Winning the Right Work: How AI Turns Client Data into Pitching Power

In today’s competitive legal and professional services market, the difference between winning and losing new work often comes down to how well you leverage intelligence—early and often.

Join us for an interactive demo where we’ll show how to manage a full pitch inside one intelligent workspace, from the first client conversation to final proposal. You’ll see how to:

• Surface relevant experience and relationships instantly with AI-powered client intelligence, so you can highlight wins and connections in real time—even in the very first meeting.
• Identify and involve the right lawyers or team members early, using AI to spot who has the best client relationships and relevant expertise.
• Run and track every step of the pitch process with built-in task management and live intelligence updates that keep your team aligned and proactive.

This session will demonstrate how AI-powered client intelligence brings experience forward, helping you connect the right people, tell the strongest story, and win the work you should—before competitors even start drafting proposals.