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.
So what are you waiting for?Start Your Free Trial Today