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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Streamline AI is an advanced platform designed for in-house legal teams, focusing on intelligent intake, triage, and workflow automation. It offers self-service solutions tailored to your specifications and is not intended to replace legal representation by a law firm. The platform includes features like AI-driven contract analysis, automation of workflows, matter management, comprehensive analytics, and seamless integration with existing systems. With its no-code functionality, Streamline AI empowers users to design personalized intake forms that respond to user inputs, efficiently directing requests to expedite the review and approval processes. By centralizing all incoming requests, the platform serves as a single source of truth, enabling effective management of legal issues from initiation to resolution, while also providing real-time insights into request categories, current review phases, and approval progress. Furthermore, Streamline AI enhances collaboration between legal departments and business stakeholders by offering a unified space for all request details and communication threads, fostering better interactions and transparency throughout the process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
CSS
Clio
Docusign
Google Drive
Google Workspace
Ironclad
Microsoft OneDrive
Microsoft SharePoint
Okta
OneLogin
PingOne Protect
Salesforce
Slack

Integrations

Active Directory
CSS
Clio
Docusign
Google Drive
Google Workspace
Ironclad
Microsoft OneDrive
Microsoft SharePoint
Okta
OneLogin
PingOne Protect
Salesforce
Slack

Pricing Details

$250 minimum monthly fee
Free Trial
Free Version

Pricing Details

No price information available.
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

SimplyConvert LLC

Founded

2020

Country

United States

Website

simplyconvert.com

Vendor Details

Company Name

Streamline AI

Country

United States

Website

www.streamline.ai/

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