Wimbly for Outlook

Wimbly helps legal and professional services firms proactively originate new business. For each partner, we deploy a signal graph behind ethical walls built from real-time people and company data tailored to their practice area, along with relationships, past engagement history, and personal affinities. Agents then traverse the graph to identify high-conviction new matter opportunities, along with the situational context needed to best act on them by the user or our forward deployed team.

The graph is compiled from a secure, compliant integration with your inbox and LinkedIn, paired with premium and public data sources. Inbox and LinkedIn access establishes who each partner actually knows and what they have worked on. Everything stays behind ethical walls and inside your firm's retention policies.

You can also set company watchers and follow ups on the accounts and targets that matter most, have our forward-deployed team build custom workflows around how your practice runs, and replace your CRM entirely with a system that is AI-native and self-maintaining.

Wimbly in Outlook requires a paid Wimbly subscription. The add-in is free to install; sign-in requires an active Wimbly account, which is sold separately by Wimbly, Inc. — not through Microsoft. Contact platform@wimbly.ai for pricing.