For law firms
Every partner coached to ask first.
The partner was about to read the clause. Ricavi’s nudge: ask who signs off first.
In Ricavi, a matter is a deal. A client meeting is a call. Your list of matters is the pipeline.
What Ricavi does for your partners.
Ask first, live
Ricavi nudges the partner while the client is still there.
Every call on file
Each recorded call stays on file, with its transcript.
See the whole team
Practice group leaders review their team’s calls and scorecards.
Approve each draft
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Coaching on the client calls and CRM you already run.
Client calls come in from Google Meet, Microsoft Teams, and Zoom. Ricavi records them and reads the client’s record in your CRM. Drafted updates go back only once the partner approves them.
83%
Less admin
Ricavi writes the notes and drafts the follow-ups. It updates the CRM once the partner approves.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the partner approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Clause question raised
- Sign-off still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
Ask who signs off before you read the clause.
Ricavi tracks your firm’s process live. When a key question is still open after halfway, a smart nudge suggests the words to say. Only the partner sees it.
The partner’s seat
Business development for lawyers on the clock.
When the call ends, the summary and transcript are ready for your file note.
Scored on your firm’s process
Each recorded call gets a score. It checks your questions, your tone, how you handle objections, and your firm’s own steps.
A private coaching chat
The coaching chat already knows what was said, so you can ask it why the sign-off question nearly waited. It stays private unless you share it.
Your next move
One press drafts the questions you skipped, ready for the next client call.
“
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi.”
Jane Susak
Sales Manager, Essential Assessment
The screens say deal.
Your playbook can say matter.
Partners tune out sales jargon. At onboarding, your own process, such as a key client program, is set up with you in the firm’s terms. It becomes the checklist a partner sees on the call.
Discovery
The initial consultation.
The meeting where the client explains the problem.
Buying committee
The client’s decision-makers.
Everyone who signs off.
Objection
A rates discussion.
The client pushes back.
Deal
A matter, or a new engagement.
A piece of client work the firm wants.
Illustrative example
The chips are the words on Ricavi’s screens, set beside one firm’s playbook wording.
The follow-up is drafted. The partner decides what’s sent.
Ricavi drafts the email and the CRM update. Nothing is written to your CRM until someone approves it.
To review
The partner edits and approves each draft on its own.
Send email
Follow-ups go from your own account, and only once approved.
Or dismiss it
Dismiss a draft and nothing is sent or synced.
Up next
Your admin sets which CRM fields Ricavi may update.
Ricavi drafts the email and the CRM update. They wait until the partner says yes.
In plain words
What is law firm business development?
Law firm business development is winning new matters and growing the clients a firm already has. It covers the pitch, the first client conversation, the follow-up, and referrals between practice groups. It usually breaks in three places. Partners advise before they ask. Follow-ups lose to billable work. A client’s need for another practice group gets mentioned, then forgotten.
Advising first
A nudge, past halfway, when a key question hasn’t been asked.
Slow follow-ups
The follow-up and CRM update, drafted and waiting for the partner’s yes.
Lost referrals
A bookmark on the call, then an introduction drafted when the partner asks.
Last reviewed 10 Oct 2026
Written by the Ricavi team
For the risk partner
Choose which client calls are recorded.
Here’s an example day in a law firm. Change a setting and the recorded calls change with it.
Recording rules
Set by your admin
- External video callsGoogle Meet, Microsoft Teams, Zoom
- Internal callsOnly people from your firm
- Domains you excludeSuch as opposing counsel’s
- Kept for the period you setThen purged automatically
Your risk partner is welcome to join the demo.
Example day
- 09:30First client meetingExternal · client.exampleRecorded · no bot
- 11:00Practice group meetingInternalSkipped: internal call
- 12:30Call with opposing counselExternal · opposingcounsel.exampleSkipped: excluded domain
- 14:00Pitch to a General CounselExternal · company.exampleRecorded · no bot
- 15:30Client call by phonePhoneNot recorded: phone call
- 17:00Client lunchIn personNot recorded: in person
Six meetings. Two recorded. No bot, no notice.
A BD coach each quarter, or coaching on the call.
A good BD coach brings judgement and relationships. Ricavi brings the recording and a nudge in the moment. Here’s where each kind of law firm business development coaching helps.
- When feedback landsA BD coachAt the next sessionRicaviDuring the call
- What it’s based onA BD coachWhat the partner remembersRicaviThe recording and transcript
- Who gets coachedA BD coachWhoever attendsRicaviEvery partner on Ricavi
- Notes, follow-up, and CRM updateA BD coachNoRicaviDrafted for approval
- Judgement on a sensitive client relationshipA BD coachYesRicaviNo
- Firm strategy and positioningA BD coachYesRicaviNo
They work best together. The coach sets the plan. Ricavi keeps it running on client calls between sessions.
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Under the bonnet
Built on how sales is taught, not bolted on.
Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a client conversation, like preparing for a pitch or drafting the follow-up after it.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
If you remember one thing
The five things on this page.
1
Every partner coached to ask first.
2
The partner was about to read the clause. Ricavi’s nudge: ask who signs off first.
3
Your playbook can say matter.
4
You choose which calls are recorded. Some never are.
5
Ricavi drafts the email and the CRM update. They wait until the partner says yes.
FAQ
What the partnership will ask you first.
Law firm business development is winning new matters and growing the clients a firm already has. It is also called legal business development. It covers the pitch, the first client call, the follow-up, and referrals. It often breaks in three places. Partners advise before they ask. Follow-ups lose to billable work. Other needs get mentioned, then forgotten.
Every partner coached to ask first.
The partner was about to read the clause. Ricavi’s nudge: ask who signs off first.