Develop and track new business opportunities.

Opportunity Overview

Opportunity overview provides an up to date view of the opportunity including an overview dashboard, details, tasks and time.

Never miss an opportunity with clear and simple visual pipelines.

Understand the cost of business development by capturing time spent on opportunities.

Create new opportunities with key information via intuitive online forms.

Capture opportunity type, name, open/close dates and other key information via intuitive online forms.

Update existing opportunities at the click of a button to ensure information is always up to date.

Convert prospects and opportunities to matters without re-typing information.

Use free text search to quickly find existing opportunities that match the search criteria.

Restrict access to an opportunity to a specific set of users.

View existing time entries, or create a new entry directly from an opportunity to have details populated automatically.

View existing expense entries, or create a new entry directly from an opportunity to have details populated automatically.

View existing active tasks, or create a new task directly from an opportunity to have details populated automatically.

Custom fields allow firms to capture data that isn't part of the 'out-of-the-box' data model.