Inside the system
The deployed system, on screen.
What this showsThe live Attio workspace — the Customer Success list with CSM stage, health, connection strength and ARR rolled up per firm, plus a real-time risk alert.
A production-ready CRM and Customer Success pipeline built in Attio to manage legal and professional services clients — with automated workflows, health tracking and full lifecycle visibility.
Nexlyn works with law firms and legal operations teams including Clark Hill PLC, Goldberg Segalla LLP and Weissman PC. As the roster grew there was no single source of truth for contacts, no visibility into onboarding progress and no health tracking across accounts — churn risk was identified only when clients were already leaving. Follow-up reminders lived in email and went cold.
Two CRM objects, a 6-stage Customer Success pipeline with a 6-stage onboarding sub-pipeline, 8 automated workflows and 3 email sequences. Health dropping to Risk fires a Slack alert and a 3-day task instantly. Renewals surface 30 days early with ARR visible. All email and calendar interactions log automatically — zero manual entry.
Every transformation project follows the same Nexlyn execution-layer architecture: capture → decide → execute → log.
Pulled from the live instance after go-live — not pitch math.
The execution layer that makes the system run end-to-end.
The agency now operates on a structured, automated CRM that tracks every client relationship, flags risk proactively and runs onboarding and expansion workflows without manual coordination. No client reaches a renewal window without a touchpoint already scheduled — and no CSM manually starts an onboarding again.
"Health = Risk now triggers a Slack alert and a 3-day task instantly. Previously risk was discovered only when clients complained."
We design and deploy systems like this in days to weeks. Owned by you. Built on your existing stack.