Your firm needs relationship insights,
not unused features.
Most platforms try to do everything. None of them solve the real problem inside firms.
Client Sense focuses on the functions that matter. A 360° view of who knows who, updated in real time from activity your teams already record.
360 Relationship Mapping
Lawyers and accountants need quick answers. Who knows this contact, who met them, who they trust. Client Sense gives them the answers in seconds, drawn from real firm activity.
Dynamic List Management
Stop digging through emails and spreadsheets for the data you need.
Easily create and manage lists that update automatically based on your criteria.
Extensive Integrations
Client Sense fits seamlessly into your existing tech stack, working with the tools you already know and trust: CRMs, financial software, experience management systems, marketing platforms and more.
Key Relationship Management
Protect and grow your most important relationships. Our intuitive traffic light system offers a simple yet powerful way to monitor the health of your key relationships.
Advanced Insights
Client Sense’s in-built reports are purpose-designed to support the goals of business development, marketing and client service teams.
List and Data Cleaning
Clean data is a dream for every firm. With Client Sense’s automatic list and data cleaning, spend less time fixing errors and cross-checking lists.
360 Relationship
Mapping
Client Sense provides clear insights into who’s connecting with whom across your firm, helping you quickly identify relationship gaps, uncover hidden opportunities, and spot areas that need attention.
Deepen client relationships, reconnect with dormant referrers, and identify key contacts to drive growth. Client Sense delivers the clarity and insights you need to act quickly and confidently.
Dynamic List
Management
Stop wasting time searching through emails or outdated spreadsheets.
Client Sense makes it easy to build and manage dynamic lists that update automatically based on criteria; like recency and frequency, or profile data such as job title, company name, and industry.
From event planning and gift giving to launching new services or industry-specific campaigns, dynamic lists mean your information stays accurate and actionable.
Extensive
Integrations
Client Sense is built to work with what firms use. Whether it’s your CRM, marketing and financial software, experience management tools, or Office 365, Client Sense integrates seamlessly to ensure a smooth, unified workflow.
With pre-built, plug-and-play integrations, Client Sense delivers immediate value; enhancing your current systems and boosting the capabilities of your mar-tech stack with powerful relationship intelligence.
Key Relationship
Management
Nurture, protect, and grow your firm’s most valuable relationships with ease.
Built with your firm’s day-to-day workflows in mind, our intuitive traffic light system provides a clear, visual way to monitor relationship health. It alerts you if engagement declines, allowing you to act quickly and stay on track.
Developed in collaboration with leading firms, this practical tool simplifies the daily management of client and referrer relationships, ensuring no opportunity is missed and no client or referrer is neglected.
Advanced
Insights
Client Sense’s in-built reports are purpose-designed to support the goals of your firm’s business development, marketing and client service teams.
Developed alongside legal and accounting firms, our Advanced Insights deliver out-of-the-box clarity to help you uncover opportunities, mitigate risks and prioritize meaningful actions.
These insights empower your teams to make data-driven decisions that drive growth and strengthen the relationships that drive revenue.
List and Data Cleaning
Stop scouring the internet and searching spreadsheets for outdated details or unreliable information. Your clients are already telling you exactly what you need to know.
With Client Sense’s Email Signature Analysis, contact details like titles, phone numbers, and addresses are automatically updated, straight from the source. Accurate, reliable information that keeps your lists clean and your communications on point.
Relationships drive revenue.
We sometimes underestimate how many existing relationships we already have. Client Sense has been a game changer in allowing us to tap into that information. Whether it’s a pitch scenario or a new target, the data keeps us well coordinated internally – so that we appear that way externally as well
FAQs
Take a look at some of the frequently asked questions we often discuss with law firms.
No data entry...? How?
As a Microsoft Partner, Client Sense connects to your firm's email system; collecting titles, telephone numbers and 'who knows who' automatically and in real-time.
Is my data secure?
Client Sense can be installed on-site with your corporate systems or hosted in the cloud. Your sensitive client data never leaves your firm's systems.
Is Client Sense a CRM?
No, though it automatically captures contacts, known relationships, meetings, Titles, Telephone and Address information, which can significantly enrich a CRM / Email Marketing system.
Who in my firm would use Client Sense?
Client Sense is designed to help Management, Marketing / Business Development and Client Relationship Partners.
Can it be used to read staff emails?
No, 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).
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