INTEGRATIONS

Maintain accurate records to boost productivity and expand your legal practice.

Integration between our Customer Relationship Management.

Legal Practice Management Software can help you stay organized while keeping client data safe.

  • We Are 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.

  • Put Your Current Resources Together

Our staff has been thoroughly trained to handle all aspects of managing your clients’ information.

REASONS TO INTEGRATE YOUR CRM

Automating customer onboarding, sales, advertising, case management, and employee performance tracking can improve efficiency and openness.

Having your client information in one central location will facilitate better communication and collaboration.

Make more informed decisions with the help of reports generated to track revenue, locate growth opportunities, and zero in on intake errors.

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 recorded call data.

  • 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 behavior and source quality over time. Eventually, you can refine your intake procedure with more and better information.

  • EMAIL NEW CLIENT INFORMATION

Vicky immediately transfers call data to your preferred Customer Relationship Management System after every call is finished. All new client information is automatically entered into your system, saving time.

  • ANALYSIS AND REPORTING

Learning where the gaps are is the first step in expanding a law firm. To help you better allocate your time, money, and other essential resources, our system keeps track of all call metrics. 

Our Team Of Legal Virtual Receptionists Are Ready To Work With You.

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