Market Intelligence
Intelligence is what sets Client Portal apart from a standard CRM or contact database. Every piece of intelligence in the platform comes from real conversations with real attorneys -- not scraping, not guessing, not aggregating public data.
How Intelligence Is Captured
The intelligence pipeline works like this:
- Your dedicated BDR has a phone conversation with an attorney in one of your markets.
- The call is logged with a disposition, notes, and -- when available -- a full transcript and recording.
- AI analyzes the transcript to extract structured signals: movement state, timing, motivation, and more.
- Signals are reviewed and verified before being published as trusted intelligence.
This process ensures that every signal you see in Client Portal is grounded in a real interaction, not inferred from public data.
In Client Portal, calls are the evidence layer. Signals are the meaning layer. Every signal traces back to a specific conversation, so you always know where the intelligence came from.
Signal Lifecycle
Signals move through a clear lifecycle before they appear in your workspace:
| Stage | What It Means |
|---|---|
| Detected | AI identifies a potential signal from a call transcript |
| Reviewed | Your dedicated BDR confirms the signal aligns with the conversation |
| Verified | The signal is validated as reliable, commercially relevant intelligence |
| Published | The signal is finalized and visible in your workspace |
Published signals represent the highest level of confidence. They are commercially relevant, conversation-backed, and independently verified.
The Intelligence Hierarchy
Client Portal uses a clear hierarchy to separate raw activity from meaningful intelligence:
Calls = Evidence
Calls are the foundational layer. They record what happened: who was contacted, how the conversation went, what was said. Calls include:
- Contact name and firm
- Disposition (the outcome of the call)
- Duration and timestamp
- Transcript and AI summary (when available)
Signals = Meaning
Signals are extracted from calls and represent what it means commercially. A single call might produce multiple signals:
- Is this attorney open to moving?
- When might they be ready?
- What is motivating them?
- How receptive are they to continued conversation?
Signals transform raw call activity into structured, actionable intelligence.
How Intelligence Compounds Over Time
One of the most powerful aspects of market intelligence is that it compounds. Each conversation builds on the last:
- First call -- You learn whether the attorney is reachable and open to talking.
- Follow-up calls -- You deepen the relationship and uncover motivations, timing, and preferences.
- Over months -- You develop a real-time map of who is moving, who is thinking about it, and who is locked in.
This compounding effect means that the longer a market is covered, the more valuable the intelligence becomes. Early activity might feel like ground-breaking. Over time, it becomes a sustained information advantage.
The goal is not to make more calls -- it is to build deeper understanding within each market. A well-covered market gives you timing advantages and relationship access that no database can replicate.