Software options
      Back to home
      1. Knowledge Base
      2. Legal Tech
      3. Software options

      Making ranking submissions - processes / technology

      What technologies might be employed to help firms prepare high-quality submissions to ranking organizations (e.g. Chambers)

      Overview

      Lex Mundi has a Best Practices Guide on Legal Directory Submissions - that is available here. @Jorge Carrillo was one of the main authors of that guide (email him with any questions).
      With respect to automation and technology, there are options in the category of "experience management."
      This kind of software helps you do three basic things:
      • Collect "experience" information regarding matters and transactions  
      • Review / edit this information for use in RFPs / proposals
      • The ability to browse / filter / search by practice group, industry, lawyer, geography (if you operate in multiple jurisdictions)
      This software should be founded upon a combination of good business practices, senior leadership buy-in, and lawyers' willingness to provide clean data (or co-operate in the gathering of that data). 

      Collecting a smaller amount of good data is much better than gathering more of lesser quality.

      If you can collect that data in a way that is integrated into when and how the lawyers are performing their tasks - it will make this process much easier. Ideally your "ranking" collection of data is fed from multiple sources automatically. Of course, there will be some details (e.g. total, final, value of a deal) which cannot be known until later, and that is OK so long as you follow-up with the lawyers working on the matter later.

      Products

      • Nexl is a SaaS CRM focused on "turning relationships into revenue": https://nexl.cloud/product/
        • We understand that they will have a new homepage showing their capabilities regarding submissions and experience management. The solution claims to provide a central location to capture this information, and provide a powerful search tool to find the right deals and lawyers for submissions and pitches

      Lex Mundi member firm JPM have adopted this platform.

      • Content Pilot is another solution : https://www.contentpilot.com/

        • Core features include:

          • Ability to create Collections, or groups, of frequently used matters
          • Advanced collaboration utilizing comments, alerts, likes, ratings and watches; customizable dashboards
          • Table and card views for all content
          • Advanced output options is MS Word, MS PowerPoint, and MS Excel.
          • New global and advanced search options with custom filters, content exports and real-time matter tracking also enhance firms’ ability to aggregate and leverage a law firm’s collective experience.
      • Big Hand is another provider to boast a solution in this area: https://www.bighand.com/en-gb/our-solutions/pitching-and-proposals/
        • Key benefits from the solution include:
          • Create branded professional pitch documents
          • Work directly in Word and PowerPoint 
          • Pull from a searchable data warehouse
          • Link to key info, staff, related matters and more
          • Implement with minimal IT administration
      • Finally, the constellation of solutions within the Microsoft Office365 platform provide a real opportunity for firm's to streamline the collection of data, and production of pitches.