Templates

Client Retention Project

Client Retention Project

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Template Description

Client Retention is a crucial growth motion for law firms. The best way to set you up for further growth is to ensure you keep your clients and expand their Client’s Lifetime Value (CLV). Especially in transactional practice groups, law firms frequently don’t have a systematic way of building and growing relationships once a project or deal has been closed. In Nexl you can easily create a project to monitor these relationships and put in place a long-term effort to stay top-of-mind with your clients, also in between projects.

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Other Templates

People Directory

Alumni

Many organizations maintain information about former employees in the form of alumni directories. Former employees can be a good source of business as they often move on to work in

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Key Client Plan

Cross-selling and Cross-serving

The objective of cross-selling is increasing Share-of-Wallet (“SWO”), the percentage of the total legal spend of your client that goes to your firm, by convincing clients to start buying services

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Legal Directory Submission

Legal Directory Submission

Law firms all over the world make submissions to the key Legal Directories in order to boost their market credibility, attract new business, illustrate the breadth and depth of their

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Join the #OneFirm Movement

Join hundreds of law firms using Nexl's Revenue Operations platform to align and serve clients as #OneFirm.