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.
$1,000 set up
$2,500 set up
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.
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.
SimplyConvert will add “Virtual Legal Assistant” to the bot so users understand they are not speaking to a lawyer.
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.
Notifications are sent ONLY to the "Default Attorney" and "Default Assistant" at the emails and numbers provided above.
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.
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:
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.
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.
Incretin Mimemics (Victoza, Januvia, Byetta, etc.)
Proton Pump Inhibitors (Heartburn Medicine)
Slip and Fall
3M Ear Plug
Moving Vehicle Injury
Other Personal Injury
Nursing Home Abuse/Neglect
Stand Alone Suites
Social Security Disability
Please note that you can make changes to this setting any time.
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”.
Use "All Knowing" bot everywhere.
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”.
Please list web pages you would like to use with custom "starting points":