Data capture at scale.
Get the information that has always stayed in people's heads: BD insight, experience and client intelligence, and use it to grow.
Then our agents act on it: they update the CRM and experience database, draft the follow-ups and flag opportunities across teams, within the limits your firm sets.
The context that drives growth never reaches the firm.
It lives in conversations and in lawyers' heads. It never reaches the systems, so it never reaches the people who could act on it.
A short conversation, then the work gets done.
Our agents hold short voice conversations with lawyers, after meetings, at the end of the week, when credentials are missing. Then they act: update the CRM and experience database, draft follow-ups and flag opportunities across teams. The lawyer saves time; nothing goes out that your firm hasn't sanctioned.
Weekly debrief
A short end-of-week conversation with each lawyer. The agent updates the CRM, flags opportunities across teams and drafts the follow-ups, so the lawyer doesn't have to.
Experience and credentials
When matters close or credentials are missing, the agent asks the lawyer a few questions and keeps the experience database current.
BD meeting insight and follow-up
After a client meeting, a short conversation captures what was learned and what was promised, then drafts the follow-up.
Client listening
Structured conversations with clients, with the insight landing where the relationship team can use it.
Capture once. Use many times.
One short conversation a week, by phone, Teams or WhatsApp, in the partner’s own words. The agent turns it into actions, records and introductions. The partner decides what is shared.
“Busy one. We finally completed on Harding. Had lunch with the GC at Ashcroft, they’re restructuring their property portfolio next year. Still owe Marcus those heads of terms. And next week’s mad, the Pemberton deal is meant to close.”
Starts with last week’s open commitments. The heads of terms for Marcus are still outstanding, so they carry forward into this week.
Commitments stay open until the partner says they are done.
Prove it on one problem, then keep it running.
Start with a project
A fixed-scope project on one workflow, to prove the value in your firm.
Then always-on
Once it has earned its place, the agent keeps the job current, every week.