Client Sense provides firms with real-time visibility over the Client, Contact and Referrer relationships that drive revenue. Unlike a CRM system, Client Sense requires no data entry from busy lawyers.
Client Sense helps firm with:
Key Client Monitoring:
Automatically identify and monitor the ongoing depth and breadth of key client relationships. Compare communication trends against fees to identify and forecast the potential loss of a key commercial relationship.
Ensure regular contact with key referrers is maintained. Protect and nurture your referral network with regular communication or meetings to ensure that a lack of incoming referrals is not the first thing to prompt you.
Client Relationship Mapping:
Map the individual relationships that make up the firm’s key commercial relationships. See real-time information such as meetings, last contact and email frequency without any data entry.
Winning New Work:
Your people and their network are your greatest asset. Leverage your existing network by identifying the staff, lateral hires or acquisitions that may hold relationships which can help you win work and target new clients.
Set and monitor the transition of key client relationships from one or more individuals to others within the firm. This supports planned retirement, strategic changes in Client Relationship accountability and junior BD growth by tracking progress.
Key Staff Departures:
Quickly identify the client relationships that may be impacted by the loss of a key staff member. See which other staff members are best placed to preserve those relationships and identify which other clients may have been contacted in the lead-up.
Key Client Contacts:
Act decisively in the event of a key contact leaving a client organisation. Identify each of the remaining client contacts and the staff the hold those relationships.