Nexl

The hardest part of building a key client program, or any major firm initiative, is demonstrating its value to leadership. The supporting data usually lives in different places and creating a compelling case for the partnership requires a lot of time and effort.

In this short demo, Jylian Ibsen from our Engineering team will walk through how law firms use Nexl to build comprehensive value cases, covering how to use Workspaces to:

*   Set clear alignment objectives and measure buy-in using the CARD framework
*   Organize tasks, owners, and due diligence
*   Bring relationship and revenue data together
*   Identify which clients fit a key client program and why
*   Create a structured plan leadership can act on
