AI for BD and Client Insight

Learning Adviser

xUnlocked Learning Team

How can Business Development teams use AI to move from information to insight? This module explores how AI can support client research and business development, helping teams analyse company information, market developments and other sources to identify what has changed and why it might matter.

Working with AI

Subscribe to watch

Access this and all of the content on our platform by signing up for a 7-day free trial.

AI for BD and Client Insight

3 mins 20 secs

Key learning objectives:

Use AI to structure and improve client research
Translate business developments into relevant client intelligence
Connect client priorities to potential business development opportunities

Overview:

AI can help Business Development teams structure and improve client research, identify developments that could affect a client's strategy and translate those developments into relevant client intelligence. Effective use requires clear prompts, appropriate context and careful evaluation of AI-generated outputs, particularly when distinguishing evidence from assumptions or inference.

Client intelligence can then be connected to potential business development opportunities by starting with the client's priorities and challenges, rather than assuming what they need. Used effectively, AI-assisted research can also support more informed client conversations by helping relationship teams develop relevant hypotheses, questions and potential next steps.

Subscribe to watch

Access this and all of the content on our platform by signing up for a 7-day free trial.

Summary

What makes AI useful for client research?
AI can process and synthesise large volumes of company, market and industry information, helping BD teams identify developments and themes that may be relevant to a specific client.

How can prompts improve the quality of client intelligence?
Clear objectives, relevant client context, appropriate source material and specific output requirements help AI produce focused analysis rather than generic summaries.

How do you move from a business development to a client implication?
Consider what has changed, why it could matter to the client's strategy, operations, growth plans or risks, and what further questions the development raises.

How should AI-generated insights be challenged?
Important claims should be traced back to reliable sources, with confirmed facts separated from assumptions, inferences and hypotheses.

How can client intelligence identify BD opportunities?
Start with the client's priorities and potential challenges, then consider which Baker McKenzie capabilities could be relevant rather than assuming what the client needs.

How can AI-assisted research improve client conversations?
It can help relationship teams develop informed hypotheses and focused questions that test assumptions, uncover genuine client priorities and identify potential next steps.

What remains important when using AI for client intelligence?
AI can accelerate research and analysis, but human judgement is essential for assessing evidence, commercial relevance and what should ultimately be taken forward with the client.

Subscribe to watch

Access this and all of the content on our platform by signing up for a 7-day free trial.

Learning Adviser

There are no available Videos from "Learning Adviser"