Solutions · Professional services

Find the mandate before the tender lands.

A company discloses an audit tender, or its general counsel leaves. Each partner hears the same week, with who can make the introduction.

Your market

Tenders, deals and leadership changes: where the next mandate and the next panel review show first.

01

Every company that could instruct you

Your clients, your targets and the companies advised elsewhere, in one market.

02

The companies that fit your practices

The right size, sector and situation, where a partner already knows a director or a counsel.

03

The companies moving this week

An audit goes to tender, a general counsel leaves, a merger is notified. Each reaches the right partner the same week, with who can make the introduction.

How it runs every day

Every morning, noombat reads your CRM beside the filings and the courts.

It reads your CRM and practice management system, such as DealCloud or Elite 3E, through their APIs or a scheduled export, and the securities filings, court claims, merger notifications and tenders for every company you could act for. Each partner gets who moved, why, and who in the firm knows them.

Your systems, via API

  • Clients, matters and relationshipsIntapp DealCloud · LexisNexis InterAction
  • Matters and billingThomson Reuters Elite 3E · Aderant
  • Retained searches and the clients behind themClockwork · Invenias by Bullhorn

The public record, every morning

  • An auditor change or tenderSecurities filings and annual reports
  • A company sues or is suedCourt dockets and new claims
  • A deal is notifiedMerger notifications and announced acquisitions
  • The general counsel or CFO changesDirector filings and announced appointments
  • A CEO departure is announcedAnnounced departures and director resignations
  • Advisory work goes to tenderPublic procurement notices and awards

Who it names

  • Audit committee chair
  • CFO or finance director
  • General counsel
  • Board chair or nominations committee
  • Procurement or legal operations head
  • People or HR director
9:00The list, to each account owner, with the reason

The operating day

Where signals land in the week you already run.

No new meetings. The right signal lands in the routines your team already runs.

  1. 08:00 · every day

    Intake and conflicts queueIntake, conflicts and the supervising partner
    Website visitPellamar Group is sued on 10 Sep and reads your disputes page twice that afternoon.
    What changesThe partner has conflicts cleared early, in case Pellamar calls.
  2. Monday · weekly

    Practice group pipeline meetingPractice leader, partners, business development
    Deal historyVarosk Energy files a merger notification on 5 Sep for a grid services business.
    What changesThe deal enters the CRM with the partner who knows Varosk.
  3. Wednesday · weekly

    Staffing and bench meetingResource manager and engagement partners
    HiringQuillon Health posts 11 finance systems roles in two weeks, after appointing a new CFO.
    What changesPeople are lined up for Quillon before a team rolls off.
  4. Month end

    Key client reviewRelationship partner and client team
    Role changeDraymore Insurance's general counsel leaves on 1 Sep. Her deputy engages with a rival firm's posts.
    What changesThe team maps the new decision maker before the panel refresh.
  5. Quarter end

    Tender and panel pipeline reviewManaging partner, sector heads, bid manager
    TenderHalbrook Industrial's annual report, filed 29 Aug, says its audit goes to tender next year.
    What changesThe partner meets the audit committee chair months before the invitation.

Use cases

How Professional services sellers use noombat.

One play per stream: a dated signal, what noombat does and your next move.

New logos

The audit goes out to tender

  1. SignalHalbrook Industrial's annual report of 29 Aug says it will tender its audit next year.
  2. noombatNames the audit committee chair and a partner who shares a board with a director.6%24%
  3. ActionThe partner asks for an introduction to the chair through that board.
  4. Why it worksAn invitation from a committee that already knows you.
Existing clients

A panel review is coming

  1. SignalDraymore Insurance advertises a head of legal operations role on 3 Sep, days after its general counsel left.
  2. noombatReads it as the start of a panel review and names who knows the acting counsel.11%32%
  3. ActionThe client team offers a service review before any tender is drafted.
  4. Why it worksThe firm keeps its panel place by asking first.
Open opportunities

A statement of work stalled

  1. SignalAshbury Logistics' transformation statement of work has waited since July. It appoints a new COO on 2 Sep.
  2. noombatMoves it up with the new COO's last employer and an alumnus who knows him.4%19%
  3. ActionThe partner arranges an introduction and resubmits in the new sponsor's terms.
  4. Why it worksA stalled proposal goes back to a decision.

The morning list

A ranked list every morning, for each account owner.

The companies worth contacting today, each with a reason. Sent to Slack or Teams, each row linked to the company's file.

Three streams

What the list finds

New mandatesReach the audit tender or CEO search before the shortlist is set.
Your clientsA panel review, new general counsel or acquisition, while you can act.
Proposals and panelsRestart the proposal that stalled when the sponsor changed.
Worth contacting todayTuesday · 5 companies
1HIHalbrook IndustrialNew accountTenderAudit tender disclosed 29 Aug · a partner knows a directorPartner92
2DIDraymore InsuranceClientRole changeGeneral counsel left 1 Sep · deputy engaging a rival firmPartner87
3VEVarosk EnergyClientDeal historyMerger notification filed 5 Sep for a grid services businessPartner85
4ALAshbury LogisticsOpen dealExec hireStatement of work waiting since July · new COO 2 SepPartner79
5SBSorrel BrandsNew accountExec hireCEO leaving at year end · activist investor on the registerConsultant76
Slack · #signalsTeamsSent to each owner in the morning, in Slack or Teams

By the numbers

Key facts.

$275 billionforecast for the worldwide consulting market in 2025, up 6% on the year.Source Global Research
234chief executive departures in 2025, the most in the index's eight years.Russell Reynolds Associates, Global CEO Turnover Index

FAQ

noombat for Professional services: common questions.

Which professional services systems does noombat integrate with?

CRMs such as DealCloud, InterAction or Salesforce through their APIs; practice management such as Elite 3E or Aderant through their APIs or a scheduled export; search platforms such as Clockwork or Invenias for the searches and their clients.

How does noombat know an audit is going to tender?

It reads securities filings and annual reports every morning. A disclosed auditor change or tender becomes the reason on that account, with date and wording.

Does noombat find warm introductions through our partners?

Yes. It reads your team's LinkedIn connections and shared board seats, and shows who already knows someone at the account.

Does noombat work in any country?

Yes. Sources are set up per country at onboarding, from that country's registers, securities filings, court dockets and tender feeds.

Does noombat replace conflict checks or contact prospects?

No. It is not a conflicts system and never reaches out. It tells a partner which company to approach and why. Intake still clears the matter.

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