EPISODE 27: How to Discuss Your Book of Business Without Oversharing
In almost every lateral partner conversation, there comes a critical moment: the firm asks you to describe your book of business. They need to understand your client relationships, origination numbers, and total revenue to evaluate your economic fit.
The challenge lies in threading the needle between being substantive enough to be taken seriously and maintaining the strict professional confidentiality owed to your clients. Most attorneys handle this poorly—either oversharing early on or being so vague that the firm cannot assess their practice.
In this episode, Andrew Wilcox—legal recruiter since 2003—provides a practical framework for discussing your book of business with the right balance of transparency and discretion.
The key to protecting both yourself and your clients is matching the level of detail you share with the specific stage of the lateral process:
• Industry sectors (e.g., "energy, health care").
• Client/matter types described anonymously.
• Origination and billing ranges (e.g., "$2.5M–$3M originations").
• Specific client names provided in writing.
• Provided only to the recruiting partner or conflicts team under strict confidentiality.
General Industry Sectors: Totally fine. Focus on broader categories (e.g., private equity, healthcare, manufacturing).
Publicly Known Representations: Generally safe, provided you are listed in public filings, media coverage, or on the client’s website. Even then, share strategically.
Non-Public Clients: Requires extreme care. Always describe the work using generic identifiers (e.g., "a major health system" or "a privately held manufacturing company").
Matter Strategy & Substantive Facts: Never appropriate without explicit client consent.
When pressed for specific client names or exact figures too early in the process, use a direct, professional script that reinforces your high ethical standards:
"I'm happy to provide that level of detail as we get further into the process and I have confidence this is a serious mutual fit. At this stage, I want to be careful about client confidentiality. What I've shared gives a solid picture of the practice, and I look forward to going deeper when we're both ready."
"A firm that respects your boundaries early in the process and handles your information with care is showing you they can be trusted. A firm that pressures you for detailed client information prematurely is telling you something about their judgment." — Andrew Wilcox
Navigating lateral partner questionnaires and conflicts disclosures requires precision. If you want confidential guidance on framing your book of business for potential target firms, reach out today: