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Estate planning is an intricate process, and it can be overwhelming to put clients need on top of every detail, while maintaining strong relationships in order to succeed. Lawprocess CRM will help you strengthen your client relationships by staying on top of every detail and not missing any opportunities to secure new business.
Designed by lawyers for lawyers
The best way to build up a good reputation is by providing your clients and potential customers a direct channel of communication with you. so that it becomes easier over time while earning more trust among potential and current clients alike.
Automatically sync all your lead sources
Respond to every message across multiple channels
Stand out by delivering a better customer experience
Keep a complete history of every interaction
Lawprocess’ intuitive CRM for lawyers helps you deliver the best possible experience to your clients by managing all of their critical details in one unified place. Whether drafting a will or living trust, Lawprocess streamlines communication and reduces time between meetings with our easy-to-use interface that is globally accessible on any device. Lawmatics simplifies legal processes so attorneys can focus more energy on providing personalized client services while reducing costs associated with maintaining multiple systems across various platforms
Automatically send intake survey before meeting your potential clients so you can tailor their experience ahead of time
Quickly qualify your leads and automatically refer them out if they're not
Enable open communications
Do more with less
Achieving success in the legal field requires pinpointing high-quality leads and following up with them quickly. Otherwise, they may slip away from your grasp before you have a chance to work on their case! Let Lawprocess manage that for you so there's never worry about missing out on another potential client again.
Inspirational, custom-tailored messages and workflows are just a few clicks away
Give your clients the power to choose how they want to be contacted
Get advice and support from experts at every step
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Drawing on a simple, yet powerful insight into human nature - that people love to share their experiences with others and are more likely to do so if they're able - Lawprocess helps Estate Planning law firms use the power of reviews. Via our automated review invites, you'll be turning your customers' feedback from something invisible back into a valuable asset for your practice.
Show up at the top of local search results so new leads will find and choose you first
You’ll know why they’re choosing you, so you can improve your business and increase your profits
I didn't believe it either (until I saw it)
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