Proactive opportunity identification.
Intelligent partner delegation.
From first signal to informed action — captured as lasting firm intelligence.
Emerging Opportunity
“SEC Proposes Expanded Climate Disclosure Requirements for Private Funds”
Bloomberg Law · 14 min ago
Recommended Partner
Margaret Kingsley
Securities & ESG Practice · New York
3 active client relationships
Delegation Reasoning
Advised Meridian Capital on prior SEC climate disclosure matter (2024). Existing relationship with General Counsel. Practice area alignment: 94%.
Identified 14 min after publication
Optimal outreach window: 48 hrs
“Institutional awareness, not individual memory.”
When knowledge is fragmented, opportunity is delayed.
01
Review
A PM manually reads headlines across Bloomberg Law, LexisNexis, and other sources — on an ad hoc basis, with no systematic coverage.
Fragmented and inconsistent
02
Analysis
Each article is manually evaluated: Is this relevant to our practice? Is there a BD opportunity? Most articles are discarded as noise.
Hours spent, most discarded
03
Escalate
The PM decides which partner to associate with each piece of news — based on memory and instinct, not data.
Subjective and error-prone
04 — The Bottleneck
The Ping-Pong Gray Zone
Days of back-and-forth
05
Decision on Outreach
Too late — or not at all.
Institutional intelligence for emerging legal matters.
Opportunity recognition becomes institutional, not accidental.
Step 01
Signals emerge
Regulatory filings, M&A announcements, enforcement actions, and client activity surface across dozens of sources every day. Cognant monitors them continuously and presents what matters.
From Bloomberg Law to SEC EDGAR, consolidated into a single intelligence feed.
Wednesday, February 11, 2026
SEC Proposes Expanded Climate Disclosure Requirements for Private Funds
Bloomberg Law · 8 min ago
Meridian Capital Announces $2.1B Acquisition of Stratos Energy Holdings
Reuters Legal · 1 hr ago
Form 8-K: Hargrove Industries Discloses Material Litigation Risk
SEC EDGAR · 3 hrs ago
12 more signals today
Step 02
Relevance is interpreted
Each signal is analyzed against your firm’s practice areas, client relationships, strategic priorities, and historical matters. Not a headline — a recommendation with institutional context.
What once took a BD analyst two hours is delivered in under a minute.
Opportunity Brief
SEC Proposes Expanded Climate Disclosure Requirements for Private Funds
Bloomberg Law · February 11, 2026
Relevance Analysis
Firm Context
Prior matter: MC-2024-0847
Affected clients: Robert Thornton (GC, Meridian) · Sarah Vance (GC, Castleton)
Competing counsel noted: Davis Polk
Recommended Actions
– Schedule partner briefing with Margaret Kingsley
– Prepare client impact memo for Meridian Capital
Analysis generated in 47 seconds · Optimal outreach window: 48 hrs
Step 03
The right partner is identified
Opportunities are matched to the partners best positioned to act — based on expertise, existing relationships, prior matters, and current availability. Delegation reasoning is transparent and auditable.
Matching considers relationship depth, not just practice area labels.
Margaret Kingsley
Partner — Securities & ESG Practice
Match Reasoning
Securities & ESG practice directly covers SEC climate rulemaking
Existing counsel to Meridian Capital; prior SEC disclosure work
Published on ESG regulatory trends; led 3 related matters in 2024
Relationship Context
Robert Thornton · GC, Meridian Capital
Active — 4 matters since 2021
Sarah Vance · GC, Castleton Group
Active — 2 matters since 2023
David Harmon · CFO, Stratos Energy
Dormant — last contact 2024
Recent Activity
Accepted SEC cybersecurity brief · 3 days ago
Published ESG regulatory alert · 2 weeks ago
Step 04
Timely outreach occurs
A complete outreach package is prepared for partner review: a draft communication, the opportunity brief, prior matter context, and relationship history. The partner approves and sends. The bottleneck disappears.
From signal to outreach-ready in minutes, not days.
Outreach Package
Draft — Pending Partner ReviewDear Robert,
I wanted to bring to your attention a significant regulatory development that may impact Meridian's disclosure obligations. The SEC has proposed expanded climate disclosure requirements that would extend to private fund advisers.
Given our prior work together on the 2024 climate disclosure matter, I believe it would be valuable to discuss the potential implications for Meridian's portfolio and compliance framework. Would you have time for a brief call this week?
Best regards,
Margaret Kingsley
Attached Context
Outreach window: 48 hours remaining
Best contact method: Email
Step 05
Knowledge is preserved for the firm
Every decision — accepted, deferred, or declined — becomes institutional memory. Relationships are mapped, preferences are learned, and the system grows more accurate with each interaction.
The firm that knows what it knows.
47
Opportunities Identified
31
Routed to Partners
18
Outreach Initiated
$2.4M
Pipeline Attributed
Recent Outcomes
SEC Climate Disclosure
Engagement confirmed
Stratos Energy Acquisition
Briefing scheduled
Hargrove Litigation Risk
Conflict noted
Knowledge Growth
New relationship mapped: David Harmon (Stratos Energy)
Expertise updated: Margaret Kingsley — ESG & Climate
Client preference logged: Meridian — email preferred
Conflict flag added: Hargrove Industries
Firm knowledge base: 1,247 relationships · 839 matters · Updated 4 minutes ago
Proactive insight, intelligent delegation,
institutional memory.
Proactive Insight
Continuous identification of emerging legal matters, prioritized by urgency, context, and potential significance.
Intelligent Delegation
Routed to best-positioned partners.
“The right person knows at the only moment that matters — early.”
Institutional Memory
Outreach, decisions, and outcomes preserved as firm intelligence.
“What was once individual awareness becomes permanent capability.”
Making opportunity recognition consistent, accountable, and enduring.
Fewer missed or delayed opportunities
Consistent delegation across offices and practices
Durable institutional knowledge beyond individual careers
“Designed for specialist firms where opportunity recognition cannot rely on chance.”