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An Attorney’s Guide to Switching Legal CRM Software

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Platform

What We Do

Client Intake Legal CRM Marketing Automation Reporting and Insights

How We Do It

Client Intake

Custom Automations Custom Form Builder Appointment Scheduling E-signature for Law Firms Document Automation File Requests

CRM

Pipeline Management Custom Fields SMS/Text Messaging

Marketing Automation

Email Drip Marketing Campaigns Custom Email Suite Dynamic Email Workflows Audience Segmentation

Insights

Custom Reporting Legal Data Analytics Law Firm Goals and Objectives Integrations

Solutions

By Practice Area Estate Planning Family Law Personal Injury Law Criminal Defense Law Immigration Law Bankruptcy Law

By Practice Size Solo Practitioners Small Firms Mid-size to Large Firms

Company

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