gwabbit unveiled its latest generation relationship trend line bubble chart last week at LegalTech. The new chart plots macro relationship trends between a firm and its clients, and explodes this macro view into a bubble chart that displays the individual relationship interactions that roll up into the trend line.
The bubble chart can display either interaction frequency or strength of relationship scores. Clicking on a name on an axis will collapse the display to only those people the person interacts with. Clicking on a bubble will collapse the view to interactions for both intersecting people. The chart provides at a glance information on the most robust relationships between individuals at the firm and the client.
The latest version of the trend line report is part of a new suite of relationship features demonstrated at LegalTech. These features build on gwabbit’s foundation of high-volume/high-value contact capture and update for major CRM systems. gwabbit’s latest relationship package of features include the ability to auto-populate major CRMs with relationship data captured and scored by gwabbit along with hundreds of thousands of high-value contacts.