使用共享, 在线进气形式, 电子标签批准, and document automation to turn your firm’s client intake process into a simple, 云中的组织系统.
Enable effortless appointment booking with Clio Scheduler—and integrate it with 博狗体育在线管理’s Payments functionality to accept payment before you meet and reduce the risk of no-shows.
Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on what matters most.
Manage your contacts and email lists with a cloud-based legal CRM to ensure that no relationship or business opportunity falls through the cracks.
“Set and forget” essential aspects of client retention and communication—like client intake, 预约提醒和邮件跟进.了解更多
搜索, 标签, 并过滤您的联系人列表, so you can easily access your entire contact database whenever and wherever you need to.
View potential clients in one centralized location with 博狗体育在线成长’s robust Matter Pipeline. 同步Clio增长与您的网站, 虚拟的接待员, and other marketing channels so potential clients show up in your Lead Inbox automatically.
Create custom intake forms (or have us build them for you), and then share the forms online via email and SMS—or post them on your website—so potential new clients can submit their information straight into 博狗体育在线成长.
Gain valuable data insights with 博狗体育在线成长’s in-depth reporting metrics. 学习 how potential clients find you, and which referrals generate the most revenue.了解更多