AI-powered client intelligence provider Orgaimi has hired legal tech veteran Stephen Allen as market evangelist in order to drive awareness and develop use cases for its professional services customer base.
Founded in 2020 and headquartered in Chicago, Orgaimi extracts data from across an organisations’ Microsoft and financial and client relationship systems, as well as external data sources, in order to predict and recommend the services that clients will need going forward.
Allen collaborated with the Orgaimi team during his stints at DLA Piper and Hogan Lovells as part of their work with Axiom Consulting Partners (rebranded as Lotis Blue Consulting), which launched and spun off Orgaimi as a separate product company. We’re told that these engagements produced a number of cutting-edge analytics projects that helped form the foundation of what would become Orgaimi’s product vision and platform.
Allen will be advising Orgaimi part time and the company is part of a portfolio of companies that he works out of his advisory company Trampelpfad.
Speaking to Legal IT Insider about the new role, Allen said: “Orgaimi works with organisations of scale who are looking to identify and drive client opportunities. What it does it takes your data and makes a recommendation around what might be useful for the client going forward, based on past engagements and also what is happening in the market so that you can bring relevant services to the client based on data, rather than ad hoc marketing outreach.
“It’s an application that takes data from Microsoft, from billing, from CRM, and also data feeds from clients in the news. It will come back and make a recommendation based on the hottest opportunity. It ranks the opportunities and you can look by work type or client type.”
For Allen it is both the sophistication of the algorithm and the UX of the platform that appeals. He says: “We’re all used to recommendations saying ‘people who like this will like that’ but this is more sophisticated and uses lots of different data sets. It will say ‘clients that have done these projects, given what is happening in their industry, are likely to find X useful’ and the size of X might be 1,2 or 3, with the likelihood of the client wanting that service given a % rating. It enables the professional services firm to approach clients with something that is more likely to be appealing than a general marketing mailout and delivers a far better outcome than traditional marketing and business development techniques. It’s also better for the client because it means they get more meaningful approaches.”
In terms of the UX, Allen said: “It’s not reams of tables and spreadsheets. It looks like a consumer platform or app, so the user isn’t overwhelmed by data, which is in a curated and easy to follow format.”
He adds: “The underlying data is what I experienced at Hogan Lovells but what has impressed me is what they have done with the user interface, which means it’s easy for a partner or business development team to use.”
Allen says that the timing of his work with Orgaimi is significant given the global economic climate, commenting: “We’re entering uncertain economic times and the opportunity for firms to be more targeted about what clients need is important.”
One use case that Allen is going to be looking at is how Orgaimi might be used to onboard lateral hires. He said: “When partners move from one firm to another being able to apply this data will greatly speed up the success of that lateral’s integration and their success rate.”
Orgaimi’s founder and president Paul Giedraitis commented: “We are thrilled to be reunited with Stephen, who has supported our work for many years and has earned a permanent place in Orgaimi’s origin story. Stephen is a true visionary in our industry; even better, he has proven that he can help disruptive companies execute their visions. He is a lifelong innovator and changemaker who intimately understands how firms operate and craves being on the vanguard of LegalTech. That’s where Orgaimi lives, and I cannot think of a more adept strategist to help lead us through Orgaimi’s go-to-market phase and contribute to our long-term success.”