By Milan Dalal, Director at Brook Intelligence
When I demonstrate CoreClarity to partners at professional services firms, showing them a comprehensive company profile generated in seconds rather than weeks, the response is always enthusiastic.
That moment captures why we’ve fundamentally transformed how Brook Intelligence delivers company intelligence.
The Challenge Every Firm Knows
For years, we’ve been the intelligence partner for law and accounting firms preparing company profiles for critical pitches and managing key accounts. Creating a comprehensive profile for a company like BP or Shell required our senior analysts to invest 13-14 hours—nearly two working days of intensive analysis.
The process was rigorous but necessary:
- Analyzing financial statements, investor presentations, earnings transcripts, and broker reports.
- Reviewing 12 months of press coverage (imagine the volume for BP)
- Identifying genuinely strategic developments from routine announcements
- Synthesizing multiple sources into actionable intelligence
- Highlighting specific business drivers that create professional services opportunities
Our analysts needed months of training to distinguish between BP making minor adjustments versus fundamental strategic pivots—like their recent shift away from renewables back to traditional oil and gas. Miss that nuance, and you’re pitching the wrong services to the wrong stakeholders.
For busy partners or BD managers attempting this internally? They’d need a full week. Most simply didn’t have that luxury.
Why ChatGPT Wasn’t the Answer
When ChatGPT emerged, we naturally wondered: could this replace what we do?
We tested it rigorously. We created a BP profile the traditional way—14 hours of expert analysis—then asked ChatGPT to produce the same report. The AI version looked impressive at first glance: professional language, logical structure, comprehensive appearance.
But dig deeper, and we found critical errors that would torpedo any client meeting:
- ChatGPT claimed BP was expanding investment in Lightsource BP, when they were actually divesting—a fundamental misread of strategy
- It emphasized BP’s hydrogen push based on old data, missing their recent scaling back
- Most dangerously, it presented outdated information as current strategy
These aren’t minor mistakes. They’re credibility killers.
Enter CoreClarity: Built for Professional Services Reality
This is where CoreClarity changed everything for us. Unlike ChatGPT’s general knowledge approach, CoreClarity works with curated, verified information that we control:
- Current strategic news and market intelligence
- Latest investor materials and analyst reports
- Client interview transcripts from listening programs
- Your firm’s partner CVs and credentials
- Relevant mandate history and sector expertise
When we fed our curated BP data into CoreClarity. In seconds—literally seconds—it produced analysis identical to what our analyst had spent 14 hours creating.
But that was just the beginning.
Beyond Analysis: Spotting Hidden Opportunities
Here’s where CoreClarity becomes transformative. Ask it “What are the top 10 opportunities to sell legal services to BP?” and it doesn’t give you generic categories. Instead, you get:
- BP’s $20 billion divestment program with specific jurisdictions and deal structures
- 4,000 redundancies requiring collective consultation and multi-jurisdictional employment law
- EV infrastructure investments needing real estate and planning expertise in 12 markets
- Refinancing requirements arising from their strategic pivot
Each opportunity comes with context, evidence, and clear action points. It’s the difference between saying “they might need M&A advice” and “they’re divesting these specific assets in these jurisdictions with these complications.”
The Game-Changer: Matching Opportunities to Your Partners
This feature makes partners lean forward in their chairs. Upload your partner CVs and firm credentials, then ask: “Who at our firm is best positioned to advise BP?”
CoreClarity instantly identifies:
- Which partners have directly relevant experience
- Specific comparable deals they’ve handled
- Cross-selling opportunities you might have missed
- Hidden gems in your partnership (like that Hong Kong partner perfect for a London opportunity)
Real Business Impact
The operational transformation is significant:
Before CoreClarity:
- 14 hours for expert analysis
- 5-7 days for internal teams
- Deep intelligence limited to 30-40 clients due to capacity constraints.
With CoreClarity:
- Comprehensive analysis in minutes
- Same-day intelligence delivery
- Account managers can effectively handle more accounts
- Deep intelligence scalable to all strategic clients and devolved to all fee earners
But the strategic impact goes deeper. Firms are using CoreClarity to transform client conversations. When you can walk into BP and share insights about Shell’s strategy they haven’t seen, you’ve elevated the entire relationship from vendor to advisor.
Making It Work in Practice
Implementation is surprisingly straightforward. The platform integrates with existing systems, and most users are productive within days. The key success factors we’ve observed:
- Quality inputs matter: We can help curate and upload the right information sources
- Partner adoption is critical: When partners see the insights, they become champions
- Start with quick wins: Pick 2-3 key accounts and demonstrate immediate value
- Build systematically: Expand from pitch support to account planning to market intelligence
The Bottom Line
I’ve spent my career in and around professional services. I’ve seen countless “revolutionary” tools deliver incremental improvements at best. CoreClarity is different because it solves a problem everyone recognizes: we need better intelligence, delivered faster, without sacrificing quality.
In our experience, firms that implement CoreClarity gain a genuine competitive advantage. They’re identifying opportunities competitors miss, responding faster to client needs, using reliable sources through our curated news service, and scaling relationship management in ways previously impossible.
The technology exists. The question is whether your firm will implement it before your competitors do.
Interested in seeing CoreClarity analyze one of your target clients? Contact Alex Wilke [email protected] for additional information or visit the CoreClarity website – Advanced Qualitative Data Analysis Software | CoreClarity
Milan Dalal is Director at Brook Intelligence, a specialist provider of company and market intelligence for professional services firms. Brook Intelligence is a sister company to Meridian West.
