Relationship intelligence

Your next client is already in your inbox.

Tarent analyses your organisation’s data, clears out the noise and surfaces the people most likely to become your next deal, every one scored and explained.

Built for professional services firms

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Tarent suggested a lead from your data

PB Peter BrownPartner · Calder & Finch 82High

Asked for the Q3 numbers+24
Deadline mentioned this week+19
Reply owed for 2 days+17

Promote to leadWhy?

Read-only access
Every suggestion explained
Nothing joins your pipeline without approval

The problem

The relationships are there. Nobody has time to fish them out.

A 50-person firm over 5 years: 50 inboxes · 2 million+ emails · 20,000+ contacts

01
The CRM is always behind
Partners bill hours. Nobody bills for updating records.
02
Warm contacts go quiet
A client asked for figures last month, heard nothing back, and nobody noticed.
03
Who knows whom is scattered
It lives in every fee-earner’s inbox, not in one place anyone can search.

Somewhere in your data is your next deal.

01Ingestion

Tarent reads your history and extracts what matters.

PBPeter BrownCalder & Finch

Position: Partner
Messages: 46 sent · 39 received
First seen: 4 Mar 2023
Threads: 12

Suggested grade

SRAG

Key reasons

Last thread: “RE: Q3 numbers”

Engagement

Asked 1 question in “RE: Q3 numbers”
Requires response

Deal signals

Deal stage signal: consideration

Timing

Not contacted in 2 days
Known for 1,299 days

Other

Discussed: Q3 numbers
Established relationship with multiple touchpoints
85 previous interactions

02Data security

Tarent suggests a grade. You decide.

Every contact gets a suggested grade from its key reasons, and you confirm or change it. The grade decides what is shared: red and spam contacts stay private to you and are never shared with your firm.

PBPeter BrownFrom the record above

Suggested grade

SRAG

Key reasons

Last thread: “RE: Q3 numbers”

Engagement

Asked 1 question in “RE: Q3 numbers”
Requires response

Deal signals

Deal stage signal: consideration

Timing

Not contacted in 2 days
Known for 1,299 days

Other

Discussed: Q3 numbers
Established relationship with multiple touchpoints
85 previous interactions

SSpamNot shared
Filtered out and kept private to you.
RRedNot shared
Private and personal contacts stay private to you.
AAmberShared
Metadata is shared with your team.
GGreenShared
All data is shared with your team.

03Score & reasons

The ones you share get scored, and explained.

PBPeter BrownPartner · Calder & Finch · yesterday

RE: Q3 numbers

Could we see the Q3 numbers this week? The board is waiting on a view before Friday, and we’d like to move this forward.

11 replies from your team in this thread

No reply from you · 2 days

PBPeter BrownPartner · Calder & Finch82

Asked for the Q3 numbers+24
Deadline mentioned this week+19
Eleven replies from your team+22
Reply owed for 2 days+17

Potential lead · ranked 1st of 146

04Lead pipeline

Tarent suggests leads from your whole history. You decide who to progress.

Tarent suggests who to talk to next. Nothing joins your board until you promote it to a lead.

Suggested 2

PBPeter BrownCalder & FinchHigh · 82

Asked for the Q3 numbers · reply owed 2 days

Why?Promote to leadDismiss

DHDaniel HartleyNorthgate SystemsMedium · 71

Quiet for 21 days after a proposal

Why?Promote to leadDismiss

To contact 2

Chloe BennettBrightpath · 13d

Emma ClarkeArcadia Retail · 44d

Reached out 2

Oliver GrantHarlow Partners · 4d

Hannah PriceOrbit Health · 7d

In conversation 2

Sarah MitchellSolent Energy · 2d

Raj MehtaLumen Grid · 9d

Qualified 1

Jonathan ReevesMeridian Capital · 1d

Want to see Tarent in action? Book a demo

How it works

Three things happen behind every suggestion.

01 · Reads the thread

It reads the thread, not the last ping.

Tarent reads the mail you already have: what was asked, how urgent it is, and whether a reply is owed. Specialised models pick out intent and buying language, so warm leads keep moving and quiet ones get flagged.

02 · Maps who knows whom

Find the key point of contact for every relationship.

Threads become a map of people and firms. Roles come from email signatures, so you can see who talks to whom, who is each contact’s key point of contact, and the real path into an account. When a partner is the key point of contact, the suggestion goes to that partner.

03 · Shows its working

It doesn’t just say who. It shows you why.

Ask “Why?” on any suggestion and you get the key reasons, each traced to its source. Dismiss one in a click. You can always say why a name came up.

Why firms use Tarent

Less admin, fewer missed conversations.

01
No CRM admin
Records build themselves from the email you already have.
02
No warm contact goes cold
Tarent flags people who are going quiet while there’s still time.
03
Support business development
See lead generation across the team at a glance, and help anyone who could do with a hand to do more of it.
04
Lists and events for marketing
One complete view of every contact across the firm, so marketing can build lists and organise events.

FAQs

The questions firms ask us

Testimonial

Traditional CRMs demand that our fee earners invest time logging basic details and offer little value in the short to medium term.

Blue Hat’s Tarent.ai is different. With very little setup, it generates leads from day one.

Now we have a database of pre-qualified leads generated from our own data.

It’s been a pleasure to work with the Blue Hat team throughout. They brought real-world insight and a commercial mindset to the project from the start and really worked in partnership with us to make sure we got what we wanted from the system.

Tracy Lacey-SmithManaging Partner, SA Law

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