Templates

Key Client Plan

Key Client Plan

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Template Description

A Key Client Plan is a project focused on an individual strategic account. Often, law firms will have a substantial share of their revenues (up to 10-15%, sometimes even more) coming from one single client. It is crucial to be fully aligned on the objectives, opportunities, KPIs and governance for this client. A Key Client Plan on Nexl can help achieve this.

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Other Templates

Client Feedback Program

Succession Planning

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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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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Business Machmaking

Recruitment Campaign

Nexl is also ideally suited to help you manage recruitment campaigns. Most law firms don’t have dedicated tools that integrate well with CRM. Yet modern recruitment strategies can benefit from

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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.