Competitive Intelligence for Business Development Professionals
(CI for BD Professionals)

Data is ubiquitous in today’s law firms. The ability to filter, analyze and apply that data is not. CI for BD Professionals on-demand online training tackles this gap head on.

Register today to secure your spot.

Register today to secure your spot.

Our recent study on The Evolution of Competitive Intelligence in Law Firms, co-produced with Acritas, revealed the area in which law firm leaders most want to improve is in their team’s ability to connect the dots. CI for BD Professionals can help you and your team deliver on this goal.

the program

  • 10 courses tackling everything from competive analysis to using forward-looking analytics to orchestrating an effective, actionable go-to-market plan

  • Catered to all levels, with an emphasis on using data and analytics strategically

  • Available individually, as needed, or in a full online learning suite (*includes designation as a CI for BD Professionals graduate)

  • Quarterly live Q&A calls hosted for all active learners

The ten available courses may be purchased individually or as a complete package. Each course runs approximately 50 minutes. Special pricing available to enterprises with 3 or more registrations.

The courses

  • An Introduction to CI in Law Firms: Keys to Leveraging Data Effectively

  • Finding Opportunity: Using Data to Target Growth, Capitalize on Trends and Win New Clients (featuring Allison Nussbaum, representing Manzama)

  • Cultivating Existing Client Relationships Part I: Driving Value, Anticipating Needs and Cross-selling

  • Cultivating Existing Client Relationships Part II: Preparing for Client Feedback, Client Teams and Major Meetings (featuring Lizzy Duffy of Acritas)

  • How to Differentiate in an RFP: Demonstrating Client Knowledge and Competitor Analysis (featuring Neil Maggenheim of Lex Machina)

  • Storytelling and Presentation of Information

  • Thought Leadership: Developing and Monitoring Investments (featuring Tim Gowan of MarketLine)

  • Laterals and Talent: Finding the Right People (featuring Patrick Fuller of ALM Legal Intelligence)

  • Anatomy of a Go-To-Market Plan

  • The Future of Law Firm CI from the Experts

The primary emphasis for the CI for BD Professionals graduate is how best to extract and articulate pertinent insights to enhance the client development capabilities of the team, lawyers and firm. Each graduate will recieve special designation once they have completed the full suite of 10 courses.


The lead trainer

Marcie Borgal Shunk has been helping law firm clients transform insights into action for more than two decades. She is an expert on legal market trends and works collaboratively with law firm leadership to infuse a smart, data-driven approach to planning and executive decisions. Read more here.


Email Marcie Borgal Shunk at