Client:
Forbes Solicitors Commercial Division
Sector:
Legal Services / Professional Services
Service Provided:
Strategic Workshop Facilitation – Internal Collaboration & Cross-Selling Culture
Background
Forbes Solicitors is a leading UK-based law firm offering comprehensive legal services across commercial and private client sectors. Within its Commercial Division, which spans Corporate, Employment, Commercial Property, Litigation, and Insolvency, the leadership team had a clear focus: to enhance collaboration between departments further and strengthen its approach to client delivery through a more unified commercial strategy.
Recognising that successful law firms of the future will be those that think and act as one team, Forbes was committed to developing a culture of internal alignment and cross-functional awareness. To support this ambition, the firm engaged Logros Advisory Partners to facilitate a bespoke strategy workshop to empower the division to work even more closely together and unlock new value for clients.
Challenge & Opportunity
While the Commercial Division was already performing strongly, there was a recognised opportunity to increase visibility of the breadth of expertise across the teams and encourage more proactive internal collaboration, particularly in introducing services to clients more holistically.
Rather than “solving a problem,” the objective was to build on what worked well and create a platform for long-term internal growth, behavioural alignment, and cross-team understanding. By reinforcing a shared commercial mindset, the division could continue to evolve its client relationships, increase internal referrals organically, and enhance the overall client experience.
This approach is especially practical for multi-service law firms where departments often operate independently. Whether you’re a regional practice or a national firm, the opportunity to unlock growth from within, through collaboration and cross-functional alignment, is significant. This case study shows what’s possible when firms invest in their people and internal culture.
Objectives
- Strengthen relationships and communication across commercial teams
- Reinforce a shared understanding of the division’s strategic priorities
- Explore the mindset, behaviours, and beliefs that underpin effective collaboration
- Build confidence around internal introductions and value-led cross-selling
- Lay the groundwork for long-term cultural and commercial alignment
Our Approach
The interactive workshop, led by executive coach and strategy advisor Lee Dinsdale, brought together 12 senior leaders across the Commercial Division. The format was designed to blend strategic thinking, self-reflection, behavioural insight, and practical discussion, explicitly tailored to the needs of a multi-disciplinary legal team.
The session explored the psychology behind collaboration and decision-making, using proven strategic and behavioural frameworks to guide the conversation. Participants reflected on internal behaviours, shared client opportunities, and the cultural elements that support or hinder collaboration. The group discussed a Cross-Selling Charter a foundational agreement on collaborative behaviours and shared expectations moving forward.
By focusing on mindset and action, the session helped shift the conversation from theory to practical steps the division could take immediately and sustainably.
Outcomes
- Increased awareness of internal service strengths and how they complement one another
- Honest, productive conversations around what supports or blocks internal collaboration
- Clearer understanding of how cross-functional thinking can add value to client service
- Strengthened alignment across teams toward a more joined-up commercial vision
The session laid the groundwork for future initiatives and positioned the division to make more consistent and confident internal referrals, rooted in trust, understanding, and client-centric thinking.
Cross-selling strengthens internal culture and can drive meaningful commercial outcomes. By improving internal awareness and increasing client touchpoints, law firms can generate more work per client, improve retention, and reduce the need for costly external business development efforts.
Client Testimonial
“Working with Lee Dinsdale and Logros Advisory Partners on our Partner and Heads of Department Commercial Division strategy session was both insightful and engaging. Lee constructively challenged our thinking and helped us explore practical approaches to improving internal cross-selling.
The session was well-structured, combining strategic frameworks with real-life application, and encouraged open, honest discussion across departments. It gave us a clearer understanding of the barriers and opportunities around collaboration.
I’d highly recommend Lee to any professional services firm looking to improve internal alignment and unlock more value from cross-functional working. His ability to facilitate meaningful conversations and turn strategy into action was a real asset to the day.”
Emma Swann, Commercial Division Leader, Forbes Solicitors
Why It Matters
In today’s fast-moving legal and advisory environment, firms that align internally are better placed to win, retain, and grow client relationships. By investing in this reflective, strategic session, Forbes Solicitors continues to lead from the front, creating a culture where collaboration, performance, and client service go hand in hand.
If you’re a law firm looking to enhance internal alignment and unlock new growth through cross-functional collaboration, we’d be happy to explore how a session like this could support your goals.
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Lee Dinsdale is an experienced advisor, entrepreneur, and business leader with over 20 years of experience in investment management, private banking, and business advisory services. He co-founded Logros Advisory Partners, where he works with business owners to drive growth, create value, and achieve successful exits.