01
We learn your firm — and your growth goals.
We sit down with your partners and account leads to understand your current book, the retainers you're chasing, and how your firm actually moves through a session at the Capitol.
Process · How it works
From kickoff to your next retainer in weeks, not quarters.
No two WeTrack instances are the same. We tailor the platform to how your firm grows — your target clients, your keywords, your reporting cadence — so it pays for itself fast.
Discovery · 3–5 days
02
We build your WeTrack.
Customized with your clients, target industries, keywords, hearing alerts, and report templates. Branded for your firm and ready to win business the day we hand it over.
03
You take on more retainers.
Proactive discovery surfaces bills that turn into pitches. Branded portals close prospects faster. Auto-reports free your team to sell. We stay close — you stay ahead.
No two are the same