## Develop and track new business opportunities.

### Opportunity Centric

## Opportunity Overview

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

## Visual Pipelines

Never miss an opportunity with clear and simple visual pipelines.

## Time Entry

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

## Simple Forms

Create new opportunities with key information via intuitive online forms.

## Details:

## Create New Opportunities

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

#### Keep Information Up To Date

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

#### Simplified Intake

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

### Simple Search

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

### Permissions

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

#### View or Capture Time

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

#### View or Capture Expenses

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

#### View or Create Tasks

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

#### Custom Fields

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