Network & CRM. Who introduced them, who has met them, which partner they pick up the phone to — without asking the partner who happened to be in the room.
Contacts, companies, conversations, meetings, notes, matters and referrals joined up. What you agreed with a client eighteen months ago becomes a question you ask, not an afternoon in the archive.
Who knows whom
Who introduced them, who owns the relationship, which partner they actually pick up the phone to — with their filings attached.
It outlives the partner
When someone leaves, the history stays with the firm. Clients who have gone quiet and matters that have stalled surface on their own.






