Forward to: Business Dev

Client Development
Workflows

Ten agent workflows for Business Development — prospective client intelligence, industry vertical analysis, firm competitive positioning, referral network mapping, cross-selling opportunity detection, client health monitoring, industry event targeting, lateral hire intelligence, RFP preparation support, and thought leadership positioning — leveraging domain intelligence to accelerate law firm growth and client acquisition.

1Prospective Client Intelligence & Targeting

AI agent identifies and profiles prospective clients by analyzing company digital presence, legal needs indicators, growth signals, and hiring patterns to prioritize business development outreach.

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Identify High-Value Prospect Signals
/about/careers/investors/legalOpenPageRankIAB Categories
PROSPECT INTELLIGENCE — TARGET SECTOR: FINTECH ════════════════════════════════════════════════════════════ PROSPECTS IDENTIFIED: 34 high-priority companies TOP PROSPECTS (legal needs signals detected): rapidpay-fintech.com PageRank: 6.8 | Hiring: +120% YoY /careers: 3 "General Counsel" and "Regulatory Counsel" positions /investors: IPO preparation signals detected /legal: Basic terms — needs legal sophistication SIGNAL: Building legal team + IPO prep = outside counsel needed blockchain-finance.io PageRank: 5.4 | Series C stage /compliance: No compliance page — regulatory risk /products: Expanding into 3 new regulated product areas /careers: 12 new positions including "Head of Legal" SIGNAL: Regulatory gap + expansion = compliance counsel needed
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Generate Prospect Intelligence Report

Prospect Intelligence Briefing

HIGH-PRIORITY PROSPECTS ──────────────────────────────────────── Total prospects identified: 34 | Priority tier: 8 Legal needs signals: IPO prep (4), regulatory gaps (12), M&A (6) Estimated addressable revenue: $4.8M in annual billings OUTREACH PRIORITIES 1. RapidPay: IPO counsel opportunity — contact this week 2. Blockchain Finance: Regulatory compliance advisory 3. Domain signals provide conversation starters for outreach 4. /careers legal hiring = immediate outside counsel need

2Industry Vertical Analysis & Market Mapping

AI agent maps industry verticals by analyzing company domains, market positioning, and sector trends to identify the most promising practice areas for firm growth.

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Analyze Industry Growth Sectors
/about/products/careersIAB CategoriesOpenPageRankDomain Ages
INDUSTRY VERTICAL ANALYSIS — LEGAL SERVICES OPPORTUNITY ════════════════════════════════════════════════════════════ FASTEST GROWING SECTORS (by new domain registrations + hiring): AI/ML Companies: +340% new domains YoY | Legal needs: IP, regulatory Climate Tech: +180% new domains YoY | Legal needs: ESG, compliance Digital Health: +120% new domains YoY | Legal needs: FDA, privacy Fintech: +95% new domains YoY | Legal needs: regulatory, M&A UNDERSERVED OPPORTUNITIES: AI/ML: 340 new companies, only 12% have /legal pages Climate Tech: 180 new companies, only 8% have /compliance pages Massive compliance gap = legal services opportunity
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Generate Market Opportunity Report

Industry Vertical Report

MARKET OPPORTUNITY RANKING ──────────────────────────────────────── #1 AI/ML: $12M addressable market (IP + regulatory) #2 Climate Tech: $8M addressable market (ESG + compliance) #3 Digital Health: $6M addressable market (FDA + privacy) #4 Fintech: $5M addressable market (regulatory + M&A) PRACTICE DEVELOPMENT STRATEGY 1. Build AI/ML practice — largest underserved market 2. Develop Climate Tech ESG advisory capability 3. Domain intelligence identifies market gaps objectively

3Competitive Firm Positioning Analysis

AI agent analyzes competing law firms' digital presence to assess market positioning, practice area strengths, and client targeting strategies.

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Profile Competing Firms
/about/careers/blog/eventsOpenPageRankPersonas
COMPETITOR FIRM ANALYSIS — TOP 10 RIVAL FIRMS ════════════════════════════════════════════════════════════ rival-firm-alpha.com PageRank: 7.8 /careers: 45 lateral positions — aggressive growth /blog: 12 AI/ML articles — building thought leadership /events: 8 industry conferences — strong visibility THREAT: Competing directly in AI/ML practice area rival-firm-beta.com PageRank: 5.2 /careers: Declining positions — retrenching /blog: Minimal content — weak thought leadership OPPORTUNITY: Weakening competitor in fintech space
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Generate Competitive Positioning Report

Competitive Analysis

COMPETITIVE LANDSCAPE ──────────────────────────────────────── Rival firms analyzed: 10 | Growing: 4 | Stable: 3 | Declining: 3 Key threat: Firm Alpha in AI/ML space Key opportunity: Firm Beta weakening in fintech POSITIONING STRATEGY 1. Differentiate from Firm Alpha with deeper tech expertise 2. Target Firm Beta's fintech clients during weakness 3. Domain intelligence provides objective competitive benchmarking

4Referral Network Mapping & Optimization

AI agent maps referral networks by analyzing law firm partner pages, client cross-references, and professional relationship indicators across domain data.

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Map Referral Relationships
/partners/about/leadershipIAB Categories
REFERRAL NETWORK MAP — FIRM PARTNERSHIP ECOSYSTEM ════════════════════════════════════════════════════════════ ACTIVE REFERRAL PARTNERS: Accounting firms: 4 (from /partners cross-references) Consulting firms: 6 (shared client /about page references) International law firms: 8 (reciprocal /partners listings) Investment banks: 3 (M&A transaction cross-references) STRONG RELATIONSHIPS: 12 partners with active reciprocal references DORMANT RELATIONSHIPS: 6 partners with stale references GAPS: No referral partners in Climate Tech or Digital Health
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Generate Referral Network Report

Referral Network Intelligence

NETWORK HEALTH ──────────────────────────────────────── Active partners: 12 | Dormant: 6 | Gaps: 2 sectors Estimated annual referral revenue: $3.2M NETWORK OPTIMIZATION 1. Reactivate 6 dormant referral relationships 2. Build Climate Tech and Digital Health referral partners 3. Domain cross-referencing reveals actual relationship strength

5Cross-Selling Opportunity Detection

AI agent identifies cross-selling opportunities within existing client base by analyzing changes in client digital presence that signal new legal needs across different practice areas.

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Detect Client Legal Need Signals
/products/careers/investors/complianceCountries
CROSS-SELLING INTELLIGENCE — EXISTING CLIENT BASE (180 CLIENTS) ════════════════════════════════════════════════════════════ NEW LEGAL NEEDS DETECTED: client-techstart.com (Current: IP | New need: M&A) /investors: New IR page created — IPO or sale preparation /leadership: CFO with M&A background added OPPORTUNITY: Introduce M&A practice team client-healthco.com (Current: Corporate | New need: International) client-healthco.eu registered — EU expansion /compliance: No GDPR compliance visible OPPORTUNITY: International + data privacy advisory
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Generate Cross-Sell Report

Cross-Selling Intelligence

CROSS-SELL OPPORTUNITIES ──────────────────────────────────────── Clients with new signals: 24 of 180 Practice areas triggered: M&A (6), International (8), IP (4), Regulatory (6) Estimated incremental revenue: $2.8M PRIORITY INTRODUCTIONS 1. TechStart: M&A team introduction — IPO signals strong 2. HealthCo: International + privacy team — EU expansion 3. Domain change signals provide natural conversation starters

6Client Health & Satisfaction Monitoring

AI agent monitors existing client health through digital signals to detect at-risk relationships, satisfaction indicators, and competitive threats from rival firms.

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Monitor Client Relationship Health
/about/careers/leadership/legalOpenPageRank
CLIENT HEALTH MONITORING — 180 ACTIVE CLIENTS ════════════════════════════════════════════════════════════ AT-RISK CLIENTS: client-megacorp.com (Annual billings: $1.8M) /careers: Posting for "Deputy General Counsel — External Counsel Management" /legal: Updated vendor review policy — fee scrutiny incoming RISK: Client building in-house capability to reduce outside counsel CHURNING INDICATOR: client-enterprise.com (Annual billings: $890K) /partners: Listed rival firm on /partners page (previously listed us) RISK: Client may have switched firms
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Generate Client Health Report

Client Relationship Health

CLIENT HEALTH SUMMARY ──────────────────────────────────────── Active clients: 180 | Healthy: 164 | At-risk: 12 | Churning: 4 At-risk revenue: $4.6M annually RETENTION ACTIONS 1. MegaCorp: Schedule relationship review with managing partner 2. Enterprise: Investigate rival firm engagement immediately 3. Domain signals detect churn risk before billing decline

7Industry Event & Conference Targeting

AI agent identifies high-value industry events for business development by analyzing event domains, speaker profiles, and attendee targeting signals.

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Identify High-Value Events
/events/about/blogPersonasIAB Categories
EVENT INTELLIGENCE — BD TARGETING Q2 2026 ════════════════════════════════════════════════════════════ HIGH-VALUE EVENTS IDENTIFIED: ai-regulation-summit.com — May 2026 | DC Personas: GCs, CCOs, Regulatory Counsel | Attendees: ~800 26 of our target prospects listed as sponsors/attendees fintech-connect-global.com — June 2026 | London Personas: Fintech founders, investors, legal counsel 18 target prospects + 4 existing clients attending
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Generate Event Strategy Report

Event Targeting Report

Q2 2026 EVENT PRIORITIES ──────────────────────────────────────── Events analyzed: 45 | High-value: 8 Prospect overlap: 44 target prospects across top 8 events Investment: $120K | Expected pipeline: $1.2M EVENT STRATEGY 1. Sponsor AI Regulation Summit — highest prospect density 2. Attend Fintech Connect — client + prospect overlap 3. Domain /events analysis reveals prospect attendance

8Lateral Hire Intelligence

AI agent supports lateral partner recruitment by analyzing candidate firms' client bases, practice strengths, and portable business indicators through domain intelligence.

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Profile Lateral Hire Candidates
/leadership/about/blog/eventsOpenPageRank
LATERAL HIRE INTELLIGENCE — PARTNER CANDIDATES ════════════════════════════════════════════════════════════ CANDIDATE A: Sarah Chen, Partner at Rival Firm Alpha /leadership: Listed as Co-Chair, AI/ML Practice Group /blog: 18 authored articles on AI regulation /events: Speaker at 6 tier-1 industry conferences Current firm /careers: Firm posting for AI practice roles — team instability PORTABLE BUSINESS: High profile, strong thought leadership
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Generate Lateral Hire Report

Lateral Hire Intelligence

CANDIDATE ASSESSMENT ──────────────────────────────────────── Profile: AI/ML practice co-chair | Thought leadership: Strong Current firm stability: Declining — team posting new roles Estimated portable revenue: $2.5M-$4M RECRUITMENT STRATEGY 1. Approach during current firm instability window 2. Offer practice group leadership + growth resources 3. Domain intelligence reveals optimal recruitment timing

9RFP Preparation & Competitive Intelligence

AI agent supports RFP responses by analyzing the prospective client's digital presence, legal needs, and competitive landscape to craft tailored, intelligence-driven proposals.

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Gather RFP Intelligence
/about/products/legal/complianceIAB CategoriesCountries
RFP INTELLIGENCE — PROSPECT: GLOBALHEALTH INC. ════════════════════════════════════════════════════════════ RFP: Outside Counsel for Regulatory Affairs INTELLIGENCE GATHERED: /about: 4,500 employees across 12 countries /products: 8 FDA-regulated product lines /compliance: HIPAA, GDPR, FDA 21 CFR Part 11 references /legal: Currently using Morrison & Associates (from /legal attribution) /careers: 6 regulatory affairs positions — expanding team /press: 2 recent FDA warning letters referenced KEY INSIGHT: FDA compliance issues create urgent outside counsel need
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Generate RFP Strategy Brief

RFP Intelligence Brief

PROSPECT PROFILE ──────────────────────────────────────── Size: 4,500 employees | Countries: 12 | Products: 8 FDA-regulated Current counsel: Morrison & Associates | Pain point: FDA issues Urgency: High — 2 recent FDA warning letters RFP STRATEGY 1. Lead with FDA remediation expertise and track record 2. Address 12-country regulatory coordination capability 3. Reference their FDA warning letters — show awareness 4. Domain intelligence provides prospect insights competitors lack

10Thought Leadership & Content Strategy Intelligence

AI agent optimizes thought leadership strategy by analyzing content gaps, trending topics, and audience engagement patterns across the legal industry domain landscape.

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Identify Content Gaps & Opportunities
/blog/events/pressIAB CategoriesPersonas
THOUGHT LEADERSHIP INTELLIGENCE — CONTENT STRATEGY ════════════════════════════════════════════════════════════ TRENDING TOPICS (from legal industry /blog analysis): AI Regulation: +450% content volume YoY — most discussed topic ESG Compliance: +220% content volume YoY Data Privacy (state laws): +180% content volume YoY CONTENT GAPS (topics underserved by competitor firms): AI in Due Diligence: Only 3 of 50 rival firm /blog pages cover this Cross-Border Crypto Regulation: Only 2 firms publishing on this OPPORTUNITY: First-mover advantage in underserved topics
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Generate Content Strategy Report

Thought Leadership Strategy

CONTENT STRATEGY RECOMMENDATIONS ──────────────────────────────────────── Trending topics: AI regulation, ESG, data privacy Content gaps: AI due diligence, crypto regulation Competitor coverage: Low in gap areas — first-mover opportunity PUBLISHING CALENDAR 1. Launch "AI in Due Diligence" series — 4 articles/month 2. Publish cross-border crypto regulation guide 3. Target prospect personas identified via domain analysis 4. Domain /blog analysis reveals content white spaces
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