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Three Rookie Mistakes That Can Cost You A Lateral Offer

Three Rookie Mistakes That Can Cost You A Lateral Offer

October 9, 2018   |   Written by Adam S. Weiss

Ask any recruiter about the most frustrating part of his or her job, and you’ll likely receive a response along the lines of: “Keeping candidates from tripping over their own feet.”

To be sure, many law firm partners are smooth, well-prepared, and wary of the most common recruiting pitfalls. Yet many–perhaps a full half of them–fall into predictable traps that recruiters have seen dozens of times before.

So, what are those pitfalls? In many cases, a candidate lets ego and hubris get in their way: by thinking that they know more about the partner recruiting process than do their recruiters, candidates often ignore critical advice. So here is some experience-based advice about common, avoidable lateral recruiting pitfalls. Ignore it at your own peril.

Rookie Mistake #1:  Indiscretion

Usually, recruiting faux pas result from candidates’ disregarding sound recruiter advice: such as the fundamental admonition to Speak No Evil about current (and soon-to-be-former) colleagues. Nothing is a greater turn-off to representatives of a prospective firm than a lawyer who speaks ill of his or her current firm.

In the first place, saying negative things about one’s current firm simply shows bad manners: even when there is nothing nice to say about one’s actual situation, the polite approach is to say nothing it all. Second, badmouthing anyone—especially one’s own colleagues—is a behavior that probably says more about the candidate than about anyone he or she chooses to discuss. Finally, a candidate who disparages any firm naturally raises the possibility, in the minds of his or her interviewers, that their firm could eventually suffer the same treatment. Accordingly, a well-prepared candidate knows how to answer the question, “Why are you looking to make a move?” with a reply that shines a positive light on his or her own candidacy, without shining a negative light on anyone else.

Other forms of indiscretion are equally distasteful to prospective firms. For example, publicly discussing that one is interviewing with other firms could signal a disregard for confidentiality generally.

Telephone and email communications should likewise be handled confidentially. For example, an attorney in the process of exploring possibilities with other firms can raise suspicions among current colleagues (including secretaries/assistants) by spending too much time on unaccounted-for calls with the office door closed. And of course, email communications via firm computers or servers should never be considered truly private; even non-firm email accounts (e.g, Yahoo!, Hotmail, or Gmail), should only be accessed from personal, non-firm, computers or mobile devices. Unsurprisingly, some recruiters encourage candidates to minimize communications with them during regular business hours, and typically spend substantial time working after-hours and on weekends, to avoid raising eyebrows.

Rookie Mistake #2:  Playing Coy or Hard-to-Get

Not all recruiting mistakes result from being indiscreet. On the contrary, another prominent pitfall is to appear a bit too discreet, to the point of appearing disinterested.

Lateral lawyers who play coy or hard-to-get, either with prospective firm representatives, or with their own recruiters, do themselves a severe disservice that could cost them offers. Firms that sense that a candidate is unenthusiastic about the prospect of moving, simply turn their attention elsewhere. (Attractive firms have no shortage of candidates applying for consideration—indeed, an initial challenge most firms face is triage, in which enthusiasm is an important criterion for advancement through the process). This is not surprising: interviewing and assessing lateral candidates is time- and resource intensive, so firms try to avoid squandering scarce attention on candidates perceived as unlikely to accept an offer. Lateral lawyer candidates are therefore well-advised to be forthcoming with prospective firms.

A specific type of coyness that deserves attention is what I call the I-Won’t-Tell-You-I-Like-You-Until-You-Tell-Me-You-Like-Me-First Gambit. In this scenario, an attorney refuses to give permission to refer his or her name to a prospective firm, until the recruiter first ascertains that the firm would be interested in a candidate with his or her characteristics—i.e., tenure, practice type, size of book of business, annual billings, etc. Nothing is to be gained from such reticence, as the answer is virtually always the same: “Sure, we’re interested . . . if it’s the right person.” As the lateral recruiting process unfolds, this sort of reticence often looks like needless posturing—not a good impression to leave with prospective colleagues.

Rookie Mistake #3:  Delay

Delay is another candidacy-killer. And the two periods of the lateral lawyer process most subject to delay are:

  • Completing due diligence forms, or Lateral Partner Questionnaires (“LPQs”)
  • Scheduling interviews

Firms are quite sensitive to the amount of time it takes a lateral candidate to complete the LPQ because without the basic information that that document furnishes about clients and historical billings and collections, there is really no rational way to decide whether to extend an offer. Nevertheless, firms understand that such information may be difficult to acquire or reconstruct, and burdensome to prepare. Accordingly, Lateral Lawyer Group recommends that ALL lawyers regularly request, and keep copies of, their annual time/billing records, to facilitate a lateral move if and when required. Any number or reasons may be cited, particularly the desire to track personal business development and billings/collections goals. Likewise, interviews should be scheduled and conducted as soon as possible after a lateral lawyer candidate is referred to a prospective firm. Momentum counts.

Bonus Pitfall: Foregoing Creation of a Market for Your Practice and Services

Another important mistake candidates make is to approach firms serially, rather than simultaneously, and thereby forego the benefits of creating a competitive “market” among firms. It is unclear why candidates think this benefits them, but it is a common error. After all, if you do not approach Firm B until well after approaching Firm A, by the time Firm B makes an offer, Firm A’s offer may have grown stale. And, in any case, Firm A would perceive, correctly, that its offer was being “shopped” and Firm B would likewise perceive that it was considered a second choice. (Firm C is right out). In our experience, candidates hem and haw about why they wish to proceed in this fashion, and we have reached the conclusion that the true reason is their own ambivalence about making a lateral move at all. Thus, some recruiters hesitate to work with candidates who decline to approach several attractive target firms at once: they are less likely to receive offers; they are less likely to accept offers; and the offers they receive are axiomatically less attractive than if they had created a market among several competing firms at once.

Maximize lateral offers by creating a market where firms compete for your practice.

Adam S. Weiss

An experienced partner-level recruiter with an almost two-decade track record of successful placements, Adam is the author of "The Lateral Lawyer®: Opportunities and Pitfalls for the Law Firm Partner Switching Firms." His recent placements include partners in litigation, corporate and securities, intellectual property, tax, and regulatory law.

Adam began his career as an associate attorney in the Houston office of Weil, Gotshal & Manges, working in both the litigation and transactional practices, and primarily serving clients based, or having business, in Latin America.

A veteran dealmaker, Adam’s business experience includes three years with McKinsey & Co., Inc., where he advised global players in the fields of energy, transportation, consumer electronics, and the performing arts, and GC/business development roles with several early-stage companies.

Adam received a B.A., summa cum laude, from Princeton and a J.D. from Harvard Law School.

Connect with Adam S. Weiss

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