Business development plays for law firms.
Each playbook is one piece of BD work, start to finish in LeadLex: the steps, the exact prompts to give Lexi, what to set up once, and the number that tells you it worked.
Run a cross-sell review of your law firm's existing clients
A monthly list of contacts at existing clients who have no matter with you yet, each one with an owner and a next step.
- For
- Partners and BD leads at IP and general-practice firms
- Time to value
- 45 minutes to set up, 20 minutes a month after that
Follow up after a legal conference within 24 hours
Every person you spoke to at the event has a logged note, an owner and a follow-up task within 24 hours of the last session.
- For
- Partners, BD leads and associates who attend conferences for their firm
- Time to value
- 30 minutes before the event, 45 minutes the morning after
Turn your law firm's referral network into a tracked pipeline
Every referrer in your network is tagged, every referred client is linked back to its source, and you can see which intermediary firms route work to you and how much.
- For
- Partners who depend on referrals from other firms, such as foreign attorney networks, and the BD leads who support them
- Time to value
- 1 hour to set up, 15 minutes a month to review
From first call to engagement letter: run a matter pipeline
Every prospective matter sits in a stage with a value, an owner and a next step, the conflict check is recorded before the engagement letter, and stalled matters are flagged.
- For
- Partners and practice group leaders who win work by proposal, and the BD or operations staff who support them
- Time to value
- 1 hour to set up, 10 minutes per new matter
Revive dormant law firm clients from your inbox
A short, ranked list of clients and lost prospects worth contacting this month, each with a drafted message, a task and a follow-up date.
- For
- Partners and BD leads who know that good clients drift away between matters
- Time to value
- 40 minutes to set up, 20 minutes a month after that
Run a 10 minute weekly BD meeting for your law firm
A ten minute meeting that ends with a short list of decisions, each with an owner and a date, and no one reading out their pipeline.
- For
- Managing partners, practice group leaders and BD directors
- Time to value
- 30 minutes to set up, 10 minutes a week
Onboard a new law firm associate to business development in one day
By the end of day one the associate is invited, has a connected mailbox, knows where their clients and tasks are, and has completed three real BD tasks.
- For
- Partners, BD managers and practice group leaders who bring new associates onto client development
- Time to value
- 15 minutes of admin before day one, then a 6 hour guided day
Use Claude or ChatGPT on your law firm CRM safely with MCP
An AI assistant connected to your workspace with a clear rule about what it may do, the send setting checked, and a monthly review of connected assistants.
- For
- Managing partners, IT leads and BD leads who want Claude or ChatGPT to work with firm relationship data
- Time to value
- 20 minutes to connect, 10 minutes a month to review
See a playbook on your firm's own clients.
In a demo we pick one play and run it on your data, with a partner approving every message before it goes anywhere.
Book a demo