The new way to win
corporate clients
without chasing them.
Give your corporate prospects a white-labelled tool to audit their own past cases. When the findings reveal what was missed, they come to you — on their own terms, without a cold call in sight.
Fully compliant with ABA Model Rules 7.1, 7.2, and 7.3
115+
Discrepancy areas examined in every audit
8
Categories of case analysis — testimony, timeline, financial, and more
0
Involvement from your firm in triggering, viewing, or influencing audits
Your
brand
brand
Fully white-labelled — the tool carries your firm's identity, not ours
How it works
Four steps from
audit to mandate.
The Case Audit tool handles the entire journey — your firm simply provides access and waits for inbound interest.
01
You provide the tool
Your firm makes the white-labelled Case Audit tool available to a corporate legal department — as a value-add, not a pitch. No solicitation, no proposal. Just a useful instrument they can run themselves.
02
They audit independently
The corporate legal team uploads their own closed case files. The system examines 115+ areas across eight categories — entirely on their schedule, with complete privacy. Your firm has no visibility into what they run or what they find.
03
Patterns surface over time
A single audit rarely prompts action. But when a corporate team runs multiple audits and repeatedly finds significant discrepancies their current counsel missed — the question becomes obvious. It arises naturally, without any outreach from your firm.
Step 04
They reach out. You didn't have to ask.
Corporate legal teams place your firm on their short list based on demonstrated utility — not relationship pursuit. You're visible at the exact moment they're already evaluating their options.
The mechanism
Value first.
Inbound second.
Traditional business development requires repeated contact over months or years. The Case Audit tool positions your firm at the exact moment a corporate team is already asking questions internally — without your firm ever knowing it.
No direct outreach required
Your firm never initiates, views, or influences any audit. The corporate team operates the tool entirely on their own. Compliant by design, not by exception.
Fully white-labelled
The tool carries your firm's branding throughout — or no branding at all if you prefer. The corporate team sees your firm's identity, not ExposeIQ's.
Repeating independent findings do the selling
When the same counsel's cases keep surfacing discrepancies across multiple audits, the corporate team draws its own conclusions — and starts exploring alternatives organically.
White-gloved delivery
Once a case is processed, the corporate team receives a notification. Your firm's only role is providing access. Everything after that is fully managed by the platform.
The inbound flywheel
1
Your firm provides the tool
Offered as a value-add to a corporate legal department — no pitch, no proposal.
2
Corporate team audits past cases
Self-directed. Completely private. Your firm sees nothing.
3
Significant discrepancies surface
Cases their current counsel handled show what was missed. The report lands with the in-house team.
4
Pattern repeats across audits
One finding is interesting. Three is a pattern. The question of alternative counsel arises internally.
5
Corporate team reaches out
Your firm is already top of mind. No chase. No cold outreach. They come to you.
The difference
Traditional BD vs.
audit-driven inbound.
Most firms spend years building relationships to win one mandate. The Case Audit tool shifts the model entirely.
| Aspect | Traditional BD strategies (Networking events, cold outreach, sponsorships) |
ExposeIQ Case Audits (Audit-driven inbound RFP model) |
|---|---|---|
| Core mechanism | Outbound pursuit: attend conferences, golf outings, or send mass emails; rely on personal charm and referrals to pitch services. | Inbound attraction: offer no-cost audits of prospects' past losses, flagging 115+ discrepancies (e.g., narrative gaps, evidentiary weaknesses) via branded reports that demonstrate value upfront. |
| Cost efficiency | High cost Events and sponsorships annually per attorney; large portion of BD budgets wasted on non-converting leads (per BTI Consulting 2025 report). |
Low cost Firm-wide audits shift from expense to efficiency generator. |
| Timeline to mandates | 12-36 months Prolonged timeline from initial contact to retention; dependent on relationship-building cycles. |
2 to 3 months Audits prompt self-discovery, leading to higher inbound contact rates as prospects recognize untapped leverage in their cases. |
| Ethics & compliance | Compliant with issues Potential Rule 7.3 violations (accidental direct or indirect solicitation by associates); vague communications risk Rule 7.1 Implied misrepresentation claims. |
Fully compliant
Key compliance features
|
| Scalability | Limited Relies on individual Case Audit tools; inconsistent tracking (Legal Marketing Association data). |
High Firm-wide tool with quantifiable metrics (e.g., audit-to-mandate conversion); scalable for partners and BD teams, with internal audits enhancing retention and upsell (e.g., pre-trial "pre-mortems"). |
| Client attraction | Reactive: targets broad networks; high rejection rate (cold outreach <10% response). | Proactive yet organic: targets GCs and in-house counsel via LinkedIn and events; value-first audits convert skeptics by revealing strategic vulnerabilities. |
| Risk mitigation | Exposed No pre-engagement value; prospects may view as commoditized sales. |
Fortified Builds credibility through demonstrable insights; anonymized exemplars showcase expertise without disclosure risks. |
Audit scope
Eight categories.
115+ areas examined.
Every audit systematically covers eight categories of discrepancy analysis — the same taxonomy used in the litigation tool. One missed detail in any category can change how a case resolves.
01
Testimony & Statement Discrepancies
Inconsistent accounts across interviews, deposition vs. trial conflicts, memory drift, selective recall, and linguistic shifts that alter meaning or responsibility.
12 areas examined
02
Timeline & Chronology
Impossible event sequences, conflicting dates across documents, unexplained time gaps, timestamp mismatches, and backdated or forward-dated records.
9 areas examined
03
Documentary Evidence
Document version conflicts, metadata inconsistencies, missing attachments, unsigned vs. signed discrepancies, and incomplete productions.
8 areas examined
04
Digital & Electronic Evidence
Email metadata vs. server logs, device usage conflicts, IP address mismatches, app usage vs. claimed behaviour, and system clock manipulation.
8 areas examined
05
Financial & Accounting
Ledger vs. bank record discrepancies, revenue recognition conflicts, inconsistent valuation methods, and audit trail gaps that obscure accountability.
8 areas examined
06
Expert Witness
Opinions exceeding disclosed scope, unsupported assumptions, methodology inconsistencies, selective data usage, and conflicts with authoritative literature.
10 areas examined
07
Discovery Process
Late disclosures altering narratives, inconsistent privilege claims, missing custodians, incomplete ESI searches, and undisclosed data sources.
9 areas examined
08
Narrative & Case Theory
Case theories conflicting with evidence, shifting explanations over time, causation gaps, selective emphasis of facts, and overreliance on inference.
10 areas examined
White-label delivery
Your brand.
Our technology.
Their discovery.
The Case Audit tool is delivered entirely under your firm's branding. The corporate team never sees ExposeIQ. The tool, the notifications, and the reports all carry your identity — reinforcing your firm's presence at every touchpoint.
Choose your firm's name, colours, and logo — or deploy with no branding for maximum discretion
The corporate team receives a notification once their audit is complete — there is no back-and-forth with your firm
Your firm receives no data, no feedback, and no visibility into individual audit results — the separation is absolute
Mutual NDAs and confidentiality protocols in place before any engagement begins
Powered by ExposeIQ
— invisible to client
Audit complete — results ready
Martinez v. Harmon Medical Group
7 significant discrepancies found
Westfield Corp. v. Databridge Inc.
4 significant discrepancies found
Your audit report is ready to review. No action required from counsel.
Ethics & compliance
Built for compliance.
Not retrofitted for it.
ABA 7.1
ABA 7.2
ABA 7.3
✓
No access to privileged informationThe corporate team controls all uploads. Your firm never handles, views, or accesses their case documents or audit outputs.
✓
Full self-direction by the corporate teamEvery audit is initiated, run, and reviewed by the in-house legal team alone. Zero involvement from the providing firm.
✓
Zero solicitationThe tool creates no direct or indirect contact with the audited firm. Compliant with ABA Rule 7.3 by design.
✓
White-label or no-brand optionsDeploy under your firm's branding or without any branding — whichever better suits the relationship.
✓
Mutual NDAs as standardStrict bilateral non-disclosure agreements and confidentiality protocols in place before any engagement begins.
✓
No misleading communicationsThe tool delivers factual, structured analysis. No implied claims, no exaggerated outcomes. Rule 7.1 compliant throughout.
Let your next client
find you — without
a cold call.
The 15-minute demo covers the operational mechanics, compliance documentation, and an anonymised example of the audit framework in action.
Schedule a discovery callNo commitment. Focuses on mechanics, safeguards, and real examples.