Identifies potential for new engagements and growth from your data.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
Every team keeps its engagements in the CRM under the name of the individual company, not the group. Before a sales meeting, someone pieces the existing work together by hand, along with the commercial register, the annual report and press releases. By the time the briefing is ready, the meeting has often come and gone.
Anyone who walks into the meeting with the complete picture already knows the client's open question, and that is where the 30% higher win rate comes from.
The 30% higher win rate is this agent's headline figure. Four engagements, three offices and seven spellings show what a group client looks like in a CRM that has grown over the years; they are not measured values.
The agent gathers every entry on a client across spellings and subsidiaries. It assigns them to the parent company and records where each entry came from.
Client Nordwerk Group, 4 engagements merged from 7 spellingsAlongside the existing work, the agent sets out what is publicly known about the client, such as a shareholding notification or a new construction project. For every point it gives the source and date.
Market section of the briefing, 5 points, 2 of them from the 2025 annual report, page 34The agent brings existing work, contacts and talking points together on one page. The team knows the history and the open question before it walks into the room.
briefing_nordwerk_1109.pdf, 1 page, 4 engagements, 5 sourced talking pointsIt files the briefing on the CRM record. The business development manager decides who calls and when.
It states the scope of the existing engagements and the talking points. The partner negotiates the price and scope of any new engagement.
It shows that the firm already advises the Nordwerk Group on employment law. Whether a new engagement raises a conflict with an opposing party is for the firm's conflict check to establish before it is accepted.
Connected systems
Operations
A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We establish the realistic effect for your organisation in the assessment before the pilot.