SimplyConvertSimplyConvert LLC
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Related Products
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About
SimplyConvert is the premier legal tech platform to reach and convert potential clients, streamline case management from intake through resolution, and securely maintain data for real-time analysis. Founded by a mass tort lawyer and developed with a team of legal specialists and programmers, SimplyConvert puts every step of the intake process — from client intake to case filing to resolution — on autopilot. Our automated client intake chatbot evaluates cases 24/7/365 with lawyer-created case criteria. Auto-retain qualified clients and auto-reject unqualified leads. Specially built for law firms, our feature-rich CRM helps you manage your relationships with potential and signed clients by keeping all their details organized. Keep the cases you want, and refer out the ones you don’t. Track communications and fee agreements and keep everyone on the same page with real-time reporting.
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About
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Law firms looking for a platform to instantly evaluate cases
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Audience
Lawyers wanting a tool to optimize their practice and meet the needs of their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$250 minimum monthly fee
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSimplyConvert LLC
Founded: 2020
United States
simplyconvert.com
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Company InformationSlatewell
Founded: 2021
United States
www.getslatewell.com
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Categories |
Categories |
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Integrations
CSS
Clio
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