Tag: News & Announcements

Overview

We are proud to announce that SimplyConvert, recognized by ABA as one of the top leading innovators in legal tech, has entered into a strategic partnership with The Search Engine Guys (TSEG) under the TruLaw brand to offer law firms a one-stop-shop for their legal client acquisition needs. 

Introducing TruLaw

Press Release

TruLaw Extends Service Offerings to Law Firms
SimplyConvert Partners with The Search Engine Guys under TruLaw Brand to Change How Plaintiff Law Firms Generate Client Inventories

EDWARDSVILLE, IL, January 11, 2022 – SimplyConvert and The Search Engine Guys (TSEG) announced today that they have entered into a strategic partnership under the TruLaw brand, creating a new, one-stop-shop to serve the client acquisition needs of law firms. 

Created to make it easy for consumers to get instant legal guidance, TruLaw has been a trusted legal resource for consumers since 2015. Now in its seventh year, TruLaw dominates the consumer-facing digital legal space, engaging more than 130 million potential clients annually. 

The partnership between SimplyConvert and TSEG allows TruLaw to extend its service offering to every medium where potential legal clients may be found.  

Under the TruLaw umbrella, this strategic partnership now offers law firms the following services, with a single point of contact and real-time reporting: 

• Website design
• Search engine optimization (SEO)
• Instant Case Evaluator chat solution
• Paid search lead generation
• Social media lead generation
• CTV/OTT lead generation (Hulu, Sling, etc.)
• Call center
• Intake team
• Customized client drip marketing
• Packet review and fulfillment: retainer, medical authorization, health care provider information, secondary questionnaire
• Lead management system

As a lawyer who built SimplyConvert as a solution to the chaos of her own client intake, Jessie Hoerman understands the stress of running a plaintiffs law firm utilizing outdated and disjointed tools. “We thought it was enough for us to build the tool that provided full transparency of all marketing efforts,” she said. “We knew that providing real-time information provided plaintiffs firm with the flexibility to deploy marketing efforts instantly as new litigations emerge or adjust efforts when ROI requires it.”    

“But, over the past few years, we found that many marketing firms, live chat providers, and call centers grew comfortable with their outdated offerings and had no interest in shifting as the expectation of legal consumers changed. And, then we found TSEG,” she continued. “Combining forces with TSEG only makes sense: our core purpose is to simplify all intake, thereby making law firms more profitable. Under the TruLaw umbrella and with the assistance of TSEG, we are doing just that.”

TSEG CEO Chris Massaro agreed. “When it comes to SEO and advertising, we’ve been delivering great results for our clients for years – from design-forward websites, to helping firms rank higher in search results to getting their ads in front of the right target audiences,” he said. “But we wanted to help our clients take the next step in converting leads to signed clients. That’s where SimplyConvert comes in.”

SimplyConvert and TSEG will continue to operate as stand-alone products. But, Hoerman explained, for lawyers who desire “white glove” service, there is no better solution than TruLaw – a seamless way to work with both SimplyConvert and TSEG.  TruLaw firms are also able to unlock SimplyConvert services and features available only under the partnership and access the gold standard client acquisition service offering.  

About SimplyConvert
Created by a lawyer fed up with not having the right technology to meet her firm’s client intake needs, SimplyConvert uses case criteria-based questions to turn chat conversations with your website visitors into signed clients.

Recognized by the ABA as one of 2020’s leading innovators in legal tech, SimplyConvert’s client-centered approach gives today’s legal consumers the instant legal guidance they require, while providing law firms with a comprehensive system for managing the client intake process from initial conversation to contract. With a law-firm specific CRM, criteria-based qualification, instant notifications, embedded contracting, automated client follow-up, and referral management in one seamless platform, client intake is simple, giving law firms the freedom to focus their valuable resources on clients. To learn more, visit www.simplyconvert.com.

About TSEG
The Search Engine Guys’ (TSEG) success in law firm digital marketing is in large part due to our 14+ years of experience with a research and data-driven approach in the legal field. Our strong understanding of the legal world stems from our company’s co-founders, long-term client relationships, and our team of search and social media marketing professionals that continue to keep us at the forefront of the industry. For more information, visit www.thesearchengineguys.com.

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In April we announced the addition of two-factor verification to the SimplyConvert platform. You can read about it in our blog post, Enhancing security and client experience with two-factor verification.) The enhancement requires users to verify their contact information before signing a contract, ensuring that users provide valid email addresses and phone numbers, improving lead quality, and protecting you from spammers. 

Today, we’re happy to tell you that we’ve taken our two-factor verification a step further with secondary two-factor verification. This additional enhancement encourages users to verify their second contact method after they’ve signed a contract. 

How it works

• The user provides their contact information when the chatbot indicates their case results are ready. 

• Once the user submits the information, SimplyConvert sends a four-digit code to the email address and phone number that the user must enter before signing a contract. Users also have the option to receive the code via an automated phone call. 

• The platform takes note of the user’s selected method of receiving the code. When you log in to the dashboard, you will see a blue checkmark next to the user’s preferred communication method. Using their preferred method oftentimes results in a higher success rate in reaching the client.
  
  

• After the user completes their contract, they will be prompted to verify their second contact method.

• Once all methods have been verified the user will receive confirmation that all contact methods have been verified. In the dashboard, you will now see two blue checkmarks next to the verified information: 

Why we did it 

Two-factor verification ensures that you have at least one verified contact method for your client. With secondary two-factor verification, both the phone number and email address are confirmed. This ensures that all contact information in your CRM is accurate and ensures you have a backup method for communicating with your clients.

How to get it

Two-factor verification is already enabled across the entire SimplyConvert platform. To add secondary two-factor verification to your firm’s instance, send us a request via the feature request form within the dashboard.  

SimplyConvert recently rolled out two-factor verification, requiring users to verify their contact information before signing a contract. The enhancement ensures users provide valid email addresses and phone numbers, improving lead quality and protecting you from spammers.

But it’s not just about security. Two-factor verification can also subtly enhance the client’s experience with your firm by indicating their preferred communication method — without the client having to tell you.

Clio noted the importance of paying attention to your clients’ preferences in The Initial Consultation: Lawyer-Client Interview Questions: “If you’re committed to delivering an exceptional client experience, it’s important to make an effort to communicate with your clients the way they want to be communicated with.”

You can infer that a client’s method of verifying their contact information is their preferred way of communicating with you and you can use this information to inform your client follow-up efforts.

With the knowledge that a potential new client has verified one contact method vs another, you can focus and prioritize your follow-up activities. For example, if someone’s email is confirmed but not their phone number, the likelihood of successful outreach is logically higher if you follow up with email rather than phone. The fact that the phone number is not verified does not make it obsolete, but your team probably shouldn’t rely on it in your initial outreach attempts.

How it works

• The user provides their contact information when the chatbot indicates their case results are ready. 

• Once the user submits the information, SimplyConvert sends a four-digit code to the email address and phone number that the user must enter before signing a contract. Users also have the option to receive the code via an automated phone call. 

• The platform takes note of the user’s selected method of receiving the code. When you log in to the dashboard, you will see a blue checkmark next to the user’s preferred communication method. Using their preferred method oftentimes results in a higher success rate in reaching the client. 

 

Two-factor verification is just one more way SimplyConvert looks out for you and your clients. With this latest enhancement, you can rest assured that the information in your CRM is accurate, and you’re able to get in touch with your clients using the communication method of their choice.

We have completed our revised privacy policy and terms and conditions, and we are very proud to announce that the SimplyConvert platform is compliant with the TCPA, GDPR and HIPAA. The highlights are summarized below. We invite you to contact us with any questions or comments.

Privacy Policy Overview

Starting this week, every chat session or submission on one of our embedded contact forms requires the user to manually check a box showing their consent to our privacy policy.

Here is an overview of why we now require this and what this means for your law firm:

TCPA Compliant – You can text freely.

• The Telephone Consumer Protection Act (TCPA) requires anyone who uses texts, pre-recorded voicemails, and other outreach to cell phones to obtain prior express written consent BEFORE making a call/sending a text.
• Fines for violating the TCPA act are $500 for each violation (and add up quickly for multiple offenses).
• We are VERY excited to report that we are TCPA compliant, and the details of how we achieved this are included in our Text Messaging Policy.
• We recommend that each law firm consider if other platforms/outsourced vendors used are following the same TCPA rules.
• SimplyConvert texting/auto-dialing opportunities will continue to grow.
• We see this as a significant benefit for lawyers using our platform to increase conversions and client outreach.

GDPR Compliant – Isn’t this an EU Policy?

GDPR – the General Data Protection Regulation (GDPR) is a digital privacy regulation introduced on May 25, 2018 in the EU. It was intended to standardize various privacy legislations across the EU into one set of rules and protect all web users. There are substantial fines for companies that do not comply.

Although your intended audience is strictly U.S. legal consumers (as is ours), this law has been written very broadly to cover any business that may have a web presence that could be accessible to an EU citizen (i.e, anyone on the world wide web). There is no way for any U.S. law firm to prevent an EU citizen from leaving a message or information on a contact form or chatting with their bot or live chat, so we believe that, for now, we all must comply with this law. Most U.S. businesses do not comply.

Our privacy policy digs deeper into the details of what we did to ensure we comply, including consent, the right to opt-out, the right to access data, the right to be forgotten, and steps taken to keep data safe. It is important that you read through this information so you are aware of any of these actions taken by users.

HIPAA Compliant

SimplyConvert makes reasonable efforts to collect only the minimum necessary information to achieve our purpose: provide instant legal guidance.

That said, under the HIPAA requirements, some of the information we collect may be considered Protected Health Information (PHI). For that reason, we take the protection of that data very seriously through the following steps so that we may remain in compliance with the requirements of HIPAA: 

• We do not allow the uploading of medical files/documents.
• Our platform is hosted by a U.S. data center.
• Lawyers own their “user” information. SimplyConvert will never disclose that information.
• User transcripts are housed on a protected server and cannot be downloaded by any user for further distribution.
• SimplyConvert allows for texting but never sends PHI via text/SMS.
• SimplyConvert uses a cloud-based communication called Twillio to assist with SMS. They follow similar protocols to meet HIPPA requirements.
• SimplyConvert uses a cloud-based electronic contract program called PandaDoc. They follow similar protocols to meet HIPPA requirements.

Compliance with this policy applies only to our platform

• The SimplyConvert privacy policy applies only where you see a direct link to the privacy policy.
• We make no assurances of compliance for any outreach done by your firm outside of the SimplyConvert platform.
• We make no assurances of compliance with these policies by any integrations you use with our platform.
• We make no assurance of compliance by any outside vendors that assist you with intakes, advertising, or legal marketing.

TERMS AND CONDITIONS

Please review the terms and conditions for utilizing the SimplyConvert platform at your earliest convenience.