Reading three CLE articles on Identify Your Target will give you the vocabulary. The actual capability comes from a different place — years of cases, a few mentor relationships, and the willingness to sit through hours of the kind of work that doesn’t feel like progress.
This is for family-law attorneys who are tired of generic ‘develop your practice’ advice and want specifics about Identify Your Target specifically.
The family-law attorney’s relationship to Identify Your Target differs from the consultant’s. The attorney is responsible for the legal strategy that incorporates Identify Your Target findings; the consultant is responsible for the underlying analysis. Practitioners who clearly demarcate these roles in their engagement letters — even when handling both — produce cleaner work product and reduce liability exposure.
Scoping is the first move
The engagement letter should specify what’s not in scope as clearly as what is. Identify Your Target engagements often sit adjacent to areas the client will assume are covered — tax questions, custody questions, investment questions — that aren’t. Naming these explicitly at scoping eliminates the most common source of mid-engagement misunderstanding.
For Identify Your Target matters, define the deliverable at scoping. Will you produce a written report? A memorandum? An oral presentation to the case team? A draft document for negotiation? The same matter with a different deliverable is functionally a different engagement; pretending the deliverable will ‘become clear as we go’ produces worse outcomes than naming it upfront.
Build the case file with discipline
A good Identify Your Target case file separates the engagement-management documents (engagement letter, scoping notes, communication log, billing records) from the case-analytical documents (records received, analyses, drafts, deliverables). Keeping these distinct reduces the cognitive overhead of finding what you need and makes year-over-year improvements to your templates easier to extract.
Document every conversation with the client in writing. Either a short summary email after the call or a contemporaneous note in the case file. Identify Your Target matters involve too many small decisions across too long a timeline to keep in your head, and the client will not remember the conversation the same way you do six months later.
Working with co-professionals
The protocol for coordination matters. Some matters require frequent multi-professional calls; others require occasional written updates; others require near-silence between the family law attorney and other professionals on the case. Set the protocol at scoping with the client and the other professionals so nobody is confused about who’s expected to do what.
Strong relationships with the family-law attorneys in your market are the single most important asset for ongoing Identify Your Target flow. Most matters come through these relationships. Practitioners who reliably produce good work for the attorneys they coordinate with get repeated referrals; those who produce work that creates more problems for the attorney lose the referrals quickly.
Ongoing learning that compounds
Conference attendance compounds over years. Practitioners who attend the same family-law conference annually develop both substantive depth (the sessions accumulate) and relational depth (the same colleagues show up every year). The first year produces little; the fifth year is where the network and the knowledge become genuine assets.
Specialty credentials in Identify Your Target send a signal to referral sources, but the actual value comes from the curriculum behind them. Practitioners who go through a credential program seriously emerge with better analytical frameworks than those who treat the credential as a marketing line. For deeper reference, see Federal Office of Child Support Enforcement.
The closing that protects future flow
Some Identify Your Target engagements end without producing the outcome the client hoped for. Closing those engagements well — being honest about what the work produced and why — matters more than closing the successful ones. The client may not feel great about the outcome, but they’ll remember that you were straight with them, which produces referrals over time even from disappointing matters.
The closing conversation with the client matters. Whether by phone or in person, walking the client through the deliverable, answering their questions, and confirming next steps (or no next steps) creates a clean handoff.
The honest summary of Identify Your Target for family-law attorneys: it rewards depth, it punishes shortcuts, and it compounds across years for practitioners willing to invest in the long arc.
How VennBoard fits in
VennBoard helps family-law attorneys build the operational backbone Identify Your Target engagements require — engagement letters that handle the scoping conversation in writing, case files that stay organized across long matters, communication tools that keep the broader case team coordinated, and the infrastructure that lets the practitioner focus on the analytical work rather than the administrative drag.
Learn more about how VennBoard fits into a family law attorney practice focused on Identify Your Target at VennBoard.com.
Further reading
National Center for State Courts
Federal Office of Child Support Enforcement