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Nexl Workspace
Turn firm strategy into action
Bring planning, tasks and execution into one place, systematizing BD activity across the firm.
Collaborative and structured planning
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.
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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.
Ensure every next step is captured, assigned, and tracked so nothing critical—client, BD, or matter-related—falls through the cracks.
Give lawyers, BD, and marketing one shared task view across all workspace to stay coordinated and accountable.
Automate task creation from forms, lists, or actions to keep momentum high and reduce manual admin.
Workspace features
Everything you need to drive BD execution
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Lists
Build relational, Airtable-style tables connected to firm data for tracking clients, pursuits, tasks, or initiatives in structured, automation-ready formats.
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Task management
Assign, track, and organize work across teams with linked tasks that keep every initiative accountable and moving forward.
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Objectives
Set firm, practice, or initiative-level goals with measurable progress tracking to align teams and clarify what success looks like.
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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
"I was paying three different vendors for my CRM/ERM, email marketing, and pipeline tool. Nexl replaced all three."
“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.”
“Nexl demonstrates a real understanding of law firms and how relationships are developed and grown. We are excited to have Nexl alongside us as we focus on helping our clients develop their businesses, supporting smart, informed decision making.”
“Nexl is a pleasure to roll out. The lawyers love it!”
“Nexl has become a valuable tool that supports our central work processes; it is a dynamic and forward-looking system that will meet our requirements as we grow.”
“I would absolutely recommend Nexl to legal marketers, law firms, and quite honestly, to professional services firms in general. It's absolutely the right decision.”
“The team at Nexl have a deep understanding of how lawyers work, and what they need from a CRM tool. Nexl’s speed of deployment, ease of implementation, low data entry requirements and intuitive UX are stand out features of what is a true legal CRM.”
“We decided to partner with Nexl because we wanted a CRM completely different to what we had seen in the legal market. Nexl’s CRM is innovative, user-friendly, and has added value for our firm.”
“Maintaining engagement with clients and referrers requires a process and structure to ensure that contact is regular and value-adding. Done well, this is extremely time intensive. That’s where Nexl comes in! It saves a massive amount of time, and it really helps maximize your ability to stay on top of client and referrer engagement.”
Explore Nexl
More tools to drive BD action
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Insights
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