Professional Service Firms

Your firm is driven by the strength of its relationships. Invest in a CRM that helps nurture client relationships, and puts your firm in a position to secure new business.

See the Bigger Picture

With a holistic view of your client’s interactions across the firm, your team is empowered to build upon its greatest asset — its relationships. LexisNexis® InterAction® uncovers business opportunities by providing valuable insight into the complex connections between people, organizations, relationships, expertise, and experience.
2x
High growth firms are 2x more likely to prioritize marketing technology
Source: Hinge Institute
30%
30% of firms say attracting and developing new business is a top challenge
Source: Hinge Institute
Cultivate Rich Relationships
Client Retention

Professionals need the trust of their clients. By embedding client intelligence within your team's workflows, InterAction enables your team to proactively offer guidance and services, securing the firm’s position as a trusted advisor.

Profitability Potential

Don't miss opportunities because of a lack of client insight. With our CRM, you ensure your team has the tools it needs to focus on nurturing clients and opportunities that have the greatest chance of delivering new business.

Innovative Technology

Get the benefits of a SaaS solution while maintaining full control of your valuable data with our unique hybrid cloud built with LexisNexis patented technology. Your team can gain access to the newest functionality without heavy IT involvement, securely access data whenever, however, and wherever it's needed, and provide clients with peace of mind that their data is being stored and used properly.

Explore the Platform

Resources

The Client Relationship Platform for Professional Services
InterAction is a client relationship platform that embeds relationship and client intelligence at the heart of every engagement. With a comprehensive approach to data quality, control, security, and compliance, InterAction empowers your firm to uncover who-knows-whom, drive engagement, and develop opportunities through information stored in your contact database.
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Struggling with Contact Data Chaos? Replace Spreadsheets to Optimize Relationships
InterAction can help you get to the next level of efficiency by reducing bad data, eliminating missed opportunities, normalizing your data, and optimizing your customer relationships — all at an affordable price.
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What to Look For in a CRM for Legal, Accounting, and Professional Services: Understanding Relationship Intelligence
For legal, accounting, and professional services firms, CRM can be defined as a business strategy that leverages Relationship Intelligence. Find out how it enables firms to exceed client needs and expectations, as well as revenue and productivity objectives.
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