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Mastering the Request for Proposal (“RFP”) Process: Best Practices and Lessons Learned

(282 reviews)

Produced on October 23, 2018

$ 89 Contract and Business, Corporate, & Securities In Stock
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Course Information

Time 1h 1m
Difficulty Intermediate
Topics covered in this course: Contract Business, Corporate, & Securities

Course Description

This program, presented by Lindsay Tasher, Sam Tasher, and Steve Tasher of Wyatt Partners, will explore how in-house counsel can successfully master the Request for Proposal process when hiring counsel, experts, consultants, and vendors for litigation or transactions. Our panel will guide attendees through the entire RFP process – the necessary preparation; the drafting process; best practices in analyzing information received (and following up regarding same); evaluating potential fees/expenses, required workload, and alternative approaches to your matter; and best corporate/firm practices to maximize the benefits of what in today’s legal market is the most useful first step to address and prepare for an upcoming litigation or transaction.

Through their widely diverse range of experience on these issues (from in-house, private practice, and fee expert perspectives), our speakers will provide insights on a topic that affects everyone in today’s legal and business market.

Learning Objectives:

  1. Briefly discuss the fundamental underpinnings of the RFP process, and their relationship with the Rules of Professional Conduct 1.2, 1.4, 1.5, Rule 5, and the client’s obligation and responsibility to select the scope of work
  2. Determine of the types of matters for which an RFP might be appropriate
  3. Identify best corporate practices in preparation for the RFP process (assessment of the matter, evaluating risks/stakes, determination of type of counsel, experts, vendors, and consultants to hire, size/location of firm, roles for multiple counsel, etc.)
  4. Discuss how to structure the RFP (format and substance)
  5. Incorporate the various stages of your litigation/transaction into your RFP
  6. Include language to maximize information received on budgeting and anticipated costs for your litigation/transaction
  7. Examine the interview and selection process (what to ask and when to request supplemental information)
  8. Review responses to look for to distinguish between law firms (from a fee/workload standpoint)
  9. Explore lessons learned and surprises encountered during the RFP process

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Lindsay H. Tasher

Wyatt Partners

Lindsay H. Tasher is Managing Director at Wyatt Partners, where she focuses her time on attorney fee expert witness work, advising major corporations and law firms on the development of litigation budget programs and billing guidelines, and assessing and evaluating the reasonableness of attorney’s fees in complex litigation in federal and state court throughout the United States. Prior to her work with Wyatt, Lindsay was in private practice in two law firms – one in New York and one in New Jersey. She handled all types of civil litigation, with an emphasis on aviation mass-tort law and wrongful death/personal injury claims against airlines and their insurers. She also gained experience in product liability and asbestos defense litigation, as well as various commercial claims under both New York and Jersey state and federal law, including claims for breach of contract, fraud, negligence, and breach of fiduciary duty.

Lindsay received her undergraduate degree in English from Princeton University in 2000 and her law degree from The George Washington University Law School in 2005. She currently serves on the board of Cancer Hope Network as co-chair of the Marketing Committee and Golf Committees (and, for several years, served as General Counsel), a not-for-profit organization that provides free and one-on-one support to cancer patients and their families.

Lindsay also served several terms on the George Washington University Law School Alumni Association Executive Board of Directors, and currently serves as Chair of the Barrister’s Society.

Samuel L. Tasher

Wyatt Partners

Samuel L. Tasher is Managing Director at Wyatt Partners. In this capacity, Samuel provides expert analysis and opinions on the reasonableness of attorneys’ fees in complex litigation around the world, and serves as an advisor to major corporations and law firms on the development and implementation of billing guidelines and other tools to manage their legal spend. Samuel also serves as the General Counsel of Cloud X Partners, LLC (a cloud technology company), for which he manages its legal matters and supervises its outside counsel for litigation and corporate governance. Samuel is also a frequent lecturer on legal ethics and attorneys’ fees around the country. Samuel received his A.B. (cum laude), J.D., and LL.M. from Duke University.

While at Duke, Samuel spent several years working for Duke University’s Athletics Department in various capacities, including the Compliance Office and Legal Department. Samuel spent a summer in the legal department of the New York Yankees. Samuel is licensed to practice law in New York, New Jersey, and the District of Columbia.

Steven A. Tasher

Wyatt Partners

Steven A. Tasher is one of the nation’s leading experts on legal fee matters. He is the Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. As CEO, he serves as an expert, assessing and evaluating the reasonableness of attorneys' fees and expenses in complex litigation in federal and state courts throughout the United States and as an advisor to major corporations and law firms on the development and implementation of billing guidelines, litigation budget and bill review programs. His entire legal career has focused around the handling and supervision of major litigation throughout the world.

Before launching Wyatt Partners, Steven served as Vice President and Associate General Counsel of Wyeth and as Senior Vice President of its pharmaceutical division. His responsibilities included the supervision of five global operating departments of the company as well as supervision of the company’s major litigation.

Prior to Wyeth, he was a partner in two major international law firms, Donovan Leisure Newton & Irvine and Willkie Farr & Gallagher, an in-house counsel for the DuPont Company and Deputy Attorney General for the State of New Jersey where he handled major litigation and appellate matters and served as Chief Counsel to four cabinet officers.

Steven currently sits on the boards of several corporate, philanthropic and academic institutions and is an adjunct faculty member at the New Jersey Institute of Technology. His educational background includes a B.A. degree with honors from Rutgers University and a J.D. degree with honors from the George Washington University Law School.


Kamran M.

very effective use of multiple presenters

Lourdes C.

Great and effective overview. Includes ethical responsibilities as well

Maurice P.

I’ve now taken many Lawline corses. The three presenters from the same law firm that presented this course were extremely well prepared and complemented each other’s presentation in a very clear and succinct way.

Robert N.

One of the best Lawline classes I have taken. Thank you!

Brian C.

This was a well organized and presented course.

Regina H.

Great presentation

Jackie H.

I wish this program had been available many years ago when I served as In-house Counsel for a large bank. Excellent points made about getting everything down in writing, so no surprises. Front-end analysis of Client's Goals and Means are often not addressed sufficiently by either party. Communication and point of contact on both sides are key. Thanks for providing this particular program.

Donald N.

This was not what I thought it was going to be as far as content, but was EXCELLENT.

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