Feature: Relationship Intelligence
Gain A Competitive Advantage With Relationship Intelligence To make the kind of data-driven decisions your
Making data-driven decisions with comprehensive and accurate data is the key to improving client experience, promoting growth, and increasing profitability firm-wide.
Harness the power of your firm’s data with NEXL’s PowerBI integrations to access dashboards and a range of reporting options. With access to our comprehensive insights, your team can look at data across the firm to empower business development initiatives, highlight potential risks, and uncover relevant details to increase the chances of winning new business.
Align and collaborate on opportunities that will drive the highest profitability for your firm. It all starts with having visibility of your client opportunities and relationship intelligence which help you with developing your business strategies, setting your objectives, and making a plan to reach those goals.
As a result, your teams make smarter decisions about where to invest time and money to drive a greater return on investment.
NEXL enables firms to have insight into exactly where all client opportunities and interactions stand at any given moment — and makes it easier to understand what next steps need to be taken.
Custom dashboards, reports, and notifications can be configured at the individual user or firm level and can be updated with just a few clicks.
Having these focused, organized views available not only help your team members focus on the right opportunities, but also enables senior leadership to see the big picture at any time.
Full visibility across the entire firm. Start making more confident decisions based on real data. Get instant access to engagement insights which will drive your firm’s growth strategy.
Erik Stegerhoek, Partner - Forest Flint
Tobias Starling
Business Development Manager - KLA Advogados
Ivana Milanovic, Business Development Manager - Janković, Popović & Mitić
Gain A Competitive Advantage With Relationship Intelligence To make the kind of data-driven decisions your
Never Lose Track Of A Potential Client Again Get full visibility of your current client
The Only Legal CRM That Builds Itself For You. NEXL will automatically build an up-to-date