Because your firm doesn’t need to change CRM.
Most CRMs in legal and accounting firms fall short of what teams expect. Manual data entry slows everything down. Once the data falls behind, your lawyers and accountants stop using the system.
We’ve been in your shoes. Drawing on our experience working in law firms, we designed Client Sense to make client service and relationship management easier for legal and accounting teams, without changing how your people work. It’s how we’re different in the right way.
Built with firms,
for firms
Developed by experts with in-house law firm experience, we help professional firms strengthen the relationships that drive their success.
We listened, collaborated and created a solution that limits manual data entry and brings your disconnected systems together.
Immediate value,
less disruption
Client Sense works with the systems you already use.
From day one, it connects your existing tools, instantly adding value with up-to-date, accurate data.
Built for firms that need results now, not months from now.
Human-centred,
every step of the way
Technology is just part of the story.
Behind Client Sense is a team passionate about solving real challenges.
We work with you from day one to make sure the solution fits your needs and delivers results.
Our People
Your firm relies on strong relationships. Our team helps you protect and grow them with practical guidance, deep industry knowledge and support that fits how your firm works.
Meet the people who help your firm make sense of its relationships.
Steve Tyndall
Tom Capling
Allison Nussbaum
How we’re different on purpose.
Every decision we make is shaped by one question.
Does this help our clients build stronger, more
valuable relationships?
If the answer is yes, we make it happen.
| Global CRM | Legal built CRM | Legal CRM layer | Client Sense | |
|---|---|---|---|---|
| Best of breed CRM | Yes | No | Yes | |
| Choice of core CRM | No | No | No | |
| Lawyer specific interface | No | Yes | Yes | |
| Integrates with most | Yes | No | Yes | |
| Includes ERM | No | Limited | Yes | |
| Keeps pace / future proof | Yes | Maybe | Yes | |
| Wide choice of Email Marketing systems | Yes | Limited | Yes | |
| System skills in the market | High | Very limited | Good | |
| System flexibility | High | Limited | High | |
| Cost to licence all lawyers | $$$$$ | $$$ | $$$$ | $$$ |
| Ability to change the core CRM system | Difficult | Difficult | Difficult | Easy and with control |
Let’s make managing relationships effortless. Together.
No long-term contracts.
Simple and transparent pricing.
Experience true transparency and flexibility. Enjoy the freedom to use the platform without being tied to lengthy commitments, and rest assured there are no hidden or surprise fees. Just clear pricing and genuine value.
Simple, firm-wide pricing
Our pricing covers everyone in your firm. Because with Client Sense, it’s all about “who knows who,” not “who you pay for.”
No long-term contracts
It’s up to us to deliver the value that makes you want to stay, not rely on a contract. That’s why we offer complete flexibility with no long-term commitments.
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).
News and resources.
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