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E-INSIGHT™ --- Experience ManagementCapture all the meaningful touchpoints you have with clients and prospects.
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 FEATURES |
 BENEFITS |
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Get actionable answers to your staffing and marketing questions with the click of a button, not a phone call or meeting. Not being able to access data on your firm’s staff, clients, and projects can cause you to lose business. The E-INSIGHT™ module will never forget details about employees, clients, or matters, giving you the power to improve your business development, marketing, and pricing strategies. Discover what the E-INSIGHT™ module can do for you. |
Transparent data The E-INSIGHT™ module integrates data from all of your firm’s data siloes. Its robust analytics help you determine effective staffing and rates, pricing, and much more. Comprehensive information Don’t spend hours sifting through disconnected systems trying to piece together data. The E-INSIGHT™ module enables you to push and pull data to and from your other systems so it’s always up to date and improving. This puts valuable insights at the fingertips of your finance, marketing, business development, and management teams. Quick reporting The E-INSIGHT™ module’s comprehensive reporting tool makes it simple to uncover new connections between clients, prospects, and staff. Easy-to-read reports help you uncover marketing, business development, pricing, and management insights quickly and efficiently. |
Match clients to staff It is imperative that you are able to match staff experience to client needs. The E-INSIGHT™ module helps you quickly identify employees with the experience, strengths, and skills to make the client relationship successful. Determine pricing Comprehensive data on current clients and matters allows you to determine effective staffing and billing rates based on any criteria. The E-INSIGHT™ module makes it easy to access and analyze pricing information. Increase profitability Provide clients with the best teams, determine highest profit margins by practice area or location, and determine effective billing rates with the click of a button. The E-INSIGHT™ module makes it easy to uncover what makes your firm money. |
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OVERVIEW