Relationship Intelligence

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Enhance the use of practice management and CRM platforms

For many firms one of the magic wand wishes in the LPM Frontiers: Legal IT Landscapes report was the call for more automation and better gathering and use of data with the quality of data being a must. Like all businesses in the UK, we all agree that the pandemic has had lasting impact on the way our teams work.

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From uncertainty to growth

A year on from the start of lockdown in the UK and this year’s PWC 24th Annual Global CEO Survey has been launched.

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Avoid the curse of data lag – LPM Legal IT Landscapes 2021

This must-read LPM Frontiers: Legal IT Landscapes 2021 report has been launched with commentary from our very own CEO, Brian Coventry. Brian talks of the curse of data lag and omission that ultimately manifests itself in missed opportunities and growth for legal firms.

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Collaborate for digital success

Research by PwC found that 84 percent of digital leaders “mandate collaboration and cross-functional work”. To do so, the business leaders who have embraced digital “provide the tools and leadership to make it happen”. This pre-covid-19 research offers insight for firms in search of a similar, successful path.

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How to manage key staff changes and protect revenue

Ensuring that clients and referrers do not slip through the net and through your competition’s door is key to protecting revenue in a professional services firm. We have often talked about gaining visibility of communication to help you manage your key clients through staff transition. But how can this vital visibility be achieved, without impacting on employee’s time and your firm’s bottom line?

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Why relationships are the cornerstone of your data strategy

Last year escalated digital transformation within professional services firms. However, firms cannot become complacent and must remember what is at the core of the technology implemented that will drive growth.

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How to get strategic management information with no effort

In the December issue of PortrAIT magazine, we provide accounting firms with insight on how to obtain strategic management information with no effort.

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Intuitive software for immediate data visibility

A recent survey indicates that 68% of US employees face at least one challenge with workplace software. This is one challenge too many for the remote workforce right now. One of the biggest challenges from the survey seems to be that technology is difficult to use thus hindering process. For professional services firms this could potentially impact client retention. Therefore, intuitive software with immediate visibility is of paramount importance.

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How relationship intelligence gives perspective to complex networks

With remote working the norm and with digital transformation accelerating exponentially, let’s be clear about one thing, the value we place on data by no means negates the importance of key relationships held within your firm. Connections with clients is still the most valuable asset in your data.

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Symphony announced as preferred supplier for LawNet members

We’re delighted to have been chosen by LawNet as its new preferred supplier for its members. We’re proud to be able to introduce Client Sense to its members.

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Identify opportunities and risks when working remotely

When it comes to business growth opportunities, you need to strike while the iron is hot. But, with teams working remotely could the dreaded data silos return to damage what you’ve worked so hard to eliminate in your firm? In these uncertain times, with daily twists and turns, knowing what the opportunities and risks are across your firm are vital for growth and revenue protection.

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How to manage client relationships during departure and successions

With employees spending many hours and years forging strong relationships with clients, a suitable successor is going to be crucial to manage key relationships successfully during transition and into the future. So, wouldn’t it be ideal to know who, within the firm, would be the best candidate you should transition this client relationship to for seamless service?

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