Holistic Legal Counsel: Beyond Contract Review

17 Jun 2026 · 1 min

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In this segment, the speaker explains a holistic approach to legal services that goes beyond merely reviewing contracts or drafting handbooks. By maintaining an intimate understanding of each client’s business, the attorney can spot ancillary issues—such as missing USPTO or trademark protection and potential infringement risks—during contract reviews, even when those matters fall outside their primary expertise in corporate, business, real estate, and M&A. The speaker emphasizes the value of a deep bench, noting that they can consult with a 100‑plus attorney in‑house counsel team to address cross‑disciplinary concerns, delivering comprehensive counsel that clients appreciate.

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and you don't have the blinders on. So if you just get the phone call, hey, I need a contract review or a handbook, when they come to me and they have a contract review and I have the intimate knowledge of their business, I pick up on key issues. I mean, my areas of expertise are corporate, business, real estate, and mergers and acquisitions. Okay. But when I'm talking to a client and they wanna do a contract and an issue comes up, maybe their name, it's like, well, do you have that USPTO protection? Do you have that trademark protection? Is there somebody gonna rip you off or try to infringe upon your likeness of your, your company? Yeah. So I'm able to pick stuff like that up. So it may not be my area of expertise, but I have a deep bench. So when I do, am I able to pick up those issues? I could bring somebody in and consult. When you don't have blinders on, you can really do like a holistic approach to legal counsel. And I think my clients appreciate that because it's like you have a 100-plus attorney in-house counsel team. Mm-hmm.