Case Study: Harneys boosts SP launch speed and wins more mandates with Neota Logic

Harneys grows SP launch win rate with Neota Logic in 12 months

Harneys, a leading offshore law firm, faced a fragmented and slow email-led process for launching new segregated portfolios (SPs) for investment funds. This manual system, built on Excel questionnaires and re-keying data, resulted in delays, poor client visibility, and lost mandates as the firm that moved fastest won the work. To overcome this challenge, Harneys partnered with Neota Logic to build a solution called SP Accelerate.

Neota Logic's no-code platform enabled Harneys to create SP Accelerate, a guided digital application that automates data collection, document generation, and regulatory filing. This solution streamlined the entire workflow, eliminating re-entry and giving clients real-time visibility. As a result, Harneys compressed drafting time, introduced a fixed-fee model that became a key differentiator, and increased its win rate on competitive pitches. The automation provided by Neota Logic directly led to revenue growth and enhanced client selection.

Harneys