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

Conference Planning

Many firms invest significant resources in participation in International Conferences to meet with clients, peers, and referral sources that can generate inbound work. These trips often involve a significant amount

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People Directory

People Directory

Easy to build and flexible people tracker. Relying on the employee field in Generic Project Lists, building an internal people directory is quick and easy.

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Client Feedback Program

Client Feedback Program

A Client feedback program is the cornerstone of a client- and service-oriented culture and an institutional approach to service delivery and client satisfaction. It will also uncover unmet client needs

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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.