SimplyConvert

SimplyConvert

This legal intake software revolutionizes client engagement and case management for law firms. With a 24/7 automated chatbot assessing cases using lawyer-defined criteria, it efficiently retains qualified clients while streamlining communication. Its user-friendly CRM organizes client details, enabling firms to manage relationships and data seamlessly from intake to resolution.

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Top SimplyConvert Features

  • Automated client intake chatbot
  • 24/7 case evaluation
  • Lawyer-created case criteria
  • Auto-retain qualified clients
  • Auto-reject unqualified leads
  • Feature-rich legal CRM
  • Real-time case management
  • Secure data maintenance
  • Customizable dashboards
  • Mass outreach capabilities
  • Personalized video updates
  • Integrated e-sign contract platform
  • Automated email follow-ups
  • Bird's eye visibility
  • Trauma-informed outreach approach
  • Simplified referral management
  • Client engagement tracking
  • Lead reporting insights
  • Increased client conversion rate
  • Streamlined case acquisition process