PROPOSAL PROCESSES

Win More Bids with a Customized, Repeatable Proposal Process

Stop scrambling for every RFP. A documented, firm-specific proposal process ensures consistency, quality, and faster turnaround—so your team can focus on strategy, not reinventing the wheel.

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Thank you for creating our best practices proposal content. It is much faster to put a first draft together with partner-approved content. It builds confidence in our proposal management department with the firm leaders and subject matter experts. Noo ir time is spent on strategy rather than searching for content.

CMO, Regional law firm

The standard content for Canada that you wrote for our global proposal content database is excellent! Now all our offices around the world have access to partner-approved content for global bids. It was a huge undertaking, and the comments we are receiving from our global proposal directors demonstrates the value of having readily available best practices content.

CMO, Global Law Firm

Why Law Firms Need a Defined Proposal Process

Without a clear process, firms waste time, miss key content, and risk inconsistent quality. Here’s how a tailored system helps:

  • Higher Win Rates– Strategic, client-focused proposals (no more copying old bids).
  • Faster Responses– Streamlined steps and templates cut drafting time by 30-50%.
  • Fewer Errors– Built-in reviews ensure compliance and polish.
  • Scalable Growth– Onboard new writers/attorneys quickly with clear guidelines.
  • Partner Confidence– Transparent workflows reduce last-minute chaos.
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What You’ll Get with a Custom Proposal Process

I design processes aligned with your firm’s structure, including:

  • Proposal Process Manual– Step-by-step playbook from intake to post-submission.
  • Templates & Tools– Email scripts, RFP compliance matrices, bid/no-bid worksheets.
  • Phase-by-Phase Guidance:
    • Opportunity Intake – Standardized evaluation criteria.
    • Kickoff & Bid Plan – Roles, deadlines, differentiators mapped upfront.
    • Production & Review – Quality control checkpoints.
    • Post-Submission – Tracking wins/losses to refine future bids.
      Training – Empower teams to adopt the process seamlessly.
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Key Benefits of a Proposal Process Manual

Your manual becomes a competitive asset by ensuring:

  • Consistency: Uniform structure/tone across all proposals.
  • Efficiency: Less time debating steps, more time customizing.
  • Knowledge Retention: Preserve best practices despite staff changes.
  • Client Trust: Demonstrate professionalism with a repeatable system.
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Don’t leave bids to chance. Get a process that works—for your firm.

Your system will include ready-to-use resources like:

  • RFP Compliance Matrix – Track requirements vs. responses.
  • Responsibility Assignment Chart – Who drafts, reviews, approves?
  • Bid Tracker – Analyze wins/losses to improve ROI.
  • Email Templates – Streamline stakeholder communication.
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Ready to Build Your Firm’s Winning Process?

A documented process isn’t bureaucracy—it’s your blueprint for winning more business. Let’s create yours.

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