One place for the entire BD function
From the first RFP on the radar to the signed instruction and the year-end ROI report โ every step is tracked, every rule enforced, and knowledge stays with the firm.
Win work
5 modulesProposal pipeline
A Gantt view of every pitch and bid โ bid โ bond โ submit โ win/lost โ with live KPIs across value, win rate and bonds. Click any bar for full detail, the attachment, and a printable briefing.
- Filter by partner, practice, client and status
- Date-range window & win/loss KPIs
- Click-through detail with attachment & view / print
- Draft bids appear as bars you can reopen
New-proposal intake
Log a bid in minutes: client, opportunity, key dates, bid bond and documents. Pick an existing client or add a new one inline โ the client database builds itself as you work.
- Existing / new client with self-building directory
- Attach the RFP file, kept with the proposal
- Save drafts to resume (e.g. once the bond is issued)
- Values over your thresholds route to Approvals
Pitch Builder
Assemble a client-ready pitch from your Experience bank matters and partner bios. Toggle the sections you want, add partner headshots, set the fee โ then export a formatted PDF or editable Word, or drop it straight into your firm's PDF template.
- Pulls matters & bios you already captured
- Partner photos & award badges
- Export branded PDF or Word
- Insert into your firm template (template untouched)
Bid-bond tracker
The full bond lifecycle: issue, expiry, refund and renewal, with week-ahead alerts and a running total of cash tied up. Drafts awaiting completion sit alongside live bonds.
- Expiry / refund / renewal with dates
- Week-ahead expiry alerts
- Cash-tied-up totals at a glance
- Completion needs Manager sign-off (configurable)
Tender / RFP radar
Keep every RFP the firm is chasing on one radar. Add opportunities as they come in, score them by fit and flag local-content, then promote one into a live proposal in a single click โ and follow it all the way through to won.
- Add all RFPs you're tracking to one radar
- Score by fit & flag local-content and bid-bond
- Promote to a live proposal in one click
- Move it through bid โ submit โ won
Prove expertise
3 modulesCV / credentials generator
Store each lawyer's experience once. Pick a partner and a specialisation and QuickBD assembles a tailored, branded CV โ surfacing the relevant matters, hiding the rest. Add a headshot, choose one-page or detailed, export to PDF, or build a multi-CV pack into your firm template.
- Tailored per specialisation from one profile
- Headshot photos & hand-picked matters
- One-page or detailed, branded PDF
- Insert a CV pack into your firm's PDF template
Experience bank
One clean record of what the firm has done: searchable client, sector, practice and deal value. It feeds CVs, pitches and directory submissions โ so hard-won credentials never get lost or re-typed.
- Search by client, practice, value, year
- Hand-pick matters for a partner's CV
- Feeds Pitch Builder & Directories
- Bulk import from a spreadsheet
Directory & awards
Manage every directory submission โ practice, deadline, progress and current band โ with full referee management: who's agreed, pending or declined, drawn from your best client relationships.
- Submission tracker with deadlines & progress
- Current band / tier per practice
- Referee management with statuses
- Referees suggested from client feedback
Activities, spend & compliance
3 modulesEvents, gifts & hospitality
Plan every BD event on a shared calendar โ who's attending, when, where and what it costs โ with a per-event expense breakdown and local-content checks. Export to .ics so it drops into everyone's Outlook / Google Calendar.
- Calendar with cost & attendee breakdown
- Occasion types incl. National / Founding Day, Ramadan
- .ics import & export
- Local-content flags for gifts & performers
BD spend & ROI
The one report a managing partner actually asks for: total BD cost, cost-per-acquisition, spend-vs-work-won and local-content %, with channel-by-channel performance so you know which BD activity actually pays.
- Total cost, CAC & spend-vs-won
- Where the money went, by category
- Channel performance & ROI ranking
- Local-content share of BD spend
Gifts & hospitality register
A defensible, audit-ready log of every gift and hospitality item given or received โ with automatic policy-limit checks and a mandatory flag for government officials. Built for firms doing government-facing work.
- Given / received log with values
- Automatic policy & gov-limit checks
- Approval trail for each entry
- Export & audit for government clients
Relationships & growth
3 modulesRelationship CRM
A push-button local scan reads partner and BD inboxes, parses signatures into clean contacts with designations, de-duplicates them, scores relationship strength and builds a who-knows-whom map โ all on the machine, nothing sent anywhere.
- Local mailbox scan โ structured contacts
- Relationship-strength scoring
- Who-knows-whom map
- Import an existing contact list
Cross-sell / whitespace
A matrix of every client against every practice โ instantly showing the whitespace where you already have the relationship but not the work. Each opportunity comes with the warm internal introduction to make.
- Client ร practice whitespace matrix
- Top opportunities ranked by value
- Warm-intro owner for each gap
- Feeds directly off your client list
Client feedback / listening
Capture matter debriefs and NPS after each engagement. Promoters become directory referees and testimonial candidates; detractors trigger a partner-led service-recovery follow-up before they churn.
- Matter debriefs & NPS scoring
- Promoters โ referees / testimonials
- Detractors โ service-recovery flags
- Feeds the Directory referee list
And it all rolls up
dashboardReports & command dashboard
Everything above rolls up into one command dashboard โ pipeline, spend & ROI, bonds, NPS and whitespace โ with date-range reports you can generate and export for partner meetings.
- Every module summarised in one place
- Date-range reports you can export
- Manager-level view for partner meetings