Client acquisition

Understand what brings the right clients in.

Follow an enquiry from its source through consultation and engagement. Connect your website and campaign context to an intake pipeline so the next follow-up stays visible.

Open this workspace

Available in your signed-in workspace, subject to your plan and permissions.

Client acquisitionIllustrative preview

Follow a new client from discovery to engagement.

From discovery to a first matter

The source, conversation and engagement context stay connected.

Discovery

Business-law page · Website enquiry

Website
Conversation

Alex Morgan · Consultation with Camille

Booked
Engagement

Northline acquisition · Terms for review

Prepared
Every handoff keeps the original context