Applied AI for law firm business development.
At a large law firm, client development can begin with an account plan, referral, or competitive pitch. Pricing, conflicts, intake, matter opening, and later client reviews can extend the work across months. We embed with business development, client development, pricing, and RevOps to build agents that keep the permitted client history current within the firm's confidentiality and approval rules.
The client relationship extends beyond one pitch.
A key client can span practices, offices, matters, and several relationship partners. When a pursuit resumes after a client meeting, a current agent can retrieve the matter history yet miss a pricing decision or confidentiality restriction recorded elsewhere.
Salesgraph keeps the permitted client and matter history with pricing decisions, confidentiality restrictions, and the next action. Partners and client teams decide who contacts the client, which introductions make sense, and what can be discussed.
Client questions and team changes reopen pitch work.
An RFP, tender, panel review, or referral may require representative matters, lawyer biographies, a proposed team, and pricing. Client questions and lawyer availability can revise the response before submission.
Salesgraph carries permitted experience, the confirmed team, and approved fees into each revision. Matter descriptions and credentials remain tied to approved sources.
Partners confirm lawyer availability. The firm's responsible reviewers approve fees, experience disclosure, terms, and the client-facing response.
Pricing, conflicts, and intake remain part of the pursuit.
Approved rates and staffing must remain consistent with discounts, alternative fee arrangements, matter budgets, and outside counsel guidelines as the pitch changes.
Before the matter opens, the firm clears conflicts, completes client due diligence, and approves client and matter acceptance and engagement terms. Salesgraph keeps the commercial terms from the pitch available during intake so a revision returns to the right reviewer with the prior approval visible.
Matter opening is authorized only after those reviews and any pricing exceptions are complete.
Recorded client decisions inform later account work.
A pitch outcome, panel appointment or reappointment, matter opening, and new instruction provide evidence about the client relationship. A firm-recorded reason distinguishes a lost pitch from an engagement the firm declined for conflicts, risk, or acceptance reasons.
Client feedback, rate or panel reviews, repeat work, and cross-practice matters return to the client plan and later pursuits. Salesgraph uses that reviewed history to change what it retrieves and recommends without treating one recorded activity as the cause.
The firm can evaluate agent-run work alongside new instructions, repeat work, panel decisions, and account growth. The same confidentiality, information-barrier, conflicts, and approval rules apply.