A legal opportunity pipeline
Track prospects through initial meeting, proposal, negotiation and won or lost stages, with practice area and estimated value.
Business Development
Business development rarely begins with a matter number. Keep the prospect, source, practice area and next conversation visible while a possible instruction takes shape.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
Opportunities
33 records shownOpportunities
Referral context
Maintain referral records, sources and the related contact or matter information recorded by the team.
Activities and follow-up
Record relationship-building activity and next follow-up dates so a useful conversation has a next step.
In daily practice
- 01
Record the opportunity
Add the prospective client, source and practice area, with an owner and notes.
- 02
Develop the instruction
Track meetings and follow-up as the scope and commercial discussion become clearer.
- 03
Record the outcome
Update the stage when the proposal progresses, the instruction is won or the opportunity closes.
Before you begin
No. Pipeline value describes prospective work. Invoices and payment records are the sources for billed and collected amounts.
Business development tracks opportunities and relationships. Intake manages the prospective instruction through screening and the firm's acceptance process.
Keep the context