Business Development made simple.
The Practice Pipeline® Dashboard is the simplest way to develop business. Its intuitive interface saves you time and helps you track your top client opportunities – without the complexity of traditional CRM systems.
Each opportunity is tracked on a colored Tile. It includes the overall goal for the relationship, a “Next Step,” and a due date. Tiles change color according to their due date, from green, to yellow (due soon) to red (past due). This calls attention to the clients, prospects, and referral sources who require follow-up.
The Dashboard assigns a Pipeline Score that provides a measure of your activity. The more proactive you are in completing your tasks, the higher your score. When your Tiles turn overdue, your score will drop, providing a gentle reminder that it's time to get back on track. You can compare your score to the firm average, providing a context for your efforts.
Take your pipeline along with you.
Practice Pipeline is available as an easy-to-use mobile app for iOS® or Android®-equipped mobile devices. With your pipeline always within reach, tracking your key relationships is easier than ever.