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Overview
SimplyConvert automates client intake with smart forms and legal-grade chatbots, qualifying leads instantly and securing retainers before staff intervention. While initial setup requires some customization to match your firm’s criteria, the long-term efficiency gains are worth it. If you handle high inquiry volumes, this platform fits the bill.
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Starting Price
Custom
SimplyConvert Specifications
Case Management
Document Management
Client Management (CRM)
Workflow Automation
What Is SimplyConvert?
SimplyConvert is an automated client intake platform designed specifically for law firms. It operates to engage, qualify, and convert potential clients through its intelligent chatbot and smart forms. The system uses lawyer-created criteria to evaluate cases instantly, allowing firms to automatically reject unqualified leads and secure retainers from qualified clients using integrated e-sign contracts. This streamlines the intake process, enabling legal staff to focus on high-value cases rather than manual screening.
SimplyConvert Pricing
Businesses can choose from the following SimplyConvert price plans:
Client Intake Platform and Case HQ Client Portal:
- Starter - Custom pricing
- Professional - Custom pricing
- Premium - Custom pricing
Mass Torts 360:
- Camp Lejeune - Custom pricing
- BSA - Custom pricing
Disclaimer: The pricing is subject to change.
SimplyConvert Integrations
The software integrates with various third-party tools and systems. These include:
- Google Analytics
- Captorra
- Filevine
- SmartAdvocate
- Litify
- CallTrackingMetrics
Who Is SimplyConvert For?
SimplyConvert is ideal for a wide range of industries and sectors, including:
- Healthcare
- Legal
- Finance
- Pharmaceuticals
- Environmental health and safety
Is SimplyConvert Right For You?
SimplyConvert is an award-winning platform designed to solve a core problem for modern law firms: capturing and converting leads efficiently. Its standout feature is its 24/7 automated intake, which acts as a filter to qualify clients and even sign them via e-contracts, often before your staff is aware of the lead. This automation is particularly powerful for personal injury and mass tort firms that handle high volumes of inquiries. The platform has been recognized for its innovation, winning the ‘Chatbot Solution of the Year’ from LegalTech Breakthrough in 2024 and being named a finalist in the 2024 ALM International Legal Innovation & Technology Awards.
Still doubtful if SimplyConvert software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SimplyConvert Features
SimplyConvert centralizes all client information, communications, and case documents. Law firms can efficiently manage relationships, track lead status, and monitor case progression in one unified dashboard, improving organization and follow-up efficiency.
The platform offers deep insights into your firm's performance with comprehensive analytics. This provides customizable dashboards and reports to track key metrics like conversion rates, marketing ROI, case-load, and intake efficiency, enabling data-driven decision-making.
SimplyConvert securely manages all firm and client data within a centralized system. This ensures data integrity, provides advanced security protocols, and simplifies compliance. It organizes documents, case files, and client records for easy access and retrieval.
The software streamlines the new client acquisition process with automated intake tools. This engages website visitors, captures critical information through smart forms, and qualifies leads based on your firm's criteria, reducing manual data entry.
This feature gives clients 24/7 access to their case information. Clients can view case status updates, share documents securely, communicate directly with their attorney, and view important deadlines, enhancing transparency and client satisfaction.
