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Legal Services · Client Development & BD

Identify and pursue new client opportunities

EnhancesStable
Available Now
Production-ready. Commercial solutions exist and organizations are actively deploying.

Trajectories describe the observable direction of human effort — not a prediction about specific roles, headcount, or individual careers.

What You Do Today

Partners track industry developments, monitor RFPs, leverage relationships, and pitch for new work — business development built on reputation and relationships.

AI Technologies

Roles Involved

Who works on this
CX Strategy LeaderChief of StaffInnovation LeadVendor / Technology Partner ManagerExecutive Assistant
VP/SVPDirectorManager/SupervisorIndividual Contributor

How It Works

AI monitors trigger events (M&A activity, regulatory actions, litigation filings) that create legal needs, maps firm relationships to opportunities, and scores pursuit likelihood.

What Changes

Business development is proactive; AI identifies companies that just experienced a trigger event and maps your firm's relationship path to them.

What Stays the Same

Building genuine relationships, delivering excellent work that generates referrals, and the personal brand that makes clients choose you.

Evidence & Sources

  • Litera Foundation
  • Introhive
  • Mondaq

Sources listed are directional references, not formal citations. Verify against primary sources before using in business cases or presentations.

Last reviewed: March 2026

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for identify and pursue new client opportunities, document your current state in client development & bd.

Map your current process: Document how identify and pursue new client opportunities works today — who does what, how long each step takes, and where the bottlenecks are. Use your matter management system data to establish a factual baseline.
Identify the judgment calls: Building genuine relationships, delivering excellent work that generates referrals, and the personal brand that makes clients choose you. — these are the boundaries AI won't cross. Know them before you start.
Check your data readiness: AI tools for client development & bd need clean, accessible data. Check whether your matter management system has the historical data, integrations, and quality to support Client intelligence tools.

Without a baseline, you can't tell whether AI actually improved identify and pursue new client opportunities or just changed who does it.

2

Define Your Measures

What to track and how to calculate it

matter cycle time

How to calculate

Measure matter cycle time for identify and pursue new client opportunities before and after AI adoption. Pull from your matter management system.

Why it matters

This is the most direct indicator of whether AI is adding value to client development & bd.

outside counsel spend

How to calculate

Track outside counsel spend using the same methodology you use today. Don't change how you measure just because you changed how you work.

Why it matters

Speed without quality is just faster mistakes. Measure both together.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a goal. Measure outcomes. If the tool helps with identify and pursue new client opportunities, people will use it.
3

Start These Conversations

Who to talk to and what to ask

General Counsel or Managing Partner

What's our plan for AI in client development & bd? Are we piloting, planning, or waiting?

This tells you whether to experiment quietly or push for formal investment in identify and pursue new client opportunities.

your matter management system administrator or vendor

What AI capabilities exist in our current matter management system that we're not using? Most platforms are adding AI features faster than teams adopt them.

The cheapest AI adoption is the features already included in your existing license.

a practitioner in client development & bd at another organization

Have you deployed AI for identify and pursue new client opportunities? What worked, what didn't, and what would you do differently?

Peer experience is more useful than vendor demos. Find someone who has actually done this.

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.

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Technology That Enables This

These architecture components support or enable this AI application.

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