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HomeAutomated lead follow-up with email/SMS remindersadmi

Author: admi

Client Intake and Lead Management

Automated lead follow-up with email/SMS reminders

admiJuly 6, 20251 min read
Client Intake and Lead Management

Assigning leads to attorneys or paralegals automatically

admiJuly 6, 20251 min read
Client Intake and Lead Management

Appointment scheduling and confirmation emails

admiJuly 6, 20251 min read
Case Management and Communication

Task creation and reminders based on case milestones

admiJuly 6, 20251 min read
Case Management and Communication

Syncing court dates and deadlines with attorney calendars

admiJuly 6, 20251 min read
Case Management and Communication

Monitoring court docket updates and syncing to case files

admiJuly 6, 20251 min read
Case Management and Communication

Internal team messaging triggered by case events

admiJuly 6, 20251 min read
Case Management and Communication

Generating and sending retainer agreements/contracts

admiJuly 6, 20251 min read
Case Management and Communication

Evidence/document request automation to clients

admiJuly 6, 20251 min read
Case Management and Communication

Case file organization and backup in cloud storage

admiJuly 6, 20251 min read
Case Management and Communication

Bulk client messaging for urgent legal updates

admiJuly 6, 20251 min read
Case Management and Communication

Automated client check-ins and feedback requests

admiJuly 6, 20251 min read
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Automate Done For You
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    • Religious
  • Lead gen
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  • Use cases
  • FAQ
  • Contact
Get Started