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Integrations

Track the right data to create efficiency and grow your law firm.

Our CRM/CMS Integrations Keeping Your Law Firm Organized And Your Clients’ Information Secure

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Benefits Of CRM/CMS Integrations Save Time And Increase Revenue With Business Automation

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Streamline Processes

Make client intake, sales and marketing, case management and staff performance tracking easier and more transparent through automation.

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Retain More Clients

Keep client data stored in a safe and easily accessible database to improve communication and build better working relationships.

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Know Your Numbers

Generate reports to monitor revenue, identify opportunities for growth and zero-in on intake errors for sounder decision-making.

How We Use Integrations Providing The Back-End Administrative Support You Need

1. Track Call Statistics

We provide you with the call data you need to understand how well your lead generation and intake efforts are working – from the number of calls received to call duration and outcome, high-volume times and average number of outbound calls it takes to bring a client from contact to contract.

2. Share Lead & Intake Data

You’ll get all the important potential and new client information sent directly to your CRM, along with detailed lead intake notes that make it possible to evaluate trends in lead behavior and lead quality by source. With enough data, you can improve and perfect your intake process over time.

3. Post Key Insights

Growing a law firm starts with understanding where opportunities lie. Our legal intake specialists track analytics like response times and calls and inquiries by marketing source, so that you know where to invest more time, money and valuable resources – and, more importantly, where not to.

attorney using legal tech to grow law firm

4. Email New Client Information

After completing a call, Alert Communications sends files directly to your chosen CRM or CMS software, so the most accurate information is always right at your fingertips. New client data goes right into your system, making it a hands-off and trouble-free experience for your entire team

5. Send Signed Contracts

Retainer contracts and HIPAA forms are sent out to potential clients via text, email for e-sign or FedEx for a wet signature. And once we’ve converted the right opportunities into clients, we’ll send out the signed contracts to both parties – then follow-up with a professional welcome email.

6. Reporting & Analytics

The intake process generates high volumes of data and by monitoring the right information, you can identify the highest-performing revenue sources for your law firm, home in on the best opportunities for growth, pinpoint and troubleshoot repeated intake errors, and make smarter financial forecasts.

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