Maintain accurate records to boost productivity and expand your legal practice.
Integrations between our Customer Relationship Management and Content Management Systems.
Legal Practice Management Software Can Help You Stay Organized While Keeping Client Data Safe.
- We're Adaptable to Your Processes
To maximize your productivity, we integrate with the software of your choice and provide you with real-time access to valuable data collected by state-of-the-art technologies.
- Put Your Current Resources Together
Our staff has been thoroughly educated to handle all aspects of managing your clients’ information, sales funnels, call, live chat, and textual information using our proprietary API, which integrates with the applications you already use.
REASONS TO INTEGRATE YOUR CRM AND CMS
MODE OF APPLICATION OF INTEGRATIONS
Assisting with any necessary administrative tasks in the background
- STATISTICS ON RECORDED CALLS
You can track everything from the total number of calls to their average duration and outcome, peak call volumes, and the overall amount of outbound calls required to convert a contact into a paying customer, all thanks to the call data we give.
- DISCUSS LEAD AND INPUT INFORMATION
Information about leads and customers is automatically synced with your CRM. You’ll have access to detailed notes on each lead’s intake that will allow you to track changes in leadership behavior and source quality over time. Over time, you can refine your intake procedure with more and better information.
- DELETE IMPORTANT THOUGHTS
Learning where the openings are is the first step in expanding a law firm. To help you better allocate your time, money, and other essential resources, our legal intake professionals keep tabs on metrics like latencies and calls and inquiries by marketing source.
- EMAIL NEW CLIENT INFORMATION
Vicky immediately transfers call data to your preferred customer relationship management or content management system after every call is finished. All new client information is automatically entered into your system, saving time and eliminating headaches for everyone involved.
- ANALYSIS AND REPORTING
Intake creates a lot of data, and by keeping an eye on the correct metrics, you can zero in on the best development possibilities for your law company, find and fix the causes of errors that keep cropping up, and make more accurate predictions about your finances.