Portfolio/Wendy Schoen — Schoen LegalWednesday, April 29 at 9:01 PM EST
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Recruiting· started 2026-04-28

Wendy Schoen — Schoen LegalDISCOVERY

Wendy Schoen (operator/owner) · wendy@schoenlegal.com · 973-495-5239 · Last touched 1d ago
Review 2 actions →
North star**Wow her with batch #1** so she becomes a paying client. She wants names she can call today — not another tool, not another AI promise. Precision > volume.
Status
discovery
Pending actions
2
review below
Analyses shipped
5
latest 2026-04-29
Last touched
1d ago
Current snapshot
Day 2. Batch 1 (29 NY commercial-lit candidates) live in Reach + share view. Batch 2 (8 disrupted-firm/lateral) compiled 2026-04-29 evening.
Top of mind
2 pending
chat01Send batch 1 share link + walk Wendy through 3 standouts
WS-WK17-01
Expected
live reaction → reject/keep feedback that powers batch 2 calibration
Cost
15 min walkthrough
Severity
high
  • channel: chat
  • expected: live reaction → reject/keep feedback that powers batch 2 calibration
  • cost: 15 min walkthrough
  • severity: high
  • reason: Day 2. Batch 1 ready. The pitch is "names she can call today" — letting it sit means batch 2 ships uncalibrated. Speed matters more than polish on the first delivery.
deliverable02Compile batch 2 disrupted-firm narrative
WS-WK17-02
Expected
8 candidates each with a one-line disruption thesis
Cost
1 hr
Severity
med
  • channel: deliverable
  • expected: 8 candidates each with a one-line disruption thesis
  • cost: 1 hr
  • severity: med
  • reason: Already compiled the names 2026-04-29 evening — needs the narrative layer that explains why each one is a lateral candidate now. That's what proves precision over volume.
Analyses
Batch 1 Candidates — Partial Results (Agent 3: Cahill / Otterbourg / Herrick)
2026-04-29 · 2026-04-29-batch1-candidates-partial.md
Batch 1 — NY Commercial Lit Lateral Partners (Final)
2026-04-29 · 2026-04-29-batch1-final.md
Batch 2 — Lateral-Moved + Disrupted-Firm Partner Candidates (NY Commercial Lit)
2026-04-29 · 2026-04-29-batch2-disrupted-firms-and-laterals.md
Search Spec — NY Commercial Litigation Lateral Partners (Batch 1)
2026-04-29 · 2026-04-29-search-spec.md
Discovery Call Analysis — Wendy Schoen
2026-04-28 · 2026-04-28-discovery-call-source.md
Recent activity
2026-04-29
2026-04-29
### 22:20 — [analysis] Batch 2 — disrupted-firm + lateral-moved candidates Mined 4 source categories per Wendy's brief: NYLJ "Movers", HSF Kramer (post-merger), Stroock alumni, Cadwalader (active exodus), Kasowitz (financial-mismanagement l…
2026-04-28
2026-04-28
### ~15:30 — [call] Discovery call (15:39, video uploaded later) First call with Wendy Schoen (Schoen Legal) — solo lateral-partner recruiter, ~35 years experience. Pitched managed sourcing service, not a tool. She agreed to engage; said "h…
Vault README

Wendy Schoen — Schoen Legal

Status: discovery → first-deliverable Stage: day 2 — batch 1 (29 candidates) live in Reach + share view; batch 2 (8 disrupted-firm/lateral) compiled 2026-04-29 evening Decision maker: Wendy Schoen (operator/owner) · wendy@schoenlegal.com · 973-495-5239 MRR / deal size: $0 (unpaid; goal = convert to paying after first batch wow) Started: 2026-04-28 Last touched: 2026-04-29

Profile

Solo legal recruiter (~35 yrs experience) running lateral-partner placement for mid-sized law firms. Strong domain judgment, frustrated by low signal quality from LinkedIn Recruiter Plus AI. Sources manually across firm sites, LinkedIn, Leopard, and personal network. Active demand: 5 firms hiring + 4 more queued.

What we're doing for them

  • Managed lateral-partner sourcing — NY-first, commercial litigation
  • First sourcing sprint: NY commercial-lit partners, $1M+ portable book, 3–10 yrs partner tenure
  • Iterative shortlist/reject feedback loop to tighten match quality
  • Outreach automation deferred until sourcing quality is proven (phase 2)

North star for this engagement

Wow her with batch #1 so she becomes a paying client. She wants names she can call today — not another tool, not another AI promise. Precision > volume.

Search criteria — first batch

  • Geography: New York-first (NYC metro)
  • Practice: Commercial litigation — financial services + real estate litigation focus
  • Career stage: 3–10 years as partner (up-and-comers, not senior legacy)
  • Portable book of business: minimum $1M (awareness of $300K / $1M / $10M tiers)
  • Hard excludes: personal injury, insurance defense, foreclosure, liability, class action

Context links

  • Reach tenant: user_9734955239 (provisioned 2026-04-29; login wendy@schoenlegal.com / cynthia2026; user_id de7a1f9f-cf54-4248-9ea4-7915035c0dbc)
  • Meet call session: 202f08bd-4d66-49f2-ba42-b2d649b1b83c (2026-04-28, 15:39 duration)
  • Recording: s3://recordings/uploaded/user_12166447650/202f08bd-4d66-49f2-ba42-b2d649b1b83c-video.mp4
  • Vault root: ~/vault/clients/wendy-schoen/

Open threads

  • [done] Provision Reach tenant + run first NY commercial-lit partner search (2026-04-29 14:00)
  • [done] Batch 1 — 29 candidates live in Reach + share URL (2026-04-29 16:30)
  • [done] Batch 2 — 8 disrupted-firm + lateral-moved candidates (2026-04-29 22:20)
  • [next] Send Wendy share link + batch 2 markdown for review
  • [owed] Follow-up email with Ricki's full contact details
  • [next] Wait for Wendy's shortlist/reject feedback to refine batch 3

How they like to communicate

Direct, specific, pragmatic, criteria-driven. Dislikes generic AI marketing — wants concrete, correctly filtered names she can call immediately. Live cell + email exchange. Phone or email follow-up both fine.

Remember for next conversation

  • She explicitly said start small, don't be greedy
  • She is open to partnership and enthusiastic when she sees practical execution
  • Primary market is NY but she has multi-city reach via firm office footprints
  • Outreach is a phase-2 conversation, not phase-1