CRM Compliance & BD SOP Enforcement for Law Firms
Business development and client follow-up live in your CRM — but without enforcement, touchpoints slip. PaceAudit monitors every matter and contact against your BD SOP and fires Slack, Teams, or email nudges when a follow-up window is missed. Partners get visibility; attorneys get reminded. No manual audits. Just rhythm.
Why law firms use PaceAudit
Your CRM has a timestamp for every activity. When a matter or prospect sits idle past your defined cadence, PaceAudit triggers a broadcast: the responsible attorney gets a nudge, and leadership gets a digest. Relationships don't go cold; they get escalated. One recovered matter or client often pays for PaceAudit for the year.
Connect HubSpot (other CRMs coming soon), upload your BD or client-care playbook, and every record is monitored automatically. Run it against your last quarter — see where follow-up slipped.
FAQ — Law firm CRM & BD compliance
How does PaceAudit enforce BD process in the CRM?
PaceAudit connects via OAuth and syncs matters, contacts, and activity. It compares last activity dates to your SOP rules. When a follow-up window is missed, it fires escalating alerts via Slack, Teams, SMS, or email.
Can we set different cadence by practice area or matter type?
Yes. Rules are configurable per stage and record type. Define the touchpoint windows that matter for your firm; PaceAudit monitors and escalates only when your SOP is violated.
Does PaceAudit work with matter-based CRMs?
PaceAudit currently connects to HubSpot; other CRMs will be added in the future. We work with CRMs that expose deals/opportunities or equivalent objects, contacts, and activity timestamps — which many firms use for BD and client tracking.