Start with the right legal company, search available business contacts by job title, then confirm who owns your specific buying question. A relevant title is a research lead—not proof of authority.
Your current customer may be able to confirm the local team, agreement scope and whether an introduction makes sense.
Explore a shortlisted companyIllustrative role hypotheses · No real contact detailsBEFORE CONTACT SEARCH
To find decision makers in a company, first identify the legal entity and the decision you need to understand. Search for a relevant role, verify its remit, then keep any remaining authority question open.
Question to confirm: Which team owns this process at the selected legal company?
Confirm the function and legal-company remit. A group-level title may not cover the local operation.
Confirm the employer and legal-company remit before revealing contact details.
Keep the question and evidence in an account brief →| Role hypothesis | Possible contribution | Question to confirm |
|---|---|---|
| Operations leader | May understand the operational problem. | Who owns the process at this legal company? |
| IT leadership | May evaluate integration and deployment. | Which team reviews the technical requirements? |
| Procurement | May clarify the buying route. | Is purchasing local or covered by a group agreement? |
| Existing account sponsor | May offer context or an introduction. | Who is the appropriate person to speak with next? |
Start with a company that fits your territory and offering, then resolve its legal identity.
Search an optional job title or leave it blank. Review the confirmed profiles and search details; use Continue searching when more profiles remain.
Add an appropriate returned contact to the draft plan, review the notes and save an explicit next action.
The right contact may be a local operations owner, regional procurement participant or an existing sponsor who can explain the structure.
A contact from a similarly named company or another group entity can lead the conversation in the wrong direction. Start with the legal identity, country and company profile associated with the shortlisted account.
Use the optional job-title field for the selected company. The current search checks returned profiles against that legal employer rather than filtering only the visible cards. Review the profiles searched, employer checks and any coverage warnings. Continue searching resumes unfinished work without pretending that the first result was exhaustive.
Add a returned contact to the company plan, review the draft notes and keep the proposed next action. Saving a plan does not send a message or start an outreach sequence.
A title can suggest who understands a problem, but it does not establish authority. Your current sponsor may help confirm the relevant team, local purchasing responsibility and whether an introduction is appropriate. Use contact data to support that account conversation.
Follow a complete account reviewIllustrative account review: six related companies, three in scope, two accepted for research and one proposed introduction. This is a fictional workflow example, not a conversion benchmark.
View full-size diagram Editable files, with no form to complete. Each template includes clearly labelled fictional examples and a blank starting row or section.
How to use these templates ↗Entities, contract coverage, fit, target role and next action.
Download CSV ↓Coverage evaluation checklistExpected versus returned records, source dates and unresolved gaps.
Download CSV ↓Customer introduction templateAsk your sponsor to confirm responsibility before requesting an introduction.
Download text file ↓About contact discovery.
Confirm a shortlisted legal company, open Find contacts and search an optional job title. Review the returned employer and role, continue searching when more profiles remain, then confirm responsibility through account research. A contact match does not establish budget or purchasing authority.
You can inspect and filter available job titles to identify people to investigate. A title does not prove purchasing authority, budget ownership or responsibility for your specific use case; confirm those details through account research.
The current Find contacts control starts a company-scoped search, not just a filter over five visible contacts. It checks available profiles against the selected legal employer and job-title query. Work is bounded per request; Continue searching resumes an incomplete search. The result does not represent every employee.
Try a broader title or local-language variant in a new search. Titles are reviewed against the returned profile; an empty result can reflect wording, employer confirmation or limited source coverage. Do not treat a single unsuccessful query as an exhaustive search.
No. Contact discovery requires sign-in, an accessible company with a verified website and the relevant service access. Profiles that name another employer or do not confirm the intended legal employer are excluded. Email and mobile availability vary.
Start from the problem and the question you need answered. Operations, IT, procurement or an existing account sponsor may each be relevant for different reasons. Use these as hypotheses, not a fixed decision-maker list.
Use Add contact to plan to stage returned details with your company notes and proposed next action. Review the draft, then save the company plan. The action does not send a message to the contact.
No. Contact research supports account planning. Adding a person to your notes or saving a next action does not send email, start a sequence or request an introduction.
Check the legal entity and company website, broaden the title or continue if the search is incomplete. Search details distinguish profiles searched from employer-confirmed contacts. If the role remains unresolved, ask your existing sponsor who owns the process rather than substituting a person from another company.
It follows company discovery and fit review. Once a candidate is worth investigating, use contacts or your existing customer relationship to clarify need, purchasing responsibility and a practical next conversation.
Searching previews does not use email or mobile reveal credits. Choosing Reveal email or Reveal mobile uses one credit for that available detail. Missing details use no credit; previously revealed details in the current month remain available under the active plan. Check the workspace allowance before revealing.
Start with the person who can answer the next account question, then map the other people who influence technical fit, operations and the buying route. One relevant title is not proof of sole authority. Keep each person with the legal company, question, evidence and next action so the account handoff does not collapse a buying group into a generic contact list.
Start with a company you serve. Find where your offer could fit next.