Client Sense is a law-firm relationship-intelligence and business-development platform built around the question ‘who knows who’ inside a firm. Public materials position it as a zero-data-entry layer that maps client and referrer relationships from activity firms already record, then helps BD, marketing, and leadership teams monitor relationship health, cross-servicing opportunities, and succession risk. The product integrates with common legal and professional-services systems including InterAction, Dynamics, Salesforce, HubSpot, Aderant, Elite, Exchange, Office 365, Teams, Power BI, and Litera-connected environments. Client Sense publishes public pricing by firm size, promises server-side deployment with no desktop software or Outlook plug-ins, and says the platform can be operational in under one day with less than three hours of IT support on average. Strongest public evidence is around relationship visibility, referrer protection, cross-selling, and partner-succession planning; weaker areas are independent community review depth and public security-certification detail.
Company Info
- Founded: 2016
- Team size: 1-10 employees
- HQ: Australia
- Sector: Marketing & Intake
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Client Sense is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Client Sense addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Managing partner knows the firm has deep relationships with 200 clients but no single place shows who knows whom — partners hoard contacts in personal Outlook folders, BD team maintains a stale spreadsheet, and a lateral hire's $5M book of business is invisible to the rest of the firm for months
Senior partner who personally generates 80% of the corporate practice's revenue is approaching retirement and the firm has no systematic way to transition those client relationships — the knowledge of who to call, what they care about, and what work they might need next lives entirely in the partner's head
Where it fits in your workflow
Before Client Sense
A managing partner, CMO, or BD team needs to know which partner actually owns a client or referrer relationship, which key accounts are cooling off, and where the firm has cross-service or succession risk hidden in Outlook and siloed systems.
After Client Sense
Once Client Sense surfaces the relationship data, BD and leadership teams use it to make introductions, protect key referrers, plan succession transitions, prioritize outreach, and feed targeted campaigns back into CRM and marketing systems.
Integrations & hand-offs
Exchange / Office 365 / CRM / financial systems -> Client Sense relationship intelligence -> BD and marketing action lists, partner introductions, succession planning, and campaign execution in the firm's existing stack.
Community Data
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