South West Legal Firm – Framework Agreement

Client Requirements
A South West based Legal Firm was seeking to secure regular work from a local authority framework agreement

The firm had no experience of creating formal tender documents and did not understand the competitive tendering process

Optimise4 worked with them to identify opportunities and respond effectively. This comprehensive coaching and mentoring programme began with O4 writing a compelling bid that secured the firm a place on a lucrative local authority framework agreement. The next stages were to guide the client’s staff through the process on the next live bid, coaching them through defining a value proposition, articulating that value through the documents, building a relationship with the buyer and ensuring the final tender would score maximum points.


  • A team skilled in tendering
  • Places won on all of the three framework agreements tendered for
  • A fabulous potential return, from multi-year frameworks, for a modest initial investment
  • A library of well-written material covering the value of their organisation, their capabilities, policies and procedures that can be reused

Having secured these framework agreements with multi year repeat revenues the firms confidence has improved and they have embarked on a growth strategy to become a recognised leading law firm in the region. Several new contract are being pursued with some early initial success.

‘Sonia worked with us to produce a piece of targeted promotional literature and we were very impressed. We would recommend Optimise4 for their professionalism and approach. They are easy to work with, friendly and approachable’
Sam Morgan, Senior Clerk
Rougemont Chambers

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