Transform Your BD Team Into Cross-Selling Coaches

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Automated Coaching Support

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

Automated Coaching Dashboard
  • 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

Conduct Client Research Example

As easy as 1, 2, 3:

  1. Login

  2. Enter cross-selling opportunities

  3. 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

Empower your team to become super-coaches

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