In today’s globalized market, more and more of your clients will require legal advice outside of your jurisdiction. To help your clients’ international needs, you require relationships with law firms all around the world. The NEXL CRM gives you easy access to firm’s referral relationships.
In this use case, one of your clients requires services from a law firm in Canada. You can use the NEXL CRM to find who your referral firms are.
Actions:
Start by going to the link where your Nexl account is located:
EU Server: https://eu.nexl.cloud
US Server: https://us.nexl.cloud
Australia Server: https://au.nexl.cloud.
Once logged in, you can search if you already know a law firm in Canada which can help your client.
Go to “Companies” and filter by Company Type as “Referral Source” and Country Filter of "Canada". Now you will have a list of referral firms based in Canada.
