Relationships in one lawyer's head
When that lawyer leaves the relationships leave.
Clients, prospects, referrals. Every relationship tracked.
When that lawyer leaves the relationships leave.
You meant to follow up. You didn't.
How many matters in the funnel? Nobody knows.
Two systems. Same data. Always out of sync.
Can't tell who brought in what business.
Prospects and clients in one place.
Never drop a referral.
Opportunity stages, forecast, conversion.
One system. Same data.
See who brought in the business.
Urmăriți relațiile și acțiunile ulterioare fără a pierde firul.
Available inside HAQQ across chat, mobile, and eFirm workflows.
Actualizările rămân asociate dosarelor, astfel încât nimic nu se pierde în căsuțele de e-mail.
Totul se află acolo unde îi este locul, astfel încât echipa rămâne aliniată și munca avansează.
From email, intake, referrals.
Every touch logged.
Opportunities and stages.
Reminders and sequences.
Credit where due.
Yes. Microsoft Outlook.
Yes. Referrer attribution per matter.
Basic sequences included. Advanced via Mailchimp/HubSpot integration.
Yes. Enrichment via integrated providers.
Digital intake forms, KYC checks, and compliance. All automated.
See the workflowEmails, messages, and calls. All linked to the right matter.
See the workflowUtilization, profitability, and matter health. One dashboard.
See the workflow