They probably already know how large the firm is, how many offices and lawyers there are, and so forth. Clients want to know that you understand their problems and are capable of providing solutions. They will generally be impressed if you make a pre-bid needs assessment visit. If your lawyers complain about the time commitment, reassure them that they need to do this only in those situations they want to win. Clients want lawyers, not resumes.
Legal technicians are a dime a dozen.
The pre-bid needs assessment visit will show your interest and commitment, and identify potential points of rapport for the next meeting or presentation. A transaction may appeal to the lawyers as cutting edge legal theory, and they may get caught up in the elegance and the fun of working on the problem. The client, meanwhile is left behind pondering. Have one central message or theme, linked to the client. Your lawyers may feel that any attempt to incorporate themes or messages into their presentation or proposal will be viewed with disdain and smacks of Madison Avenue and, therefore, look unprofessional.