What is a Relationship Partner?
"Relationship Partner" is a term Nexl uses to describe the partner at a law firm who is primarily responsible for a relationship.
Different firms define Relationship Partners in different ways—sometimes it's the lawyer who first brought the client in, sometimes it's the lawyer who works with the client most, sometimes it's something else altogether! That's why the Relationship Partner for a given Company is one of the few things in Nexl you have to enter manually. In this article, we'll show you:
How do I set a Relationship Partner for a Company?
1. Click on the Company record for the relevant Company.
2. On the right side, click Relationship Partners +.
3. Search for and select the person you want to designate as the Relationship Partner.
Creating a list of Companies where you're the Relationship Partner
1. Under the FIRM WIDE section, click on All Contacts.
2. Click the "+" sign to add a New Contact List.
3. Click on the RELATIONSHIP PARTNER filter.
4. Search for your name in the dropdown menu.
5. Select your name from the dropdown and click apply.
6. Once the data is populated, select all.
7. Click on "Add to List"
8. Look for your contact list and click on Add to List.
Here's a short video clip:
