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Secure more clients with a connected, AI-driven CRM for law firms
Seamlessly attract, engage, and retain high-value clients with evergreen, an intelligent, data-powered client engagement solution built specifically for law firms. Boost revenue and client outcomes with this AI-driven CRM platform.
Eliminate disconnected business development workflows that stall client growth
When business development runs across email threads, spreadsheets, and isolated tools, firms lose visibility and control. Relationship history becomes fragmented, pipeline forecasts weaken, and intake governance is handled too late in the process.
Client and contact history is scattered across teams
Pipeline stages are inconsistently defined and tracked
Campaign and event ROI is difficult to measure clearly
Conflicts and AML checks are performed outside a structured workflow
Cross-selling relies on individual memory rather than firmwide insight
Business development and matter teams lack shared visibility into upcoming engagements
Unify business development with an ai driven crm built for law firms
evergreen pioneers breakthroughs in how law firms generate new business. Purpose-built for the legal sector, this AI-driven CRM solution streamlines client acquisition, enhances lead nurturing, and provides business development teams with AI-powered insights. evergreen helps teams identify high-intent prospects, automate outreach, and improve conversion rates through a fully integrated solution designed for growing your legal practice.
By combining CRM, campaign management, compliance workflows, proposal tools, and end-user applications within one connected environment, evergreen removes silos between business development and legal service delivery. With predictive analytics, workflow automation, and integration with Microsoft Dynamics 365 and Microsoft Teams, firms gain clarity across pipeline, intake, and client engagement.
Accelerate client growth with structured execution and AI-driven insight
Business development becomes predictable when pipeline visibility, campaign execution, and compliance controls operate in one connected system. evergreen, standardizes how opportunities are pursued, qualified, and transitioned into matter management. The result is stronger conversion, clearer prioritization, and consistent client engagement across the firm.
Improve pipeline visibility and prioritization
Centralize opportunity tracking and relationship intelligence in one governed system so leadership can prioritize high-value pursuits with confidence.
Strengthen campaign performance with measurable attribution
Connect campaigns and events directly to pipeline outcomes, which means marketing efforts can be refined using real engagement data.
Protect intake with automated compliance controls
Integrate conflict checks and AML verification into structured workflows so client onboarding remains compliant and defensible.
Expand client relationships with data-backed cross-selling
Use engagement history and relationship scoring to identify cross-practice opportunities and improve client retention.
Improve continuity from pursuit to matter setup
Create shared visibility between business development and matter teams so scoping, resourcing, and onboarding occur without friction.
Increase productivity with intelligent workflow automation
Automate repetitive tasks such as lead tracking, campaign execution, and data synchronization so teams can focus on strategy and client interaction.
Standardize client growth from first contact to matter handoff
Control pipeline quality from first contact to opportunity close
evergreen provides a unified CRM tailored for legal professionals, enabling firms to consolidate client and opportunity data in one system. Business development teams can track relationship progress, monitor pipeline health, and make informed decisions with real-time visibility.
Convert legal campaigns and events into qualified opportunities
Plan and execute impactful legal events and campaigns with integrated tools that automate registrations, track engagement, and measure performance. evergreen connects outreach efforts directly to pipeline outcomes.
Enforce conflicts and AML controls before intake exposure grows
Automate compliance checks and risk tracking to ensure every engagement meets regulatory standards. Conduct conflict checks and AML verifications within a governed workflow that simplifies client intake and maintains accountability.
Systematize cross-practice growth with relationship intelligence
Surface cross-sell opportunities based on historical engagement and client needs. Maintain accurate contact data and use AI-powered insights to tailor outreach and strengthen long-term relationships.
See evergreen for business development teams in action: Core features that accelerate client growth
evergreen embeds pipeline visibility, campaign execution, compliance workflows, and AI-driven insight directly into your ai driven crm. This keeps client acquisition, relationship intelligence, and intake governance connected across the business development lifecycle, enabling clearer prioritization and consistent control.
Optimize CRM and pipeline tracking
evergreen centralizes client, contact, and opportunity records in one AI-driven CRM environment. This improves pipeline discipline and enables more accurate prioritization of high-value prospects.
- Consolidate contact and engagement history across the firm
- Visualize and manage the sales pipeline with AI-powered scoring and real-time dashboards
- Monitor opportunity progression with automated reminders and alerts
Plan and manage impactful legal events
Run highly targeted legal campaigns and events with measurable results. evergreen links invitations, registrations, and engagement tracking directly to client and opportunity records.
- Automate event registrations and invitations
- Track campaign performance and engagement metrics in real time
- Streamline follow-ups to convert engagement into qualified opportunities
Automate conflicts and AML verification
Ensure regulatory standards are met before engagement begins. evergreen integrates conflict checks and AML verification within structured intake workflows.
- Conduct automated conflict checks
- Centralize risk assessments and compliance tracking
- Maintain traceable records of intake decisions
Rank opportunities with relationship intelligence
Use advanced relationship scoring to assess connection strength and identify the best path to engagement. evergreen supports informed Go/No-Go decisions using data-backed insight.
- Score leads based on interaction history
- Identify key legal opportunities across practices
- Allocate resources based on opportunity strength
Streamline proposal assembly and matter scoping
Create professional, branded proposals quickly using built-in templates and automation. evergreen improves scoping clarity and supports smoother transitions into matter setup.
- Use structured templates for proposal creation
- Soft-book resources based on availability visibility
- Maintain shared insight between business development and matter teams
Increase efficiency with integrated AI workflow automation
evergreen is an ai-driven crm solution that simplifies repetitive business development tasks. Native AI capabilities within the platform provide intelligent recommendations for prioritizing leads and progressing opportunities.
- Automate lead tracking and campaign execution
- Synchronize data across workflows and teams
- Receive AI-driven recommendations for opportunity progression
Strengthen compliance and safeguard client growth integrity
evergreen leverages Microsoft Azure’s enterprise-grade security framework to protect client and business development data across the firm.
Role-based access controls
Restrict access to client and opportunity records using defined permissions that support internal governance.
Ethical walls and confidentiality safeguards
Support confidentiality requirements through controlled visibility and structured access management.
Audit trails and traceability
Maintain detailed logs of compliance checks, data updates, and approval actions to ensure accountability and defensibility.
FAQs
What is evergreen and what key problem does it solve for law firms?
evergreen for business development teams is among the advanced cloud-based, AI-powered CRM solutions designed to unify business development for law firms. It solves the problem of disjointed business development and legal service delivery workflows by streamlining the entire Lead to Order process. As compared to a typical CRM for business development teams, this AI-driven CRM for law firms connects campaign management, lead generation, relationship intelligence, proposal assembly, resourcing, and onboarding into a single, integrated system to improve efficiency and ensure consistent client experiences.
How does evergreen help with lead generation and campaign management?
evergreen for business development teams facilitates targeted marketing campaigns that resonate with specific audiences, leading to more qualified lead generation. This AI-powered CRM for law firms allows you to monitor campaign performance with real-time analytics, enabling you to refine strategies on the go and improve campaign ROI. It provides tools to manage and track leads and build relationship intelligence, ensuring that no opportunities are missed. It also simplifies the event management aspects of business development which are critical for law firms to identify and connect with new prospects.
What role does relationship intelligence play in evergreen and how does it help business development teams?
evergreen uses relationship intelligence to measure client interactions and scores leads based on the strength of those connections. This helps business development teams prioritize opportunities, identify the best path to prospects, and make informed decisions about where to focus their efforts, ultimately speeding up the client acquisition cycle and increasing conversion rates. The system provides Go/No-Go recommendations, leveraging data to help make informed decisions.
How does evergreen streamline the proposal process and ensure consistency?
evergreen enables business development to scope matter requirements more effectively and soft-book resources as they have access to updated insights on resource availability. This also helps them create proposals more rapidly while giving deep visibility to the project teams.
evergreen for business development teams also simplifies proposal assembly with built-in tools and pre-built templates, enabling users to quickly create professional, branded documents that align with client expectations. It uses automation features to expedite the proposal process, ensuring timely delivery and consistent branding. This enhances professionalism and reduces the time spent on manual proposal creation.
How does evergreen improve collaboration between business development and legal service delivery teams?
evergreen, the AI-driven CRM for business development teams ensures data is synchronized across business development and service delivery/matter management teams, creating a single source of truth and providing visibility to project teams. This ensures that all client information stays up to date in real time. Native integration with Microsoft Teams ensures that teams are informed in the flow of work, promoting smooth adoption and enhanced collaboration. By bridging the gap between teams and making information readily accessible, evergreen helps ensure consistent messaging across all client interactions.
What automation and AI capabilities are included in evergreen, and how do they benefit users?
evergreen is an AI-driven CRM solution for law firms that provides intelligent workflow automation to simplify repetitive tasks like lead tracking, campaign execution, and data synchronization for business development teams. It also leverages the native Copilots in Dynamics 365 to provide AI-driven insights for smarter decision-making, offering recommendations for lead prioritization and opportunity progression. By automating repetitive tasks and providing AI assisted sales and marketing insights, evergreen for business development teams places the focus on crafting impactful strategies, improving efficiency and productivity.
How do evergreen and empower enhance the Microsoft Dynamics 365 suite?
evergreen for business development teams is an AI-driven CRM that tailors Microsoft Dynamics 365 Sales, Marketing, and Project Operations for law firms, while also connecting to Microsoft Teams. This unifies the business development ecosystem.
evergreen also provides end-user applications for onboarding, a role-based modern workspace in Teams for effective collaboration, and intelligent time-tracking for recording each billable minute. It also offers role-based reports for business development, matter management teams, and finance.
What are the key benefits of using evergreen for business development?
evergreen for business development teams provides advanced tools that drive efficiency, enhance client engagement, and deliver measurable results. It does this by streamlining workflows, providing real-time visibility into leads and opportunities, optimizing resource planning, and boosting efficiency with automation and AI insights.
evergreen is a law firm business development platform which also serves as a legal client relationship management software. It drives client acquisition, cross-selling, improves client relationships, and helps firms achieve strategic goals effectively. Overall, the platform aims to accelerate client acquisition, generate business opportunities, and deliver seamless client experiences. Beyond this, a connected platform equips legal service delivery teams to see all the upcoming opportunities that might close, so that they can prepare accordingly. This also ensures a smooth handover of matters to the legal service delivery team.