Understand your client base better
Learn more about practice area performance and client behaviour at a glance
Information you can interrogate
Filtered reporting
Filter by date, department and fee earner or support staff to understand patterns in your firm
Data-driven decision making
Quickly access metrics and data to inform how you make business decisions that align with your law firm
Client-driven insights
Gain a picture of where clients sit in your funnel and when to follow up
A better picture of clients and client journeys
Client onboarding funnels
Visibility by date, department and where a client still needs to provide information
Companies
Company health, associated individuals and KYC information in one place
Individuals
See your firm’s interactions with clients, and get insight into previous activity
