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 LMA West Region

Forensic Business Development Research: Finding Legal Opportunities by Monitoring Unusual Business Activities

  • 04 Jun 2015
  • 11:30 AM - 1:30 PM
  • BASF, 301 Battery Street, 3rd Floor, San Francisco, CA


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Forensic Business Development Research: Finding Legal Opportunities by Monitoring Unusual Business Activities

Companies who run into legal issues often had warning signs which provided clues to these developing problems. Similarly, companies who make strategic market moves do so when the right conditions inside the company are met. If you pay attention to these clues, you can help your attorneys identify opportunities to serve clients and prospects before their competition does. This presentation introduces the critical role law librarians, marketing  professionals and attorneys can play in monitoring the unusual business activities that can indicate that a company is potentially in need of legal services.

The key to competitive advantage lies in how you put the information together to identify opportunities before your competition does. This new kind of research, called Forensic Business Development Research, requires new skills, new methodologies and a disciplined execution over a longer time frame. 

Who Should Attend?

  • Attorneys
  • Business development professionals
  • Law firm marketing professionals
  • Law librarians
  • Practice group administrators

Key Takeaways:

  • Attendees will be able to answer several questions that can tease out whether a company is undergoing changes that may be of interest to the attorneys in a certain practice group.
  • How research methodology and analysis produces actionable intelligence for attorneys to use in their discussions with clients and prospects.
  • Deeper understanding of the warning signs of potential legal issues
  • Skills necessary to conduct the analysis
  • Questions to ask to determine the importance of the information
  • Ways attorneys can use the information to build stronger client relationships.

Thursday, June 4, 2015
Registration and Lunch - 11:30 a.m. to 12:00 p.m.
Program - 12:00 p.m. to 1:30 p.m.

San Francisco
Bar Association of San Francisco
301 Battery St., Third Floor
San Francisco, CA 94111

(A group sandwich and salad buffet are provided. We try our best to accommodate vegetarian, vegan and gluten-free fare. Please arrive promptly for the best selection to accommodate your dietary needs.)

Sacramento (Webinar ONLY – ON24)

Silicon Valley (Webinar Meeting – ON24)
Sheppard Mullin
379 Lytton Avenue
Palo Alto, CA 94304
(650) 327-2900
Lunch Provided

Walnut Creek (Webinar Meeting – ON24)
Archer Norris
2033 North Main Street #800
Walnut Creek, CA 94596
(925) 930-6600
Lunch Provided


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Eric Dewey, Principal, Group Dewey Consulting

Eric focuses on business development training, individual coaching, lateral growth strategies, and partner candidate due diligence. His experience includes the chief marketing executive roles in four law firms including two AmLaw 200 law firms and the largest plaintiffs’ securities class action law firm in the U.S. He writes the blog, Lawyer Up! and a popular monthly column in The Recorder on lateral recruiting, due diligence and integration.  He holds an MBA and two marketing certifications in financial services and commercial real estate.


Group Dewey Consulting provides growth consulting and training services to law firms, practice groups and lawyers. The firm's core expertise is in business development training and coaching, lateral due diligence, marketing strategy, client interviewing and practice development. Eric can be reached at eric@groupdeweyconsulting.com or by visiting their website at www.groupdewey.com.

Peter Ozolin, CEO & Co-Founder of Manzama

Peter Ozolin is currently responsible for leading the company’s strategy and vision. After graduating from Willamette University’s Joint MBA/JD Program, he founded Legal Anywhere in 1997.  Peter’s Legal Anywhere team sold extranet solutions to over 125 large law firms nationwide, as well as to corporate legal departments at companies like Safeway, Bell Atlantic, American Airlines, Kawasaki, and Caterpillar. Niku Corporation (NASDAQ:NIKU) acquired Legal Anywhere in 2000 for $27M. Post-acquisition, Peter served as Niku’s Vice President and General Manager. He went on to serve as Chief Knowledge & Technology Officer at Paul Hastings Janofsky & Walker, and Vice President of the Practice Management Segment at Thomson Reuters. Before launching Manzama, Ozolin was CEO of Remote Technologies, a SaaS Point-of-Sales system for quick service restaurants which counted among its clients Subway, Quiznos and Pizza Hut franchisees.

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