Winning More Time for Strategy: How Stinson is Transforming RFP and Proposal Responses with ikaun

By adopting ikaun to integrate experience and financial data, Stinson LLP automated proposal generation, eliminating manual bottlenecks to quickly deliver strategic client pitches.

Stinson LLP adopted ikaun to replace disconnected legacy systems, seamlessly integrating experience data with financial records to automate proposal generation. This modernization eliminated manual administrative bottlenecks, empowering the team to quickly deliver strategic, highly accurate client pitches.

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Facing the limits of legacy systems and scattered data, Stinson LLP implemented ikaun to centralize its experience management and automate proposal generation. By seamlessly connecting the firm's financial data with marketing content and utilizing advanced search tools, the Am Law 200 firm eliminated hours of manual administrative work. This transformation ensured consistent, accurate pitches and allowed the business development team to focus on crafting strategic, compelling narratives for high-value client pursuits.

Background: Build a Process That Enables High Value Client Pursuits

Stinson LLP, an Am Law 200 firm with 500 attorneys across 16 offices, manages a substantial volume of formal RFPs and proposals every year. As client demands for speed, precision, and personalization continued to rise, the firm recognized that its legacy tools — a combination of shared drives and a homegrown experience database — were reaching their limits in terms of scalability and use. Information lived in silos, proposal content aged quickly, and manual effort consumed valuable time that could be spent on strategy.

The business development team needed a modern platform that would centralize content, streamline the connection between the experience system and the firm’s financial system, and introduce automation to reduce manual effort while improving quality and decision-making.

To address these challenges, Stinson implemented ikaun as its firmwide platform for proposal generation and experience management. The technology was chosen for its ability to connect directly with the firm’s financial system and to centralize knowledge across business development and marketing

Within this initiative, Carling Futvoye, Senior Proposal & Experience Manager, plays a key role overseeing proposal development, experience data management, and content governance. Her goal was clear: tobuild a process that would reduce administrative friction, deliver usable data, and free the team to focus on strategic client pursuits.

Challenges: Disconnected Systems Impede Strategy

Before ikaun, assembling a proposal required hours of manual effort. The homegrown database had limited data coming in from the firm’s financial system, not linked to other applications, which meant experience information needed to be updated and maintained manually. Searching for relevant content involved combing through prior responses across shared drives without an easy way to tell which version was current. Even small changes could cause delays, as the team had to verify data accuracy and formatting for each new submission.

The lack of real-time visibility into firm experience made it difficult to quickly assess whether Stinson had handled similar matters or to evaluate new opportunities efficiently. Each proposal required an extraordinary amount of administrative attention, limiting the team’s ability to step back and focus on the quality of the response and overall strategy.

The process was afunctional but inefficient, manual effort that left little time for creativity or strategic thinking. The team wanted to focus on crafting compelling, client-centered narratives rather than chasing information across disconnected systems.

Top 3 Challenges

Disconnected systems and manual effort: The team spent significant time searching prior responses , without a clear view of how current the content or experience was
Reduced visibility into firm experience: Limited real-time data made identifying past work or confirming whether Stinson had handled similar matters difficult.
Too much time on administration, not strategy: The process functioned, but inefficiently. Manual work dominated each proposal cycle, leaving less capacity for strategic positioning.

Results: ikaunEnables WinningStrategies for Clients

Since going live, ikaun has streamlined how Stinson manages proposals. The difference is visible in speed, consistency, and overall quality.

Tasks that once required significant manual review now take muchless effort. Using ikaun’s conversational search, Carling’s team can more easily locate and reuse content from prior proposals, dramatically reducing turnaround time. That speed has freed her team to concentrate on strategy and message alignment.

ikaun’s integration with the firm’s financial system has created a useful link between financial data and experience, ensuring that every piece of proposal content reflects accurate, current information. Centralized storage has reduced errors and inconsistencies across marketing materials.

The platform has also improved decision-making. With more visibility into firm experience data, the team can determine whether Stinson has handled similar work, enabling faster and better-informed go/no-go decisions.

As the firm continues to evolve its use of ikaun, Stinson is preparing to adopt new agentic AI capabilities that will automate even more of the RFP process — from compliance validation to intelligent scoring—further extending the results already achieved

ikaun has enabled Stinson to modernize proposal management, unlock firm knowledge, and shift focus from administrative work to strategy and storytelling. By centralizing experience data and introducing automation, the firm has created a faster, more informed, and more creative approach to business development.

Top 3 Results

Faster turnaround: Proposal creation is faster and more consistent with centralized access to experience and content.
Improved accuracy: Integration with the firm’s financial system provides a clearer view of firm experience, supporting more reliable content.
Smarter pursuit decisions: Teams can now make faster, more data-driven go/no-go decisions.

ikaun has made responding to RFPs much easier. Experience is easy to find, and it’s tied directly to the attorneys who worked on the matter. We finally have a system that saves time, improves consistency, and gives us the space to focus on what really matters—developing compelling proposals that tell our firm’s story

Alex Kelly
Carling Futvoye
Senior Proposal & Experience Manager

Experience management is a marketing- owned resource that helps us deliver on the requests of our partnership in a self- sufficient manner.

As the firm continues to experience accelerated growth, having access to a system where the Marketing and Business Development teams can reference the right data swiftly and efficiently is paramount, especially for winning new business and driving related strategic initiatives for the partners and various practice groups.

Alex Kelly
Senior Manager, Marketing Technology ・Cohen & Gresser
Centralizes everything the firm has worked on and who did it into a single location, giving the Cohen & Gresser team the ability to respond to client requests for experience faster.
Categorizes work based on various data attributes and gives the Business Development team the ability to find experience through keyword searching, sorting, and filtering.
Stores attorney profiles that help the team understand who at the firm has expertise and experience across practices, industries, and types of work.
Solves the business process headache of attorney biography updates via a nightly feed of biography data from the firm’s content management system.
Offers different matter descriptions according to usage.
Helps the marketing team with awards and ranking submissions including Chambers.
About

Facing the limits of legacy systems and scattered data, Stinson LLP implemented ikaun to centralize its experience management and automate proposal generation. By seamlessly connecting the firm's financial data with marketing content and utilizing advanced search tools, the Am Law 200 firm eliminated hours of manual administrative work. This transformation ensured consistent, accurate pitches and allowed the business development team to focus on crafting strategic, compelling narratives for high-value client pursuits.

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