Gain Deep Client Knowledge
Data integration can help your firm’s partners achieve deeper client understanding, better-focused business development targeting, and higher new business win rates.
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Automatically-generate company reports
We help law firms efficiently create a shared 360-degree view of clients. To do this, we integrate data from external and internal sources. Partners can then simply input the name of a company, press a button, and populate the sections and data fields relevant to specific industries and practice groups.
We can add online collaboration functionality adjacent to report content so everyone involved with business development can communicate on the same page.
Key Benefits
Time Savings
Save the time previously spent logging in to Graphical User Interfaces (GUIs) from external data sources and then searching, copying and pasting into templates.
Higher-Volume Capacity
Produce as many reports as the firm needs.
More Comprehensive
Integrating data from internal systems such as CRM and experience management, make reports more comprehensive than ever.
More Up to Date
Research reports can easily and continually be updated.
Control Spending
Control spend on data by analyzing which data sources get used the most.
Information findability
Unlike the text stored in unstructured documents, all the data in our solutions becomes much more findable and reusable.
Contact Us
Contact us to learn more about how we can help you leverage AI to enhance collaboration.
