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Experience management

Part of: ClientVerse Core (every client).

What it is

Experience is the firm's described, reusable record of work it has done — the deals, cases, and engagements cited in pitches, proposals, league-table submissions, and directory rankings. It is the richest object in ClientVerse and the reason much of the rest exists.

The distinction that matters:

What it is Where it comes from Editable here?
Matter (Matter__c) The work the firm performed The practice management system No — the PMS is the system of record
Experience (Experience__c) The story of that work, written for reuse Authored in ClientVerse Yes

A Matter is what happened. An Experience is what you can say about it. One Matter may yield several Experiences — a single transaction described one way for a private-equity pitch and another for a directory submission.

Who it's for

  • Attorneys capture what they worked on and maintain their own experience profile.
  • BD searches it when assembling a pitch or proposal — "have we done something like this before?"
  • Marketing draws on it for directory submissions and league-table entries.

How it works

Experience (Experience__c)

The narrative record: what the work was, for whom, its value and outcome, and the classifications that make it findable. Because it is authored rather than synced, its quality is a function of the intake process the firm puts around it — see the business-process library.

Experience Holders (Experience_Holder__c)

The join between an Experience and the people who did the work, carrying the role each played. This is the mechanism that assembles an individual's experience profile: a lawyer's profile is the set of Experiences they hold, and their role on each is what makes "led the deal" distinguishable from "supported on tax".

Supporting objects: Experience_Narrative__c (alternative narrative variants for different audiences) and Experience_Party__c (the other parties involved).

Classification is what makes it findable

An Experience with no classifications is invisible to the searches that matter. The whole value chain runs Experience → classification → search → pitch, and a break at the classification step makes the rest inert. This is the single highest-leverage thing to get right when rolling out experience management.

How to use it

Capture experience

  1. Open CV_Experience.
  2. Create an Experience__c and write the narrative.
  3. Apply classifications — practice area, industry, region, and anything else the firm segments on.
  4. Add the lawyers involved as Experience Holders, each with their role.
  5. Link the originating Matter.

Find experience to reuse

  1. In CV_Experience, filter by practice area, industry, or classification.
  2. Open candidates and check the narrative and the people involved.
  3. Pull the strong ones into a pitch or proposal.

See an individual's experience

Open the lawyer's profile and review the Experiences they hold — assembled through Experience Holders, so a lawyer added to an Experience appears there automatically.

Search and configuration

Experience search is configuration-driven rather than hardcoded, through Experience_Search_Object_Config__mdt, Experience_Search_Objects__mdt, and Experience_Search_Object_Field_Facet__mdt. Which objects are searched and which fields become facets is therefore an admin decision — see the Configuration Reference.