CRM | Relationship Insights | Revenue Operations
Does Your CRM Do This?
At Nexl, we're reimagining how law firms can work together and stay aligned.
How Nexl Works
Key Client Programs (“KCP”) are designed to keep a clear focus on the law firm’s most important clients. These can be both clients that are currently generating the most revenues, or clients where there is strong growth potential. KCPs come in different forms and depend on the size and nature of the law firm. They need to be articulated alongside other strategic BD programs and initiatives, such as sector programs, cross-selling initiatives, individual client plans, individual partner business plans, etc. KCP programs are sometimes referred to as Key Account Management (KAM) Programs or Strategic Account Management (SAM) Programs.
Enterprise Relationship Management (ERM)
Relationship insights that drive revenue growth
Better understand the who knows whom across your entire firm. In modern B2B business development, lawyers must understand the entire relationship history of a prospective and existing clients. Nexl shows you the who knows who across your firm and gives you deep relationship insights to better leverage your firm’s relationship to win more business – without the need of manual data entry.
Crucial to any Account-Based Strategy is understanding how your different practice groups have engaged with a client over time. Nexl automatically captures all engagement details – across every practice group – giving you the relationship data you need to see what gaps exist within a specific client account.
With Nexl’s powerful financial reporting templates for Aderant and Elite 3E powered by Power BI, you will be able to create a 360-degree view of your clients combining deep financial reporting with relationship intelligence.
No-Data-Entry CRM
Get access to your lawyers' contacts without manual data entry
Nexl integrates directly into your Office 365 or Google Workspaces to capture relationship insights based on email and calendar events. Combined with multi-level data enrichment and relationship mapping, Nexl is able to provide your lawyers and business development teams with the data they need to accelerate revenue growth.
Retaining clients using strategic client programs requires firms to manage clean contact and client data to ensure lawyers and allied professional can managed client interactions, without friction. Nexl’s no-data-enty functionality allows you to see your lawyers’ engagement with your clients over time, manage tasks, see any upcoming meetings and any pending opportunities — all on one platform.
Nexl covers the basics of relationship management with it’s notes and tasks features. Capture important client notes and create tasks to manage your relationships.
With Nexl’s automated stay in touch reminders, your lawyers will build longer lasting relationships with important clients.
A great CRM comes with advanced filter and search functionality. It is essential for your firm to be able to segment and tag contacts and companies to search, create lists and reports by Related attorney; Job title; Location; Industry; Practice area and many more.
Focus on The Best Opportunities
Nexl uncovers the prospects that matter most, with an emphasis on quality. Instead of casting a net, you set a hook.
Delivers a Client-Centric Experience
Nexl can help you serve content to key individuals when and where it has maximum impact so you can deliver a highly relevant, personalized experience.
Connect Marketing to Revenue
Perhaps most importantly, Nexl lets you track your efforts so you can see exactly how they’re impacting revenue.
Opportunity Pipeline and Referral Tracking
Gain full visibility of our opportunity pipeline
54% of lost client opportunities are due to the lack of following up. With Nexl, you will never forget to follow up again. Get detailed visibility of all your current client opportunities and get reminders when it’s time to follow up. Get a 360 view of your firm’s client opportunities and see how to drive your firm’s future revenue.
- Increase your pipeline and success rate
- Pipeline reporting and revenue identification
- Leverage the right relationships for each client opportunity
Marketing List Management and Contact Segmentation
Increase client engagement with better marketing lists
A key component of strategic account management is ongoing marketing engagement, scaled through marketing lists. NEXL allows your lawyers, BD and marketing team to build highly segmented marketing lists with a few simple clicks. Those lists can then be used to send highly personalized and relevant marketing messages to your clients.
- Advanced marketing list management
- Contact segmentation and personalisation
- Powerful EMS integrations
In-Built Client Prospecting
Connect with the Right Stakeholders to Win More Business
Nexl is the only legal CRM with in-built client prospecting tools. Empower your lawyers to reach the right decisions makers directly, using the most accurate and up-to-date emails and social media links database in the world. Leveraging our built-in data- enrichment, you can find verified emails on 450 million professionals across 15 million companies which sync right to your Nexl CRM.
- Access over 450 million professionals emails
- Search any company by industry, sector location, revenue and more
- LinkedIn data integration
The Easiest Way to Scale Your Business Development Efforts
Everything you need to grow your practice while serving your clients.
Project Management Tools
Keep Your Firm, Collaborating.
Keep everyone across your firm aligned with your goals and stay focused on what matters most. Acquiring, retaining, and expanding client relationships in your key target markets.
Combine the power of customizable target and key client lists, opportunity tracking, client prospecting and automatic data capture in a powerful collaboration space easily accessible through Microsoft Teams to help you execute your firm’s business development and growth strategy and turn your lawyers into smart collaboration champions.
Retaining clients using strategic client programs requires firms to manage clean contact and client data to ensure lawyers and BD professional can managed client interactions, without friction.
See It In Action
Click around and give Nexl a try!
Join the #OneFirm Movement
Join hundreds of law firms using Nexl's Revenue Operations platform to align and serve clients as #OneFirm.
Over 10,000 Lawyers Trust Us With Their Most Valuable Client Relationships.
We’re revolutionizing how law firms grow with our clients-partners.
More than 10,000 Lawyers trust Nexl
