Instant Case Evaluator: Engage, Qualify, & Convert Potential Clients — Instantly.

Drip Marketing Automation & Templated Emails
Automated Outreach for Maximum Impact

SimplyConvert’s email marketing and automation solutions are designed to nurture and engage potential clients at every stage of the intake process. Our automated drip marketing campaigns and templated emails keep your firm top of mind by answering FAQs, explaining the legal process, and providing timely follow-ups to potential clients who aren’t ready to sign immediately. These customizable campaigns offer proactive and consistent communication, tailored by mass tort or litigation area, and can include videos and firm-specific information to enhance client engagement and increase conversion rates.

Use SimplyConvert’s Marketing Automation for:

• Immediate Client Engagement Post-Contract: Build trust right from the start. After a client signs your contract, send a personalized letter or video to introduce your firm and outline the next steps, ensuring a strong start to your client relationship.
  
  
• Automated Follow-Up with Unconverted Leads: Keep your firm at the top of potential clients' minds. For those who aren't quite ready to sign your retainer, use pre-written drip marketing campaigns to nurture qualified potential clients, provide regular follow-ups, answer common questions, and explain the benefits of moving forward with your firm.
  
  
• Consistent Outreach with Templated Emails: Ensure your messaging is consistent and professional. Use templated emails for various stages of client interaction, such as introductions, case rejections, and updates, to maintain clear and effective communication throughout the intake process.

Click-to-Call
Instant Client Assistance During Initial Intake

Click-to-Call allows potential clients to initiate a phone call with your law firm directly from the Instant Case Evaluator™ chat interface. This feature ensures that potential clients can receive immediate assistance, increasing the likelihood that their search for legal help ends with your firm. By clicking "Request Call" within the Instant Case Evaluator™, potential clients can easily connect with your firm’s designated contact person or team, allowing them to address questions or concerns live over the phone and guide them back to complete the intake process and sign the retainer agreement.

Playbooks
Boost Team Efficiency with Workflow Automation. Automate and Optimize Case Referrals.

Configure workflows to automate processes, making your legal team more efficient and focused on high-value tasks. Instantly direct cases based on predefined criteria, distributing them efficiently among multiple firms or by specific states. Using Playbooks for case referrals ensures seamless case distribution, following your firm’s rules for splitting cases within the same litigation or auto-referring cases to firms based on state-specific guidelines.

Notifications
Real-Time Alerts for Immediate Action

Receive instant notifications for new clients, allowing you and your staff to log in and view details immediately. Custom notifications by litigation, delivered via email or text, ensure that the proper legal team follows up without delay.

Design your own themes or start from prebuilt global themes that can be customized to fit your firm’s colors, ensuring a consistent and professional visual experience for clients.

Personalize the window invite message to better engage website visitors, using language that resonates with your brand’s voice.

Use custom CSS to modify the appearance of SmartForms, aligning them with your website’s design for a cohesive look and feel.

Add a custom image to the chat invite, using your firm’s logo or another branded graphic to boost recognition.

Engage visitors with a personalized video invite, allowing them to hear directly from your firm and setting a welcoming tone.

Choose from different chatbot layouts (phone style, full side, or modal) to ensure the chat interface matches your website’s design and user experience.

Control how and when chat popups appear, customizing settings to align with your marketing strategies and user behavior patterns.