Finding new clients, and providing additional services to existing clients, are both valid growth strategies. Selling to existing clients is generally easier, and represents “low hanging fruit” that exists within most Practices.
However, identifying gaps in service lines on a client by client basis is onerous if done manually, but is achievable with the right tools.
Understanding where your revenue comes from is vitally important to the growth of your Practice.
The structure of your APS database and invoicing links into this process, along with an understanding of all Practice service offerings, regardless of the systems used. There may be multiple systems to record information across your Practice, and it is important to look for solutions that allow easy aggregation and grouping of this data.
This area will assist you in identifying ways to structure your Matters. Also take a look at additional tools from our APS Platform Partners to help leverage the power of the information within your Practice.