Client relationships suffer when teams lack visibility.
Growth becomes easier when your teams know “who knows who” across the firm.
Client Sense connects the dots of your firm’s relationships without new tools to learn or fields to fill in.
It turns your existing data into clear, practical insights for the roles that manage your most important relationships.
Empower Business Development with Real-Time Relationship Insights
Client Sense eliminates blind spots in your firm’s relationships by automatically mapping “who knows who.” With real-time insights and up to date information, your Business Development team can:
- Uncover Hidden Opportunities: Identify cross-servicing and expansion opportunities within your firm’s existing client base.
- Stay Proactive: Track engagement trends and receive alerts when key relationships show signs of weakening.
- Improve Client Prospecting: Ensure BD efforts are focused on the right opportunities, backed by data.
- Strengthen Pitches & Proposals: Get visibility into internal connections to enhance credibility and win more business.
- Simplify Referrer Management: Identify and nurture key referral sources and set ‘stay-in-touch’ timeframes to capture incoming opportunities.
Unlock Data-Driven Marketing and Events for Smarter Engagement
For marketing and events teams, success hinges on targeting the right audience with relevant, timely outreach. Client Sense delivers accurate, real-time relationship intelligence so you can plan and execute campaigns and events with precision.
- Enhance CRM Value: Client Sense integrates with your existing CRM or Mailout system, providing the data it needs to drive better engagement.
Target with Precision: Quickly build tailored invite lists by title, location, interest or industry, ensuring you reach the most relevant contacts for every event.
Measure impact: Assess whether engagement increased after an event or campaign to refine future strategies.
Increase Content Relevance: Leverage real-time relationship insights to tailor messaging and outreach based on actual client interactions.
Support BD and Sales Alignment: Strategically align events and marketing efforts with business development priorities and key client initiatives.
Turn Data into Clarity for Better Relationship Management
Client Sense gives you the tools to stay informed, streamline communication and focus on building long-term, mutually beneficial relationships with your clients and referrers.
Monitor Client Relationships: Know who’s engaging (and who’s not). Identify relationship gaps before they impact client satisfaction.
Reduce Relationship Risk: Identify at-risk clients early and act with timely, proactive follow-ups.
Reduce Reliance on Manual Reporting: Gain automated insights into client engagement without adding to your workload.
Simplify Succession Planning: Seamlessly manage client handovers and lateral partner transitions.
Enhance Client Meeting Preparation: View a clear snapshot of recent interactions before key meetings, without searching through emails.
Equip Leadership Teams with Insights That Matter
Client Sense gives executives and senior management the oversight they need to make informed strategic decisions, strengthen key relationships, and safeguard client retention, without relying on outdated reports or incomplete data.
Improve Strategic Decision-Making: Make data-driven decisions with a complete view of your firm’s relationship landscape.
Prioritise Resources Wisely: Use data-driven insights to focus on clients, referrers and opportunities that deliver the greatest impact.
Measure Growth and Retention: Track client engagement trends and proactively address attrition risks.
Identify Strategic Hiring Opportunities: Uncover gaps in expertise and pinpoint candidates with valuable client connections .
Integrate Lateral Partners: Immediately understand where existing relationships overlap and identify white space for new opportunities.
Track and Drive Growth: Monitor key metrics like service expansion, engagement patterns and referral activity to fuel growth.
Good relationship management is key to a firm's success.
With Client Sense we can monitor the strength of these relationships in real time, identifying growth trends and any elements of concern. This allows us to capitalise on opportunities and identify any threats quickly and easily.
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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