Templates

Nexl Implementation Template

Nexl Implementation Template

Dont have a Nexl account?

Template Description

This Nexl project Template is intended to assist with the recommended tracking and managing of various aspects of your Nexl implementation. It’s kind of meta to use a Nexl template for your own Nexl implementation process, but it is really a great place to start getting familiar with Nexl projects from the very start.

Your Core Implementation Team members can use this space to create objectives and set tasks, deadlines, and track progress throughout the implementation phases. The checklists included can be used to ensure that all necessary tasks are completed and that project goals are met.

Your Nexl Implementation Project is an effective way to improve team communication, increase efficiency, and ensure your implementation is aligned with your business needs and requirements!

Template Preview

Other Templates

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

Use Template
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

Use Template
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

Use Template
Sector Expansion Project

Sector Expansion Project

An expansion plan for a strategic sector invites team leaders to develop a vision of how to grow and build out the firm’s footprint in a specific sector or industry.

Use Template

Join the #OneFirm Movement

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