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.
Aimed at family-law attorneys at any career stage who have started seeing referrals in Identify Your Target and want to know what the work actually looks like once you commit to it.
For family-law attorneys, Identify Your Target usually shows up in active matters with specific procedural deadlines. The work has to integrate with discovery timelines, motion calendars, and (in litigated matters) trial preparation. Practitioners who carve out time for Identify Your Target analysis outside the immediate procedural pressure produce better work than those who squeeze it between filings.
The factors that drive decisions
Practitioners who work through Identify Your Target decisions systematically — identifying the key facts, the applicable legal standards, the practical options, and the consequences of each — produce client-facing recommendations that hold up over time. Practitioners who rely primarily on intuition produce recommendations that feel right in the moment but fail more often than they should.
Identify Your Target decisions in family-law-adjacent matters depend on a recognizable set of factors. Identifying them early — at intake — produces engagements that proceed efficiently. Missing them produces matters that meander and require rework. The questions that matter most are usually: what is the client’s underlying objective, what factual situation are we working from, what legal framework applies, what are the alternative paths to the objective, and what does each path cost?
How to evaluate the answers
The analytical step that most practitioners shortchange is the sensitivity test. What happens to the conclusion if a key assumption changes? If the discount rate is 5% rather than 4%? If the time horizon is 15 years rather than 20? If the asset’s growth rate is half what we assumed? Practitioners who test these variations produce recommendations that hold up under scrutiny.
Evaluating the answers to Identify Your Target questions usually involves weighing competing considerations. The legal framework may produce one answer; the financial analysis may produce another; the client’s risk tolerance may produce a third. Practitioners who can hold these multiple frames simultaneously — and articulate the trade-offs — produce better recommendations than those who default to a single frame.
When to bring in other professionals
Practitioners who maintain a working network of colleagues across adjacent disciplines have the option to consult quickly when matters touch their boundaries. Practitioners who work in isolation either accept the risk of incomplete analysis or refuse engagements they could have handled with a 30-minute conversation with a peer.
Most Identify Your Target matters require some form of multi-professional input. The family law attorney’s analysis is part of a broader picture that includes legal strategy, tax considerations, sometimes mental-health considerations, and often financial planning beyond the immediate engagement. Practitioners who recognize when their analysis has crossed into another professional’s domain produce better integrated recommendations. For deeper reference, see IRS Publication 504 (Divorced or Separated Individuals).
Creating defensible work product
Documentation of the reasoning behind Identify Your Target recommendations matters for three reasons. First, the client may not remember the conversation the same way you do six months later. Second, opposing counsel may challenge the recommendation in deposition or hearing. Third, your own future self handling a similar matter benefits from the prior reasoning if it’s accessible.
Practical documentation discipline: every significant analytical choice should appear in writing with a brief explanation of why. Why did we use a 4% discount rate rather than 6%? Why did we structure as alimony rather than property transfer? Why did we recommend mediation rather than direct negotiation? These reasoning notes don’t have to be lengthy; they have to be present.
None of this is shortcut work. The practitioners who own Identify Your Target in their markets earned their position the slow way — consistent attendance at the same conferences, careful case work compounding over years, relationships built deliberately.
How VennBoard fits in
If you’re building a focus on Identify Your Target, the case-management infrastructure matters more than most practitioners think going in. VennBoard is built specifically for family-law-adjacent practitioners and handles the document organization, the multi-party coordination, and the engagement-management that makes long-arc matters manageable.
Practitioners interested in seeing VennBoard’s case-management infrastructure for Identify Your Target work can learn more at VennBoard.com.
Further reading
ABA Family Law Section resources
IRS Publication 504 (Divorced or Separated Individuals)