CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
Streamline Client Onboarding
TEMPLATE EDITOR
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
Leverage advanced conditional logic
Add, remove, or edit clauses
Generate multiple documents or document sets
at once
Follow-up Automation
DYNAMIC QUESTIONAIRES
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
Works on every platform and device
Ask the right questions and skip the rest
Never let a lead fall through the cracks
CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
REQUEST DEMO
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
Qualify, Generate, Convert
Auto-generation of documents and qualification of clients happen on your terms with custom logic; ending up directly in your case managerment and CRM software, ensuring no one falls through the cracks
Qualify, Generate, Convert
Auto-generation of documents and qualification of clients happen on your terms with custom logic; ending up directly in your case managerment and CRM software, ensuring no one falls through the cracks
Follow-up Automation
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
Follow-up Automation
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
Streamline Client Onboarding
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
Streamline Client Onboarding
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
YOUR LEGAL TEAM'S TRUE NORTH
Information
YOUR LEGAL TEAM'S TRUE NORTH
Information
YOUR LEGAL TEAM'S TRUE NORTH
Information