Every BD team has a rough sense of where they stand with a client relative to competitors. Rough is the problem. "We think we're behind Firm X on this account" is a hunch, pieced together from news alerts and half-remembered conversations, not something anyone can act on with confidence.

From Hunch to a Real Picture

Building your own incumbents view to track a rival firm's presence with AT&T over time

Pull up a client's profile and filter the matter list down to one firm, then sort by date. This is how you build an incumbent view yourself, no separate feature required, just the matter list filtered and sorted. The chronological view also shows momentum, comparing the volume and recency of matters early in that list against the most recent entries tells you whether a rival's presence with the client is growing or fading.



Same view, different use: backing an RFP response for AT&T with real numbers 

Pull the matter-level detail straight into an RFP response as supporting evidence, matter, industry, value, and date, backing up a claim about experience with real numbers instead of an assertion.