Sales Management for Law Firms

The Sales app for Legal tracks potential matter development from initial conversation through engagement letter execution. When a partner identifies a potential client need during a business dinner, that opportunity enters the pipeline with an estimated matter value, timeline, and required practice area expertise. Other partners working with the same client see the opportunity, which prevents duplicate outreach and lets them coordinate.

Revenue forecasting aggregates pipeline data across all partners to project firm revenue by practice area, office, and time period. Managing partners see whether the pipeline supports revenue targets and which practice areas need additional business development attention. This replaces a setup where individual partners hold pipeline information that nobody else can access until a matter opens.

Conflict and capacity checking is integrated into the opportunity pipeline. Before a partner invests significant time pursuing a new client or matter, the system checks for conflicts against existing clients and adverse parties. Simultaneously, staffing availability is reviewed to confirm the firm can deliver the work if won. Checking early prevents wasted business development effort on matters the firm cannot accept.