Certaines informations sont présentées en anglais.
À propos de moi
NEW LEAD → INTAKE FORM → QUALIFICATION → CONSULTATION → FOLLOW-UP → CLIENT
I can connect your forms, legal CRM, calendar, email, SMS, and automation platform to reduce manual data entry and make sure potential clients receive timely follow-up.
The system will be built around your firm's actual intake process rather than a generic template.
I can work with Clio Grow, MyCase, Lawmatics, Jotform, Zapier, Make, and supported APIs or webhooks.
Send me your current intake process and the platforms you use before ordering so I can recommend the right workflow.... Plus d’infos