Find your team’s next superpower.

Referral source follow-up

The day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.

Starts it

Partner

Brings

export, notes

Gets

5 outputs

• Sales (filtered by)
• Law firms (filtered by)
• Established businesses (filtered by)