Glossary
An alphabetical reference of key terms used throughout Client Portal.
BDR -- Business Development Representative. Your dedicated BDR is the person who conducts phone conversations with attorneys in your markets, captures call dispositions, and builds the relationships that generate market intelligence.
Booking Link -- A public URL that lets someone schedule a meeting with you through Client Portal. Booking links display your available time slots and handle the entire scheduling process, from time selection to calendar event creation.
Campaign -- A targeted outbound effort within a market. A campaign defines a specific set of contacts to reach out to, tracks call activity and outcomes, and measures progress toward coverage goals. Every campaign belongs to a single market.
Contact -- An individual attorney or legal professional in your Client Portal database. Contacts are organized by market and campaign, and each contact has a profile with enrichment data, call history, and signal information.
Disposition -- The outcome classification of a call. Client Portal uses 9 canonical dispositions: No Answer, Voicemail, Gatekeeper, Incorrect Number, Not Interested, Callback Requested, Future Potential, Meeting Booked, and Do Not Contact. See Understanding Dispositions for details.
Enrichment -- The process of finding and verifying contact information (email, phone) for an attorney, along with supplementary data like LinkedIn profile details, work history, and education. Enrichment transforms basic contact records (name + firm + title) into rich profiles with actionable contact data.
Firm Tier -- A classification of law firms based on their AmLaw ranking. Tiers include AmLaw 10, AmLaw 25, AmLaw 50, AmLaw 100, and AmLaw 200. Firm tier is one of the optional dimensions used to define a market.
Market -- A tightly defined candidate market based on practice area, geography, seniority, and optionally firm tier. Markets are the core organizational unit in Client Portal -- all contacts, campaigns, calls, and signals are organized around markets. Example: "Patent Litigation -- Multi-Market". See Understanding Markets for details.
Movement State -- A signal that captures how actively an attorney is considering a lateral move. The four states are: Not Moving, Soft Listening, Exploring, and Active. Movement State is one of the most important signals for identifying candidates who may be open to opportunities. See Understanding Signals.
Practice Area -- A legal specialization or area of focus. Examples include M&A (mergers and acquisitions), Litigation, IP (intellectual property), Real Estate, Tax, Capital Markets, and many others. Practice area is one of the primary dimensions used to define a market.
Seniority -- The career level of an attorney. Standardized levels in Client Portal are: Associate, Senior Associate, Counsel, and Partner. Seniority is used to define markets and filter contacts.
Signal -- A structured piece of market intelligence extracted from a real conversation with an attorney. Signals capture specific dimensions like movement state, timing window, motivation driver, conversation access, relationship permission, and firm stability. Signals always trace back to a specific call. See Understanding Signals for details.
Timing Window -- A signal that indicates when an attorney might be ready to make a lateral move. Values are: Now, 0-3 months, 3-6 months, 6-12 months, and 12+ months. Timing Window helps you prioritize outreach based on urgency.
Transcript -- The text version of a recorded phone conversation. Transcripts are generated from call recordings and serve as the basis for AI summarization and signal extraction. See Transcripts & AI Summaries.
Workspace -- Your firm's dedicated environment within Client Portal. A workspace contains all of your markets, campaigns, contacts, calls, meetings, and analytics. Workspaces are completely isolated -- no other Client Portal customers can see your workspace data.