Bid Management

Manage and access everything you need for your bids in one place: professional bios, case studies, skills and expertise. Track opportunities and outcomes as they progress.

Proposal Generator

Use the built-in proposal generator in OnePlace to do just this – generate proposals without the need for third party software.

Referral Management

Track and manage incoming and outgoing referrals as well as cross-selling between practice areas. Identifying and understanding the key referral relationships are essential to maintaining focus on key partners and best friends networks.

Client life cycle