Workflows
We sit upstream of your CRM, agnostic across Salesforce, Dynamics, InterAction+ and HubSpot. We capture the relationship work that usually never gets written down, meet fee earners where they already are — inbox, diary, voice note, on the move, at events — and do the admin for them.
The Cycle
Rapport° pulls together who you're meeting, what their firm has been up to, and where your colleagues have touched the relationship — before you ever open a tab.
Speak between meetings. Reminders are set, contacts updated, opportunities logged, follow-ups drafted — without you touching a keyboard or a CRM screen.
Every morning, Clarity@rapport lands with today's meetings, the context you need, and what's changed since yesterday. Paired 1:1 to you and your contact.
Follow-ups appear in your calendar at the right moment. No new system to check, no to-do list to maintain — Rapport° meets you where you already work.
Meeting You at Events
Get a personalised view of who actually matters in the room — instead of hoping to bump into someone relevant at the coffee stand. Then debrief in a voice note and let Rapport° handle the follow-ups while you're still in the taxi home.
The daily briefing is built for you, about your contacts. No two briefings in the firm are the same. Privileged context you share about a relationship stays paired to the fee earner who owns it — never spilled into someone else's morning email.
Built For Three Audiences
1:1 support to stay on top of every relationship that matters — without lifting an admin finger.
Meaningfully support 30–40 partners at once without sacrificing quality. The data stays clean because fee earners are actually using it.
A firm-wide view of relationship health. Close the silo gap — firms routinely lose around a fifth of opportunities to disconnected fee earners, teams, and systems.
Fits Your Stack
We sit ahead of Salesforce, Dynamics, InterAction+ and HubSpot — capturing the relationship context that usually never makes it into a system. We help the stack work better across teams without asking fee earners to do any more work. Don't have a CRM? Rapport° has you covered.