Opened · NDA sent
Checked once
Intake
New matters captured once. Conflicts and next steps aren’t a rumour.
By industry · Law · advisory · consultancies
BD, intake, scheduling, and the admin that partners don’t want to own — running while the billable work does.
Sales + ops · add HR and finance for staffing and billing
Matter opened · NDA sent
12 dormant accounts nudged
Associate booked for Monday
How it actually runs
Partners stopped being the CRM. New matters still need a home: intake, conflicts, BD follow-up, staffing. Fless runs the practice around the practice area — law, advisory, consultancies — in London, Lagos, and New York without a second floor of coordinators.
Built for
Opened · NDA sent
Checked once
New matters captured once. Conflicts and next steps aren’t a rumour.
12 accounts nudged
BD always on
Follow-up that doesn’t wait for a Friday partner lunch.
Associate booked Monday
Client can see it
Docs, staffing, and status the client can see without chasing.
In practice
Intake once. NDA out. Conflicts checked. Partner sees a clean file.
BD that runs between lunches. Humans take the relationship.
The right associate on the calendar. The client sees status without chasing.
Docs and dates with owners. Billable work stays billable.
Every new matter enters the same way. Conflicts aren’t a side chat.
Sequences on the book of clients — partners aren’t the CRM.
Staffing and status the client can see. Ops doesn’t eat the partner’s Sunday.
“Partners stopped being the CRM. The work still found a home.”
Nora Ade · Managing Partner, West & Co
How professional services teams usually buy and turn desks on.
Clinics, groups, and after-hours.
Admissions, parents, admin.
Stores, sites, and the questions in between.
Banks, fintech, professional money.
Rooms, tables, guests — overnight.