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

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

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

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

Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.

• Business development & marketing

Ranks the investor firms most worth approaching for a fund event, blending your existing relationships with promising new firms from the web. You review and approve the list before anything is saved.

• Business development & marketing

Rates every client in your book across three independent dimensions and names the pattern they form, from “Flagship” to “At risk” to “Fading.” Delivered as one executive-ready report, not a spreadsheet you build yourself.

• Business development & marketing

Maps a lateral hire’s contact spreadsheet to your CRM fields, checks for duplicates before creating anything, and builds a ready-to-go announcement campaign. The new partner lands as a sponsor automatically.

• Business development & marketing

Maps every professional at a target firm against your own expertise and client base, surfacing connection opportunities and conflict flags in one pass. No manual cross-referencing, no missed conflicts.

• Business development & marketing