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Why Best-in-Class Software Beats Walled Garden Solutions in Legal Technology

All-in-one platforms might promise simplicity, but they often leave firms stuck with surface-level insights and siloed data. Here’s why best-in-class tools deliver more value for legal and accounting firms.

News

New: Company Insights, Built into Client Sense

Company Insights is a new way to give your firm richer context about the companies you're connected with. Now available for all Client Sense clients to enable, at no extra cost.

Case Studies

Smith Anderson. Turning relationship insight into action with Client Sense

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

Case Studies

Case Study – FRP Advisory

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.

Articles

Legal CRM Report – The Legal IT Insider

This independent report details the key CRM and ERM systems in the global Legal Technology market.

Case Studies

Case Study – Allen Matkins

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.

Case Studies

Case Study – William Buck

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 Studies

Case Study – Mullins Lawyers

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

Case Studies

Case Study – McInnes Wilson Lawyers

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

Articles

2021 Review – Common BD & Marketing Challenges

As we all begin to focus on 2022 and finalising our business plans, I wanted to take a moment and share some insights that we were able to identify across professional services firms in 2021.

Articles

The Lateral Partner from Heaven or Hell

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.

Articles

Key Client and Referrer Management

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.

Stay informed with insights designed to support client service, retention, and growth.