Client work

Firms came back for more. Then they changed how they work.

Any firm can admire a finding, then file it. The proof is what a firm does after that: pays again, uses the work every day, wins more of what it pitches for. These three firms did.

Both services, one firm

One study, then four builds

A global law firm came to Taleist with a change problem: bringing its partners onto a new CRM.

Leadership knew its partners well. It had already sorted them into six types, and it had a clear view of what would bring each type on board. An ASI study tested that view, and found it missed the thing that would move partners most. Leadership hadn’t considered it at all. The study also flagged words in the planned rollout that would have put partners off.

So the study found the message that would move them, and the firm’s team now uses AI built on it every day to tailor its change communications.

Then the firm came back for a positioning advisor for its marketing and pitch teams. Then for its pitching engine. Now it’s image tagging.

  1. ASI studyWhat would move each type of partner
  2. Change communications AIIn daily use by the firm’s team
  3. Positioning advisorFor its marketing and pitch teams
  4. Pitching engine
  5. Image taggingUnder way now

Unsurprisingly, the firm made us sign an NDA, so we can’t tell you who it is.

Consulting-grade AI

Process first, then AI

Searchlight Group · Recruitment

Searchlight pitches for government and not-for-profit work, scored by evaluation committees. Its proposals took six hours each, and it won 35% of them. A law firm’s panel review works the same way: a committee, a scoring sheet and a stack of responses that all sound alike.

We didn’t start with AI. We rebuilt how the firm pitched. Then we built the AI the firm pitches with.

With it, the firm’s win rate reached 85% in 2025. Proposals now take two hours instead of six, but that time saving is the smaller result. On its own, the time saving just lets you write losing proposals faster.

“When I re-read my old proposals and the ones written with the AI that Taleist trained, I know which proposal I’d go with if I were the client. It’s not about the writing — it’s about the strategic thinking behind every section.”

Michael Holdway, Managing Director, Searchlight Group

See one executive summary, before and after

Asymmetric Strategic Intelligence

Happy clients, still leaving

A major accountancy firm · Two studies

The firm’s own client feedback said clients were happy. Clients were still leaving. So it commissioned an ASI study on the first year of a client relationship: what decides whether a new client stays.

The answer was something partners believed they already delivered. They did deliver it, generically. And generic delivery, the study showed, was worth little next to what clients were watching for.

The firm came back for a second study, on keeping established clients. That study found that clients with no complaints could still name what would send them to market.

The firm’s champion now uses the findings to train managers and run key accounts, and to plan the order of a pitch around who’s in the room.

Our own study

See what an ASI study produces

Client studies stay with the client. Our own studies don’t, so you can read one. The Goliath report is Taleist’s own study, not a client engagement. It asked 334 Client Proxies, synthetic personas modelled on Australian corporate legal clients, how they choose between the firm they have and a challenger. It was fielded in July 2026.

Law firm client intelligence report

Not sure which way in?

Start where your budget already is

Each approach leads to the other. Pick the one that matches the work your firm has already approved.

Consulting-grade AI

Your firm bought AI. Now it needs to win work.

For firms with a budget for AI capability, AI training or BD effectiveness.

See consulting-grade AI

Asymmetric Strategic Intelligence

You need to know why clients choose a firm.

For firms with a budget for client insight, market research or positioning.

See ASI

Tell us the work in front of you: the pitches you keep losing, the proposals that eat a week, the AI nobody can show a return on. You’ll hear which service fits. And if AI is the wrong answer, we’ll say so.

Prefer email? asi@taleist.agency