You are one step closer to converting conversations into clients - we can't wait for you to join us!

We need just a little bit of information about your firm to get your personalized chatbot and Dashboard up and running. Please take the time to fill out this form so we can get to work as soon as possible.

In addition to the questions below about your law firm, a simple snippet of code needs to be placed on the backend of your website. We can complete this for you if you leave us instructions on how to log in to your site, or we can walk your web developer through the process.


Instructions to access the backend of your website
Contact information of your web developer

DETAILS ABOUT YOUR LAW FIRM

Select Pricing Model

Casey Chats Pro + CRM
  • Unlimited Chats
    Unlimited CRM Users
  • Replace live chat with an AI bot that knows legal criteria for 50+ litigation/practice areas
  • Automated notifications for ease of follow up
  • Automate rejections to save law firm resources
  • $400/mo

    $1,000 set up

Full Time Virtual Assistant
  • Unlimited Chats
    Unlimited CRM Users
    Unlimited E-Signature Contracts
    Unlimited Emails Sent Within CRM
  • Replace your current intake system with a full time virtual legal assistant and a robust CRM
  • Integration of Automated contracts, automated DRIP and Templated Emails
  • No additional “Plug In” integrations needed
  • All Features of Casey Chats Pro + CRM included
  • $700/mo

    $2,500 set up

The following information about your law firm is needed:

Default Contract Information

SimplyConvert provides each newly signed client with a personalized “hand off” letter introducing your firm. Please provide us with the name of one attorney and one legal assistant that could be reached by clients. This “default” information can be changed by practice area/litigation later.

Default Attorney:

Default Assistant:

CONGRATS! WE HAVE ENOUGH INFORMATION TO PLACE “CASEY” ON YOUR WEBSITE!

BUT, IN ORDER TO MAXIMIZE CLIENT CONVERSIONS, WE NEED TO CUSTOMIZE THE BOT TO SELL YOUR FIRM! CUSTOMIZATION IS INCLUDED IN YOUR SET UP AND WE OFFER TWO CONVENIENT WAYS TO DO THIS – EITHER COMPLETE THE FORM BELOW ON YOUR OWN TIME OR SCHEDULE A 1 HOUR PHONE CALL WHERE WE WILL WALK YOU THROUGH THE CUSTOMIZATION PROCESS.

or Continue Below

Branding

Default

By Default, our bot uses “Casey” and the invite to chat says “Click to Chat with Casey”. If you would like to change this, please upload a picture and tell us what you would like the call to action to say.

Casey

Customization

SimplyConvert will add “Virtual Legal Assistant” to the bot so users understand they are not speaking to a lawyer.

Users

Each SimplyConvert user has the opportunity to receive both email and text notifications in realtime. The emails/cell phone numbers provided here are not shared with clients.

Default

Notifications are sent ONLY to the "Default Attorney" and "Default Assistant" at the emails and numbers provided above.

Customization

SimplyConvert will never charge by the user because we believe a great client relationship management system is one that is used by everyone. We encourage you to include any lawyer, legal assistant, intake specialist or administrator that talks to potential clients prior to signing a contract. You can always add more people later.

Contracts

Default
Contract

SimplyConvert uses default contracts, merged with your firm information, unless you provide us with your own. Review these contracts here: Personal Injury SSD

SOL Letter

SimplyConvert requires new clients to sign a Statute of limitations letter stating that they understand a more detailed analysis of SOL is required. Review this SOL letter here.

If you would like for us to remove the SOL Letter, please check this box:


Customization
Different Fee Arrangements

Each litigation/Practice area that does not follow the above fee arrangement (requires a fee split in the contract and/or should introduce a different "custom" attorney/assistant) should be noted below. These changes can also be made later.

Custom Attorney:

Custom Assistant:

Automated Contracts

SimplyConvert’s bot “Casey” is built to talk to your clients about 50 different practice areas/litigations (and the list is growing). Some of these litigations/practice areas have the ability to send automated contracts to qualified clients. Below is the current list of litigation areas that can send automated contracts on your firm’s behalf. AUTOMATED CONTRACTS ARE SET TO “OFF” UNLESS YOU SPECIFY YOU WANT CONTRACTS “ON” BELOW.

Drugs

Diabetes Drugs
Gadolinium
Invokana
Incretin Mimemics (Victoza, Januvia, Byetta, etc.)
Onglyza
Pradaxa
Proton Pump Inhibitors (Heartburn Medicine)
Risperdal
Taxotere
Uloric
Valsartan
Zofran
Zostavax/Shingles Vaccine

Premises Liability

Slip and Fall
Construction

Medical Devices

Essure
Heater Cooler
Hernia Mesh
Hip Replacement
IVC Filter
Shoulder Replacement
3M Ear Plug

Toxic Exposure

Asbestos
Diacetyl
Paraquat
Roundup
Talcum Powder

Moving Vehicle Injury

Automobile
Bicycle
Motorcycle
Uber/Lyft/Rideshare
Truck

Other Personal Injury

Daycare Abuse/Neglect
Nursing Home Abuse/Neglect
Workers Compensation

Stand Alone Suites

Social Security Disability

Please note that you can make changes to this setting any time.

Installation

Casey is an “all knowing” bot and will begin conversations very generally before asking specific questions about practice areas/litigations. This is the default bot that will be on every website page by default.

Casey is also able to jump directly into questions about any of the litigations she knows. We call these “starting points”.

Default

Use "All Knowing" bot everywhere.

Customization

Designate website pages to use "starting points" instead of "all knowing".

For example, this is a page we set up with a “Roundup starting point”.

Ex:


Please list web pages you would like to use with custom "starting points":