As a Busy Professional, How Do You Find the Time to Grow Revenue? Meet Hatfield Chat: The Conversational AI Tool That’s Accelerating Cross-Selling Opportunities for Accounting and Legal Professionals.
Propense’s new module, Hatfield Chat, surfaces client research, cross-selling opportunities and next steps in one conversational interface, reducing tasks that once took 10–20 minutes to a minute or less. Professionals spend less time searching and more time driving firmwide growth.
By Luke McConnell
Accounting and legal professionals have access to more client intelligence than ever. Hatfield Chat makes it easier to put that intelligence to work.
Preparing for a client conversation or identifying the next best cross-selling opportunity can require searching across client profiles, recommendation pages, news sources and spreadsheets. Every additional search creates more distance between an insight and the conversation it could inspire.
Hatfield Chat closes that gap by bringing research, recommendations and next steps into one conversational interface.
Now available to all Propense clients, Hatfield Chat is a conversational AI-powered tool that gives accounting and legal professionals faster access to intelligence across the Propense platform. Using natural language, they can ask questions, research clients and prospects, uncover priority opportunities and take the next step without navigating multiple pages in the platform.
The chat feature is already generating positive feedback from clients who see its potential to make cross-selling, business development and client service faster, easier and more actionable.
A Simpler, Smarter Way to Maximize Client Intelligence
Hatfield Chat offers the familiar experience of tools like ChatGPT or Claude: type a question or request and receive a useful response in seconds. But, its answers are grounded in something more specific: the firm’s own data and Propense’s proprietary models.
This combination gives professionals more than a general-purpose AI response. Hatfield Chat can draw from Propense’s recommendations, client and prospect information, real-time market news and context, lateral partner hires, top moves and other signals to surface insights that are relevant to the firm, the account and the opportunity at hand.
For example, a user can ask Hatfield Chat to:
Instead of building and saving multiple filtered views, users can describe what they need in their own words. Hatfield Chat conducts the research, organizes the results and links users back to the relevant clients and recommendations for deeper review.
From a Question to a Clear Next Move
Finding an opportunity is only part of the business development process. Professionals also need to understand why it matters, decide who should reach out and determine what to say.
Hatfield Chat helps connect those steps. A quick conversation can surface the strongest client signals, explain why a service may be relevant, suggest an opening for the discussion and draft an email that a professional can refine. Users can ask follow-up questions or adjust the tone without starting over.
Within the interface, professionals can also review the sources behind the output, open the corresponding recommendation, examine its reasoning and continue their established workflow by saving or assigning the opportunity. The result is a more direct path from client intelligence to client action.
Designed for Accounting and Legal Professionals
Hatfield Chat is built to reduce the friction that prevents valuable intelligence from being used consistently across a firm.
A request that might otherwise require 10 to 20 minutes of searching across Propense can often be completed in about a minute. Each user has an individual chat history, making it easy to return to previous research without exposing those sessions firmwide. Prebuilt prompts help users get started, while open-ended chat allows them to ask questions tailored to their book of business, service line or client strategy.
Users can also attach their own files or add links to provide additional context. Whether they are preparing for a key account meeting, prioritizing a long list of recommendations or deciding where to focus outreach, professionals can stay in one conversational workspace while Hatfield Chat brings the relevant intelligence to them.
More Insight. Less Searching.
By combining natural-language interaction with Propense’s proprietary intelligence, Hatfield Chat gives professionals a faster way to understand clients, identify high-potential opportunities and deliver more proactive service.
Instead of spending valuable time digging for answers, professionals can focus on strengthening relationships, starting valuable conversations and turning client intelligence into firm-wide growth.
Hatfield Chat is now available to all Propense clients. Schedule a demo to see it in action.