Professional Services
Lawyers, accountants, and business consultants.
What This Costs You
Running a law firm, an accounting practice, or a consulting business means your best hours should go to client work — not chasing signed documents or manually onboarding every new client the same way, one at a time. But that's exactly where the hours actually go.
A new inquiry sits for a day before anyone responds. Onboarding depends on whoever remembers to send the checklist. Document collection is a back-and-forth email chain instead of a system. None of that shows up on an invoice, but it's time you're not billing, and prospects you're losing to whoever answers first.
The Fix
Best-fit services: Lead Magnets & Nurture Systems, Database Reactivation.
FAQ
Is this a replacement for my practice management software? No — it connects to how you already work and handles the follow-up and onboarding that currently happens manually around it, not the core case or client work itself.
We already have a CRM. Does this still help? Usually, yes — most firms have a CRM that captures leads and a manual process for what happens next. This automates the "what happens next."