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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
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$250 minimum monthly fee
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management