Carlton Fields is committed to providing client-focusedstate-of-the-art, cost-effective legal services across all our engagements. Everything we do advances this commitment. It is evident in our lean business platform, client service standards, the premium we place on innovation, and our use of evolving technology and processes.

  • Understanding Your Needs

    Client Advisory Board

    We created a Client Advisory Board, comprising general counsel and CEOs of key clients across industries. The Board meets with firm management and client relationship partners to provide updates on its members’ industries, companies, concerns, and experiences with legal services. During these periodic meetings, we discuss client expectations, preferences, trends, developments, and issues on the horizon. Not surprisingly, our clients’ thoughts on “disrupters” and the impact of technology on all their industries loom large. These meetings help our firm anticipate, understand, and better serve our clients, giving us feedback on our innovations and service delivery.  

    In-House Counsel Forums

    Our firm regularly hosts various forums for general counsel across the country built around what they tell us they want to learn and discuss. We provide cutting-edge information on best practices, emerging legal issues, regulatory enforcement priorities, cyber risks and strategies, and practical insights on enterprise risk management, professional development in in-house legal departments, diversity and inclusion, outside counsel management, and other client-identified issues. We create safe zones where our clients’ general counsel can discuss with peers the most important and sensitive issues confronting their businesses, sharing and learning best practices. We engage leading experts to conduct ideation exercises and scenario planning. Our clients consistently rank our forums among the best they attend.

    These forums provide as much value to our firm as to our clients by helping us stay abreast of our clients’ top-of-mind concerns. We learn where they are most eager for our help, and the steps they are taking to address the latest challenges. We apply this learning to adapt our client service to deliver not just what we have to sell, but what clients want to buy.  

    Industry Focus

    Our clients expect us to be experts on their industries and businesses so we can bring true value to the table from the very start in the most challenging engagements. We were an early-mover in creating industry groups and adopting an industry focus in key economic sectors we serve, requiring our professionals to learn deeply on their own time the contours, constituent elements, business drivers, legal framework, challenges, and opportunities of each of these industries. Our professionals regularly write, speak, and facilitate state-of-the-art programs in our targeted industries, providing thought leadership and guidance to industry stakeholders. This enables our firm to deliver extraordinary value and efficiencies to the clients we represent in these industry sectors.

  • Meeting Your Needs

    Client Service Standards

    Years ago, in our quest to determine what distinguishes best-in-class client service, we began studying hundreds of “best practices” widely discussed in the profession. We culled a list of five that our experience and discussions with clients have proven offer the greatest impact. We adopted these as our firm’s Client Service Standards to guide each of our engagements.

    Client teams
    You will have a dedicated team of attorneys, government consultants, and staff for your matters who understand your business and industry.  

    Upfront commitments
    At the outset of each engagement, we will discuss your expectations, including your business objectives, goals, timeline, staffing, budgets, and preferred means for communicating. 

    Post-matter briefing
    We will meet with you to discuss your experience once the matter is complete. 

    Client visits
    We will visit you at your place of business annually at no charge. 

    Value above and beyond
    We will provide value to you above and beyond our legal work by helping you meet your goals, challenges, and aspirations.  

    Project Management

    Our Client Service Standards emphasize our commitment to identifying and meeting client expectations from the very start of every engagement. We begin by discussing with clients their business goals, objectives, budget, and preferred means of navigating the engagement. We seek to size up the challenges and opportunities inherent in each engagement from the start, working with our client, as appropriate, to conduct an early case (matter) assessment. Then we map out and discuss alternative strategies — and trade-offs — for reaching the finish line, each with its own costs. We know our clients want the cost of legal representation to be commensurate with the value achieved, and we work with them to strike the right balance.

    Once we land on a strategy, our team leaders work with our firm’s project management professionals, client team, accounting staff, and director of technology to develop a work plan, staffing strategy, and fee structure to achieve the most cost-effective balance of professional and technological resources, both in-house and outside the firm, and to provide the most transparency and certainty to the client.

    We are innovators in the use of alternative fee agreements, taking creative approaches to managing entire portfolios of work to achieve better outcomes for our clients at lower costs. Hourly billing is basically “cost-plus” billing — the default option absent better information about economies that could be achieved by grouping and managing similar matters together rather than approaching them on a “one-off” basis. Hourly billing can also be built on arbitrary assumptions about what true costs might be for any engagement. We have taken innovative approaches to pricing significant engagements when we are able to identify and assemble a dedicated team from the outset for such engagements and tailor a work plan to achieve optimum results. We share the savings from our portfolio management with our clients, creating a win-win for them and our firm.

    We foster strong relations with trusted third-party vendors to help clients identify and assess expeditiously alternatives available to manage the work on any file. Even more, our tech staff assists clients with their own external vendor management programs to help guard against cyber intrusions.

    We deploy state-of-the-art tech tools to facilitate project management and expedite workflow in litigation and transactional matters, including: Ideate, an online dashboard enabling monitoring and data visualization of work in progress against budget, which helps us manage workflow to achieve optimum outcomes.

    Practical Law, software for corporate transactions, supported by over 200 attorney editors on staff devoted to investigating such transactions, that facilitates research into deal terms in similar transactions, with supporting authorities, effectively supplanting work that is typically performed by associate attorneys in corporate deals 

    X1, a software crawler that helps us conduct “social” discovery, browsing social media sites 

    Contract Companion, an AI tool that helps identify and prevent errors in real estate transaction documents 

    Relativity, a suite of software for use in predictive coding of documents exchanged in discovery, document review and collection, and data analytics

    Litigation Support

    We provide highly competitive, in-house alternatives to vendor outsourcing for management of all e-discovery, including predictive coding, document review, data analytics, data hosting, pre-processing, processing in native format, and processing in TIFF format, and we offer for a competitive fee user licenses for our clients’ in-house professionals. Through our services, we have saved clients up to 300% of costs they might otherwise incur, while providing them with superior ability to preserve and organize important data. 

    Clients prefer to use our firm for litigation support over third-party vendors not only because we manage e-discovery at highly competitive prices, but also because we provide secure data-hosting that competitors may not always offer. Clients prefer to have their data in one place. They trust our firm with their data because we invest strategically in cybersecurity (described more fully below), enabling complete matter life cycle management by our attorneys.


    We understand that when we manage client data, we must make every reasonable effort to keep it secure. Law firms, however, are prime targets for cyberattacks. An average of 10,000 intrusions occur daily at law firms, and 66% of law firms reported a breach in 2016, according to a survey by IT consulting firm LogicForce. We appreciate the critical importance of safeguarding our clients’ sensitive data. This is why we sought and earned ISO/IEC 27001:2013 certification — the most widely adopted information security standard in the world and the highest level of security-related accreditation a business can achieve — in every office in our firm.  

    Moreover, our Cybersecurity and Privacy Practice and IT professionals collaborate with clients to assist them in developing a seamless strategy and approach to cybersecurity threats that helps them ensure that their own businesses are both technically prepared and compliant with all governance and regulatory requirements. We provide a range of services, including:

    • Incident response plan review/updates
    • Document retention (physical and technological) guidelines review/assessment
    • Physical security assessments
    • Data privacy/GDPR briefing and Q&A
    • Third-party audits of response, compliance, and post-audit remediation of information security matters
    • Secure vendor management program development
    • Wire fraud email investigation assistance
    • Website defacement investigation assistance
    • Phishing awareness, training, analysis, and testing
    • Disaster recovery/business continuity planning and assessment
    • Project management for infrastructure or operational projects
  • Embracing the Future

    Through teams of tech experts, consultants, and attorneys, we create and deploy cutting-edge technology systematically and strategically to enhance the efficiency of our own operations, improve the delivery of client services, and provide the kinds of tech tools and solutions at superior value that many clients must outsource to tech firms to achieve. Our Tech Innovation Group uses a proprietary software system, IdeaWake, to identify client pain points and bottlenecks and then works internally and externally, with associated tech consulting firms, to develop cost-effective solutions.

    Annually, the firm conducts an Innovation Challenge, inviting all lawyers and employees to submit concepts for trailblazing technological solutions to improve the firm’s operational efficiency and service delivery. This not only spawns valuable and useful concepts and tech tools directly, but also creates an innovation culture at our firm, benefiting our clients in many ways.

    Our Tech Innovation Group also continually works to identify best practices and innovations to help us disaggregate the work we do for our clients to ensure that we can provide each component — either ourselves or through outsourcing — in the most cost-effective fashion. And we are working together year in and year out with some of the most respected tech firms in the country to explore and develop tech tools and innovations to serve our clients’ needs.

  • Technology Excellence
    Carlton Fields was recognized as one of the best-branded law firms among general counsel and legal decision-makers in the BTI Brand Elite 2018: Client Perceptions of the Best-Branded Law Firms. Specifically, corporate counsel ranked the firm in the top 15% of all firms for using technology in new ways to add client value.


The information on this website is presented as a service for our clients and Internet users and is not intended to be legal advice, nor should you consider it as such. Although we welcome your inquiries, please keep in mind that merely contacting us will not establish an attorney-client relationship between us. Consequently, you should not convey any confidential information to us until a formal attorney-client relationship has been established. Please remember that electronic correspondence on the internet is not secure and that you should not include sensitive or confidential information in messages. With that in mind, we look forward to hearing from you.