Transform complex legal requirements into easily manageable tasks, ensuring accuracy and compliance with every document.
Deliver Signed Agreements Directly to Your Chosen Legal Software.
Stay organized with our Retainer Tracker feature, which allows you to monitor and manage all signed retainers in one central location. Receive notifications for upcoming renewals and deadlines, ensuring you never miss an important date.
Our system is designed with HIPAA compliance in mind, guaranteeing that all sensitive client information is securely handled. Rest assured that your firm adheres to the highest standards of data protection.
Never lose track of client follow-ups. Schedule automatic callbacks within the platform to remind you of important client conversations, ensuring consistent communication and enhanced client satisfaction.
Our automated lead management feature helps minimize lost leads by providing a streamlined follow-up process. Get alerts for potential clients who haven’t responded, allowing you to reach out proactively and convert inquiries into signed contracts.
Gain insights into your contract signing process with our comprehensive reporting and analytics tools. Track key performance indicators, such as the average time taken to sign contracts and the conversion rates of leads to clients, helping you optimize your strategies and improve your firm’s performance.
Outsource Your Intake Process: Boost Efficiency and Client Engagement
Is your legal team wasting valuable time chasing potential clients for completed intake questionnaires? Streamline your administrative workload by outsourcing the capture of questionnaire information. With our Digital Questionnaire Services, our specialists proactively follow up with respondents, minimizing drop-off rates and maximizing appointment bookings to enhance your intake process. We make outbound calls at customized intervals and are available for inbound calls 24/7. Our intake specialists utilize your script through text, chat, calls, and email, ensuring that responses are promptly uploaded to your database.