Services: Product onboarding and setup support, manual data migration or clean up, internal compliance auditing, staff training, Content creation, Newsletters, email campaigns, document templates, Video recording and editing*, Mobile Notary*.
*Coming soon
Recommended Software Solutions:
Lawmatics: amazing for automating intake, onboarding, email/sms marketing, engagement agreement signature collection, client information requests, email campaigns, initial invoicing/payment confirmation and plays well with others.
Clio: amazing for case management, hourly tracking, monthly invoicing, client communication tracking, activity tracking, and sets the standard for playing well with others.
Legal Boards: a visual and automation tool for tracking the progress of many cases. Highly customizable with custom fields, automations, and syncs tasks with Clio.
Dialpad: full service voice over IP telephone solution complete with touch tone directory trees and highly customizable.
Kenect: Text message, social media/review management solution that provides both automated and manual solutions.
Levitate: contact and marketing management software.
Lawyaw: the standard in automated document production.
Pipefile: document request tool perfect for tracking client progress on providing discovery items.
Smokeball, great for case management, automated document production, activity tracking, case file management.