Law firms
Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Epic
For law firms
New client onboarder
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
- DocuSign
- Clio
- LawPay
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen you say yes to a new client
- 1Fill your engagement letter template from the intakeDocuSign
- 2Draft the retainer request at the amount you setLawPay
- 3Ask you first before the letter and request go outHe asks you first
- 4Send the letter through DocuSign for signatureDocuSign
- 5Open the matter in Clio once it is signedClio
- 6Send the retainer request with a LawPay linkLawPay
- 7Text you when it is signed and the retainer is in
- What you getA signed engagement letter, an open matter in Clio and a retainer request out, all after your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
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Late bill chaser
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
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Review manager
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.