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Evidence and open questions
What you know, what you are estimating and what still needs to be tested.
From thought to profile
A guided process.
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Answer
Work through six topics using your firm’s experience and ambitions.
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Generate
Bring your answers together in an AI-assisted draft profile.
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Review and refine
Check the reasoning, challenge assumptions and make the profile your own.
Be deliberate about what comes next.
Use hypothetical or anonymised examples. Do not enter confidential client information.