Finally, technology to help law firms dramatically increase cross-selling …

… by using software to instantly transform marketing and business development professionals into world-class coaches!

Cross Serving® is technology that provides a step-by-step approach for coaching lawyers to become masters of cross-selling.

Automated Coaching Dashboard
  • HUNDREDS OF TIPS AND PROMPTS
  • SIMPLE TO USE
  • MOVES LAWYERS INTO ACTION
  • ENCOURAGES MORE CLIENT FEEDBACK
  • AUTOMATES REMINDERS
  • TRACKS PROGRESS
  • SHOWS ROI
  • ELIMINATES COSTLY LAWYER TRAINING
  • CUSTOMIZABLE
  • CLOUD-BASED AND SCALABLE

Simplicity …

No Setup Fees, No Ongoing Consulting Costs, Swift Onboarding

Sounds Like Just What My Team Needs, let's connect

Your Team Can Become Super-Coaches in Minutes

Conduct Client Research Example

As easy as 1, 2, 3, 4:

  1. A Marketing/BD team member enters the cross-selling opportunity into the software (which triggers an invite to the appropriate lawyer).

  2. A video call is scheduled with that lawyer.

  3. That lawyer screen shares their opportunity and they are coached through a series of step-by-step prompts that guide them on how to expertly pursue that opportunity.

  4. The lawyer is prompted to make a commitment for action and follow-up calls are scheduled to move them toward completion.

This Software Creates a Triple Win For:

Marketing & BD Teams

  • No need to become experts in cross-selling before using this – by just following the steps and prompts they become masterful coaches
  • Minimal learning curve – within an hour they can be up and running
  • Automatically captures lawyer progress, pinpoints sticking points, and identifies efforts by specific groups

Lawyers & Law Firms

  • Provides a structure and reminders for lawyers to pursue cross-selling opportunities, as both givers and receivers
  • Improves internal collaboration, strengthens firm culture and captures revenue that could be lost to other firms
  • Encourages lawyers to solidify client relationships by asking for more, and better, client feedback

Law Firm Clients

  • Receive higher levels of service by being asked for feedback and by having the firm act on that feedback
  • Deepens the relationship with the firm by bringing in more lawyers to address their issues and proactively identify opportunities
  • Enhances institutional knowledge of their needs which could lead to better overall outcomes

The Cross Serving® software can:

 

– Help your firm win millions in new revenue.

– Grow your marketing and BD team’s influence as change agents.

– Deepen and widen relationships with high priority clients.

We leave so much on the table, it's time for that to change ... let's talk!