Moving the meeting to virtual? Use this tool

Person on virtual meeting; woman looking at computer

PORTICO MEETING PREP WORKSHEET

Participants often struggle to follow the conversation in remote formats. When working with a law firm a few years ago we leaned that more than 90% of the associates never met their clients in-person. They were so worried about interrupting a senior partner or the client that they lost track of what they needed to share and needed to learn.

We created a worksheet to help organize thoughts beforehand and track the conversation during. Download the PDF and let us know how it works for you.