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SimplyConvert

SimplyConvert streamlines the process of client intake through intelligent forms and advanced chatbots designed for legal use, allowing for immediate lead quali...

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SimplyConvert streamlines the process of client intake through intelligent forms and advanced chatbots designed for legal use, allowing for immediate lead quali...

Watch Demo Get Pricing
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Product Overview

SimplyConvert streamlines the process of client intake through intelligent forms and advanced chatbots designed for legal use, allowing for immediate lead qualification and securing retainers without needing staff involvement. Although the initial configuration may need some tailoring to align with your firm's specific requirements, the benefits in efficiency over time are significant. This solution is ideal for firms dealing with a large number of inquiries.

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Product Details

What Is SimplyConvert?

SimplyConvert is a cutting-edge automated client intake solution tailored specifically for legal practices. Its primary aim is to engage, assess, and convert prospective clients through an advanced chatbot and interactive forms. Developed with criteria established by lawyers, the system can quickly analyze cases, allowing firms to automatically dismiss unqualified leads while securing retainers from suitable clients through integrated e-signature contracts. This innovation enhances the intake workflow, enabling legal professionals to concentrate on more significant cases instead of tedious manual evaluations.

SimplyConvert Pricing

Organizations can select from these SimplyConvert pricing tiers:

  • Client Intake Platform and Case HQ Client Portal:

    • Starter - Custom pricing

    • Professional - Custom pricing

    • Premium - Custom pricing

  • Mass Torts 360:

    • Camp Lejeune - Custom pricing

    • BSA - Custom pricing

Reach out to us today for a tailored SimplyConvert cost estimate based on your organization's unique requirements!

Please note: Pricing is subject to change.

SimplyConvert Integrations

This software seamlessly integrates with a variety of third-party applications and systems, including:

  • Google Analytics

  • Captorra

  • Filevine

  • SmartAdvocate

  • Litify

  • CallTrackingMetrics

Schedule a demo of SimplyConvert to discover more about its functionalities.

Who Is SimplyConvert For?

SimplyConvert caters to a diverse array of industries and sectors, such as:

  • Healthcare

  • Legal

  • Finance

  • Pharmaceuticals

  • Environmental Health and Safety

Is SimplyConvert Right For You?

This award-winning platform addresses a critical challenge faced by contemporary law firms: efficiently capturing and converting leads. Its prominent feature is the 24/7 automated intake system, which serves as a filter to qualify clients and even facilitates e-contract signing—often before your team is aware of the incoming lead. This automation proves especially beneficial for personal injury and mass tort firms managing large volumes of inquiries. The platform has garnered accolades for its innovative approach, winning the ‘Chatbot Solution of the Year’ from LegalTech Breakthrough in 2024 and being recognized as a finalist in the 2024 ALM International Legal Innovation & Technology Awards.

If you're still uncertain whether SimplyConvert is the right solution for you, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✔ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✔ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✔ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✔ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✔ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✘ document automationassembly
✘ attendance and time tracking
✔ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Boosts client intake conversion performance
  • ✔ Streamlines referral partner workflow automation
  • ✔ Real-time insights via custom dashboards

Cons

  • ✘ Constant updates may reduce feature adaption
  • ✘ Customer support time may vary at times

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, the software provides API access.

Yes, it supports iOS mobile app.

SimplyConvert features are suitable for businesses operating in various industries and sectors such as healthcare, legal, finance, pharmaceuticals, and environmental health and safety.

It integrates with various third-party tools, such as Google Analytics, Captorra, Filevine, SmartAdvocate, Litify, and CallTrackingMetrics.

SimplyConvert offers support via the ticket system.

The platform supports the English language.

The vendor offers modular price plans. These include Client Intake Platform and Case HQ Client Portal as Starter (custom pricing), Professional (custom pricing), Premium (custom pricing), and Mass Torts 360 packages as Camp Lejeune and BSA (custom pricing). Get in touch for a personalized SimplyConvert pricing plan based on your business’s specific needs!