Client development | Legal

Ensure teams pursue only approved matters with automated conflict policy compliance.

Track win/loss patterns, pricing trends, and competitor activity across practice areas and clients.

See every active pursuit — by stage, practice, or client — to determine which opportunities need attention.

Stay informed with AI-generated summaries that show any pursuit’s status as well as recommended next steps.

Set growth targets for key accounts by partner and practice, then monitor progress and alert partners to step in when needed.

Unlock expansion and cross-sell opportunities.

Drive smarter outreach with filters that segment prospects by sector, deal type, and strategic fit.

Find relevant matters and lawyer credentials in seconds using a centralized experience library.

Track who’s responsible for each deliverable, what’s due when, and what’s complete — helping you meet RFP deadlines.

Build winning pitch decks faster with templates and content from previous, successful pitches.

Build targeted lists based on who knows whom, who engages, and what they need — not just industry and title.

Execute campaigns easier and drive better engagement with 
on-brand templates, nurture emails, and landing pages.

Manage opt-outs and preferences centrally — even when running separate campaigns.