Integrations that matter to law firms.

Nexl integrates with the tools your law firm uses today. From PMS, DMS, LMS, HRIS, NBI and more. Nexl speaks your language and integrates with what matters to you.

D_Blue
45_Deals Identified
41_Engagement By Practice Groups
35_Detailed Reporting
43_Email Analytics
27_Sally
25_Bob
26_Michelle
D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally

List Management

Integrate your financial data.

Integrate with 3E or Aderant to get insights into your commercial relationship and financial health of your clients.

Whitespace reporting
Cross-selling scoring
Revenue trending report

D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally
D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally

Who-Knows-Who

Visualize your data.

Integrate Nexl’s data with Power BI to visualize your data to gain deeper insights. Combine multiple internal and external data sources to create a full picture. Embed within Nexl for easy access.

D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally
D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally

Pipeline Management

Integrate with your data lake.

Easily connect Nexl to your data lake. We provide APIs and ODATA feeds for easy data synchronization.

D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally
D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally

Pipeline Management

Automate simple processes.

Use Nexl’s custom PowerAutomate connector to automate workflows and connect your internal and external tools.

D_Blue
45_Deals Identified
35_Detailed Reporting
27_Sally

Features

Integrations

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Contact Management

Centralize all contacts and companies for streamlined management.

Stay in Touch Reminders

Automated reminders ensure you maintain key relationships effectively.

Mobile App

Access contacts and insights on the go for smarter, prepared meetings.

Outlook Add-in

Integrate Nexl with Outlook for seamless access to key CRM features.

Task Management

Assign and track tasks across the firm for better project coordination.

Tag Management

Organize clients and contacts with tags for efficient segmentation.

Workflow Automation

Leverage PowerAutomate for streamlined workflow automation.

Notes

Share notes on contacts and companies for collaborative knowledge sharing

Law Firms Love Nexl.

See what what hundreds of law firms have to say about Nexl.

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Frequently Asked Questions.

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Is Nexl's CRM suitable for all law firms?

Nexl’s CRM is designed to cater to the unique needs of law firms with 50 attorneys or more.

Can I integrate Nexl's CRM with other legal tools we use?

You bet! Nexl’s CRM plays nice with popular legal software, ensuring a seamless experience for your practice.

How secure is my clients' data on Nexl's CRM?

Fort Knox secure! We prioritize data security and employ the latest encryption protocols to keep your clients’ information safe and confidential.

Does Nexl's CRM have a mobile app for on-the-go legal heroes?

Absolutely! Never miss a beat and access Nexl’s CRM from anywhere with our nifty mobile app.

Can I customize the CRM to match my unique legal workflow?

You got it! Nexl’s CRM offers customization options, so you can wield its power in a way that suits you best.

Resource

Get the Essential Checklist.

Start your CRM project confidently with our checklist, derived from over 100 law firms and leading CRM experts. This template highlights essential considerations for a successful CRM setup. Align your project with industry standards and customize it to your firm’s requirements