LEGAL PARTNERS
Your best partners are too busy delivering work to consistently win more of it.
The firms that consistently win the best corporate work share one thing. Their partners are as good at winning instructions as they are at delivering them. Ricavi makes that possible across your entire partnership, not just the two or three people who happen to have the natural aptitude.
Trusted by great sales teams at:
Trusted by great sales teams at:
Trusted by great sales teams at:
Great lawyers solve problems.
Ricavi makes sure they uncover the full brief first.
Your best partners instinctively want to advise. But jumping to legal analysis before fully understanding the commercial context means narrower instructions and missed scope.
Ricavi's coaching sidebar ensures they ask about business impact, decision-makers, timeline, and budget, so that every client conversation starts with the commercial context, not the legal analysis.
Scope the right engagement,
not just the obvious one.
The deal health scorecard tracks whether your team has clearly defined the client's commercial objectives, expected outcomes, and full scope of work. If an engagement moves toward a proposal without these, the score shows it, so your partners scope the right matter, not just the obvious one.
The client history lives with the firm.
Not with the partner.
Every conversation is captured and summarised. When a partner transitions, a senior associate steps up, or a colleague picks up a referral relationship, the full history is there: every discussion, every instruction, every commercial context.
Your lawyer will never update
the CRM. Ricavi does it for them.
After every client call or business development meeting, Ricavi suggests CRM updates: contacts met, matters discussed, next steps, and referral sources. Your lawyers review and approve with a click, so the BD pipeline stays current without the admin that kills momentum between billable hours.
Connect your tools
Works with the tools your firm already runs on.
Gmail
Gmail
Outlook
Outlook
Microsoft Teams
Microsoft Teams
Hubspot
Hubspot
Salesforce
Salesforce
Google Calendar
Google Calendar
OneDrive
OneDrive
Slack
Slack
Drive
Drive
Zoom
Zoom
Microsoft Dynamics
Microsoft Dynamics
More ways to
stay on track.
More ways to
stay on track.
The small things that compound, built to keep your consultants focused and your pipeline clean.
The small things that compound, built to keep your consultants focused and your pipeline clean.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Custom methodology
Build a BD framework that matches your firm's business development process, not a generic sales playbook that your partners will dismiss as irrelevant.
Custom methodology
Build a BD framework that matches your firm's business development process, not a generic sales playbook that your partners will dismiss as irrelevant.
Custom methodology
Build a BD framework that matches your firm's business development process, not a generic sales playbook that your partners will dismiss as irrelevant.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a legal need outside the current practice area. Future referral opportunity, auto-flagged for the right practice group.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a legal need outside the current practice area. Future referral opportunity, auto-flagged for the right practice group.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a legal need outside the current practice area. Future referral opportunity, auto-flagged for the right practice group.
Coaching for non-sellers
BD guidance calibrated for partners and senior associates who develop business as part of their role, not dedicated salespeople. No sales jargon. Just structured, practical advice that lawyers will actually follow.
Coaching for non-sellers
BD guidance calibrated for partners and senior associates who develop business as part of their role, not dedicated salespeople. No sales jargon. Just structured, practical advice that lawyers will actually follow.
Coaching for non-sellers
BD guidance calibrated for partners and senior associates who develop business as part of their role, not dedicated salespeople. No sales jargon. Just structured, practical advice that lawyers will actually follow.
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Real feedback.
Real results.
Real feedback.
Real results.
Ricavi sits in on every client conversation and works as a second set of hands for your firm.
Ricavi sits in on every client conversation and works as a second set of hands for your firm.
“We all think we have some idea of sales until we hear what Coach Pilot has to offer. Ricavi is a must for business owners and sales executives.”
Jamie Lingham
CEO, Absolute Immigration
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
Question?
We got answers.
Question?
We got answers.
Need help?
Talk to our team and we’ll show you a custom walkthrough.
Talk to our team and we’ll show you a custom walkthrough.
Our partners are lawyers, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners through business development conversations without forcing a sales script on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that kills BD momentum between billable hours. Partners who resist "selling" are usually the ones who benefit the most from structured BD coaching.
Our partners are lawyers, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners through business development conversations without forcing a sales script on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that kills BD momentum between billable hours. Partners who resist "selling" are usually the ones who benefit the most from structured BD coaching.
Our partners are lawyers, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners through business development conversations without forcing a sales script on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that kills BD momentum between billable hours. Partners who resist "selling" are usually the ones who benefit the most from structured BD coaching.
Can Ricavi work with our firm's BD methodology?
Yes. Build a custom BD framework that matches how your firm develops business, whether that's a formal key client programme, a partner-led pursuit process, or a set of BD standards you're trying to embed across the partnership. Ricavi coaches against it and tracks adoption.
Can Ricavi work with our firm's BD methodology?
Yes. Build a custom BD framework that matches how your firm develops business, whether that's a formal key client programme, a partner-led pursuit process, or a set of BD standards you're trying to embed across the partnership. Ricavi coaches against it and tracks adoption.
Can Ricavi work with our firm's BD methodology?
Yes. Build a custom BD framework that matches how your firm develops business, whether that's a formal key client programme, a partner-led pursuit process, or a set of BD standards you're trying to embed across the partnership. Ricavi coaches against it and tracks adoption.
Is recording appropriate for client conversations in a law firm?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels exactly the same. This is specifically for business development and client relationship conversations, not privileged legal advice. Many firms find that capturing BD conversations strengthens client relationships because nothing discussed is ever forgotten.
Is recording appropriate for client conversations in a law firm?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels exactly the same. This is specifically for business development and client relationship conversations, not privileged legal advice. Many firms find that capturing BD conversations strengthens client relationships because nothing discussed is ever forgotten.
Is recording appropriate for client conversations in a law firm?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels exactly the same. This is specifically for business development and client relationship conversations, not privileged legal advice. Many firms find that capturing BD conversations strengthens client relationships because nothing discussed is ever forgotten.
How does this help with cross-referrals between practice areas?
Ricavi flags moments in conversations where a client mentions a legal need outside the current practice area, a property matter during a commercial call, an employment issue during a corporate transaction. These are auto-tagged and routed to the relevant practice leader. Most firms lose these opportunities because no one follows up.
How does this help with cross-referrals between practice areas?
Ricavi flags moments in conversations where a client mentions a legal need outside the current practice area, a property matter during a commercial call, an employment issue during a corporate transaction. These are auto-tagged and routed to the relevant practice leader. Most firms lose these opportunities because no one follows up.
How does this help with cross-referrals between practice areas?
Ricavi flags moments in conversations where a client mentions a legal need outside the current practice area, a property matter during a commercial call, an employment issue during a corporate transaction. These are auto-tagged and routed to the relevant practice leader. Most firms lose these opportunities because no one follows up.
What happens when a partner moves or a senior associate takes over a relationship?
Every conversation is captured and summarised. The incoming person gets the full relationship history: every BD meeting, every instruction, every commercial context discussed. No lost context. No relationship damage from having to ask the client to repeat themselves.
What happens when a partner moves or a senior associate takes over a relationship?
Every conversation is captured and summarised. The incoming person gets the full relationship history: every BD meeting, every instruction, every commercial context discussed. No lost context. No relationship damage from having to ask the client to repeat themselves.
What happens when a partner moves or a senior associate takes over a relationship?
Every conversation is captured and summarised. The incoming person gets the full relationship history: every BD meeting, every instruction, every commercial context discussed. No lost context. No relationship damage from having to ask the client to repeat themselves.
What happens after a BD meeting or client call?
Within minutes, Ricavi writes a structured summary, updates your CRM with contacts met and matters discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. The partner reviews and approves, no manual data entry.
What happens after a BD meeting or client call?
Within minutes, Ricavi writes a structured summary, updates your CRM with contacts met and matters discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. The partner reviews and approves, no manual data entry.
What happens after a BD meeting or client call?
Within minutes, Ricavi writes a structured summary, updates your CRM with contacts met and matters discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. The partner reviews and approves, no manual data entry.
Can we track BD activity and methodology adoption across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner and per practice group. You'll see who is doing consistent business development, who needs coaching support, and where the pipeline gaps are, based on what actually happened in the conversation, not what gets entered after the fact.
Can we track BD activity and methodology adoption across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner and per practice group. You'll see who is doing consistent business development, who needs coaching support, and where the pipeline gaps are, based on what actually happened in the conversation, not what gets entered after the fact.
Can we track BD activity and methodology adoption across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner and per practice group. You'll see who is doing consistent business development, who needs coaching support, and where the pipeline gaps are, based on what actually happened in the conversation, not what gets entered after the fact.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.