Your caseload is your pipeline.
The next engagement is already hiding in the work — a cluster of similar claims, a repeat defect, a client gone quiet, a rule change touching six policies. Agents read the book continuously and hand you qualified, evidenced opportunities.
Detected. Qualified. Actioned.
Growth in professional services usually depends on whoever happens to notice. This makes noticing systematic.
Agents read the caseload for what humans are too busy to see — patterns, clusters, repeat causes and dormant relationships.
Each lead arrives sized and evidenced: the cases behind it, the exposure, the client and the suggested move.
One click turns an opportunity into work — a proposal draft, a client briefing, a new matter scaffolded from the evidence.
Four opportunities the book surfaced itself.
Each one arrives with its evidence, its estimated value and a suggested move — approve it and the work starts.
Where the leads come from.
Clusters, spikes and repeat causes across your own matters.
Dormancy, growing exposure and referral flows from the CRM.
New rules mapped to the clients they affect — each one a reason to call.
Filings, judgments and sector news matched to your client base.
Questions teams ask about opportunities.
Where do opportunities come from?
Your own caseload and relationships first — patterns, clusters and dormancy — plus regulatory and market signals matched to your clients.
How are they qualified?
Each one arrives with its evidence: the cases behind it, estimated value, the affected client and a suggested next move. No hunches.
Is client data used across clients?
No. Patterns are detected within your workspace governance — cross-client insights only surface where your policies allow them.
What does “actioning” an opportunity do?
It starts real work: a proposal draft, a briefing, a scaffolded matter — with the evidence attached and a human deciding whether to send.
Can we tune what it looks for?
Yes — thresholds, case types, client segments and value floors are all configurable, and every rule can be dry-run first.
How is this different from BD software?
BD tools track what your people type in. This reads the work itself — the caseload is the pipeline.