Builds a peer cohort from CRM and matter history, then analyzes their historical expansion paths to rank the most common next steps for a given client relationship.

• Business development & marketing

Compares account and opportunity records against recent activity to spot mismatches like stale stage assignments or ownership gaps, with an explanation for every flag.

• Business development & marketing

Scans a client’s recent account activity, clusters related signals into distinct opportunity candidates, and checks them against existing opportunities to avoid duplicates.

• Relationship & network intelligence

Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.

• Business development & marketing

Reviews a client’s billing history across every practice area and classifies whitespace as addressable, conditionally addressable, or not addressable, with a documented rationale.

• Fundraising & investor relations

Builds a matched peer cohort and compares a client’s 36-month service footprint against it to flag commonly used services the client doesn’t use.

• Business development & marketing

Analyzes ordered matter-to-matter transitions across a comparable client cohort to surface which follow-on services tend to appear next, and when.

• Relationship & network intelligence

Compares a client’s recent interaction frequency and spacing against their own historical baseline to flag meaningful shifts in engagement.

• Business development & marketing

Scores every client in your portfolio for cross-sell potential, combining service whitespace, intent signals in notes and correspondence, and recent momentum. Ranked and ready, not a list you have to build by hand.

• Business development & marketing

Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.

• Business development & marketing

Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.

• Document intelligence & content management

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.

• Relationship & network intelligence