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11 use cases
Upload a resume and get a matched or newly created contact record, linked to a candidate profile and the role you’re considering them for. No manual re-typing, and no duplicate records.
Scans a client’s recent account activity, clusters related signals into distinct opportunity candidates, and checks them against existing opportunities to avoid duplicates.
Analyzes ordered matter-to-matter transitions across a comparable client cohort to surface which follow-on services tend to appear next, and when.
Compares each client’s recent activity against their own 12-month baseline to flag meaningful engagement shifts before they become risks. Delivered as a neutral summary, with nothing changed in your CRM.
Pulls every meeting scheduled for the week from your CRM and compiles interaction history, open tasks, and the latest company news into one briefing. No prompts needed, so nobody walks in without the full picture.
Full context on who you’re meeting: the organization, your firm’s relationship with them, open engagements, and any recent signals. Ready before you walk in the room.
Researches every board member at a target company, mapping your firm’s relationships and surfacing cross-board connections. Screens for conflicts across active deals and adds governance and opportunity analysis on request for a full pitch brief.
An executive-ready briefing on any competitor firm, covering practice strengths, recent mandates, and where you overlap. Ends with a clear outreach recommendation, not just a profile.
A current, consolidated picture of every sponsor in your portfolio: activity, pipeline, team, and next best conversation. No manual research, no stale CRM fields.
An executive-ready coverage report on any corporate relationship, consolidating M&A activity, earnings, leadership changes, and structure. One briefing instead of five separate searches.
Scans recent email and meeting activity for action items and sorts them by who owns them: your firm, an outside party, or both. Only the items you approve get written as tracked tasks.
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