Rainmaker Activity Monitor
Your agent tracks each partner's BD pipeline — meetings held, proposals sent, engagements won, revenue originated — and generates quarterly scorecards automatically. No manual self-reporting, no CRM nagging, no end-of-quarter scramble to reconstruct who did what.
Partner BD activity is the least-tracked, highest-impact metric at most firms.
Managing partners know anecdotally who brings in business. There is no systematic data. Self-reported BD activity is unreliable — partners overreport meetings and underreport losses. According to Thomson Reuters' 2024 Law Firm Management Survey, only 31% of firms track individual partner origination accurately.
Without data, compensation decisions become political, not performance-based. The partners who talk the loudest get rewarded. The quiet rainmakers get overlooked.
Builds a complete BD profile per partner. Nobody fills out a form.
The agent pulls calendar data to distinguish prospect meetings from existing client check-ins. It reads email metadata to track outbound to new contacts versus ongoing relationships. CRM entries surface proposals sent, deal stages, and outcomes. Your billing system reveals new client originations and cross-sell introductions.
LinkedIn activity rounds out the picture — connection requests sent, content engagement with prospects, and inbound interest. The result is a complete BD activity profile assembled passively, without anyone logging a single entry.
Each partner gets a scorecard. The managing partner sees the full ranked view.
Every quarter, each partner receives a scorecard: meetings with prospects (count and trend), proposals sent and win rate, new revenue originated, cross-sell introductions made, and total pipeline value. Individual scorecards show metrics relative to the firm average — anonymized so partners see where they stand without seeing each other's numbers.
The managing partner gets the full ranked view. Every metric, every partner, every quarter — side by side. No ambiguity about who is driving growth and who is coasting on legacy relationships.
Compensation decisions backed by data. Coaching conversations backed by evidence.
The compensation committee gets data-backed input instead of anecdotes and partner lobbying. Partnership reviews reference actual BD performance — meetings taken, deals closed, revenue originated — not reputation. Underperforming partners get early coaching interventions, not year-end surprises that breed resentment.
Top performers get recognized with numbers, not just feelings. The firm's BD culture shifts from unmeasured to measurable. When everyone knows the scorecard exists, activity goes up — without anyone being asked to do more.