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, preventing duplicate outreach and enabling coordinated relationship management.

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 firm-wide visibility replaces the opaque system where individual partners hold pipeline information that nobody else can access until a matter actually 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 ensure the firm can actually deliver the work if won. This early-stage checking prevents wasted business development effort on matters the firm cannot ultimately accept.