1. Company Research Basics
Are attorneys familiar with the firm’s research platforms?
Are they familiar with the firm’s client intake & conflict checking process?
Can they get general info on the people they’ll pitch to?
What info is available
– Where is it?
-What kind of info does it cover?
Cost/billing?
Knowing how long the research will take

2. Business Development
For current clients and prospective clients attorneys should be able to find:
Recent developments (news, M&A activity, etc.)
Litigation history, including open cases
Potential conflicts
Has someone already made contact with them?
What do they insource?

3. Company Research Public or private Ticker name/exchange Executive
Top competitors
State of Incorporation
Headquarters and branches
End of fiscal year
Family tree
Basic financial profile

4. Company Filings Public or private or nonprofit?
What filings are required and where are they?
State or Federal?
What kind of filings are there?
How often do they file?
What is included?
Exhibits – Where
Sample contracts where
Other material

5. Executive Research Company’s executives Biography Compensation
What boards they serve on
Board of directors
Former executives

6. Industry Specific Info
Can attorneys:
Set up a Google Alert for broad industry news
Set up litigation and financial news alerts
Search EDGAR and other platforms for basic filings (10K, 8K, etc.)
Identify major industry news sources

7. Testing ideas Ask questions and track mouse clicks to see strategy
Have the attorney select the best source for problem
Live testing with a proctor
Considerations:
Use true/false questions, open ended, or multiple choice?
How long should the test take?
Should the test be timed?