{"id":26524,"date":"2025-11-20T07:19:34","date_gmt":"2025-11-20T07:19:34","guid":{"rendered":"https:\/\/www.ip-pilot.com\/?page_id=26524"},"modified":"2025-11-20T07:40:17","modified_gmt":"2025-11-20T07:40:17","slug":"plan-bd-trrip","status":"publish","type":"page","link":"https:\/\/www.ip-pilot.com\/en\/help-center\/ip-pilot-use-cases\/plan-bd-trrip\/","title":{"rendered":"Plan a BD Trip: Prioritize Which Current Associates to Meet"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1248px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_6 1_6 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:16.666666666667%;--awb-margin-top-large:0px;--awb-spacing-right-large:11.52%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:11.52%;--awb-width-medium:16.666666666667%;--awb-order-medium:0;--awb-spacing-right-medium:11.52%;--awb-spacing-left-medium:11.52%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><i class=\"fb-icon-element-1 fb-icon-element fontawesome-icon fa-flag fas circle-no fusion-text-flow\" style=\"--awb-iconcolor-hover:var(--awb-color1);--awb-font-size:16px;--awb-margin-right:8px;\"><\/i><a class=\"fb-icon-element-2 fb-icon-element fontawesome-icon fa-arrow-alt-circle-left fas circle-no fusion-link\" style=\"--awb-iconcolor:var(--awb-color6);--awb-iconcolor-hover:var(--awb-color4);--awb-font-size:64px;--awb-margin-top:0;--awb-margin-right:0;--awb-margin-bottom:0;--awb-margin-left:0;--awb-align-self:center;\" href=\"https:\/\/www.ip-pilot.com\/en\/help-center\/ip-pilot-use-cases\/\" target=\"_self\" aria-label=\"Link to https:\/\/www.ip-pilot.com\/en\/help-center\/ip-pilot-use-cases\/\"><\/a><div class=\"fusion-text fusion-text-1\"><p style=\"text-align: center;\"><strong><a href=\"https:\/\/www.ip-pilot.com\/en\/help-center\/ip-pilot-use-cases\/\">Back to Use Cases<\/a><\/strong><\/p>\n<\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_2_3 2_3 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:66.666666666667%;--awb-margin-top-large:0px;--awb-spacing-right-large:2.88%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:2.88%;--awb-width-medium:66.666666666667%;--awb-order-medium:0;--awb-spacing-right-medium:2.88%;--awb-spacing-left-medium:2.88%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-2\"><p><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\">Use IP Pilot to decide which of your existing partners in your target country deserve face time on your next trip. Follow these steps to review your own firm to see active partners and reciprocity, drill into each partner\u2019s profile to understand decision makers, clients, and more to build a short, priority list aligned to your goal (win more inbound work, improve reciprocity, or maintain relationship health).<\/span><\/p>\n<p><b>Before you start<\/b><\/p>\n<ul>\n<li>Identify your goals for this trip:\n<ul>\n<li>win more inbound cases<\/li>\n<li>improve reciprocity<\/li>\n<li>maintain relationship health<\/li>\n<li>or something else<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>1. Open your firm\u2019s profile<\/b><\/p>\n<ul>\n<li>Go to <b>Analyze \u2192 Law Firms.<\/b><\/li>\n<li>Search your own firm and open the profile (select the relevant entities if there are multiple).<\/li>\n<\/ul>\n<p><b>2. Limit the view to the country you\u2019re visiting<\/b><\/p>\n<div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"1625\" height=\"409\" title=\"image-20250814-130908\" src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908.png\" data-orig-src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908.png\" alt class=\"lazyload img-responsive wp-image-26529\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271625%27%20height%3D%27409%27%20viewBox%3D%270%200%201625%20409%27%3E%3Crect%20width%3D%271625%27%20height%3D%27409%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908-200x50.png 200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908-400x101.png 400w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908-600x151.png 600w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908-800x201.png 800w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908-1200x302.png 1200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130908.png 1625w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div>\n<ul>\n<li><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\">Open <b>Case Exchange<\/b>.<\/span><\/li>\n<li>Set <b>Year Type<\/b> to <b>Case Exchange Year<\/b> and choose a recent multi-year window.<\/li>\n<li>Use the country filter to keep only the country you plan to visit.<\/li>\n<li>Review the <b>Sent vs. Received<\/b> flow with partners in that country.<\/li>\n<\/ul>\n<p><b>3. Read the charts based on your priority<\/b><\/p>\n<ul>\n<li>Use <b>International Case Exchange<\/b> to see the <b>sent\/received<\/b> balance.<\/li>\n<\/ul>\n<div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><img decoding=\"async\" width=\"809\" height=\"300\" title=\"image-20250814-130945\" src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945.png\" data-orig-src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945.png\" alt class=\"lazyload img-responsive wp-image-26532\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27809%27%20height%3D%27300%27%20viewBox%3D%270%200%20809%20300%27%3E%3Crect%20width%3D%27809%27%20height%3D%27300%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945-200x74.png 200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945-400x148.png 400w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945-600x222.png 600w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945-800x297.png 800w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-130945.png 809w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div>\n<ul>\n<li>Scroll to <b>Important Partners<\/b> to view partner firms and exchanged volumes for the selected period.<\/li>\n<\/ul>\n<div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><img decoding=\"async\" width=\"1578\" height=\"385\" title=\"case exchange\" src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange.png\" data-orig-src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange.png\" alt class=\"lazyload img-responsive wp-image-26535\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271578%27%20height%3D%27385%27%20viewBox%3D%270%200%201578%20385%27%3E%3Crect%20width%3D%271578%27%20height%3D%27385%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange-200x49.png 200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange-400x98.png 400w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange-600x146.png 600w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange-800x195.png 800w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange-1200x293.png 1200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/case-exchange.png 1578w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div>\n<ul>\n<li><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"><b>(Recommended)<\/b> Set <b>Decision Maker = Law Firm<\/b> to focus on matters where the partner chose the associate.<\/span><\/li>\n<li>Goal-specific cues:\n<ul>\n<li><b>Inbound growth: <\/b>prioritize partners already <b>sending<\/b> to you, and where <b>Decision Maker = Law Firm.<\/b><\/li>\n<li><b>Reciprocity:<\/b> flag partners where your<b> sent\/received<\/b> is lopsided; plan for re-balance.<\/li>\n<li><b>Relationship Health:<\/b> include long-term partners tied to strategic clients even if current flow is modest.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\"><img decoding=\"async\" width=\"1629\" height=\"209\" title=\"image-20250814-131033\" src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033.png\" data-orig-src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033.png\" alt class=\"lazyload img-responsive wp-image-26538\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271629%27%20height%3D%27209%27%20viewBox%3D%270%200%201629%20209%27%3E%3Crect%20width%3D%271629%27%20height%3D%27209%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033-200x26.png 200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033-400x51.png 400w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033-600x77.png 600w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033-800x103.png 800w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033-1200x154.png 1200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131033.png 1629w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div>\n<p><b>4. Drill into specific partners<\/b><\/p>\n<ul>\n<li>In <b>Important Partners<\/b>, click a partner\u2019s name to open their profile in a new tab.<\/li>\n<li>Clear filters for a clean view, or keep them if you want continuity.<\/li>\n<li>In the partner\u2019s profile:\n<ul>\n<li>Open <b>Case Exchange<\/b> and set <b>Decision Maker = Law Firm<\/b>; filter to<b> your jurisdiction<\/b> to see what they send\/receive with you.<\/li>\n<li>Go to <b>Overview \u2192 Important Clients <\/b>to identify the clients behind the flow and prepare tailored talking points.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\"><img decoding=\"async\" width=\"1620\" height=\"631\" title=\"image-20250814-131152\" src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152.png\" data-orig-src=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152.png\" alt class=\"lazyload img-responsive wp-image-26541\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271620%27%20height%3D%27631%27%20viewBox%3D%270%200%201620%20631%27%3E%3Crect%20width%3D%271620%27%20height%3D%27631%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152-200x78.png 200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152-400x156.png 400w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152-600x234.png 600w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152-800x312.png 800w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152-1200x467.png 1200w, https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2025\/11\/image-20250814-131152.png 1620w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 640px) 100vw, 800px\" \/><\/span><\/div>\n<p><b>5. Create your travel shortlist<\/b><\/p>\n<ul>\n<li>For each shortlisted firm, record:\n<ul>\n<li>Current <b>sent vs. received <\/b>with your firm (in the target country).<\/li>\n<li>Key clients from <b>Important Clients.<\/b><\/li>\n<li>Your meeting objective (e.g., \u201cincrease inbound on chemistry,\u201d \u201crebalance EP filings,\u201d \u201cstay top of mind for client X\u201d).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div>\n<div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single sep-solid\" style=\"--awb-height:20px;--awb-amount:20px;--awb-sep-color:var(--awb-color3);border-color:var(--awb-color3);border-top-width:1px;\"><\/div><\/div><\/p>\n<p><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"><b>Example Scenario <\/b><\/span><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"><b>(Canadian firm visiting the US)<\/b><\/span><\/p>\n<ul>\n<li>Your profile: <b>Analyze \u2192 Law Firms<\/b> \u2192 open your Canadian firm.<\/li>\n<li><b>Case Exchange: Case Exchange Year; 2021\u20132024; Country = United States.<\/b><\/li>\n<li>Prioritization:\n<ul>\n<li><b>Inbound: Decision Maker = Law Firm<\/b>; sort partners by <b>received<\/b> \u2192 to your firm; pick top senders.<\/li>\n<li><b>Reciprocity:<\/b> sort by <b>total transferred;<\/b> include partners where you send more than you receive (or vice versa).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"><b>Best Practices &amp; Tips<\/b><\/span><\/p>\n<ul>\n<li>\n<p style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0); display: inline !important;\"><b>Set a stable window<\/b>: Use 3\u20135 full years for trends; skip the current patent year.<\/p>\n<\/li>\n<li><b>Use Decision Maker<\/b>: Always check <b>Decision Maker <\/b>to target true influencers.<\/li>\n<li><b>Review before you meet<\/b>: Review partner profiles and confirm client mix and any associate dependencies.<\/li>\n<li><b>Have a concrete Call-to-Action:<\/b> Clear partner-specific objectives will help the meetings stay focused.<\/li>\n<\/ul>\n<p><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\">If you have questions or need help with your analysis,<\/span><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"> contact our support team at<\/span><span style=\"letter-spacing: 0.24px; background-color: rgba(0, 0, 0, 0);\"> <u><a class=\"fusion-modal-text-link\" href=\"#\">support@ip-pilot.com<\/a><\/u>.<\/span><\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1248px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":6,"featured_media":0,"parent":26329,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"content-type":"","footnotes":""},"class_list":["post-26524","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Plan a BD Trip: Prioritize Which Current Associates to Meet | IP Pilot<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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