Resources

Articles

The Room Agreed: CRM Isn’t Dead. But the Way We’ve Used It Might Be.

  • Allison Nussbaum
  • 11 May 2026
    Lumen is the legal CRM alternative that gives lawyers clear visibility of who knows whom, without changing how they work. It delivers the strategic relationship insights direct to lawyers, without a CRM in sight.

Legal CRM Report – The Legal IT Insider

  • Leona Skene
  • 28 February 2023
    This independent report details the key CRM and ERM systems in the global Legal Technology market.

Case Studies

Smith Anderson. Turning relationship insight into action with Client Sense

  • Leona Skene
  • 28 November 2023
    Susan Costley – Chief Marketing Officer and Annette Corona – Marketing & BD Specialist, discuss their experience with Client Sense and how it has helped law firm Smith Anderson.

Case Study – FRP Advisory

  • Tom Capling
  • 21 August 2023
    Pursuing excellence. Clare Quinn-Waters – Partner and Business Development Director shares her experience in partnering with Client Sense to help her lean team to punch well above their weight.

Case Study – Allen Matkins

  • Leona Skene
  • 24 January 2023
    Built on Relationships. Kirsten Beecher – Director of Client Development talks about their use of Client Sense in continuing to grow and build on their existing relationships.

Case Study – William Buck

  • Leona Skene
  • 11 July 2022
    Joining the dots: Bryony Vandepeear – Senior Marketing and Business Development Manager at William Buck, discusses their use of Client Sense to maintain and accelerate growth.

Case Study – Mullins Lawyers

  • Leona Skene
  • 27 April 2022
    The Power of Communication: Katherine Gilbey – Head of Marketing and Business Development, shares her experience and learnings in working with Client Sense.

Case Study – McInnes Wilson Lawyers

  • Leona Skene
  • 5 March 2022
    Staying ahead of the game: Mark Woolley – Principal, discusses the way Client Sense has helped his team to drive work and manage referral relationships.

2021 Review – Common BD & Marketing Challenges

  • Tom Capling
  • 27 January 2022
    As we all begin to focus on 2022 and finalising our business plans, I wanted to take a moment and share some insights that we were able to identify across professional services firms in 2021.