Turn firm strategy into action with Nexl Workspace

Bring planning, tasks and execution into one place, systematizing BD activity across the firm.

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Collaborate, execute, and grow together

Create shared work hubs that unite lawyers, BD, and marketing around live data, structured workflows, and coordinated execution, turning everyday work into measurable growth across the firm.

Designed for execution and collaboration​

Built with Nexl CRM and Nexl Marketing out-of-the-box​

Ready-made templates built for law firm use cases​

Three small rectangular cards with rounded corners on a light background, each featuring a central green design of a rectangular doorway framed by two leafy plants and labeled with a single red letter above.

Smart pages

Build live, collaborative docs

Create dynamic, Notion-style pages enriched with live CRM data, AI summaries, embeds, and real-time collaboration, giving teams a single place to plan, brief, and drive growth initiatives.

User interface displaying a task list for a Client Seminar email campaign with tasks, assigned owners, and completion percentages.

Give lawyers and BD teams a shared, dynamic workspace where briefs, pursuit plans, campaign outlines, and client strategies stay updated automatically with live firm data, reducing prep time and increasing execution clarity.

Eliminate disconnected documents by creating real-time collaborative pages enriched with contacts, companies, pipelines, and lists—making every plan fully informed and every update instantly shared across the team.

Enable multi-user editing, comments, and mentions directly inside each workspace, ensuring client teams, partners, and BD can coordinate quickly and keep every initiative moving without email chains or version confusion.

Task management

Drive accountability and action

Create, assign, and manage tasks linked to contacts, companies, opportunities, and workspace items—giving every initiative clear ownership, deadlines, and progress visibility across the firm.

Make follow-up inevitable

Ensure every next step is captured, assigned, and tracked so nothing critical—client, BD, or matter-related—falls through the cracks.

Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.
Keep teams aligned

Give lawyers, BD, and marketing one shared task view across all workspace to stay coordinated and accountable.

Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.
Move work forward

Automate task creation from forms, lists, or actions to keep momentum high and reduce manual admin.

Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.
Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.
Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.
Digital conference planning board with columns for To Do, Work-In-Progress, and Done tasks including Logistics, Marketing, Registration, and Budget Allocation.

Features

Everything you need to drive BD execution

Dashboard for Client Seminar invitations showing contacts, companies, RSVPs, and attendance statuses.

Lists

Build relational, Airtable-style tables connected to firm data for tracking clients, pursuits, tasks, or initiatives in structured, automation-ready formats.

Digital task board for conference planning divided into three columns: To Do with tasks like logistics and registration, Work In Progress with marketing and program tasks, and Done with completed registration and budget tasks.

Task management

Assign, track, and organize work across teams with linked tasks that keep every initiative accountable and moving forward.

Dashboard interface showing goals including identifying 40 potential new clients, booking meetings, and hosting webinars, with task list and progress details.

Objectives

Set firm, practice, or initiative-level goals with measurable progress tracking to align teams and clarify what success looks like.

Dashboard report showing total open and won opportunities, 25% success rate, deal progress with Tech Hub and Trademark Co., and a contact list with engagement, last interaction, and tags.

Templates

Move fast with law firm strategy templates designed to drive real world planning and execution.

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Powering growth for the world's leading firms

Harter Secrest & Emery LLP

“In a highly competitive industry, Nexl stands out as a valuable solution for law firms. The onboarding and rollout process was seamless and fast, client support is exceptionally responsive, and the platform itself is very intuitive…”

Nicole L. Kershaw
Chief Client Relations Officer
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Peckar & Abramson, P.C.

One of our priorities was making sure our contact data was accurate and easy to access without adding administrative burden. Nexl has helped bring everything into one place and given us a clearer picture of our relationships across the firm.

Megan Seybuck
Director of Marketing and Client Service
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Explore the platform

More tools to drive BD action

Insights

Guides to help you grow

Webinars

Rethinking Rainmakers: How Law Firms Can Drive 42% Better Growth Without Heroics

Designed for partners, senior associates, BD leaders, and firm leadership, this session delivers a clear diagnosis of your current BD model and 3–5 concrete actions you can implement in the next 90 days to drive sustainable, scalable growth.

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White Papers

Value Case Builder Checklist: Turn Great Ideas Into Firm Backed Initiatives

Law firms move quickly, but approvals do not. Great BD and marketing ideas can stall because they are not packaged in a way that speaks the language of partners. To help teams build stronger business and value cases, we have created a practical checklist grounded in two proven frameworks. It brings together the CARD method

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News

Bridging the Gap Between Marketing and BD in Law Firms

There’s no single model for success, but there is one clear truth: the firms that operationalise business development – that is, embed it into the rhythm of how their lawyers work – are the ones seeing measurable returns.

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