ClientIQ
A relationship fitness tracker, not a CRM.
Built bespoke by Standard Consulting.
ClientIQA relationship fitness tracker, not a CRM.
BD discipline you can see,
not guess.
Microsoft Teams
No forms. Just a message.
Lawyers chat; they don’t fill in forms. Tell the ClientIQ bot what happened and it structures the touch, confirms before it writes, and updates the account. Nothing new to learn, nowhere new to go.
ClientIQ
Bot · Microsoft Teams
Capture
Message the bot after any touch. Confirmed before anything is written.
Morning brief
Your queue, in Teams, at 7.30 every weekday.
Pre-meeting brief
A one-page card an hour before each client meeting: who, last touch, open items.
Today
Your day, already triaged.
ClientIQ reads every account overnight and queues what needs you, most important first. Overdue follow-ups rise to the top, with an email drafted and ready to send.
Account health
Every account, scored.
A health score out of 100 for each client, built from seniority, breadth, strength and cross-practice spread. A number a partner can act on, with the working shown.
People
The warmest path into every room.
ClientIQ maps who knows whom and how well, then finds the colleague best placed to open a door. One click asks for the introduction.
White space
See the work you’re not winning.
Eight practice areas, one grid per client. Filled cells show who holds the work. Empty ones are a single sentence in your next conversation: who do you use for this?
Competitors
Know who else is in the room.
A source-backed map of who competes for each client’s work: direct, indirect and the rivals nobody names. Built from live research, every claim tagged fact, estimate or inference.
Briefings
Walk in briefed.
Weekly account and sector briefs covering board moves, results and regulation, and what each means for the relationship. A two-minute read on the way to the meeting.
Across the firm
The whole firm, one screen.
For the head of BD: every key account, who owns it, where work is open and where the rhythm is slipping. Pipeline mix by sector, stale accounts flagged, single-threaded relationships called out.
The portfolio heatmap. Health at a glance, across every sector.
Mobile
In your pocket on the way in.
The full product runs in the phone’s browser, nothing to install. Read the pre-meeting brief in the lift, clear the morning queue on the train, log the touch from the taxi before the detail fades.
Bespoke
Built for your firm. Not configured — built.
Every screen on this page was built for one firm, around how that firm actually wins work. That is the whole idea. ClientIQ is not a product you bend to fit; it is a client-intelligence engine we shape to your practices, your data and the systems your teams already live in.
Your health score, your practice areas, your account tiers, your competitor sets: defined the way your partners think, not the way a generic CRM assumes. The result reads like it was made for you, because it was.
Your systems
Plugs into Teams, your CRM, your document and billing systems. No new place to go, no data re-keyed.
Your definitions
Scoring, tiers and practice areas modelled on how your firm measures a relationship, not a template.
Your data, your tenant
Runs on your infrastructure under your rules. What the firm knows stays the firm’s.
In short
Everything a BD team knows. In one place.
Teams
Message the bot and the touch is logged. Briefed before every meeting.
Today
A triaged queue of what needs you, drafted and ready.
Health
Every account scored out of 100, with the working shown.
People
Warm paths mapped and introductions one click away.
White space
The work you’re not winning yet, practice by practice.
Competitors
Who else is in the room, with sources.
ClientIQ turns relationship knowledge from something the firm has into something the firm can use — built for your firm, not borrowed from someone else’s.
Built bespoke by Standard Consulting