Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee and work together on business workflows from their initial stages to final resolution using a secure and adaptable web platform. Ensure all vital information is documented and accessible for you and your team to track essential details. Transfer the case to a specific team, area, or individual to gather more information or assign ownership appropriately. Review all interactions, including comments, attachments, and the history of the case leading to its resolution, all in one place. Eliminate the hassle of switching between different programs or windows, as everything you need can be found within the case. Recognizing that each industry has unique processes, Followit allows for extensive customization to suit your specific business requirements, even accommodating unstructured processes. How can you determine the efficiency of your employees or the effectiveness of your processes? What strategies can you employ to identify bottlenecks? With over 12 reporting options for cases, as well as filters and employee KPIs that analyze data from broad to specific perspectives, you’ll gain valuable insights into your operations. This comprehensive approach not only streamlines your workflow but also enhances overall productivity.
Description
SimplyConvert stands out as the leading legal technology platform designed to attract and convert prospective clients, optimize case management from the initial intake to the final resolution, and ensure secure data handling for immediate analysis. Established by a mass tort attorney and enhanced with the expertise of legal professionals and developers, SimplyConvert automates every aspect of the intake process—ranging from client onboarding to case filing and resolution. Our round-the-clock automated client intake chatbot assesses cases continuously, utilizing lawyer-defined criteria for evaluation. This system not only auto-retains qualified clients but also automatically dismisses unqualified leads. Tailored specifically for law firms, our comprehensive CRM empowers you to effectively manage relationships with both prospective and existing clients while keeping all their information systematically organized. You can selectively retain the cases you choose to pursue and refer out those that don't meet your criteria. Furthermore, monitor communications and fee agreements to ensure everyone remains informed with up-to-date reporting, which enhances overall operational efficiency. This innovative approach allows legal professionals to focus more on their core tasks while maintaining an organized and efficient workflow.
API Access
Has API
No
API Access
Has API
No
Integrations
CSS
No
Clio
No
Google Chrome
Yes
Microsoft Azure
Yes
Slack
Yes
Integrations
CSS
Yes
Clio
Yes
Google Chrome
No
Microsoft Azure
No
Slack
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$250 minimum monthly fee
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Followit
Founded
2015
Website
www.followit.com
Vendor Details
Company Name
SimplyConvert LLC
Founded
2020
Country
United States
Website
simplyconvert.com
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No