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Legal

March 21, 2022 by Greentarget

The ground-breaking nomination of Ketanji Brown Jackson to the U.S. Supreme Court means professional services firms have a lot to consider when it comes to their PR strategy. The key question is whether – and how – to weigh in publicly on an appointment that could have far-reaching business and social implications.

As her Senate confirmation hearings begin this week, Jackson stands on the threshold of one of the most consequential jobs in the country, ruling on issues that are critical to U.S. business, governance and civic life. If confirmed, she would be the first Black woman on the court as well as the first justice to have worked representing poor criminal defendants.

Her nomination comes as the public is increasingly looking to business leaders for guidance and opinions at important moments of civic discourse. Offering a point of view at such times shouldn’t be done without care. But organizations that consider the matter strategically have an opportunity — and in some cases, a responsibility — to express true positions of authority at a key juncture in U.S. history.

Jackson’s nomination isn’t the only high-profile personnel move that might tempt professional service organizations to speak up. We asked Greentarget’s senior leaders about the advice they offer clients who come to us for guidance in these moments, and it starts with a few questions.

Is There a Direct Connection?

The first couple queries are fairly open-and-shut and pertain to the direct connection to the person being nominated or appointee.

Does the nominee/appointee have a personal connection to your organization?

An organization that has such a connection almost certainly has the authority to say something. That might not be the case if, say, a 67-year-old is appointed to a significant position 40 years after working at a law firm as an associate. But if the connection is stronger, putting out a short congratulatory statement that acknowledges the connection is probably a smart play, assuming things didn’t end on bad terms.

Making such a statement is a point of credentialing for an organization, even if it’s not one that will likely generate tons of headlines. Of course, there’s the inverse to this question …

Does your organization have an obvious conflict when it comes to commenting?

This is probably another question without much gray area. The decision to say something publicly might be a simple “no” because there’s a direct conflict – in the case of Jackson, a law firm might be set to argue before the Supreme Court in the next term. That might not automatically rule out saying something, but it could limit what can be safely said. And a milquetoast point-of-view might not be worth the time it takes to work it up.

What if There’s No Direct Connection?

Depending on the answers to the first two questions, some organizations may simply shrug and move on. But there are other important questions to consider before doing so.

Does the position relate directly to a major focus or emphasis of your organization?

Say your organization does a lot of work in securities or finance. It’s likely that your team includes someone – probably multiple someones – with strong perspectives when a new SEC chairman is named. Or, perhaps your organization has expertise on workplace issues. The appointment of a new secretary of labor will probably elicit a reaction or two from members of your team.

Still, making public comments in such moments isn’t a given. It’s important to actually have something to say about the person being nominated – and that what you’re saying is insightful enough for the reward to outweigh any potential risk.

So how do I know if what we have to say is insightful enough?

For either of the above examples, your organization’s subject matter experts might have thoughts on how the new SEC chair or labor secretary might perform, how policy or enforcement might change and, ideally, practical guidance on how companies should adapt. Importantly, subject matter expertise doesn’t have to be confined to the focuses of practice groups within your organization.

In the case of Jackson’s nomination, Littler utilized an existing podcast on inclusion, equity and diversity to post an interview between Cindy-Ann Thomas, the co-chair of the firm’s EEO & Diversity Practice Group, and Bernice Bouie Donald, a federal judge for the U.S. Court of Appeals for the 6th Circuit. Thomas and Donald, both of whom are Black women, discussed the importance of diversity on the Supreme Court, strategies for female jurists of color in managing biases and advice from Donald for other female attorneys of color, among other topics.

Walking the Walk and Talking the Talk

The life and professional experiences of Thomas and Donald meant they had gravitas to comment on Jackson’s nomination. But Littler as an organization also could authentically and effectively weigh in because the firm has addressed similar issues for five years on the podcast (in addition to a variety of other channels). These factors tie directly to the next question on our list.

Is your organization able to speak to that point effectively and authentically, particularly in historic moments?

This was a question that came up a lot over the past couple years as organizations decided whether and how to contribute to the conversation in the wake of George Floyd’s murder and a broader racial reckoning. As my colleague, Steve DiMattia, smartly noted last year, it’s important that public comments in these moments aren’t just words:

The authenticity and credibility of any statement issued to address a fraught moment will not be judged against the values that you claim to profess but by the values you demonstrate through your actions. Values reveal themselves in observable behavior. And an organization that claims to stand for diversity and inclusion, but which has done nothing to advance diversity and inclusion, needs to think carefully about how it participates in the conversation about diversity and inclusion or risk alienating its audience.

The Need(?) to Say Something in the Digital Age

Here’s one more piece to the puzzle: Not only do we live in an era when news can make it around the world in minutes, we live in one in which technology makes it easier than ever to hold organizations’ feet to the fire.

Take what happened during International Women’s Day earlier this month. A slew of organizations posted what were fairly banal comments meant to celebrate the day – and were then quickly skewered by a bot that replied to the original posts with pay gap data about the organizations. The organizations, many of which quickly deleted their original tweets, learned the hard way that it’s never been more important to think through points-of-view before going public with them.

But that shouldn’t keep companies from commenting at all. As my colleagues Pam Munoz and Howell J. Malham Jr., noted last year, “It’s not an option for companies and their leaders to avoid entering into the fray of complex social challenges anymore.”

It could be argued that companies can enter the fray without entering it at every possible moment – and in the case of Jackson’s nomination, the moment might simply not be right based on the criteria outlined above. Indeed, organizations should pick their spots, because an empty/by-the-numbers move will be at best a non-factor.

But smart and incisive commentary, delivered thoughtfully and at the right time, is likely worth the risk, and it can make for a smarter conversation.

July 15, 2021 by John Corey

After a sharp, pandemic-induced slowdown, law firm M&A activity is heating up fast. Completed mergers tallied by Fairfax Associates in the first half of 2021 were on par with 2020, but several transformative deals announced in the second quarter – Crowell & Moring and Brinks Gilson, Holland & Knight and Thompson & Knight, to name a few — promise to reshape certain markets and are a harbinger of more activity to come. Altman Weil predicts we may see more than 100 new mergers or acquisitions by the end of 2021.

If you’re one of those 100 — or if you’re planning on a deal in 2022 — your merger has the potential to dramatically transform your firm’s culture and scope.  Even smaller, tuck-in acquisitions can significantly impact how you serve clients and develop business.  Meanwhile, the ongoing global health crisis and America’s racial reckoning, the greatest drivers of change in our age, continue to present challenges, particularly regarding how your clients expect their outside counsel to operate and how your employees think about their workplace. You need a thoughtful, proactive communication plan to demonstrate how the combined firm will meet the needs of these stakeholders in a rapidly evolving environment.

Instead of trying to convince everyone that the combining firms are perfect cultural fits – which by now has become a default headline message for every merger announcement — the most important thing you can do at the outset of a deal is instill confidence that the combination will deliver in important ways for your key stakeholders: clients and employees, first and foremost.  Luckily, we all learned a few things about communicating with clients and colleagues during the pandemic.

Here’s what you should keep top-of-mind as you get started:

1 – Don’t Abandon Zoom Yet

We heard it several times during a June 8 panel we moderated with current and former Fortune 500 GCs: We’re not going back to the way it was before. Remote communication is here to stay so make it work for you. Plan to get your clients on video immediately after your announcement, introduce them to your new colleagues – associates and counsels as well as partners – and if you can, showcase the broader diversity on the team. Offer remote training with new partners that strengthen important areas your clients care about.  Traveling from client to client to tout the benefits of your combination is time consuming and expensive – and it is no longer necessary.

Remote communication can help in other ways, too. R. Cameron Garrison, CEO of Lathrop GPM, which was formed days before the pandemic took hold in the US, said that doing business remotely and the need to communicate digitally put everyone on equal footing. “All of a sudden we weren’t thinking of two organizations trying to come together,” Garrison said about the mindset of the firm’s lawyers when the pandemic hit. “All of a sudden the entire framework shifted to ‘we.’ How are ‘we’ going to navigate this?”

2 – Demonstrate Depth and Progress

Clients want progress on DE&I.  And we know that they want more targeted, next level analysis in your more routine communications (alerts, newsletters, webinars, etc.). Deliver the same degree of detail to demonstrate how your combination helps you make progress in the areas clients really care about.  Start by answering these questions:

  • What is your overall vision and strategic plan for the new firm and how will it enhance client service? In other words, how does one + one = three, five or even more?
  • How does the newly combined firm stack up on DE&I metrics, and what action will the combined firm take to make tangible progress towards DE&I goals?
  • Will the combination allow your employees to flourish and grow in new ways? How will it enable you to attract new talent and retain the partners and associates you have?
  • What are some of the unique ways the combined firm will better serve large, institutional clients or an emerging sector? 
  • What areas of strength or niche capabilities will each party offer the other’s clients? 
  • Being transparent with clients and employees alike about your business case will help build excitement and goodwill —invaluable assets during integration.

3 – Get Creative About Culture

In normal times, post-merger integration involved a lot of travel. Leaders from each firm visited office locations to meet as many partners and associates as possible. Meetings, town halls, and cocktail hours provided opportunities for face-to-face networking. These in-person interactions helped create trust and rapport.

The pandemic put those tactics on hold. But one firm got creative and rented an RV to send its leadership team on the road. The team visited each office location and invited employees to connect in safe, socially distanced ways, providing a memorable and shared experience.

Also effective (if less dramatic), a Fortune 20 GC participant in the recent panel spoke about his legal department’s “camera-on” culture and how it provides the perfect opportunity to get to know associates, diverse lawyers and others working on their business.

As you prepare to ink a deal in the second half of 2021 or early 2022, look for out-of-the-box approaches like this to foster relationships between new colleagues and with clients, and forge a culture about which everyone can get excited.


Professional services firms don’t get too many newsworthy, all-eyes-on-you moments. A merger or acquisition is one of the few pivotal events that guarantees all your key stakeholders will be paying attention.

Lean into the communication tactics you developed during the pandemic. Amid ever-shifting circumstances, you learned that it’s impossible to over-communicate. Frequent, smart, transparent communication is key in a crisis — it’s also the cornerstone of effective change management. 

And don’t forget that this is your chance to build an exciting new culture around your M&A business case. Through effective external and internal communication, you can inspire your stakeholders and signal that your new direction is strategic, visionary, and purposeful. 

February 2, 2021 by Joe Eichner

Too many of today’s aspiring thought leaders are more concerned with simply being part of the conversation than adding to it in a meaningful way.

There can be a lot of reasons for this. Often it’s a feeling that they have to keep pace with competitors – the marketing equivalent of FOMO – even if they don’t have anything new to say. Other times, thought leaders have a lot to say, but are afraid their perspective could offend someone, somewhere, and cost them business.

It’s a problem because in almost every case it strips the would-be thought leadership of a point of view – which we believe is essential for establishing authority.

Here’s what aspiring authorities need to know.

Defining POV in the professional services context

The clearest and most succinct definition of point of view that I’ve ever come across is this: a point of view is a statement that others might disagree with.

Consider that a point of view is (by definition) not a statement of fact. Like any good piece of writing, or any good dinner guest, a solid POV should incite further conversation rather than close it off by simply repeating what’s already been said, stating the obvious or saying something patently false or outrageous. A point of view, like those thesis statements we learned about in middle school, suggests a well-constructed argument – and the best arguments are typically those that persuade, excite, or push the conversation forward using hard facts, engaging writing and illustrative examples.

Marketers at professional services firms might say, “Well yes, this is all well and good in theory, but the consensus-driven partnership structure of my organization makes it difficult to actually achieve.” And of course they’re right. It’s rare to find a lawyer or consultant who really wants to go out on a limb and risk offending their partners, clients or potential clients. The rub is that this is often what makes the best point of view – just look at any newspaper’s most read op-ed pieces.

And yet there is a middle ground here. Just because someone might disagree with a point of view doesn’t mean it has to be controversial or combative. For instance, it might simply be, “You’d do it this way? Interesting. Here’s why I think you should do it this way instead…”

Alternatively, sometimes a compelling, subjective point of view shines through the voice and distinct personality of the writer. Most movie critics, for instance, fawned over Moonlight (see: a 98% rating on Rotten Tomatoes). But the lack of dissension doesn’t render each critic’s review moot. That’s because good critics express that same opinion in new and unique ways – through their individual experiences, interesting historical and industry context, their personal prose style – that set each review apart and opens up more space for conversation and disagreement.

Similarly, a consultant could agree that we need more focus on environmental, social and governance considerations at the board level (at this point, who doesn’t?). But they may also disagree on the best ways to go about it – or simply have different priorities. They may view it through the lens of, say, the consultant’s stint in South Africa during apartheid, or in advising directors who were early ESG adopters. Nobody needs to hear another call to adopt ESG. But drawing on unique experiences could help make the case for ESG in a way that nobody else has.

All of which brings me to another definition, one perhaps more palatable to professional services firms: a point of view is a statement that is made more compelling by virtue of the author’s unique perspective.

How to find your professional services firm’s POV in 4 steps

Crafting a quality POV takes work. Namely – and this is what most would-be thought leaders elide – what you want to say is only one part of the puzzle. You also need to understand what’s already been said about the topic and what your audience wants to hear about the topic. Only then can you figure out what you (and ideally only you!) can bring to the table.

Ask yourself, or the would-be thought leader you’re working with, these four questions to get there:

1) Can you frame the topic as a “how” or “why” question?

This question should articulate a pain point of a particular audience, e.g., “How should corporate leaders maintain their culture when everyone’s working from home?”

Forcing yourself to frame your topic this way not only directs your content towards an audience need, but does so in a way which pushes past the simple “what” (i.e., the information anyone could find on Wikipedia or a news site) and into the more meaty terrain of “why” or “how.”

2) What has been – and is being – said about the topic you want to write about?

Think of this as an audit of the current conversation. If your objective is to add to that conversation meaningfully, you have to know what’s been said so that you don’t merely repeat what everyone already knows.

Remember, this is the first step in an iterative process. It’s possible that you’ll start out thinking you have a unique POV, only to find three people have already said the same thing. So keep digging. Sometimes the solution is to think smaller and find a narrower, more specific angle (or audience); in other words, to do more with less rather than less with more. Other times, you might find an existing POV that you disagree with, which can act as a springboard for your own (“Numerous folks have said X…but I believe that Y is the right answer…”). And other times the solution will come from how you, specifically, can address the issue.

This step is where research (and a partner like Greentarget…hint, hint) can play an important role, be it by assessing media narratives, analyzing keyword search patterns or surveying audiences to get a more accurate picture of their views and concerns.

3) What does your desired audience need and/or want to hear about this topic?

Put yourself in your audience’s shoes: What’s keeping them up at night when it comes to this issue? What don’t they know that they should be prepared for? How can you illustrate this in a way that will grab their attention (i.e. with specific examples, anecdotes, statistics, etc.)? And, perhaps most importantly, why do they need to know this right now?

In our research, we’ve found that when it comes to thought leadership content, utility is what attracts C-suite executives to content more than any other attribute. Utility disrupts the professional services sales cycle by answering the question “what do I need to do to navigate or address this issue today?” Ideally, it provides the answer before the audience has asked it. It empowers audiences to act by tipping the scales from passive consumer to engaged prospect. With utility, authorities will be heeded. Without utility, it’s all just talk. More talk means more noise.

4) Why should you be the one to write this?

Once you’ve assessed the current conversation and your audience’s needs, you’ll be in a good position to figure out what you can uniquely add to the conversation. Here the (admittedly aspirational) test for good thought leadership might be: Could someone else have written his?

Of course, it’s unrealistic to think that you are, say, the only accountant that can dish insights around the complexities of PPP loan forgiveness. But that’s where your personal voice and experience – attributes that no one else has – comes in. This can be professionally related, sure, but it can also be more personal: Can you connect this to something you’ve experienced? Some other industry or news trend you’re following? A hobby of yours? A client you’ve assisted in the past?

At the end of all this, hopefully you’ll have something that doesn’t just add to the noise – but contributes to a smarter conversation.

December 2, 2020 by Greentarget

Incumbent law firms have advantage in the battle for clients’ attention, but substantive content creates openings for challenger firms

Chicago, December 2, 2020 – By bringing in-person client interactions to a virtual halt, the COVID-19 pandemic has triggered a digital content explosion as law firms compete for the attention of clients and prospects. A new study of in-house counsel shows that providing substantive, actionable guidance remains the best way to rise above the noise, preserve existing client relationships, and win new ones.

These findings are detailed in the report, “How to Win and Protect Client Relationships in the Age of Remote Engagement,” released today by strategic communications firm Greentarget, legal consultancy Zeughauser Group, and B2B branding agency Right Hat. The August 2020 survey of 75 in-house lawyers, including 37 general counsel, offers important guidance for law firms anticipating an extended period of remote outreach.

The survey’s top findings include:

  • Stick to Substance: 53 percent of respondents say they most want communications from outside counsel that relay substantive legal or business information. And substantive legal or business information is also most likely to generate a response from in-house counsel, especially for incumbent firms. For challenger firms, content that provides actionable guidance is the best route to sparking a conversation.
  • Incumbent Firms Beware! 68 percent of in-house counsel say communication from existing outside counsel is of greatest value, but 31 percent say they place great value on communications from firms introduced to them by friends or colleagues. This suggests a clear opening for challenger firms with the right connections and approach.
  • Pick Up the Phone – to Call or Text: Amid the age of digital communication, in-house lawyers most prefer the simplicity and intimacy of a telephone call or text. Picking up the phone affords outside counsel the chance to check in on a client personally before raising an emerging business or legal issue.
  • Stay Relevant to Be Read or Shared: More than half of in-house lawyers surveyed are willing to give communications from existing law firms (56 percent) and unfamiliar law firms (50 percent) at least a perfunctory read for relevance. Twenty-eight percent go further, saying that they appreciate good content sent from both types of firms, and they forward these communications to peers when appropriate.
  • Perspective Wanted on Pressing Legal and Business Issues: 69 percent of in-house counsel say they want content on COVID-19’s impact on the economy and their businesses; nearly as many (65 percent) want content on business and legal topics not related to COVID-19. When we asked in-house counsel to name issues they’d like to hear about from firms, diversity, equity and inclusion topped the list.
  • Forget Zoom Cocktail Hours: Seeking to fill the vacuum created by the inability to entertain clients, some firms have gotten creative with virtual social events. But virtual entertainment has little appeal for most in-house lawyers; 51 percent of respondents say they simply are not interested, and 40 percent say that they don’t want to engage with law firms in this manner.

“Establishing authority on business issues was challenging even before COVID-19, but the pandemic has forced lawyers and law firms to accelerate their digital literacy,” said John Corey, Greentarget’s founding partner. “At a time when it’s never been easier to project a message to the masses, it is more difficult than ever to really be heard. Leading with substantive, actionable content shows both clients and prospects you have a keen understanding of their challenges – and the insights to help solve them.”

“While the tools we are using to reach clients and prospects may be changing, best practices are not. Effective marketing and business development during the pandemic are still rooted in developing strong relationships with clients – relationships predicated on helping them make good decisions in real time,” said Zeughauser Group partner Norm Rubenstein. “And it’s clear that clients want trusted advisors now more than ever.”

Added Elonide Semmes, president, Right Hat LLC, “Law firms not only need to scrutinize their communications to ensure they contain actionable guidance that is scannable and easy to understand. They need to make sure that their communications feature clear, straightforward business language and compelling design that pulls the reader right to the most important content.”

What Law Firms Should Do

The report concludes with a series of recommendations for breaking through in the age of information overload, particularly given the increased flow of digital communication clients are receiving during the pandemic.

These recommendations start by reminding outside counsel that phone calls and texts are a welcome alternative to email; that evaluating content for its relevance, urgency, novelty and utility will distinguish it from the bulk of what clients are receiving; that all communication to clients and prospects should be customized; that incumbent law firms should avoid complacency; that investing in prospects can differentiate a firm seeking to develop a new relationship, and that bigger and bolder thought leadership projects – like research reports and podcasting – can show clients that a law firm is sensitive to their preferences and priorities.

A full version of the report is available here. For more information, contact Lisa Seidenberg at lseidenberg@greentarget.com or (312) 252-4108.

About Greentarget

Greentarget is a strategic public relations firm that helps leading law firms, accounting firms, management consulting, real estate and financial services organizations create unique positions of authority through skillful participation in the conversations that matter most to their key stakeholders. With 60 professionals in Chicago, New York, Los Angeles, San Francisco and London, Greentarget combines earned media, research and market intelligence, content and publishing, digital strategy and amplification, and special situations counsel to help clients grow market share, attract leading talent and achieve a higher purpose. For more information, visit www.greentarget.com.

About Zeughauser Group

Zeughauser Group is the firm of choice for legal industry leaders seeking to increase competitive advantage and profitability, enhance market position, and strengthen organizational culture. With partners who have served as former generals counsel and as law firm chairs, managing partners, and chief marketing officers, Zeughauser Group advises clients on strategic planning and growth initiatives, including mergers and acquisitions; on best practices in marketing, branding, and business development; on client feedback programs; and on law firm management and governance, including organizational models and their assessments. For more information, visit www.consultzg.com.

About Right Hat

Right Hat is a leading B2B branding agency that helps law firms develop powerful go-to-market strategies. We are passionate about helping firms inspire buyers to want to learn more. We collaborate closely with our clients to deliver bold ideas and stunning websites, ad campaigns, thought leadership programs and business development tools. For more information, visit www.righthat.com.

December 1, 2020 by Greentarget

In the months since COVID-19 lockdowns ground in-person client interactions to a virtual halt, law firms have poured their energy, effort and resources into a bevy of content vehicles to stay connected to clients and get noticed by prospects.

For the most part, those clients and prospects are satisfied with what they’ve been getting. Findings from a new survey conducted by Greentarget, legal consultancy Zeughauser Group and B2B branding agency Right Hat reveal that more than two-thirds of in-house lawyers are likely to respond to communications from the firms with which they already work – especially when the communications contain substantive information that’s relevant to their businesses.

But if other firms with no prior relationship to the in-house lawyer or entity can deliver actionable guidance, they can generate responses – and even opportunities.

Explore the complete survey findings in greater detail along with our recommendations for how law firms can strategically align their outreach with client preferences and priorities.

May 22, 2020 by Joe Eichner

Most GCs don’t find client alerts useful. Making them better may be easier than you think.

In a recent survey of GCs, we found that their preferred medium for Covid-19-related content was email – by a long shot – but only 35% found email content to be useful.

In other words, the majority of professional services firms’ client alerts, at least on Covid-related topics, aren’t up to snuff.

The good news is that in most cases, it’s not the information itself that’s letting recipients down. What’s missing, rather, is a sense of empathy for the stressed-out, inundated reader. Too often those readers get an email with a subject line that tells them nothing, containing massive blocks of jargon-filled text, loaded with background information they already know. There may be valuable insights hiding in there, but who has the time to hunt them down?

Firms can do better – with just a few tweaks. Here’s how.  

1). Subject lines: just tell us what we’re going to learn. Too many subject lines tell us the subject – “New EEOC guidelines” – without any hint of what the firm has to say about them. That’s only half the battle. A good subject line describes, in a few words, the subject of the alert (e.g., new EEOC guidelines) and what the reader will get out of reading it. For instance: “New EEOC guidelines, explained” ; “New EEOC guidelines – 3 things employers need to know”; or “FAQ: New EEOC guidelines”.

2). Cut to the chase. Everyone knows Covid-19 is unprecedented. Yet alert after alert opens with a preamble reminding us of the fact. No need. You’re talking to informed professionals. Lead with a sentence telling the reader why they need to pay attention (i.e., what’s at stake) then quickly describe what you’re going to offer.  

3). Understand what service your content is providing. The effective client alerts we read tend to include one or both of the following: 1) A clear, concise summary of a new legal development; or 2) Considerations, action-items, and/or insights around a certain topic. What’s key is to recognize which kind you’re writing and develop it with that in mind.

A mere summary – highlighting the key points of a complex law – might be useful if it’s easier to read than the law or regulation itself, and if it comes out before news organizations have covered it in-depth. Likewise, if you’re offering actionable insights, don’t wait until the final third to get them; hyperlink to the context and put your insights in clear, succinct bullet points.

4). Use descriptive subheads, short paragraphs, bullet points and even visuals if you can. Again, just think about how you read emails. You’re basically skimming for what might be useful, right? And what makes skimming easier? Subheads that tell you what’s in the section to follow; bullet points that have ample space between them and aren’t heavy on text; and short, concise paragraphs that aren’t filled with long names of laws/regulatory bodies that everyone knows by acronym anyway.

5). Consider employing a few reliable stock formats. I like knowing, when I get my New York Times morning briefing, that it’s going to follow a familiar format: a few summed-up stories, a recipe and little joke towards the end, and so on. I like, too, that it comes at pretty much the same time every morning. In short, I appreciate it because it tells me, via its format and style, what, where, and when I will find useful/relevant information.

Client alerts may not be so simple – it may not be possible to reliably send them out at the same time. But you can train readers on what to expect when they open one up. It will endear you to them and, as a bonus, it’ll make alerts easier to write.

Some stock formats that we’d suggest:

  • FAQs – Just remember that it’s better to have more questions (and shorter answers) than multi-paragraph answers to a single broad question.
  • Checklist – Providing a checklist of actions/factors to consider on a specific topic – that a reader could print out and keep on their desk – is the ultimate utility. Just keep it to one page.
  • Summary + Insight – In other words, two short sections: 1) What you need to know (i.e., brief summary of issue with hyperlink, and why it’s important – but again, keep it to a minimum); and 2) What to do about it (i.e., professional guidance). Clearly delineate them with the same subheads every time.
  • Panel – Why not just grab direct quotes from your subject-matter experts – (ideally) ones that sound like the way they actually speak – and toss it into a Q&A format? The alert could start with a quick summary of what’s at stake, then collect 3-5 paragraph-long quotes from different sources sharing their perspective/guidance on the topics. It’s a good way to make alerts engaging, personable and easier to write, while showcasing distinctive voices and the breadth of the firm’s intellect.

If for some reason none of those work, just remember your audience: a busy, intelligent, informed individual who doesn’t owe you any of their time and doesn’t need or want to be pandered to.

And remember that now more than ever, people do want to hear from subject-matter authorities. It’s your job (and ours) to deliver that message effectively.

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