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Navigation
 * Benefits by Role
   * BD and Marketing
   * Relationship Managers
   * Management
   * IT Teams
 * Pricing
 * Book a Demonstration
 * Case Studies
 * Training and Events
 * Search

 * Benefits by Role
   
   * BD and Marketing
   * Relationship Managers
   * Management
   * IT Teams
 * Pricing
 * Book a Demonstration
 * Case Studies
 * Training and Events
 * Search


Data-driven Client Intelligence
and Relationship Management Data-driven Client Intelligence and
Relationship Management Data-driven Client Intelligence
and Relationship Management Data-driven Client Intelligence and
Relationship Management


CLIENT SENSE AUTOMATICALLY CAPTURES EXTERNAL CONTACTS, WHO THEY KNOW, THEIR
INTERACTIONS, TITLES, ADDRESSES AND MORE, HELPING YOUR FIRM MANAGE AND PROTECT
THE RELATIONSHIPS THAT DRIVE REVENUE.

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KEY BENEFITS:

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 * CLIENT RELATIONSHIP MANAGEMENT
   
   Automatic and 360° visibility over the organisations and individuals that
   make up the firm’s key commercial relationships. See real-time information
   such as meetings, last contact and recent activity, without the need for any
   data entry.

 * REFERRER MANAGEMENT
   
   Protect revenue by ensuring regular contact with key referrers is maintained.
   Grow and nurture your referral network, by ensuring the right people are
   remaining in contact and relevant with your firm's key referrers at all
   times.

 * CROSS SERVICING
   
   Identify which areas of your firm are and are not in contact with each of
   your clients. Identify actionable cross servicing opportunities to increase
   revenue, develop key practice areas, identify more strategic work and
   increase client retention.

 * EVENT AND LIST MANAGEMENT
   
   Quickly develop event, mailout and invite lists using real-time and up-to
   -date data. Track attendance from webinars, breakfast sessions and other
   events and measure the engagement attendees have with the firm following each
   event.

 * SUCCESSION PLANNING
   
   Set and monitor the transition of key client relationships from one or more
   individuals to others within the firm. Support planned retirements, strategic
   changes to relationship accountability and proactive account management at
   all levels across your firm.

 * CONTACT RECORDS
   
   Benefit from up-to-date and accurate Titles, Addresses and Telephone details,
   collected and maintained through advanced email signature analysis. Integrate
   and sync this data into any of the world's leading CRM or Email Marketing
   solutions, to put your firm ahead of the competition.

LEARN MORE ABOUT THE BENEFITS FOR:

BD and Marketing
Relationship Managers
Management
IT Teams

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SOME OF THE FIRMS WE WORK WITH:


 

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BDO are delighted to be clients of Client Sense. As BDO is a
relationship-focused business, it is amazing to see the insights we can gain
from our relationships in real-time. This happens magically, without manual
administration, so the insights are accurate and instant. Most impressively,
Client Sense provides more than just a historical view – by connecting our
Relationship Partners with our key contacts, the system offers pro-active alerts
into which relationship are changing, or need to be re-ignited.
Steve Tyndall, the CEO is hands-on, actively involved in client on boarding and
training and always very open to new ideas so Client Sense can keep innovating.


Carl Bezuidenhout
Executive Director – Business Development Clients and Markets
BDO


One of the biggest hurdles with relationship mapping is the quality and
frequency of data entry, but because Client Sense is automatically generated the
reporting is up to date and accurate. It also doesn’t require any additional BD
or lawyer support resource-wise.

With multiple partners and practice groups, it is impossible to always know
exactly who knows who. Client Sense allows us to find information quickly and
easily about the strength of relationships with have with clients and contacts
of our firm, and pursue opportunities accordingly.


Katherine Gilbey
Head of Marketing & Business Development
Mullins


Client Sense provides us with the visibility to easily manage our key client and
referrer relationships, through a clean and simple interface.


James Rimmer
Director - Marketing & Business Development
Cooper Grace Ward


Client Sense has been simply amazing! Not only did it take less than a day to
implement, but the benefits for our Management, Marketing and IT teams were
realised in just days.


Andrew Mitchell
Chief Information Officer
Macpherson Kelley


The key to growth within a professional services firm is building long term
productive relationships and ensuring you have the right tools to keep you on
track with staying in contact; either through a CRM, your own calendar or using
a tool like Client Sense. Remembering that people will buy from the people they
trust and like, these tools will assist to stay front of mind and build and grow
the relationships, when used properly an integrated into your daily activity.


Rory Muscat
Business Development Manager
Coleman Greig Lawyers


Good relationship management is key to a firm’s success. With Client Sense we
can monitor the strength of these relationships in real time, identifying growth
trends and any elements of concern. This allows us to capitalise on
opportunities and identify any threats quickly and easily. As well as developing
our client and referrer relationships, we’ve also used Client Sense to develop
out internal relationships, identifying common relationships across practice
groups and create a real team approach to cross selling and relationship
management. Using real time data gives us confidence we have the visibility of
how these relationships are really going, and allows us to provide reports that
give true insight into the strength of our relationships and opportunities
available, as well as tracking the success of our targeting projects. And the
best bit is, it is so easy to use!


Belinda Ryan
Business Development and Marketing Manager
Hunt & Hunt


Our commercial teams receive the majority of their instructions through our
referrer network. Staying in front of referrers and remaining front of mind is
essential. This has highlighted for us the need to have a more structured and
traceable process for managing key relationships. Client Sense has provided us
with the necessary tools to manage and track those relationships.


Mark Woolley
Principal
McInnes Wilson Lawyers


As soon as we installed Client Sense, we were able to unlock clear and succinct
insights into our key client groups. This has provided our entire firm
(especially Partners) with intel that strengthens relationships, and informs our
business strategy. It’s also a game-changer for business development planning.


Jo Adams
Business Development Manager
Bentleys


The firm has utilised Client Sense as an integral part of its Client Lifecycle
Management platform for about 12 months. Whilst Client Sense has proved a useful
business development tool, its real benefit comes in the visibility it provides
across our entire client base. By providing us with a means of tracking and
measuring the strength and depth of our client relationships, it allows us to be
on the front foot when it comes to managing and improving client engagement –
even highlighting opportunities for cross selling we may have otherwise missed.
Furthermore its ability to capture relationships not reflected in our database
means our data remains current, is not reliant on manual entry and our teams can
focus their time and energy on growth opportunities for the firm.


Adam Irwin
Managing Partner
Pitcher Partners


Client Sense gives our Marketing and Business Development team visibility that
was not readily available before, enabling us to support our lawyers with
real-time information and in-depth insights.
The Client Sense solution has truly contributed to us being more informed and
proactive around our BD and CX programs.


Adriana Giometti
Chief Marketing & Client Relations Officer
Holman Webb Lawyers





 



FAQS


NO DATA ENTRY...? HOW?

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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?

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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?

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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?

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Client Sense is designed to help Management, Marketing / Business Development
and Client Relationship Partners.


CAN IT BE USED TO READ STAFF EMAILS?

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No, Client Sense does not show the content of email, it only collects the data
it needs for relationship and contact information.

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WILL IT WORK WITH MY EMAIL SYSTEM?

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Client Sense works with Microsoft Exchange, Microsoft Office 365 and Microsoft
Hosted Exchange (including a mixed / hybrid state).


Contact Us
Book a demonstration

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NAVIGATION

 * Pricing
 * Book a Demonstration
 * Contact Us
 * About Us

BENEFITS BY ROLE

 * BD and Marketing
 * Relationship Managers
 * Management
 * IT teams

UPDATES AND INFO

 * Training and Events
 * Articles
 * Case Studies


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