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. This template helps to create a process to execute that vision by focusing on key clients, growth opportunities, and targeted prospecting within a given sector.

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Business Development Marketing

Event Management

Creating and managing an event involves a number of different processes and sub-projects, from pre-planning to live event management to post-event follow-up....

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Request for Proposal (RFP)

A Request for Proposal, or RFP, involves creating a formal proposal or response to a set of legal services project requirements and specifications for...

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Special Template Thumbnails_AltFee_Alternative Fee Planner

Operations

Alternative Fee Planner by AltFee

An alternative fee arrangement refers to pricing for legal services using anything other than the traditional hourly billing model. Examples of alternative...

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Products

A Legal CRM. But Better

Contact Management

Who Knows Who

List Management

Pipeline Tracking

Referral Tracking

BD Activity Tracking

Prospecting

Client Health

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Always-Accurate Relationship Intelligence

Passive Engagement Tracking

Who Knows Who

Engagement Insights

Cross-Selling

Data Enrichment

Relationship Mapping

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Nexl Engage

List Management

Campaign Management

Email Campaigns

Campaign Analytics

Email Templates

Client Surveys

Preference Management

Consent Management

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Simplify Event Management

List Management

RSVP Tracking

Attendance Tracking

Email Automation

Post-event Follow-up

Event Surveys

Event Analytics

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Team Collaboration for Modern Law Firms

Work Management

Goals & Strategy

Business Operations

Task Management

Team Collaboration

Legal Project Management

Templates

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Creating a Culture of Collaboration

All Your Data. Together

Knowledge Management

Data Tables

Workflows

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Branded Digital Business Cards

NFC Enabled Physical Cards

Networking Events

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Use Cases

Marketing

Event Management

Client Alerts

Alumni Program

Client Seminars

Submission Tracking

Content Calendar

Campaign Calendar

Social Media Calendar

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Business Development

Cross-Selling

Business Plans

Sector Group Plans