Professional services
Business development that survives a billable week.
Nobody in a practice has a spare afternoon for pipeline admin, and the best source of new work is usually a client you already have. Signal keeps the conversations, the referrals and the proposals in one place, so the follow-up happens without anyone having to be a salesperson about it.
14 days free. No credit card.
- 14 days free
- No credit card
- Unlimited users
The problem
The people who sell are the people who deliver.
So when the work is busy, the business development stops entirely.
What that costs
A good month means no pipeline
Fee earners bill out, nothing new is started, and the quiet arrives a quarter later looking like bad luck rather than arithmetic.
Client relationships sit in inboxes
Everything you know about a client lives with the partner who acts for them, so nobody else can pick up the relationship or spot the second piece of work.
Referrals are never followed up
A good introduction arrives, gets a polite reply, and then two months of billable work go past before anyone thinks about it again.
How it works
Quiet, and it keeps going.
The practice
Every client conversation on one record
Calls, meetings, emails, engagements, proposals and notes on the account rather than in one person’s inbox. Which means the relationship belongs to the practice, and the second matter is visible to whoever is free to take it.
- Several contacts per client, with their roles
- The full history, whoever created it, years later
- Referral sources recorded, so you can see which ones actually produce
Follow-up that does not need a salesperson
A next step on every opportunity, overdue in front of you, and a day list that takes four minutes to read. It is not a sales process. It is a list of the conversations you already meant to have.
- Overdue first, because that is where the work quietly leaks away
- Meetings booked with a link rather than six emails
- Sequences from your own address when a campaign is worth running
And proposals out while it is still warm
Scopes and fees from your own catalogue, built from the opportunity, sent as a tracked link. You can see it being read, which tells you whether to call or to give them another week.
- Fee structures priced once and used consistently
- Engagement per proposal, so the follow-up is timed
- Value in play across everything sitting with clients right now
What you get
For a practice, not a sales floor.
For professional services
Client history in one place
Every conversation on the account, so the relationship is the practice’s.
Learn moreCoverage across the client base
Which clients nobody has spoken to this quarter, as a number.
Learn moreA short daily list
Next steps and overdue work, in four minutes rather than an afternoon.
Learn moreProposals with fees
From your own scopes and rates, tracked when they are opened.
Learn moreMeetings without the email chain
A booking link with your real availability behind it.
Learn moreUnlimited users
Every fee earner in it without a per-seat argument at partner level.
Learn moreGetting started
Half a day, and nobody has to change how they work.
Four steps
- 30 minutes
Import the client list
Companies and the people you actually deal with inside them.
- 30 minutes
Put the live opportunities in
Including the ones that are only a conversation so far.
- 1 hour
Load your fee structures
The scopes you quote most often, at current rates.
- 5 minutes
Look at coverage
The clients nobody has spoken to. That list is this quarter’s work.
Questions
Practice questions, answered.
Our fee earners will not use a sales system.
Most of what they would use is the client record and a short daily list. Nobody has to run a pipeline meeting for it to be worth having, and the coverage number alone usually pays for it.
Can we track where work comes from?
Yes. Referral sources sit on the account and on the opportunity, so you can see which relationships actually produce work rather than which ones feel productive.
Is client information kept private?
Permissions are set by role, and what each person can see is set by you. Data is encrypted in transit and at rest, kept separate from every other workspace, and never used to train AI models.
Does it handle time recording or billing?
No. Signal is the business development side: the relationship, the opportunity, the proposal and the forecast. Time recording and billing stay in your practice management system.
Can we run outreach without it feeling like cold calling?
Sequences send from your own address, at whatever volume you choose, and stop the moment somebody replies. For most practices the best campaign is to the clients they already have. More on sequences.
How is it priced?
One workspace subscription with unlimited users, and every limit metered on the workspace rather than per person. Adding partners and associates does not change what you pay. See pricing.
Question not answered here? Ask ANI and get a straight answer.
Keep the work coming through a busy month.
14 days free. No credit card. Unlimited users from the first minute.