Business development at law firms has never been more competitive. The firms pulling ahead are working off of better information, surfaced at the right moment.
In this on-demand session, see how DealCloud with Celeste helps BD and marketing teams put their relationship data to work across four playbooks built for law firms.
What’s covered:
- Marketing ROI, from event spend to matter close. Marketing teams can track event investment all the way through matter close, so you know which programs actually drive revenue and where to focus next.
- 360-degree client intelligence, ready before every meeting. Partners and BD professionals can prepare for every client conversation with a complete view of the relationship: prior matters, engagement history, referral paths, and warm connections.
- Monday morning digests for partners and BD. The Monday morning digest keeps partners and BD focused on the right opportunities, flags relationships going cold, and tracks progress across the pipeline.
- Client data across systems. Intapp Celeste connectors bring client data together across firm systems, so BD opportunity can be evaluated against conflicts exposure from the start, not after the fact.
