Templates

People Directory

People Directory

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Template Description

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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Other Templates

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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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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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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