• Janis Donnelly-Coode

Get those new matters moving

Updated: Aug 19

You know how hard it is to actually find a new client and get them interested in your firm, so you want to make sure that your onboarding process is as fast as possible and gives you an opportunity to meet with them promptly and show this new client your value.


I am guessing that currently your onboarding process looks something like this -


This is time consuming, partly because there are so many steps, partly because of the email stage, and partly because all of these steps are reliant upon somebody doing something. There is no immediacy and it’s difficult to do in an online COVID environment. Our client on boarding system can help you shorten all of this.



This also means that your initial consultation with your client is not a fact finding, data collecting opportunity. Your first consultation with your client becomes a value added experience, an opportunity to make them feel heard, and to really show them why they should use you for their family law work.

You can also add to this workflow, if you like, some automation using some free products that will send welcome emails (perhaps a day later) and can add this person's details to your email list or CRM system. The email that the client gets after they interact with the Chat Bot is customisable, so you could use that to tell them what the process and cost is for moving forward if you want to automate another step.


All of this automation occurs as part of our $499 annual subscription fee, with unlimited use of the Legal Bot, questionnaire and document portal all included in that service.


If you would like to have a look at our client intake system you can go over to this page on our website and interact with our chat bot as though you were a client, you will be sent a questionnaire that you can trial and complete on your phone.


Want more information?


If you want more information about our legal bot you can read this blog post, stepping our users through how they can use their legal bot in their own firms.



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Want to use it for yourself? Click here to sign up for a free 14 day trial, no credit card details required.

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