SimplyConvert's Platform Features | Help manage your intake process

Meet with your Client, Fully Prepared to Discuss their Case

SimplyConvert's CRM for law firms helps you manage your relationships with potential and signed clients in real-time from all lead sources. With client details and contact information organized in your CRM, you can easily keep track of interactions and communications, and improve overall client relationships.

Easily find all the information you need in the SimplyConvert CRM, specifically tailored to the needs of law firms.

Access all the details you need:

Read the bot conversation
Review staff notes regarding the case
Manage and store required forms
Communicate with the client via phone, text, email
Review client communications: phone calls, emails, texts, correspondence

"SimplyConvert completely simplified our intake method by organizing our client outreach efforts. As a result, we increased our client conversion rate and simplified our referrals to/from trusted law firm partners. Without SimplyConvert, we would be living in today's world with 2005 processes. I cannot recommend it enough."

Tyler Schneider
Attorney | TorHoerman Law, Edwardsville, IL

SimplyConvert harnesses the power of your data. Our approach to client data governance allows you to manage countless data points for thousands of individual clients while maintaining bird's eye visibility and control over your entire caseload in real-time. SimplyConvert turns your data into actionable insights.

With all the information you need at your fingertips, you are better equipped to communicate with clients, co-counsel, referral partners, and experts.

SimplyConvert's data architecture ensures your client information is organized, secure, and easily accessible. We believe in making integrations easy so that you can engage specialized providers for necessary services in any phase of the litigation (i.e. medical record retrieval, lien resolution, etc.), driving efficiency, transparency, and accountability.