From manual data updates to automatic insights

Finding a better way to capture that information was what brought Riggan to Nexl. "Instead of us asking [attorneys] who their key contacts are, Nexl can tell us,” says Riggan. "It's offered a whole new level of interaction with attorneys where we can provide informed data versus relying on them for information."

Smarter client interactions

With reliable relationship data in place, Koley Jessen's BD team was able to be far more precise in how they managed client interactions. "Nexl has made it a lot easier to ensure that the right people are invited to things, receiving gifts, and getting the right information," says Riggan.

This is particularly evident in how the firm handles client gifting. Previously, the team relied on attorneys to flag who should receive a gift. With Nexl surfacing those connections automatically, that's no longer necessary. "We've increased our gift giving because of that."

Relationships that lead to results

Even the best relationship builders miss things when they're busy. Having a system that flags who to reach out to and when means fewer connections slip through the cracks.

"The connections we've made that we wouldn't have otherwise are huge," she says. "It’s really hard to quantify that sort of thing but having that information and the ability for attorneys to get those notifications, like 'hey, you should reach out to this person', is really valuable."

"We just had this happen recently where an attorney reached out to somebody, sent them a note, checking in on them,” says Riggan. "Sure enough, the next day a referral came through from that person."

Nexl's workspaces have also helped Riggan as a business development coaching tool for attorneys across the firm, giving her a structured way to work through BD activity.

A team that goes further

For Riggan, what sets Nexl apart is the team. "Whenever there’s something that we're trying to do and we can't quite figure it out, all we have to do is get on the phone and we get the help we need," she says. "The support that we get from Nexl is really fabulous."