Integrations

CRM Integrations

Client Sense enhances the effectiveness of Client Relationship Management (CRM) systems by enriching contacts with accurate, up-to-date relationship data and automating contact management.

It integrates seamlessly to provide visibility into “who knows who” within your firm, enabling better relationship mapping and contact insights.

InterAction

MS Dynamics

Peppermint

Salesforce

HubSpot

Upper Sigma

Marketing Platforms

When integrated with marketing platforms, Client Sense helps marketers create highly targeted and personalized campaigns. By leveraging behavioral insights, such as engagement levels and key contact relationships, it supports segmentation and audience-building based on real-time data.

HubSpot

Act-On

Foundation Marketing

Vision 6

Active Campaign

Campaign Monitor

MailChimp

Financial Systems

Through financial systems integration, Client Sense helps firms understand not just “who knows who,” but also how those relationships impact financial performance. Client Sense makes it easy for firms to assess the health of relationships with key revenue-generating clients – supporting proactive risk management, succession planning and cross-servicing initiatives.

Affinity

Elite

Practice Evolve

Aderant

Lawmaster

Recon APS

Experience and Intelligence

Integrating Client Sense with experience management and business intelligence platforms provides a unified, real-time view of relationships and performance. This integration empowers smarter decision-making, simplifies client acquisition efforts, and drives strategic business development – all grounded in actionable data.

Foundation

Power BI

PT 2.0

Other integrations

Client Sense connects seamlessly with the platforms you use every day to streamline workflows and reduce complexity. By keeping relationship insights up-to-date and eliminating manual data entry, your team can focus on the activities and relationships that drive growth and revenue.

Active Directory

Google Maps

Teams

Azure

Google News

Zoom

Exchange

Office 365

Partnered with Litera

As a Litera partner, Client Sense is connected with one of the world’s premier legal technology providers, enhancing the value we deliver to our clients. While we integrate with a wide range of other systems, platforms and products, our partnership with Litera offers distinct advantages.

Existing Litera clients enjoy streamlined single invoicing, enhanced support, strategic alignment with Litera’s roadmap and fully supported integrations within the Litera suite, ensuring a seamless and cohesive experience.

Simple, transparent pricing with integrations included.

Integrations with leading CRM, marketing, financial and experience management platforms are included in your subscription.

Whether you’re a small firm or a large enterprise, you get access to the platform’s plug-and-play integrations from day one. Client Sense offers a straightforward, all-inclusive solution designed to deliver maximum value for your firm.

Everything IT and Cybersecurity teams need to know.

Quick installation and operational readiness

The platform can be fully operational in under one day, requiring less than three hours of IT support on average. This makes it a quick win for IT teams to deliver value to the firm.

Streamlined deployment with minimal IT Involvement

Client Sense requires no desktop software or Outlook plug-ins, keeping your firm’s Standard Operating Environment unchanged. Its server-side design integrates seamlessly with your existing systems (e.g., Exchange, Office 365, Active Directory), ensuring fast and hassle-free setup.

Enhanced data privacy and sovereignty

By using existing data sources, we eliminate the need for additional databases or manual data entry, preserving data consistency and privacy. It can be hosted on-premises or in a private environment of your choice, ensuring full control and compliance with data security standards​​.

FAQs

No data entry...? How?

As a Microsoft Partner, Client Sense connects to your firm's email system; collecting titles, telephone numbers and 'who knows who' automatically and in real-time.

Is my data secure?

Client Sense can be installed on-site with your corporate systems or hosted in the cloud. Your sensitive client data never leaves your firm's systems.

Is Client Sense a CRM?

No, though it automatically captures contacts, known relationships, meetings, Titles, Telephone and Address information, which can significantly enrich a CRM / Email Marketing system.

Who in my firm would use Client Sense?

Client Sense is designed to help Management, Marketing / Business Development and Client Relationship Partners.

Can it be used to read staff emails?

No, Client Sense does not show the content of email, it only collects the data it needs for relationship and contact information.

Will it work with my email system?

Client Sense works with Microsoft Exchange, Microsoft Office 365 and Microsoft Hosted Exchange (including a mixed / hybrid state).