SimplyConvert

SimplyConvert

SimplyConvert LLC
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms looking for a platform to instantly evaluate cases

Audience

Lawyers wanting a tool to optimize their practice and meet the needs of their clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$250 minimum monthly fee
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SimplyConvert LLC
Founded: 2020
United States
simplyconvert.com

Company Information

Slatewell
Founded: 2021
United States
www.getslatewell.com

Alternatives

Alternatives

Mass Torts 360

Mass Torts 360

SimplyConvert LLC

Categories

Categories

Integrations

CSS
Clio

Integrations

CSS
Clio
Claim SimplyConvert and update features and information
Claim SimplyConvert and update features and information
Claim Slatewell and update features and information
Claim Slatewell and update features and information