Let’s refresh what we know as CRM together
Nobody understands the importance of effective client relationship management solutions more than those who use them every day. We believe that law firm marketing and business development technology needs a refresh. Client Engagement is here to transform your CRM experience and take your firm to the next level.
We partner with law firms to create a CRM solution that fits the mold of how you work every day - taking your lead on what you need and want from Client Engagement.
Five reasons why you will love Client Engagement
Microsoft Native
Client Engagement is built on the Microsoft Power Platform, ensuring seamless integration with the familiar Microsoft tools you already use. Benefit from Microsoft's ongoing innovation, as they become your R&D and Dev team.
1
Flexible and Configurable
Client Engagement is designed to be adaptable to your firm's unique needs. With low code/no code customization and best-of-breed partnerships, we empower you to write your own CRM story.
2
Improved Data Management
Enhance decision-making with our single source of truth CRM built on trusted data. Say goodbye to outdated information and hello to better data quality.
3
Understand Clients
Gain a 360-degree view of your clients, increasing engagement and retention. Client Engagement offers valuable insights into how clients and prospects interact with your firm.
4
5
Drive Collaboration
Access Client Engagement anytime, anywhere, and on any device. Our CRM encourages collaboration and helps your firm win new clients through increased BD effectiveness.
Request a free demo and consultation
Ready to find out why law firms are saying Client Engagement is the new CRM? Use this form to request a demo or contact our team.
Bryan Austin
Vice President Client Development & Sales
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Russell Bell
Senior Sales Manager
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