Templates

Marketing Credential Management

Marketing Credential Management

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Template Description

Application that allows Marketing teams to build out a database of relevant work highlights. These projects and deals can then be easily sourced for various purposes such as Legal Directory submissions, proposals and presentations, lawyer biographies, marketing collateral, etc.

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Other Templates

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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Personal Business Plan

Personal Business Plan

Personal Development plans are the building blocks of a law firm’s growth overall growth strategy. This template is for lawyers to manage their personal business plans for the year.  In

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Client Seminar

Client Seminar

Client Seminars are a key growth resource for both lawyers and legal marketing teams—they help get the firm in front of clients and can demonstrate their expertise. This template helps

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