Law Firm Identifies $2.4M Cross-Practice Pipeline in 90 Days

"We had no idea how many clients were working with multiple practices without the other practices knowing. The CRM revealed it in weeks."

— Managing Partner, UK Law Firm, 120 fee-earners

Partners in different practice groups had no idea they shared clients. Corporate clients using the litigation practice were invisible to the employment and tax teams. BD relied on chance corridor conversations. Conflict checking took hours of manual searching.

We implemented Salesforce with cross-practice relationship mapping, BD pipeline stages appropriate for relationship-led mandate development, conflict check acceleration workflows, and partner adoption training. 87% partner adoption was achieved.

$2.4M of cross-practice pipeline was identified in the first 90 days. Partners can now see the full client relationship across all practice groups. Conflict checking time dropped from hours to minutes.