Run a discovery job to build the first account profile.
Direct public email and phone routes across the workspace.
Public pages scanned and retained as evidence.
Your desk
People to reach
0 in your worklist
Find leads.
Seed panels, crawled live — not results.
Seed panels — Mandate crawls each firm’s public pages live for named people. Firms are starting points, not results.
- 5 accounts
- 10 accounts
- 25 accounts
- 50 accounts
Larger runs queue and notify when complete.
Scan deeper public pages
Reads roughly three times the pages per firm (16 → 54) and allows about 20 seconds longer on each one. About +3.5 min for 10 accounts.
Every run also does this, whatever you pick: firms you marked Not relevant are skipped, and people already found are merged into the record you have rather than added a second time.
Scanning
UK finance & M&A law firms · 10 accounts
Start a new lead search
Choose a source, set the issuer count, and start the scan. New accounts land in Worklist.
New search
Start a new lead search
Fast, repeatable search across a known market.
Recent searches
Review run
Review sourced people, judge decision-maker likelihood, then send the right routes to the board.
People ready to review
Discovered contacts
Capital-markets dossiers
Issuers
One stable page per issuer or sponsor — a Reorg-style situation page derived from your leads, their events, and any briefs that mention them.
Forward calendar
Maturity wall
Bond and loan maturities across your coverage, sorted by who's closest to a refi window. Green = refi conversation is live now (12–24 months out). Amber = warming up (6–12 months). Red = late (under 6 months). Add a maturity date on any lead's detail panel.
| Window | Company | Sector | Jurisdiction | Maturity | Months out | Deal stage | Status |
|---|
Pipeline
Deal stages
Only accounts sent from Review appear on the board.
Mandate Brief
Weekly opportunities
Choose a brief
0 briefs
Live research
Scan a public website
Use firm pages, adviser pages, fund pages, service pages, or transaction announcements.
Sales rhythm
Follow-up queue
Prioritised by next action date, stage, and your manual priority.
Workspace setup
Settings
Five groups: who you are, what you are connected to, what Mandate knows about your markets, what you send, and what runs without you. Pick one below.
You and your firm
The only part of Settings that is about you. It is prepended as the cover page on every issuer pitch-pack PDF you export, and it is what your outreach drafts quote when they explain why your firm.
Pitch packs
Firm credentials
Prepended as a cover page on every issuer pitch-pack PDF you export. Convert the dossier from a news clipping into a leave-behind.
Connections
Find-new-leads packs, pasted websites, public contact and people pages, sitemaps, feeds and vCards all run with no keys at all. Each connection below buys one extra capability, and says what stops working while it is missing.
0 of 4 connected — counted from the status pills below, mailbox included.
Knowledge
What Mandate actually knows about each market panel it can search, and — just as plainly — what it does not. Every gap says what would fill it. Nothing on this page starts work or changes anything.
Reading the market registry...
Templates
The only content on this page you write yourself. Templates are picked from a lead's Email directly, and the smart fields are filled in from that lead.
Outreach
Email and pitch templates
Pre-baked templates with smart fields like company name, deal stage, and maturity. Fire them from any lead with two clicks.
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Automation
The three things that run without you and send email. Each one reports what it has actually done rather than what it is supposed to do.
Mandate intelligence
Saved searches and alerts
Save a filter from the Leads view and we will email you when new accounts match.
Loading saved searches...
Mandate intelligence
Watchlists
Track a mix of companies, sectors, jurisdictions, deal stages, leads, or tags in one watchlist. We email you a digest when anything on it moves.
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Daily digest
Morning Flash
A short digest of the top mandate opportunities, full text inline, no teaser links. Mandate builds it on request; delivery is driven by a scheduled task on the machine hosting this app, so the run history below is the only record of what actually went out.
Checking run history...
Sales playbook