Turn firm strategy into action with Nexl Workspace

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

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.

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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.

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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.

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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.

Move work forward

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

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.

Powering growth for the world's leading firms

Greenberg Glusker

"I was paying three different vendors for my CRM/ERM, email marketing, and pipeline tool. Nexl replaced all three."

Sheenika Gandhi

Chief Marketing Officer

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

Marriott Harrison LLP

“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.”

Dianne Skurray

Chief Marketing and Strategy Officer

Sparkbox

“Nexl is a pleasure to roll out. The lawyers love it!”

Laura Collins Scott

Consultant, Founder

Wiersholm

“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.”

Christine Liæker Lindberg

Director of Marketing and Communication

Farrell Fritz

“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.”

Lee Peretz

Director of Marketing & Business Development

Induslaw

“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.”

Kartik Ganapathy

Partner

Gufa Law

“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.”

Mauricio Villeda Jr

Managing Partner

Ironbridge Legal

“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.”

Trevor Withane

Partner

Explore the platform

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Insights

Guides to help you grow

Podcasts

Helping lawyers trust themselves again with Elena Deutsch

Drawing from her own journey and years of coaching women lawyers, Elena explores the moment when “something isn’t right,” and how that internal signal can become the starting point for transformation.

Articles

The complete guide to choosing a CRM for law firms

Choosing the wrong CRM costs law firms time and budget. This guide covers what to look for in a legal CRM, what to ask vendors, and how major platforms compare.