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Law Firm Merger Planning Meeting Template

When merging two law firms, host a working session with senior leaders to walk through important aspects of the business to finalize the upcoming merger.

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What’s inside this Law Firm Merger Planning Meeting Template:


Review the scope and the goal of the meeting.

2Merger steering team

Define and assign the merger steering team.

  • Members
  • Scope

3Business development and cross-selling

Define and assign the business development and cross-selling team.

  • Members
  • Scope

4Practice Delivery

Define and assign the management of practice delivery.

  • Members
  • Scope

5Accounting and finance

Define and assign the management accounting and finance.

  • Members
  • Scope

6New business intake and conflicts

Define and assign who is in charge of new business.

  • Members
  • Scope

7HR, benefits, recruiting and training

Define and assign the HR aspects of the business.

  • Members
  • Scope

9Information technology

Define and assign how information technology will be managed.

  • Members
  • Scope

10Marketing and brand

Define and assign how marketing will be managed.

  • Members
  • Scope

11Action items

What are the next steps? What came out of this meeting?

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