Manage all your important contacts and company details in OnePlace, connected to every interaction your firm has with them, accessible on your tablet or phone, wherever you are.
The OnePlace relationship map visualizes the relationships your firm has with its clients and prospects. More than just ‘known-by’ information, the map displays other relationships that are captured such as board members, previous employers etc. You can filter to show a subset or only certain types of relationships.
OnePlace allows you to easily and rapidly consume relationship data so you can identify important existing relationships as well as gaps when trying to win new work.
OnePlace helps you focus on what’s important on potential matters to highlight the key people and third parties involved, the project and who you’re competing against. Assign and track tasks and activities as they happen and receive updates when action is needed.