Sales Pipeline
Managing new sales, automated sales follow ups, automated templated client agreements with reusable tasks and services and pricing, are just a few of the new things you'll love.
Callback Management: One click callback to ensure timely follow-ups.
Assign Staff: Easily assign staff to a sales enquiry.
Automated Costs Agreements: Producing accurate client agreements with disclosure statements and costs agreements with full automation. With reusable scopes, services and automatic price calculation preparing accurate client agreements fast has never been easier.
Automated Sales Follow-Ups: Schedule automated follow-ups allowing for consistent and proactive engagement.
Onboarding Workflow: Onboarding process for new inquiries to go from initial contact to client conversion.
Note and Task Creation: Create notes and tasks with one click.
Simple Dashboard: Utilise a user-friendly dashboard and obtain an overview of your sales.
Alerts for Follow-Up Events: Receive alerts for upcoming follow-up and stay responsive.
Sales Module Overview
The sales module is specifically designed to enhance your law practice's ability to manage new sales and streamline the sales processes. This module provides essential tools to capture, track, and convert sales enquiries into the right clients, ensuring that your practice maximises its growth and true potential.
Key Features
Callback Management: One click callback to ensure timely follow-ups with potential clients, improving communication and increasing conversion rates.
Automated Sales Follow-Ups: Schedule automated follow-ups to ensure that no sales enquiry goes unattended, allowing for consistent and proactive engagement.
Onboarding Workflow: Implement a structured onboarding process for new inquiries that guides you from initial contact to client engagement seamlessly.
Note and Task Creation: Create notes and tasks directly from the sales interface to keep track of important information and deadlines related to new enquiries.
Simple Dashboard: Utilise a user-friendly dashboard that provides an overview of your sales activities, tasks, and client interactions at a glance in either card format or list format.
Alerts for Follow-Up Events: Receive alerts for upcoming follow-up events, ensuring you stay organized and responsive to leads.
Benefits
Our sales module not only boosts your operational efficiency but also enhances client satisfaction by ensuring timely communication and streamlined processes. By focusing on automation and user experience, it enables legal professionals to concentrate on delivering exceptional legal services consistently while effectively managing leads and driving sales growth.
Sales Automation
With our automated client agreements, you can setup standard client agreements for each jurisdiction, each area of law and each matter type. With standard scopes, services and pricing you can ensure your practice consistently starts with a base disclosure statement and costs agreement. With template tasks and services, with a few clicks you can import complex tasks and services into the client agreement with pricing automatically calculated.
Client Agreement Workflow
Getting a client agreement out fast and accurate is essential in modern day practice. If you don't answer the caller's enquiry, then someone else will. Getting client agreements (disclosure statement and costs agreement) to client's has never been easier. Our client agreement workflow allows you to use our sales automation process outlined above to create accurate client agreements, to send them for approval (if required) and get them out to leads. Once the agreement is with the client, our software can automatically follow up the progress of the agreement to maximise your sales returns.
