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​

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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

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
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Marriott Harrison LLP

“As a firm focused on companies of the future, Marriott Harrison is delighted to be partnering with Nexl. Nexl demonstrates a real understanding of law firms and howrelationships are developed and grown. We are excited to have Nexlalongside us as we focus on helping our clients develop their businesses, supportingsmart, informed decision making.”

Dianne Skurray
Chief Marketing and Strategy Officer
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Sparkbox

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

Laura Collins Scott
Consultant, Founder
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Wiersholm

“The deep insights provided by Nexl are very valuable and enables us to offer our clients the best service and follow-up. In addition, the system is very user-friendly, and a large part of the insight is captured automatically, which creates trust and motivation to actively engage with the system to further improve the insight. 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
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Farrell Fritz

“We are very excited to partner with Nexl. Our approach to business development and connectivity aligns nicely with the product. Nexl will provide us with a next generation business development platform and help us empower our attorneys to drive practice growth. The platform’s ability to evolve and grow with our business was appealing, while the data quality and strategy will allow us to focus on the real value drivers; connecting the dots for business development, leveraging relationships, and creating meaningful opportunities for our firm.”

Lee Peretz
Director of Marketing & Business Development
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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.  The automation features and data enrichment tools allow lawyers to easily monitor, reconnect with and explore various ways to enrich their client relationships.”

Kartik Ganapathy
Partner
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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
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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. Lawyers like myself and other professionals who are heavily involved in the day-to-day work on matters simply do not have the time to do that.That’s where Nexl comes in! It saves a massive amount of time, and it really helps maximise your ability to stay on top of client and referrer engagement which should result in an excellent ROI!”

Trevor Withane
Partner
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Explore the platform

More tools to drive BD action

Insights

Guides to help you grow

News

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Common law firm CRM adoption mistakes and how to fix them

Most law firms have a CRM, but few use it effectively. Low adoption and limited engagement continue to hold back marketing and BD outcomes. This article explores seven common mistakes behind the gap and how firms can address them.

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