Client IntakeAutomation for Lawyers
Reduce costs, boost productivity and increase client onboarding capacity
Transcription of Initial Client Interviews
Say goodbye to manual note-taking and transcription. Automatically transcribe client interviews from any video conferencing platform like Zoom or MS Teams. Generate interview notes following law firm templates. Speed up customer acquisition and cut non-billable hours with automation.
Follow-up Letters and Offers Generation
Automatically create tailored follow-up letters and offers for potential clients using data from initial interviews. Reach out with precise communication right after the interview. Accelerate your client acquisition and secure more business for your firm while also reducing costs and cutting non-billable hours.
Customised Workflow Automation
We understand that every law firm has its own unique needs and operational nuances. Our team can work closely with you to design and implement custom workflows that align with your specific requirements. Reach out to get a free consultation on how your client intake processes could be automated.
