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Description
Accelerate the process of reviewing and approving invoices, ensuring that billing is both clean and compliant in real-time, while reducing the time it takes to send out bills by more than five times! Enhance your invoice management by achieving compliance with billing guidelines in real-time and fully automating your UTBMS coding. This eliminates tedious tasks and streamlines operations. Experience a comprehensive AI-driven invoice and matter management system that allows for easy editing, merging, combining, and converting of LEDES 1998B invoices effortlessly. Additionally, it automates the client intake process, including conducting preliminary conflict checks, and offers real-time insights and alerts regarding budgeting. With these features, you can significantly improve efficiency and accuracy in your billing processes.
Description
SimplyConvert stands out as the leading legal technology platform designed to attract and convert prospective clients, optimize case management from the initial intake to the final resolution, and ensure secure data handling for immediate analysis. Established by a mass tort attorney and enhanced with the expertise of legal professionals and developers, SimplyConvert automates every aspect of the intake process—ranging from client onboarding to case filing and resolution. Our round-the-clock automated client intake chatbot assesses cases continuously, utilizing lawyer-defined criteria for evaluation. This system not only auto-retains qualified clients but also automatically dismisses unqualified leads. Tailored specifically for law firms, our comprehensive CRM empowers you to effectively manage relationships with both prospective and existing clients while keeping all their information systematically organized. You can selectively retain the cases you choose to pursue and refer out those that don't meet your criteria. Furthermore, monitor communications and fee agreements to ensure everyone remains informed with up-to-date reporting, which enhances overall operational efficiency. This innovative approach allows legal professionals to focus more on their core tasks while maintaining an organized and efficient workflow.
API Access
Has API
API Access
Has API
Integrations
CSS
Clio
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$250 minimum monthly fee
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
EffortlessLegal
Country
United States
Website
effortlesslegal.com
Vendor Details
Company Name
SimplyConvert LLC
Founded
2020
Country
United States
Website
simplyconvert.com
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking