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Working Together
Here are Helen Leah Conroy’s “Best Practices”
for working with clients to provide efficient and effective
advice regarding their transactions:
- Analyze together
where the client is in the business process, and its desired
outcomes;
- Consider Options and Alternatives
for reaching those objectives, within a framework of business
and legal considerations that are explored together, drawing
on Ms. Conroy’s experience with other deals;
- Prepare and Plan
short-term and longer-term strategies, which identify
open issues, action items, and the best ways to make progress;
- Develop Checklists and Term
Sheets for resolving open issues--both internally
and with the other side--and for establishing the fundamental
business points in the transaction;
- Coordinate Deal Communications
to determine what to disclose when, and how, with scripts
or cover letters when appropriate;
- Consider Counterproposals,
i.e., the legal and business implications, what to do,
and where there might be “middle ground”;
- Complete Documentation.
Whether using the client’s documents or the other
side’s, Ms. Conroy takes over the drafting and comments
phase of the project, with client input where necessary,
keeping the client fully apprised of all developments.
Please click on Practice
for more information about the quality of service Ms. Conroy
strives to deliver to all of her clients.
For more information about available legal services, see
Solutions.
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