Automate your client intake

Do you want somebody browsing your website to be able to start their matter immediately? Using FamilyProperty you can get a shareable link which you embed in your site, so that they can launch the questionnaire themselves and start interacting with you online, anytime.



We are proud of our small agile team that works hard to respond to subscriber requests. Based upon user feedback we have made this change to the product so that you can have a shareable link that allows people to get started with our online intake process even if you are away from your desk.


How does it work?


You turn on the setting in FamilyProperty and then you get a shareable link. Sure you could just have the link on your home page but there are actually a number of different ways you could use it. You could -

  • embed the link into our Legal Chat Bot

  • put the link in the automated email response sent by the Chat Bot

  • create a specific landing page on your website

  • set up an automated message response that you use on a social media platform

  • put a sign-up form on a landing page on your website, for an email welcome chain that includes the link


It won't require the new enquiry to sign in, they can just start giving you their information.



Want to know more?


Have you been thinking about automating your practice but you weren't sure where to start? Our Product Development Manager Shannel Fanous would love to show you how you can use FamilyProperty in your law firm in a free private demonstration.


You can find out more about Shannel by visiting her page here, or you can choose a time that suits you using the form below.





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