Client Sense

Client Sense is an enterprise relationship management (ERM) and relationship intelligence platform built for professional services firms, including law firms and accounting practices. By connecting to a firm's existing email infrastructure, the platform automatically captures relationship and contact data in real time, eliminating the need for manual input and providing visibility into client, contact, and referral networks across the organization.

Key features and functions include:

360 Relationship Mapping
Provides a firm-wide view of who knows whom by drawing on real-time activity data, including communications and meetings. Enables users to identify relationship gaps, locate dormant connections, and uncover cross-servicing opportunities at the organizational and individual level.

Key Relationship Management
Monitors the health of priority client and referrer relationships using a traffic light system that signals changes in engagement levels. Allows relationship managers and business development teams to respond to declining activity before relationships are affected.

Dynamic List Management
Enables the creation and ongoing management of lists that update automatically based on defined criteria, such as recency and frequency of contact, job title, company, or industry. Supports event planning, campaign segmentation, and marketing outreach.

List and Data Cleaning
Uses email signature analysis to automatically extract and update contact details, including titles, phone numbers, and addresses, directly from inbound communications. Reduces the need to manually verify or correct contact records.

Advanced Insights
Provides built-in reporting designed to support business development, marketing, and client service functions. Reports are intended to help teams identify revenue opportunities, flag at-risk relationships, and prioritize client engagement activity.

Extensive Integrations
Connects with a range of CRM, marketing, financial, and experience management platforms through pre-built integrations. Compatible systems include Microsoft Exchange, Office 365, Salesforce, MS Dynamics, InterAction, HubSpot, Aderant, Elite, Power BI, and others.

Lumen
A standalone relationship visibility module positioned as a legal CRM alternative. Delivers relationship intelligence — including who knows whom within the firm — directly to lawyers without requiring them to interact with a CRM system.