Just began my role as the new Compliance and Legal Officer for a relatively new startup. Having my first “meet & greet” with the organization’s primary outside counsel. Till now, the CEO has been the primary point of contact. From the perspective of outside counsel, what are some introductory items that would make for a productive first meeting?

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Posting as :
works at
You are currently posting as works at

You are the new person they need to please.

Read the engagement letter. Have them present their capabilities. Get their matter history and billing. Understand which partners do what.

They essentially need to re-pitch for the business and will likely treat it as such as you could switch firms.

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Don’t think this is true. They were hired bc your boss likes them. He likes them more than you at this point, so don’t go into it like they have to pitch you.

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