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Frequently Asked Questions: FAQs

This article contains some of the frequently asked questions from firms ahead of implementing Client Sense.


What is Client Sense?  

Client Sense is a best-of-breed Enterprise Relationship Management (ERM) solution built on the Microsoft platform that consolidates email and meeting data to provide actionable insights into client engagement, cross-selling opportunities, and relationship risks. It helps firms manage and grow client relationships efficiently.   

Client Sense provides visibility over 'who knows who' and real-time 360° relationship mapping.

How will Client Sense benefit my firm?  

Increased Visibility across your firm's relationships: Gain real-time insight into all client interactions across the firm.   

  • Risk Management: Detect early signs of client disengagement to retain business.   
  • Cross-Selling Opportunities: Identify opportunities for collaboration between practice areas.   
  • Automated Reporting: Eliminate manual tracking with up-to-date dashboards and insights. 
  • Up-to-date Contact information: Advanced and local Signature Analysis scans email signature blocks to determine your contacts most recent Titles, Addresses, Telephone details and more. 

Is Client Sense secure? 

Client Sense was built with firms, for firms. Unlike any other ERM solution in the market, Client Sense allows your firm to retain all of it's confidential and privileged client communication within it's own security environment. Rather than sending all of your firm's client communications outside for scanning, Client Sense allows for self-hosted and private cloud data storage, ensuring your firm’s data and client communications remain confidential at all times.

How long does it take to implement Client Sense?  

Client Sense offers a seamless, quick implementation process. The platform integrates with your existing email system, and most firms can start leveraging insights within days. Over 90% of firm installations are completed within 7 days.     

Does Client Sense help identify cross-selling opportunities?  

Client Sense reveals how different practice areas are connected to clients, making it easier for the firm to coordinate outreach and identify cross-selling opportunities.   

Does Client Sense integrate with other systems?

Absolutely, one of the unique and key benefits of Client Sense are the pre-built integrations with leading CRM, e-marketing, and financial systems, such as Litera Upper Sigma and Concep, Peppermint, InterAction, MS Dynamics, Salesforce, Aderant, and 3E. 

Does the platform require ongoing technical maintenance?  

Client Sense is designed for ease of use and requires minimal maintenance. Our support team can assist with any technical issues or updates as needed.    

What support is available to our firm after implementation?  

Included as a part of your subscription to Client Sense, you are provided with comprehensive and ongoing support, including training for partners and staff, technical assistance, regular check-ins and platform updates to ensure your firm maximizes the value of Client Sense.

Our team have many years of in-house legal and professional services expertise, allowing us to provide practical and hands-on assistance. We take an outcome focused approach to ensure you are able to achieve what it is you are needing to do.