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Case Study – Smith Anderson

Steve Tyndall 28 November 2023Case Studies

Taking Action with Client Sense. Susan Costly – Chief Marketing Officer and Annette Corona – Marketing & BD Specialist, discuss their experience with Client Sense and how it has helped law firm Smith Anderson.

BDPContactNetCRMlaw firmMarTechSmith AndersonUnited States of America

Case Study – FRP Advisory

Tom Capling 21 August 2023Case Studies

Pursuing excellence. Clare Quinn-Waters – Partner and Business Development Director shares her experience in partnering with Client Sense to help her lean team to punch well above their weight.

AccountingCase StudyClientsCRMERMFRP AdvisoryKey Relationship ManagementProfessional ServicesReferrer Managementrelationship managementUKUnited Kingdom

Case Study – Allen Matkins

Steve Tyndall 24 July 2023Case Studies

Built on Relationships. Kirsten Beecher – Director of Client Development talks about their use of Client Sense in continuing to grow and build on their existing relationships.

Allen MatkinsCase StudyClientsCRMERMGwabbitGwabbit vs Client Sense as Gwabbit ReplacementKey Relationship ManagementProfessional ServicesReferrer Managementrelationship management

Legal CRM Report – The Legal IT Insider

Steve Tyndall 28 February 2023Articles

Joining the dots: Bryony Vandepeear – Senior Marketing and Business Development Manager at William Buck, discusses their use of Client Sense to maintain and accelerate growth.

ClientsCRMKey Relationship ManagementProfessional ServicesReferrer Managementrelationship management

Case Study – William Buck

Steve Tyndall 11 July 2022Case Studies

Joining the dots: Bryony Vandepeear – Senior Marketing and Business Development Manager at William Buck, discusses their use of Client Sense to maintain and accelerate growth.

Case StudyClientsCRMKey Relationship ManagementProfessional ServicesReferrer Managementrelationship managementWilliam Buck

Case Study – McInnes Wilson Lawyers

Steve Tyndall 5 May 2022Case Studies

Staying ahead of the game: Mark Woolley – Principal, discusses the way Client Sense has helped his team to drive work and manage referral relationships.

Case StudyClientsCRMKey Relationship Managementlaw firmlegal crmMcInnes WilsonProfessional ServicesReferrer Managementrelationship management

Case Study – Mullins Lawyers

Steve Tyndall 27 April 2022Case Studies

The Power of Communication: Katherine Gilbey – Head of Marketing and Business Development, shares her experience and learnings in working with Client Sense.

business developmentCase StudyClientsCRMHubSpotKey Relationship Managementlaw firmlegal crmMullinsProfessional Servicesrelationship management
Image by Kalle Kortelatinen

2021 Review – Common BD & Marketing Challenges

Tom Capling 27 January 2022Articles Leave a Comment

Tom Capling shares some of the common goals and challenges for Professional Services firms in 2021.

business developmentClientsCRMCRM SystemsKey Relationship ManagementProfessional Services. Relationship Management

The lateral Partner from Heaven or Hell

Steve Tyndall 24 June 2021Articles Leave a Comment

Bringing a lateral partner into a firm can be very advantageous, but it is equally bold. If not planned and executed well, it can be a very expensive and disruptive exercise for a firm. When a firm invests in a senior lateral appointment, they often seek new clients, additional revenue and increased expertise. Unfortunately these benefits do not simply appear …

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BDbigdatabusiness developmentClientsCRMCRM SystemsKey Relationship ManagementLateral PartnerLaterl HireProfessional Services. Relationship ManagementStrategic Account Management

Key Client and Referrer Management

Steve Tyndall 8 June 2021Articles Leave a Comment

Your top 10, 20 or 30 clients likely make up a large portion of your firm’s revenue. Managing these relationships is important, not just for client retention, but it will likely increase the revenue you receive from those clients. Does the left hand know what the right hand is doing? Having visibility over who is in contact with who, is …

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Key Relationship ManagementProfessional Services. Relationship ManagementStrategic Account Management
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  • Case Study – Smith Anderson
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