Engineer the room so every conversation moves a matter forward.
Engineer the room so every conversation moves a matter forward. Score every guest against your practice areas, brief your partners, and track which client retreats produced new matters. For AmLaw 100 firms, boutique counsel, and advisory practices.
The Problem
"Five to six hours of bio reading per event. Half the information is stale by the time the partner walks in."
"We can’t play multi-dimensional chess across every practice group at once. The top 20% of clients get all the partner attention. The middle of the book is where the cross-sell sits."
"Partners work in silos by practice group. Every client retreat starts from scratch. The relationship lives in one partner’s head."
How Moots Works
- Step 1: Import the Client Book — Import from your CRM, matter management system, or a partner spreadsheet. Moots enriches every name with deal history, board positions, and recent activity.
- Step 2: Score Against Practice Areas — Moots scores each guest against your practice groups, active matter themes, and known cross-sell white space. Each guest gets a relevance score and a written rationale.
- Step 3: Map the Coverage Network — See which partners already cover which clients, who knows whom across the room, and where the firm-wide graph is thin. Identify cross-sell and referral opportunities.
- Step 4: Brief Partners Before the Dinner — Every partner gets a personalized briefing. Who is at the table, why each guest matters, what to ask. No more reading bios the night before.
- Step 5: Multi-Dimensional Chess Seating — Strategic seating with a BD thesis behind every placement. The middle 60% of the room is no longer wasted on chance encounters.
- Step 6: Track Conversations to Matters — Connect to your CRM. Track which conversations produced introductions, pitches, new matters, or expanded engagements, year over year.
Platform Preview
Moots evaluates your full attendee list and surfaces the guests that matter most. From 1,400 evaluated to 92 qualified to 60 invited — AI scoring replaces manual vetting.
The Guest Experience
The greatest indicator of conversion is a guest who had a great experience. Moots engineers the guest journey so every attendee leaves feeling the event was designed for them.
- Guests Arrive Prepared — Each guest receives the Moots app before the event with "people great to meet" and reasons why each connection matters.
- Introductions That Feel Personal — AI identifies must-meet pairings and assigns a team member to facilitate each introduction. Strategic, not random.
- A Community, Not Just an Event — Post-event, guests request follow-up introductions through the host. Relationships compound across events.
Measurable Impact
- 90% Faster Guest Vetting — AI replaces manual cross-referencing across LinkedIn, CRM, and data platforms.
- 2hrs Post-Event Follow-Up — Personalized follow-up in hours, not weeks. Synced to your CRM.
- 3.2× Meeting Conversion Rate — Guests who are introduced strategically convert at 3.2× the rate of chance encounters.
- 100% Leadership Visibility — Auto-generated reports with seating rationale, capacity alerts, and ROI attribution.
Integrations
Moots integrates with Salesforce, HubSpot, Splash, Paperless Post, Luma, Greenvelope, Notion, Slack, Telegram, Webhooks & API.
Frequently Asked Questions
How does Moots help law firms at client retreats and partner dinners?
Moots scores every guest against your active practice areas, partner coverage, and known white space. Partners walk into the room knowing who is at the table, why each guest matters, and what to ask. After the event, the platform tracks which conversations produced introductions, new matters, or expanded engagements.
Can Moots map the coverage relationships between partners and clients?
Yes. Moots maps which partners already cover which clients, who knows whom across the room, and where the firm-wide graph is thin. The output is a coverage map your BD team can use to identify the cross-sell and referral opportunities worth pursuing.
How does Moots track conversations to new matters?
Moots connects to Salesforce, Foundation, InterAction, or your firm’s CRM and tracks which event introductions and conversations produced follow-up meetings, pitches, and new matters. Sales cycles often run twelve to thirty-six months; the platform keeps the relationship history alive across that window so attribution is possible.
Can Moots score general counsel and C-suite as cross-sell targets?
Yes. Moots scores each name against your practice areas, deal history, board positions, and recent activity (new rounds, exec moves, regulatory matters, M&A signals). Each guest gets a relevance score and a written rationale your partners can read in two minutes before the dinner.
How is Moots different from Salesforce or Foundation for law firms?
Salesforce, Foundation, and InterAction store your contacts and matter records. Moots adds the intelligence layer: scoring against active practice areas, mapping which partners know whom, generating briefings, and seating the room with rationale. Moots syncs both ways with your CRM, so your team keeps working where they already work.
Moots Also Works For
- Investment Banks and M&A Advisory — Guest intelligence for sector summits, advisory dinners, and deal-sourcing events.
- Wealth Advisors and Private Banks — Guest intelligence for client cocktails, advisory boards, and private-bank events.