Unify relationship intelligence with Nexl ERM

Automatically capture every interaction firmwide to strengthen relationships, drive engagement, and unlock consistent growth.

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Integrated relationship management

Nexl ERM automatically captures every lawyer’s email and meeting activity to create a unified, always-updated view of your firm’s relationships, empowering lawyers and BD teams to drive proactive growth.

See contact insights

Improve firmwide engagement

Drive lawyer business development

Who-knows-who

Firmwide relationship visibility

Who-knows-who reveals every lawyer’s real relationship network—showing who knows whom, how well, and through which interactions—so BD teams can uncover warm paths, mobilize teams, and drive smarter outreach.

User interface screen showing John Smith's professional network with contact names, photos, and number of interactions in the 'Third Party' tab under 'Who Knows Who'.

Quickly identify the strongest internal connections to any client or prospect by mapping real interaction data, enabling BD teams and partners to activate the right introducers and accelerate relationship building with confidence.

Mobilize cross-firm collaboration by instantly surfacing colleagues with genuine connection strength, helping teams coordinate outreach, warm introductions, and client development efforts with accuracy and speed.

Eliminate hidden relationships and missed opportunities with a continuously updated map of who knows whom—ensuring the firm operates with full visibility and can strategically expand coverage across key accounts.

Engagement insights

Understand activity and relationship depth

Engagement insights analyzes emails, meetings, and activity trends to surface real-time relationship strength—helping lawyers and BD teams understand traction, spot risks, and act early to deepen client engagement.

Find declining relationships

Reveal when engagement drops so relationship partners and BD teams can intervene early and prevent client drift.

User interface of Orbis Systems contact management platform showing a list of contacts with columns for contact name, email, location, tags, number of interactions, and last interaction.
Prioritize outreach

Identify the contacts and companies needing attention based on interaction trends and recency.

User interface of Orbis Systems contact management platform showing a list of contacts with columns for contact name, email, location, tags, number of interactions, and last interaction.
Strengthen growth

Provide lawyers with timely, data-driven engagement cues that make consistent follow-up easier.

User interface of Orbis Systems contact management platform showing a list of contacts with columns for contact name, email, location, tags, number of interactions, and last interaction.
User profile interface showing Ethan Walker's photo, contact icons, and activity feed with recent emails and a meeting marked as BD Activity.
User profile interface showing Ethan Walker's photo, contact icons, and activity feed with recent emails and a meeting marked as BD Activity.
User profile interface showing Ethan Walker's photo, contact icons, and activity feed with recent emails and a meeting marked as BD Activity.

Features

All the ERM features you need

Dashboard interface displaying a contacts list with names, profile pictures, and last interaction times ranging from 1 hour to 12 hours ago.

Automatic capture

Automatically record every email and meeting to build a complete, always-updated relationship picture without manual entry.

Dashboard card for Helix Analytics showing company details, list membership tags for Proposals and Marketing Directory, and activity stats with 22 interactions up 75% and 234 emails up 25%.

Data enrichment

Keep contacts clean and complete with enrichment that updates roles, company info, and changes across every relationship.

User interface screen showing Michelle Thompson's profile with tabs for contact details, who knows who, activity feed, and marketing settings, highlighting third-party contacts Ethan Walker and Sarah Brown with interaction counts.

Who-knows-who

Reveal firmwide relationship paths so teams can activate warm introductions and coordinate smarter client development.

Dashboard interface showing Orbis Systems profile with key contacts, $150,000 total open opportunities, 31 interactions, and 29 emails in the past 90 days.

Engagement IQ

Track engagement levels, spot declines, and surface actionable insights that help lawyers maintain strong client relationships.

User interface screenshots showcasing features like wallet connection and profile management with colorful icons.

Powering growth for the world's leading firms

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
A photograph of Megan Seybuck
Hammad & Al-Mehdar

“We are very pleased with the Nexl CRM platform. With the Re-Engage tool we were able to book quick wins, as it allowed us to successfully reach out to a couple of past clients, immediately resulting in an interesting business opportunity.”

Huda Alkhodari
Client Affairs Manager
A Hammad & Al-Mehdar logo
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! Ironbridge Legal is trying to build a client-centered law firm where we develop deep and meaningful relationships with our clients and referrers and where we add distinct value. We do this by getting to know our clients as ‘people’ and the intricacies of their businesses (eg the commercial drivers and culture). We want to build trusted relationships with our cross-referral partners, which enhances their confidence in referring their clients to us. Nexl has helped us on our way – thank you.”

Trevor Withane
Partner
A black and white photograph of Trevor Withane
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. The thought behind the creation of the system and all its components, the consistent efforts to build and create a better and more purposeful product, and the roadmap for the future of CRM not only in the legal field but others is very exciting.  The passion and skills that the Nexl Team show is certainly indicative of a very bright future for Nexl, and great products for its clients. I am thrilled to be part of the Nexl journey.”

Kartik Ganapathy
Partner
A black and white photograph of Kartik Ganapathy
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
A photograph of Dianne Skurray
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
A photograph of Christine Liæker Lindberg
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