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Law firm partners meeting

60 minutes 5 blocks Free template

A monthly partners meeting: each partner reports billing, WIP and collections, underperformance is addressed, firm business is decided.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingEvery partner has reported their numbers, underperformance has a corrective plan and firm business is decided.

60 min · 5 blocks, drawn to scale Fits exactly
  1. Partner reports: hours, WIP, billing, collections, AR, write-offs, 20 minutesInfo 20
  2. Underperformance and corrective action, 15 minutesDiscuss 15
  3. Firm business decisions, 15 minutesDecide 15
  4. Vote on firm decisions, 5 minutes 5
  5. Actions and owners, 5 minutes 5
015304560 min
  1. +0′Partner reports: hours, WIP, billing, collections, AR, write-offsTip: Use the same report format every month so numbers compare month to month.20 minInfo
  2. +20′Underperformance and corrective actionTip: Don't put this off or let personal relationships soften the discussion.15 minDiscuss
  3. +35′Firm business decisions15 minDecide
  4. +50′Vote on firm decisionsDo you support the proposal as tabled?5 minVote
  5. +55′Actions and owners5 minWrap-up

Why it works

Built so the law firm partners meeting ends on time, with everyone in it.

  • Updates stay short

    20 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    15 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Meet monthly and require regular, consistent financial reports from every partner.
  2. 2Have each partner report billable hours, WIP, WIP billed, collections, AR, write-offs, disbursements and outstanding files.
  3. 3Address underperforming lawyers in the meeting instead of putting it off.
  4. 4Keep personal relationships from blocking an honest discussion of the numbers.
  5. 5Close with clear decisions on firm business and who acts on them.

Questions about the law firm partners meeting

What should partners report at a partners meeting?
Slaw lists billable hours and WIP, WIP billed, collections, accounts receivable, write-offs, disbursements, and the status of outstanding files.
How long should a partners meeting be?
The law firm sources don't state a length. This template uses 60 minutes; an accounting-firm example runs a weekly one-hour partner update.
What are common mistakes?
Putting off dealing with underperforming lawyers, letting personal relationships block honest financial discussion, and irregular reporting.

Built from

The structure, timings and tips on this page come from these sources.

  • tips.slaw.ca
  • accountingtoday.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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