You or your staff can take down contact information and schedule a consultation. We sync with your Office365 or G Suite calendar to make the booking easy.
Within seconds, your potential client receives a shiny new email with a link to enter the information that will be crucial for you to evaluate their matter. It's even mobile friendly so they can answer that questionnaire wherever they are. On the train, lying in bed, or even sitting on the john.
We'll gently remind the prospect about their upcoming consultation using email and even SMS messages. Put an end to wasteful no-shows and be prepared to make an extraordinary first impression.
Now that you have all of the information, you're able to flex your legal muscle and give them a substantive consultation that let's them know they're working with a pro. They're super impressed.
If the prospect's looking like a good fit, we'll send them a fee agreement and remind them to electronically sign it. Look at you, makin' it rain! (And if they're not a good fit, you can send a non-engagement letter to limit your malpractice liabilities.)
You've got a client and it's time to get to work. Don't make the first step a data-entry nightmare to henpeck your client data into some form. With our case management integrations, your client data is automatically imported into the systems you already use.
Book consultations online based on your calendar's availability. Intake so seamless you'll wonder why you didn't do it years ago. Oh, and did we mention...
ClientSherpa can book consultations and show your calendar availability.
It's never been easier to incorporate paid consultation into your process. Pay up front during booking so you don't waste time chasing tire-kickers.
Stop relying on an insecure website contact form or emailing PDFs back and forth. Every client sill be sent a beautiful intake form that you can customize to make sure you have everything you need to wow your client.
Nothing sucks more than prepping for a consultation, getting ready to wow a new client, only to sit there waiting and waiting. The frantic "Hey just seeing if we're still on for our meeting..." email, and the final letdown when you realized you just wasted time you could've been billing.
ClientSherpa sends friendly reminders about appointments, intake forms, and fee agreements and keep clients on-task and engaged with your firm.
We'll send your fee-agreement for e-signature and automatically follow up if they don't get to it right away. No more scheduling times to have your clients come sign paperwork.
It's simple. It's completely customizable, and it's automatic.
It's 2019, fat-fingering the wrong name into your case management system should be a thing of the past. ClientSherpa will create matters, contacts, fill in custom fields and even transfer your documents to your case management provider so all you have to do is log in and get started.
You can build your own form or use one of our dozens of templates that are all created and reviewed by attorneys like you
There's no hard sells or set up fees. While it's easy to get started on your own, our staff will personally help you get set up and answer your questions so you're ready to go on day one.
We can connect to your calendar, your case management provider and your payment solution in just a few clicks.
"It's been a struggle for me. Ever since I opened the practice five years ago, I've been looking for that perfect software package. Everything else is highly specific for specific fields or just too much for a one person operation. I don't want to do task delegation to manage my intake."
"If I can't it's closer to 30%. And the ones I can get into the office, I know they're motivated. Having an onboarding process would help me close more of those for sure."
So what are you waiting for?Start Your Free Trial Today
But of course! Schedule a one-on-one demo where we can show you exactly how this can fit into your firm's process.Schedule a Demo