Client Sense
Client Sense is an enterprise relationship management (ERM) and relationship intelligence platform tailored for professional services firms, including law and accounting practices. It seamlessly integrates with existing email systems to automatically capture relationship and contact data, providing a consolidated view of internal networks. This functionality supports business development, client retention, and referrer management by highlighting relationship activity, engagement patterns, and potential gaps. Additionally, Client Sense offers Lumen, a relationship visibility tool that delivers strategic insights directly to lawyers without the need for a CRM system.
Features
- 360 Relationship Mapping: Provides a firm-wide view of internal connections by analyzing real-time activity data, including communications and meetings.
- Key Relationship Management: Monitors the health of priority client and referrer relationships using a traffic light system to signal changes in engagement levels.
- Dynamic List Management: Enables the creation and ongoing management of lists that update automatically based on defined criteria, such as recency and frequency of contact, job title, company, or industry.
- List and Data Cleaning: Uses email signature analysis to automatically extract and update contact details, including titles, phone numbers, and addresses, directly from inbound communications.
- Advanced Insights: Provides built-in reporting designed to support business development, marketing, and client service functions.
- Extensive Integrations: Connects with a range of CRM, marketing, financial, and experience management platforms through pre-built integrations.
- Lumen: A standalone relationship visibility module that delivers relationship intelligence directly to lawyers without requiring them to interact with a CRM system.
Categories
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