Client Relationships –
Built Organically
The clients that need your practice area are dropping hints today. We make business development happen automatically, so you can focus on running your practice.
Most legal BD pipelines are reactive.
Win rate when a firm has not been part of writing the RFP with its client. The firms that win reliably got there before the RFP existed.
- 01Personal networks, finiteThe same partner billing 2,000+ hours is expected to also scan markets for opportunity.
- 02RFP arrives, fight is overWhen firms aren't part of writing the RFP, win rate drops below 12%.
- 03Manual monitoring doesn't scaleSEC EDGAR, FINRA TRACE, activist filings, congressional letters — impossible to read all of it, all the time.
- 04Existing tools manage relationships, not opportunityDealCloud, Nexl, Introhive map who you know. None tell you which non-clients have an emerging legal need.
From signal to warm introduction in minutes, not months.
Signal
Continuous read of 30+ data sources: SEC EDGAR, FINRA TRACE, PACER, FDA, congressional inquiries, rating actions, Form D.
Match
Each signal is scored on strength, lead time, urgency — then routed to the right practice area without manual triage.
Path
We surface who in your network is connected to the GC, CFO, CEO, or board — alumni, mutual professionals, firm colleagues, directors.
Outreach
Right contact, right context, right timing — synthesized from public signals so you arrive informed, not presumptuous.
Public data contains tomorrow's mandates.
A live read of fifteen-plus sources, scored by signal strength and lead time, routed to the practice that wins from it. Highest-quality triggers — going concern, restatements, activist 13Ds, covenant violations, fund first closes — surface first.
- New09:42:11 ETSEC EDGAR · 10-KRXLNDistressRexline Industries — Going concern qualification disclosed
Auditor language flags substantial doubt about ability to continue 12 months. $480M revolver matures Q3.
Routed → RestructuringNetwork → 2 mutual contacts · ex-Lazard MD on board - 09:31:04 ETSEC EDGAR · 13DVYRAM&A triggerVyrra Therapeutics — Activist 13D filed — 8.4% stake
Engaged Capital seeks board representation, urges strategic review. First filing on issuer.
Routed → M&ANetwork → 1st-degree: GC is Stanford '11 alum - 09:18:47 ETMarket dataDTRALitigation triggerDatrana Health — Stock down 14.2% on guidance cut
Volume 6.1× ADV. Mirrors plaintiff-bar trigger pattern; first complaints typically filed within 14 days.
Routed → Securities LitigationNetwork → Partner-of-record at prior counsel left firm Q2 - 08:55:22 ETFINRA TRACEORENADistressOrena Foods 7.25% '28 — Bonds traded at 62.5 — first sub-70 print
Cash-pay senior unsecureds breached distress threshold. $920M maturity tower 2026–2027.
Routed → RestructuringNetwork → Houlihan banker on the name — warm path - 08:41:09 ETSEC Form D—PE / FundsMeridian Crest Capital II — First close — $640M committed
Mid-market industrials fund, debut institutional vehicle. No outside counsel of record yet.
Routed → PE / FundsNetwork → Two GP partners overlap with your firm's alumni - 08:22:51 ETSEC EDGAR · 8-KKESWRegulatoryKeswick Therapeutics — DOJ CID disclosed — Item 8.01
Civil investigative demand on commercial-speech practices. Disclosure language suggests pre-Wells phase.
Routed → White Collar / InvestigationsNetwork → Audit Committee chair sat on prior matter with you
Built for the way your practice wins.
Signals are routed at ingest. The triggers, contacts, and plays below are the ones that move work for each practice — pulled from the way partners describe winning, not generic CRM categories.
The plaintiff's bar files within days of a 10%+ drop. Be the defense firm the GC calls first — before the complaint lands.
- S/01Stock drops of 10%+ on guidance / disclosure
- S/02Earnings restatements and going-concern language
- S/03SEC comment letters questioning disclosures
- S/04Insider selling at unusual volume
A signal without a path is just news.
For each company on your feed, we map the human path from you to the decision-maker — alumni, mutual professionals, firm colleagues, board members. You see who to call before you make cold outreach.
- 1°Trust ▲Personal alumniHighest trust · portable · belongs to you
- 2°Trust ▲Mutual professionalBanker, accountant, prior client who vouches
- 2°Trust ▲Firm colleagueWorkable but weaker — not your relationship
- 2°Trust ▲Board / directorUnderrated for investigations and strategic
The other tools manage relationships. We surface opportunities.
DealCloud, Nexl, and Introhive map who you know. Bloomberg Law and Mergermarket are research databases. None identify new opportunities at companies you don't already touch — based on public signals, matched to your practice, with a warm introduction path.
Your competitors are working reactively.
Build the trusted relationship, first.
We're rolling out by practice area to a small first cohort. Request access — we'll reach out with a real signal feed for your practice.