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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

RECORD is an innovative personal injury application designed to assist clients in enhancing the value of their cases. With features ranging from automated onboarding processes to comprehensive tracking of treatments, RECORD empowers users to efficiently handle each case with effectiveness. It effortlessly integrates with your existing case management platform, serving as a centralized hub for monitoring both cases and treatments. Additionally, any information inputted into the RECORD app is automatically synced with your preferred case management systems, ensuring a smooth workflow. This streamlined approach not only saves time but also helps in maintaining accurate records throughout the legal process.

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

Screenshots View All

No images available

Screenshots View All

Integrations

CSS
Clio

Integrations

CSS
Clio

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

RECORD

Founded

2022

Country

United States

Website

www.recordclient.com

Vendor Details

Company Name

SimplyConvert LLC

Founded

2020

Country

United States

Website

simplyconvert.com

Product Features

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SimplyConvert LLC