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Recognition

Part of: ClientVerse Core (every client).

What it is

A record of the awards, directory rankings and league-table positions the firm and its people have earned — Chambers, Legal 500, IFLR, US News, Benchmark, Who's Who and the rest — held as data rather than in a spreadsheet somebody owns.

Two objects:

  • Recognition (Recognition__c) — the ranking or award itself.
  • Recognition Contact (Recognition_Contact__c) — the people attached to it, including referees.

Who it's for

BD and marketing, principally the people who run directory submissions. Read access is CV_Recognition_Read; recording and maintaining them is CV_Recognition_Manage.

How it works

Recognitions are classified the same way everything else in ClientVerse is. Both objects sit in the Classification subsystem at full parity with Account, Contact, Opportunity and Campaign, so a recognition can be tagged by practice, industry and geography, and found by the same searches and lists.

Each carries denormalised Primary_Practice, Primary_Industry and Primary_Geography lookups alongside the tag assignments — the same pattern Account and Campaign use — so the common case is a field on the record rather than a join.

One asymmetry worth knowing. Primary practice, industry and tag stay in sync with the classification hub automatically. Primary geography does not — it is a manual field. The classification hub's category list has no Geography value, so there is nothing for it to sync against. Campaign behaves identically. If a geography looks stale, it was not updated, and nothing will notice on your behalf.

How to use it

Capture recognitions as they arrive. The alternative — reconstructing a year's rankings during submission season — is where the time goes, and it is when things get missed.

They pay off in three places:

  1. Pitches and proposals — current rankings are among the first things a client-facing document needs, and the Pitch / Proposal Builder draws on the same classified data.
  2. Next year's submissions — last year's referees and rankings are the starting point for this year's, and they are only available if someone recorded them.
  3. An individual's profile — recognitions sit alongside Experience as evidence of what a lawyer is known for.

Tag them properly on the way in. An untagged recognition is findable by someone who already knows it exists, which is not the case that matters.