Automated Coaching Support
Empower your Marketing and Business Development professionals to help their lawyers unlock valuable cross-selling opportunities

- STEP-BY-STEP BLUEPRINT for coaching lawyers to maximize their cross-opportunities
- DRIVE LAWYERS INTO ACTION using automated prompts
- INCREASE CLIENT FEEDBACK by coaching lawyers through a 5 step process
- AUTOMATED TRACKING minimizes lost opportunities and eliminates cumbersome manual spreadsheets
- REDUCES need for time-consuming and costly lawyer training
- TRACKS ROI on cross-selling efforts
- CUSTOMIZABLE to match your specific cultural needs
- CLOUD-BASED and scalable
Easy Setup
No Setup Fees, No Consulting Costs, Swift Onboarding
Sounds Like Just What My Team Needs!
Get Started in Minutes

As easy as 1, 2, 3:
-
Login
-
Enter cross-selling opportunities
-
Begin coaching
Cross Serving Creates a Triple Win ...
Marketing & BD Teams
- Decodes the mystery of how to encourage lawyers to cross-sell and become more collaborative
- Provides an easy-to-follow blueprint for coaching lawyers through the process
- Shows lawyer progress, pinpoints sticking points, and identifies efforts by specific groups
Lawyers & Law Firms
- Encourages lawyers to pursue high potential new revenue and solidifies client relationships
- Improves internal collaboration and strengthens firm culture though a dashboard capturing individual’s cross-selling behavior
- Encourages lawyers to ask for more, and better, client feedback
Law Firm Clients
- Receive higher levels of service that generate greater business success
- Achieve stronger lawyer/client relationships that last and build loyalty
- Obtain greater value from all parties and experience higher satisfaction