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Description
Clients seek documents that are straightforward, succinct, and impactful. Our drafting tools, designed by lawyers specifically for their peers, help you save time and minimize expensive mistakes. While it’s clear that a robust workflow system is essential, understanding its importance doesn’t directly translate into creating or executing one. As a lawyer, your plate is already full with urgent matters and clients requiring your immediate focus, leaving little room for administrative tasks. BeyondCounsel offers a proven workflow system that guides your estate planning prospects from their first interaction with you, through all phases of their case, and culminates in file closure along with positive feedback and referrals. In the following sections, we will outline the steps of the workflow system we've designed to enhance your productivity and efficiently handle your estate planning cases, ensuring that you can focus more on your clients and less on operational hurdles. By implementing this system, you can expect to see improved client satisfaction and more streamlined processes.
Description
LegalMatch offers attorneys a continuous influx of prospective client leads. When a potential client submits their case to the platform, attorneys receive a notification via email almost immediately, alerting them to a new opportunity within their practice area. They can access and evaluate the case details in real-time from their smartphones, allowing them to quickly determine whether they wish to take on the case. If they opt to proceed, attorneys can swiftly reach out to the potential client directly. Many successful LegalMatch attorneys are known to respond within an hour of the case being listed. Once a response is sent, the client is promptly informed through email, phone, or text that an attorney has shown interest. Should the potential client feel that the attorney is a suitable match for their needs, they will get in touch via the provided email or office phone number to arrange an initial consultation. This consultation can be conducted over the phone, through an online platform, or in person, depending on mutual availability and preference. This streamlined process not only enhances client accessibility but also fosters timely connections between attorneys and prospective clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Beyond Counsel
Country
United States
Website
beyondcounsel.io
Vendor Details
Company Name
LegalMatch
Founded
1999
Country
United States
Website
www.legalmatch.com/attorneys/how-it-works.html
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control