Maturing relationships

Cross-sell, upsell

Analyse current engagements with your clients, for example across practice areas or regions, to uncover new opportunities to extend the relationship. Focus efforts on adding other service areas or regions to the portfolio to increase depth of engagement.

360-degree client view

Integrate with in-house systems like time and billing, HR management systems, and electronic direct mail to access and analyse data on all touch points from a single application – with reports and dashboards, both ad hoc and automated.

Client surveys (NPS)

Capture client satisfaction after a matter is concluded and track Net Promoter Scores. Determine client loyalty, e.g. by practice group, client, individual professional or regional office, both as a snapshot and trend over time.

Client life cycle