Propense is the growth intelligence layer for law firms. Surface cross-practice opportunities, market-driven outreach moments, and lateral-book whitespace so your partners spend more time advising and less time scrambling for the next matter.
Most law firms are built on relationship partners who hold the keys to their clients. Cross-practice opportunities die in silos. Lateral partners take six months to integrate. Market events that should trigger urgent outreach pass without anyone noticing.
Propense reads your time and billing, your CRM, your relationship intelligence, and the public market. It turns that into ranked opportunities and partner-ready outputs across every practice, every account.
Three motions every Propense customer runs on day one, plus seven more they scale into as adoption grows.
Generate Client Research Reports, Business Development Plans, and Account Plans for any client or prospect on demand. Every output pulls in real-time news, regulatory context, and ranked practice recommendations.
Partners run them when they need them, before a pitch, before an RFP, before annual planning. They walk in with the prep their best advisors would have spent a week pulling together.
A litigation client uses one or two practices when similar clients use five. Corporate, IP, employment, and tax matters flow to other firms because no one inside yours noticed they could be doing the work.
Propense identifies single-practice clients and ranks the practices they should be buying, with confidence scores grounded in what 10,000+ similar clients actually purchased. Every client gets a ranked cross-sell set. Partners see their own book. BD teams see opportunities they can bring directly to partners. Marketing sees the right campaigns to lead with. Practice and industry leaders see whitespace across their group.
Every cross-sell opportunity in your firm, surfaced for the partner who owns the relationship, the BD person planning outreach, the marketer building the campaign, and the practice or industry leader tracking growth.
See the top cross-practice recommendations across your book of business, ranked by propensity and ready to act on. No spreadsheets, no annual planning meetings spent hunting for the right opportunity.
BD finally gets a seat at the table. See the highest-confidence cross-sell opportunities across the firm, filterable by partner, by sector, by practice. Walk into the partner's office with the deal already framed.
Marketing builds campaigns where the demand actually is, not where someone guessed. Each campaign starts with a ranked target list of clients with confirmed need for the service being marketed.
See uncaptured revenue across your practice. Every client in your book gets a ranked set of opportunities, and your practice rolls them up into one number you can plan around.
Hatfield surfaces what matters across your book so you know exactly what is going on with your clients without spending your day researching. The intelligence comes to the partner instead of the partner hunting for it.
Every daily Hatfield partner email shows up with four types of insight ready to act on:
Each one starts with a question partners are already asking and ends with an answer they can act on today.
Before any client meeting, partners see the practice areas and matter types they should be discussing. Recommendations are ranked by relevance to recent client signals, similar-client patterns, and white space across the relationship. Walk in knowing exactly what to bring up.
Identify single-practice clients across your firm, the ones most at risk if their relationship partner leaves or the engagement ends. Surface the cross-practice opportunities that turn one-practice relationships into firm-wide ones.
Track every recommendation: which opportunities partners engaged with, which converted into pursuits, and which slipped. Performance and pipeline visibility for managing partners, COOs, and practice leaders.
One dashboard per vertical: every client in the sector, whitespace by practice, market triggers affecting the industry, and ranked prospects with the best entry service for each. Built for vertical leaders driving sector strategy.
Practice leaders see ranked whitespace across every client in the firm, sorted by practice. Drives campaign planning, partner outreach, and practice-level pipeline forecasts.
Run the lateral's clients through Propense on day one. See cross-practice introductions that make sense, white space across their accounts, and a 90-day plan that focuses their first quarter.
When a partner travels, Propense surfaces clients in the region with active recommendations matched to that partner's expertise. Travel becomes a strategic cross-sell motion. Partners identify which clients have opportunities for the practice areas they specialize in, then plan the trip around the highest-value visits.
Thirty minutes is enough. Bring a sample of your client roster, and we'll walk through exactly what would surface across cross-sell whitespace, triggers, and partner-ready opportunities using your data.