Use cases

44 use cases across 10 functional areas.

Each cluster groups real work our agents do today — from partner briefing packs to billing, matter opening and travel. Click into the one that looks like your bottleneck.

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Leadership & executive support

5 use cases

Brief partners and senior leaders before every client, market and internal moment.

  • Prepare Client-Meeting Briefing Packs
  • External Event Preparation & Briefing
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Profile, pitch & knowledge

3 use cases

Keep bios, org charts and pitch content current without partner-hour drag.

  • Update Global Org Charts
  • Prepare & Maintain Bios/CVs
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Communications & referrals

2 use cases

Coordinate newsletters, bulletins and referral routing across teams.

  • Coordinate Newsletters & Bulletins
  • Manage Referral Requests
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CRM & interaction data

1 use case

Capture interactions, contacts and meeting notes into CRM automatically.

  • Update Interaction CRM (contacts, meetings, etc)
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Partner performance & data cube

1 use case

Partner Performance Review and the data cube that supports it.

  • Partner Performance Support (PPR)
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Billing & finance

6 use cases

From draft to revenue: billing prep, submission, e-billing, WIP and rates.

  • Billing Preparation and Drafting
  • Billing Submission and Revenue
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Diary, inbox & cover

7 use cases

Scheduling, mailbox triage, cover and job-share handover without dropped balls.

  • Meeting Scheduling
  • Meeting Viability Management
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Matter opening & governance

6 use cases

Intake, conflicts, readiness, post-opening admin and ongoing governance.

  • Matter Intake and Submission
  • Conflicts Coordination
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Travel

8 use cases

End-to-end travel: intake, booking, compliance, visas, disruption and post-trip.

  • Travel Request Intake
  • Travel Booking and Approvals
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Meetings & events

5 use cases

Rooms, services, AV, capacity and larger-event coordination.

  • Meeting Room Booking
  • Meeting Services and Catering
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