SimplyConvert

star star star star star 0.0 (0 reviews) | Legal Software · Case Management Software

Boost your firm's efficiency with SimplyConvert, automating client intake and qualifying leads instantly with smart forms and chatbots.

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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.

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

cancel Dashboard

cancel Invoicing

cancel Redaction

cancel Reporting

cancel Automation

cancel Dashboards

cancel eDiscovery

cancel e‑Signature

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

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cancel Audit Trails

cancel File Sharing

cancel Sales Orders

cancel Telemedicine

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cancel Clio Software

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cancel Mobile Access

cancel Time Tracking

cancel Learner Portal

cancel Sales Tracking

cancel Tax Management

check_circle Case Management

cancel Lead Management

cancel Online Payments

cancel Rent Collection

cancel Task Management

cancel Asset Management

cancel Customer Support

cancel Expense Tracking

cancel Lease Management

cancel Legal Accounting

cancel Maintenance Logs

cancel Order Fulfilment

cancel Order Management

cancel Sales Automation

cancel Trust Accounting

cancel Activity Tracking

cancel Billing Invoicing

cancel Budget Management

cancel Claims Management

cancel Client Management

cancel Context Awareness

cancel Data Import/Export

cancel Document Analyzer

cancel Email Integration

cancel Project Templates

cancel Safety Management

cancel Sales Forecasting

cancel Tenant Management

cancel Vendor Management

cancel Activity Dashboard

cancel Applicant Tracking

cancel Contact Management

cancel Content Scheduling

cancel Content Versioning

cancel Data Visualization

cancel Demand Forecasting

cancel Invoice Management

cancel Meeting Scheduling

cancel Payroll Processing

cancel Project Management

cancel Project Scheduling

cancel Returns Management

cancel Visual Recognition

cancel AI-Powered Insights

cancel Alerts/Notifications

cancel Attendance Tracking

cancel Bank Reconciliation

cancel Collaboration Tools

cancel Compliance & Security

cancel Compliance Tracking

cancel Document automation

check_circle Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Facility Management

cancel Financial Reporting

cancel Incident Management

cancel Property Accounting

cancel Reporting & Analytics

cancel Resource Allocation

cancel Template Management

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check_circle Workflow Automation

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cancel Client Communication

cancel Financial Management

cancel Inventory Management

cancel Maintenance Requests

cancel Merchandise Transfer

cancel Patient Demographics

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cancel Smart Data Discovery

cancel Warehouse Management

cancel Asynchronous Learning

cancel Billing And Invoicing

cancel Bot Design & Deployment

cancel Business Intelligence

check_circle Client Management (CRM)

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cancel E‑commerce Integration

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cancel Litigation Management

cancel Role-Based Permission

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cancel Legal Billing Software

cancel Legal Spend Management

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cancel Supply Chain Analytics

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cancel Benefits Administration

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cancel Mobile Access (Web-based)

cancel Predictive Capabilities

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cancel Self-Service Dashboards

cancel Supply Chain Management

cancel Alerts And Notifications

cancel Business Intelligence (BI)

cancel Case Management Software

cancel Deal Pipeline Management

cancel E-signature Capabilities

cancel Logistics & Transportation

cancel Manufacturing Management

cancel Media Library Management

cancel Multi-Channel Publishing

cancel Social Media Integration

cancel Training and Development

cancel Bot Design And Deployment

cancel Budgeting and Forecasting

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cancel Legal Workflow Automation

cancel Natural Language Dialogue

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cancel Account and Case Management

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cancel Customer Contact Management

cancel Document Automation/Assembly

cancel Attendance and Time Tracking

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cancel Court Calendaring Scheduling

cancel Document Automation / Assembly

cancel Employee Self-Service Portal

cancel Task and Activity Management

cancel Text To Speech & Speech To Text

cancel AI-Facilitated Legal Solutions

cancel Compliance and Risk Management

cancel Customizable Forms And Reports

cancel Human Resources Management (HRM)

cancel Sales and Marketing Automation

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cancel Customer Communication Tracking

cancel Employee Information Management

cancel Appointment Management/Scheduling

cancel Compliance And security Features

cancel Court Calendaring And Scheduling

cancel Customer Relationship Management

cancel Delivery Planning And Scheduling

cancel Integration with Marketing Tools

cancel Supplier Relationship Management

cancel Integration with Third-Party Apps

cancel Text to Speech And Speech To Text

cancel Client Relationship Management (CRM)

cancel Integration with Third-party Tools

cancel Legal Document Management Software

cancel Recruitment and Applicant Tracking

cancel Reporting and Analytics Dashboards

cancel Legal Knowledge Management Software

cancel Customer Relationship Management (CRM)

cancel Entity Extraction With Text Analytics

cancel Legal Calendaring And Docketing Software

cancel Content Creation and Editing Tools (WYSIWYG)

cancel Anomaly Detection and Predictive Maintenance

cancel Client Portal (eDiscovery portal for defense attorneys)

Pros & Cons

Pros

checkBoosts client intake conversion performance

checkStreamlines referral partner workflow automation

checkReal-time insights via custom dashboards

Cons

closeConstant updates may reduce feature adaption

closeCustomer support time may vary at times

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Frequently Asked Questions

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!

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