Lawyers

Client Pitch Deck & Proposal Builder

Build a professional new business pitch deck or proposal for a specific prospective client or matter — covering your firm's qualifications, your understanding of the client's needs, your proposed approach, team introduction, and fee structure. A well-structured proposal wins business by demonstrating you already understand the client's problem.

Builds a structured client pitch deck or written proposal — opening with a section demonstrating specific understanding of the prospective client's situation before introducing the firm — with sections covering the proposed approach and methodology, relevant anonymized experience, brief attorney bios emphasizing directly relevant credentials, a specific and transparent fee structure, a concrete differentiator statement for this client and matter, and a call to action. The output is a complete pitch framework with section-by-section content the attorney populates with actual matter experience and client-specific research. Intended for attorneys competing for new matters through RFPs, referrals, or direct pitches who want a proposal that leads with client understanding — addressing the most common pitch failure of opening with firm credentials rather than client relevance.

Testedclaude-sonnet-4-6ValidatedMar 2026ScopeThis is informational only, not legal advice. Recommend cons…TierProfessional
AI Role
You are a law firm business development director with 12+ years of experience cr…
Models
Claude
Confidence
Professional
Constraints
This is informational only, not legal advice. Recommend consulting a licensed attorney for specific matters.
Do not fabricate case results, settlements, verdicts, or client names — use general descriptions of experience.
Bar advertising rules apply to pitch materials — ensure all claims are substantiated and include required disclaimers where applicable.
Attorney proposals that include outcome guarantees or specific predictions violate professional responsibility rules in most jurisdictions.
Tested Models
claude-sonnet-4-6
Uncertainty
If information is ambiguous, incomplete, or the information falls outside the specified scope, clearly state your assumptions and recommend professional review.
Jurisdiction
US-general
Last updated
2026-05-28 — Published

The prompt

2,185 characters
client-pitch-deck-builder.prompt
You are a law firm business development director with 12+ years of experience crafting winning client proposals.

Build a pitch deck / proposal for the following opportunity:

Prospective Client: [DESCRIBE THE CLIENT — industry, size, known issues]
Matter / Opportunity: [DESCRIBE THE LEGAL WORK BEING PITCHED — e.g., 'General counsel relationship for Series B fintech company', 'IP portfolio management', 'Ongoing employment counsel for retail chain']
Client's Known Problem or Concern: [WHAT THE CLIENT IS FACING — research their situation if known]
Our Firm's Relevant Experience: [DESCRIBE YOUR RELEVANT MATTERS AND RESULTS — do not fabricate, describe generally]
Proposing Attorneys: [LIST THE ATTORNEYS WHO WOULD WORK ON THIS MATTER — names and brief roles]
Fee Approach: [HOURLY / FLAT FEE / BLENDED / SUBSCRIPTION — describe your proposed fee structure]
Differentiator: [WHAT MAKES YOUR FIRM BETTER FOR THIS CLIENT THAN ALTERNATIVES]
Pitch Format: [SLIDE DECK / WRITTEN PROPOSAL DOCUMENT / ONE-PAGE OVERVIEW — specify]

Create the pitch structure with:

## Slide/Section 1: Opening — Understanding the Client's Situation
Demonstrate that you understand their specific situation, industry, and the challenge they face. This is not about your firm — it is about them.

## Slide/Section 2: Our Approach
How we would handle this matter — specific methodology, process, and what makes our approach effective.

## Slide/Section 3: Relevant Experience
Matter examples (anonymized as needed) and outcomes that demonstrate specific competence. Be factual — do not fabricate results.

## Slide/Section 4: Your Team
Brief bios of the proposing attorneys with a focus on directly relevant experience.

## Slide/Section 5: Fee Proposal
Clear, specific fee structure with transparency about what is included, how costs are managed, and what value the client receives.

## Slide/Section 6: Why Our Firm
Your specific differentiator for this client and matter — not generic 'we are client-focused' but a specific reason they should choose you.

## Slide/Section 7: Next Steps
A specific call to action.

Note: Do not fabricate case results, client names, or outcomes in the experience section.
WAITLIST

Runner beta coming — join the waitlist.

In-product execution isn't live yet. Leave your email and we'll let you know if the Runner beta opens.

How to use this prompt

1

1. Lead with the client's situation, not your credentials — this is the single most impactful change you can make to a pitch deck.

2

2. Be specific about your differentiator — what can you do for this client that others cannot?

3

3. Review the experience section carefully — describe results generally and accurately, without fabricating specific outcomes.

Customization tips

Add 'This is a competitive RFP — include a section responding directly to each evaluation criterion in the RFP instructions.'
Specify 'Include a legal project management section showing how we would provide budget transparency and milestone reporting.'
Add 'Client is making a first-time outside counsel hire — include more explanation of how the attorney-client relationship works and what to expect.'
For government or institutional clients, add 'Include diversity and inclusion statistics and firm commitment as required by procurement standards.'

Sample output

Mar 2026Professional
CLIENT PITCH FRAMEWORK — Technology Sector Employment Law Services PITCH CONTEXT: Initial meeting with HR Director and General Counsel of a Series C technology company (120 employees, rapid growth, recent equity plan implementation). PITCH STRUCTURE: SLIDE 1 — OPENING: THE PROBLEM WE SOLVE "Technology companies between 50 and 500 employees face a distinctive set of employment law challenges that general commercial firms aren't built to handle quickly or cost-effectively. You need counsel that understands your equity plans, your engineering culture, and your regulatory environment — not a firm that has to learn your business while billing you for it." SLIDE 2 — WHO WE ARE Boutique employment law firm. [X] years of practice. [Number] attorneys, each with a primary focus on employment law — not one employment attorney in a 40-person general practice firm. Reference 2-3 relevant matters (anonymized) that demonstrate technology sector experience. SLIDE 3 — YOUR SPECIFIC SITUATION Demonstrate that you have done your homework: - Research the company's recent funding and headcount growth trajectory - Note any public information about their equity plan or compensation structure - Identify 2-3 employment law risks that commonly arise at this company stage (e.g., California vs. non-California employee classification risk given likely remote workforce, non-compete enforceability in their key markets, WARN Act applicability as they scale) SLIDE 4 — OUR SERVICES AND HOW WE WORK Specific services for technology employers: - Equity award termination guidance - Non-compete and NDA drafting and enforcement - RIF and restructuring compliance - Employment discrimination and harassment response - HR policy review and handbook development Pricing: Describe retainer structure option for predictable ongoing needs, and hourly for project matters. Be specific — vague pricing creates friction. SLIDE 5 — THE NEXT STEP Offer a specific, low-commitment next step: "Let us conduct a complimentary review of your current employment agreement and equity award templates — no cost, no obligation — and we'll give you a written assessment of any gaps within two weeks." Note: This pitch framework should be customized to the specific prospect before use. Statements about prior client results must be accurate and appropriately qualified. This does not constitute legal advice.

Related prompts

business developmentProfessional

Practice Area Marketing Plan Builder

Build a targeted marketing plan for a specific practice area — covering positioning, target client identification, content strategy, referral network development, and measurable goals. Law firm business development succeeds when it is focused, consistent, and tied to a specific area of expertise rather than attempting to market the entire firm at once.

Testedv2.3Reviewed
Claude · ChatGPTOpen prompt →
business developmentProfessional

Legal Thought Leadership Content Planner

Build a practical thought leadership content plan for an attorney or practice group — identifying topics that demonstrate genuine expertise, formats that reach the right audience, and a production schedule that is realistic for a busy legal practice. Consistent thought leadership is the highest-credibility business development investment available to attorneys.

Testedv2.3Reviewed
Claude · ChatGPTOpen prompt →
business developmentProfessional

Legal Referral Network Development Strategy

Build a systematic strategy for developing and maintaining a professional referral network — identifying the right referral sources, prioritizing outreach, creating value for referral partners, and tracking the health of referral relationships. For most law firms, referral networks are the highest-ROI business development investment.

Testedv2.3Reviewed
Claude · ChatGPTOpen prompt →

Frequently asked questions

Read the Lawyers AI Guide
Professional Disclaimer

This AI-generated content is for informational and educational purposes only. It does not constitute legal advice and should not be relied upon as such. Always consult a licensed attorney for specific legal matters.