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How to handle a client who wants to loop in their legal team

A client looping in legal turns a straightforward engagement into a slower, more formal process, redlines, review cycles, terms that need sign-off from someone who's never met you. Refusing to accommodate it can end the deal before it starts, and treating it as a hostile move misreads what's usually a routine internal requirement.

Working with legal review well isn't about avoiding it. It's building the extra step into how the engagement actually gets started.

Some legal review genuinely protects both sides, catching a real ambiguity or risk; some is just standard internal process that would apply to any vendor regardless of the actual relationship. Recognize that both kinds are real, and neither is a signal about you personally.

A deal size threshold, a standard internal policy, or a specific concern about a particular term each call for a different response. Ask directly, if it's appropriate, what specifically triggered the review, since that shapes how to engage with it.

In Stelaah, a contract's full history and any redlines stay attached to the client record, so a legal review process has a clear, referenceable trail instead of scattered email threads. See how contracts works.

Build real review time into the timeline, not an afterthought

Assuming the same timeline as a deal without legal review sets an expectation that's likely to slip. Build a realistic review window into the project timeline from the start, rather than treating legal review as an unplanned delay when it happens.

Work directly with counsel when possible, not only through the client as relay

Routing every question through the client, who then relays it to their own legal team, adds real delay to what could be a direct conversation. Ask to connect directly with counsel where appropriate, so redlines and questions move faster.

Know in advance which terms are genuinely worth holding your ground on

Legal review often produces redlines on terms that matter and terms that don't, and treating every proposed change as equally negotiable wastes time on both sides. Know your genuine priorities in advance, so you can concede quickly on what doesn't matter and hold firm on what does.

A simple checklist

If you do nothing else, do these five things:

  • Understand what actually triggered the legal review.
  • Build a realistic review window into the project timeline upfront.
  • Ask to work directly with counsel where appropriate.
  • Know in advance which terms are genuinely worth holding your ground on.
  • Don't treat legal review as a hostile move rather than routine process.

Do that, and legal review becomes a manageable, planned step, not a surprise delay that derails the engagement's start.

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The Stelaah team

We build Stelaah, the workspace for client work. We write about running teams, agencies, and venues without the busywork.