OUR CRM/CMS INTEGRATIONS
Keeping Your Law Firm Organized And Your Clients’ Information Secure
BENEFITS OF CRM/CMS INTEGRATIONS
Save Time And Increase Revenue With Business Automation
Make client intake, sales and marketing, case management and staff performance tracking easier and more transparent through automation.
Keep client data stored in a safe and easily accessible database to improve communication and build better working relationships.
Generate reports to monitor revenue, identify opportunities for growth and zero-in on intake errors for sounder decision-making.
HOW WE USE INTEGRATIONS
Providing The Back-End Administrative Support You Need
1. TRACK CALL STATISTICS
We provide you with the call data you need to understand how well your lead generation and intake efforts are working – from the number of calls received to call duration and outcome, high-volume times and average number of outbound calls it takes to bring a client from contact to contract.
2. SHARE LEAD & INTAKE DATA
You’ll get all the important potential and new client information sent directly to your CRM, along with detailed lead intake notes that make it possible to evaluate trends in lead behavior and lead quality by source. With enough data, you can improve and perfect your intake process over time.
3. POST KEY INSIGHTS
Growing a law firm starts with understanding where opportunities lie. Our legal intake specialists track analytics like response times and calls and inquiries by marketing source, so that you know where to invest more time, money and valuable resources – and, more importantly, where not to.
4. EMAIL NEW CLIENT INFORMATION
After completing a call, Alert sends files directly to your chosen CRM or CMS software, so the most accurate information is always right at your fingertips. New client data goes right into your system, making it a hands-off and trouble-free experience for your entire team
5. SEND SIGNED CONTRACTS
Retainer contracts and HIPAA forms are sent out to potential clients via text, email for e-sign or FedEx for a wet signature. And once we’ve converted the right opportunities into clients, we’ll send out the signed contracts to both parties – then follow-up with a professional welcome email.
6. REPORTING & ANALYTICS
The intake process generates high volumes of data and by monitoring the right information, you can identify the highest-performing revenue sources for your law firm, home in on the best opportunities for growth, pinpoint and troubleshoot repeated intake errors, and make smarter financial forecasts.
