Automatic and real-time visibility across the client, contact and referrer relationships that drive firm revenue.


Map and monitor your key client relationships

Key Benefits:


  • Client Relationship Management

    Automatic visibility over the companies and individuals that make up the firm’s key commercial relationships. See real-time information such as meetings, last contact and recent activity, without the need for any data entry.

  • Referrer Management

    Protect revenue by ensuring regular contact with key referrers is maintained. Grow and nurture your referral network, by ensuring the right people are remaining in contact and relevant with your firm’s key referrers at all times.

  • Key Client Monitoring

    Real-time 360° relationship mapping automatically identifies and monitors the ongoing depth and breadth of key client relationships. Compare communication trends against fees and service areas to grow and protect your client relationships.

  • Cross Servicing

    Identify which areas of your firm are and are not in contact with each of your clients. Identify actionable cross servicing opportunities to increase revenue, develop key practice areas, identify more strategic work and increase client retention.

  • Succession Planning

    Set and monitor the transition of key client relationships from one or more individuals to others within the firm. Support planned retirements, strategic changes to relationship accountability and proactive account management at all levels across your firm.

  • Key Staff Departures

    Quickly identify the relationships that may be impacted by sudden staff changes. Proactively identify relationships which may be impacted by the inevitability of staff changes and act decisively to protect the client relationships likely impacted or at risk.

  • Contact Records

    Let’s face it, without dedicated sales teams, CRM systems are expensive, under-utilised and always out of date. Client Sense provides live information across your client, contact and referrer records, automatically collecting Titles, Telephone details, Addresses and more.

Learn more about the benefits for:

BD and Marketing
Relationship Managers
Management
IT Teams

Some of the firms already using Client Sense:

FAQs

No data entry…? How?


Client Sense connects to your firm’s email system, users do not need to file or flag emails for it to work. It just happens, hence no training or data entry needed!

Is my data secure?


Client Sense can be installed on-site with your corporate systems or hosted in the cloud. None of your data needs to leave your organisation for processing in anyway.

Is Client Sense a CRM?


No, Client Sense is a completely data-driven solution. Client Sense was designed to work along-side your Practice Management System or CRM if you have one.

Who in my firm would use Client Sense?


Client Sense is typically limited to Management, Marketing / BD and Client Relationship Partners. To avoid any sensitivities.

Can it be used to read staff emails?


Client Sense does not show the content of email, it only collects the data it needs for relationship and contact information.


Will it work with my email system?


Client Sense works with Microsoft Exchange, Microsoft Office 365 and Microsoft Hosted Exchange (including a mixed / hybrid state).