◇ Client Data & CRM · Prepared for Harneys · June 2026
One client record that flows to CRM, BD, events, matters and Elite 3E — so nobody re-keys the same client three times. A client-data and relationship system shaped around how an offshore firm really works: intermediary-driven, multi-jurisdiction, compliance-first — and adopted across your 11 offices in weeks, not years.
◇ Who you'd be working with
Founder-led — fourteen years of enterprise cloud, CRM and delivery experience, now applied to the systems your firm runs on.
Fourteen years in enterprise CRM delivery, cloud, business development and AI — at Deloitte, Microsoft and Amazon — now three years building PGIntel. The exact blend a firm-wide CRM rollout needs: the platforms, the integration, and the delivery discipline to land it.
◇ The path here
◇ And not a one-person shop
A senior bench of strategists, designers and engineers across three time zones — assembled around your engagement, close through delivery, and built to move fast.
◇ Cases delivered across
◇ In conversation with
◇ The problem we're solving
The visible ask is "manage client information better." The real project underneath is client master data — one record, entered once, reconciled across CRM, matters and finance. Here's the iceberg, and how we'd design around it.
A new client is typed into the CRM, again into the deal/matter system, and again into Elite 3E for finance — same data, three silos, reconciled by nobody. Then multiply by 11 offices.
Fee-earners won't do data entry. Legacy CRMs die from empty fields and stale contacts — the firm pays for licences no one opens, and the data is never trusted.
Your work arrives through intermediaries — banks, trust companies, accountants, onshore firms. Generic CRMs model "accounts," not referral networks, originations or cross-jurisdiction introductions.
Confidentiality, conflicts and KYC/AML can't be bolted on afterwards. If a system can't honour ethical walls and clear security review, partners simply won't put real data in it.
◇ What we'd build for Harneys
Not a generic sales CRM bent to fit a law firm — a client-data and relationship system shaped around offshore practice, your intermediaries, and your compliance reality.
Enter a client once. One reconciled record flows to CRM, BD, events, matters and Elite 3E — current and prospective clients alike. No more typing the same name into three systems.
Map every referral source, intermediary and introducing firm — and see who actually originates work, across offices and practice groups.
Pitches, engagements, events and contacts in one place across 11 offices — surfacing the BVI ↔ Cayman ↔ funds ↔ private-client cross-sell you're leaving on the table.
Conflict checks, KYC/AML status and ethical walls in the core — not bolted on. Built for privileged data and offshore regulatory scrutiny.
Outlook, iManage and Elite 3E, connected the way IT needs it. Anything touching your finance system of record is built with your IT team and designed to clear security and procurement.
AI captures relationships from email so the system fills itself, surfaces dormant relationships worth a call, and feeds board-ready dashboards of originations and pipeline by office, jurisdiction and practice.
◇ The architecture
Your existing systems stay exactly where they are. We build the one layer in the middle that makes them work as a single source of truth — so a client is entered once, not three times.
◇ Proven foundations
We're not starting from a blank page. The closest analogue to what Harneys needs — a relationship CRM for a membership organisation — is already built and running, on foundations engineered for exactly this.
We've built the member and relationship systems for international chambers of commerce — the AmCham / BritCham kind of organisation. Hundreds of member companies and their contacts, the events that connect them, the sponsors and the referrals between them: one member record, entered once, driving the directory, events, dues and board reporting.
The multi-tenant platform those chamber systems run on: role-based access (partner / fee-earner / staff), tenant isolation, audit logging, secure portals and PDF reporting.
Production pipelines that reconcile, de-duplicate and sync records across systems — exactly the "enter once, reconcile to the system of record" problem 3E sits at the centre of.
Row-level security, least-privilege access policies and full audit trails — a repeatable discipline for locking down sensitive data and clearing security review.
Platforms that integrate 30+ live sources into board-ready dashboards with momentum scoring and alerts — the data muscle a CRM lives or dies on.
Summarisation, enrichment, voice and autonomous agents — shipped inside real, paying products. The auto-capture and assistant layer is something we run today, not slideware.
We've delivered CRM implementations end-to-end — configuring and integrating the right platform, or building bespoke where a platform won't fit. Fluent across Microsoft Dynamics 365, Salesforce, and newer tools like Monday.com.
◇ Where we'd start — with you
Before a line of code, we'd sit with your teams and map reality — not assume it. The questions we'd start with:
When a new client comes in, what gets created — and in which systems, entered by whom?
Where does the re-keying hurt most today — and what's the cost when a record is wrong or out of date?
Do you need data to flow automatically into Elite 3E, or is the real goal simply single point of entry?
Which relationships and intermediaries matter most to see — and who really originates the work?
Current vs. prospective clients, BD and events — one unified view, or kept separate today?
Twelve months on, what does "this is working" look like — for partners, BD and IT?
◇ How we'd run it
Start with a focused discovery that ends in a working prototype of the highest-value piece. Prove it on one practice group, then roll across all 11 offices with the model already validated.
Built with IT, not around it. Anything that touches Elite 3E is scoped and delivered alongside your IT team and designed to pass security and procurement review.