New Dynamics

Industry · Legal & Advisory

Create a shared view of clients, relationships and growth opportunities.

In advisory work the asset is the relationship, and it usually lives in one partner's head. New Dynamics makes key accounts, referral routes and cross-practice opportunities visible across the firm, so growth stops depending on who happens to talk to whom at lunch.

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How intelligence travels

  1. Key account
  2. Referral
  3. Relationship partner· your firm
  4. Practice group
  5. Cross-sell

A referral is attributed to its account, the account to its relationship partner, and the opportunity to the practice group that can serve it.

01What your firm connects

Where work originates

  • Key accounts
  • Referrers
  • Intermediaries
  • Panel appointments
  • Existing matters

Who shapes the decision

  • General counsel
  • Finance directors
  • Boards
  • Procurement panels

What your firm brings

  • Relationship partners
  • Practice groups
  • Sector expertise
  • Client plans
  • Track record
02The account, whole

What does the firm actually know about this client?

One account record holds the client's contacts, live opportunities, interaction history and plan, across every practice group that touches them. The partner who owns the relationship sees the whole of it; so does the colleague covering while they are in a hearing.

Client account profile showing contacts, live opportunities, relationship owners and the account plan in one view.
account profilecontacts · matters · plan
03Referrals and routes

Who can open the door, and which doors have no owner?

The coverage matrix shows every decision-maker across key accounts: who owns the relationship, when it was last active, and the best route in through colleagues or referrers. High-influence contacts with no owner are flagged first, the general counsel nobody has met is a named, assignable gap, not an awkward silence at the client review.

Relationship network graph: clients, contacts and firm connectors drawn as a map, with strong links in colour, stale links dashed and two unrouted contacts flagged as gaps.
network mapreferral routes drawn2 gaps flagged
Coverage, read like a drawing
Decision-makerOwnerLast touchBest route in
Greg PowellManaging DirectorDavid Okafor4w agoactive · 4/5
Rachel StoneChief Finance Officerno ownernevervia Dr Helen Carr · 5/5
Tomas NowakHead of Acquisitionsno ownernevervia Greg Powell · 3/5

Two high-influence contacts, nobody accountable, but each with a colleague two steps away. That list is the month’s BD agenda.

04Growth with owners and dates

Which accounts get partner attention this quarter, and for what?

Cross-selling fails as an aspiration and works as a list of actions. Every account objective and opportunity carries an owner and a next action with a date, ranked by the revenue it protects. Client reviews start from the same live record the partners work in, not a deck assembled the night before.

The Today screen's priority feed: pursuits ranked by value, each flagged where a next action or owner is missing, with active opportunities below.
priority feedowner + date on everythinglinked to revenue
The priority feed on a phone: ranked pursuits with values and missing next actions, usable between client meetings.

See your key accounts and referral routes as one working picture.

Book a demonstration around accounts, referrals and cross-practice growth, including how relationship ownership and client plans work day to day.

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