The end of the year is an especially good time of the year for inside and outside counsel to connect to obtain and provide useful feedback about the relationship and about the upcoming year’s goals for the client business. Despite busy year-end calendars, clients appreciate the opportunity to have a year-end review, preferably initiated by their outside counsel.

For outside counsel, here is a straight-forward format for a year-end review, compliments of input from various in house counsel and our consultants: