Slatewell Description
Customize and automate the entire workflow - capture client data, manage documents and track progress from a single place. Work together with your firm, the client, their financial advisor, or CPA. Slatewell's features are designed to encourage collaboration, including custom portals for each client. Create digital intake forms for clients or use them to standardize processes. Notifications and reminders are built in to ensure that the questionnaires are completed. Ask for feedback from professionals outside your firm, assign tasks to members of your team, and keep track what has been done and what is next. Use state-specific probate forms to create petitions of proclamation, ancillary documentation, beneficiary letters, etc. Upload any PDF to create custom workflows.
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Now available - Intake Pro!
- Automatically process incoming leads from call-ins or web sources, and send notifications to clients
- Generate and send a retainer, referral, or rejection letter with the click of a button
- Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities
- Schedule automated emails, send SMS messages, and keep leads warm
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Lexion
Lexion integrates and synchronizes contracts across your systems to create a single source for truth. It is tedious and slow to manually track vital information. Lexion's AI finds the information you need automatically and gives you tools for verification. Reduce time spent on manual review, data entry and common contract questions. To assess compliance, pull up reports. Prepare for audits, financing, or M&A. You should have plenty of notice to cancel or renegotiate contracts. Our white-glove Onboarding provides a fully organized repository for contracts with key terms populated by Lexion’s AI. From the ground up, Lexion is designed with enterprise security, performance, SLA requirements, and enterprise security. Lexion was developed at an acclaimed AI research institute and is funded by a prominent venture fund. Our team is a proven success story in building innovative companies and cutting-edge AI products. We also have the ability to create productivity applications that people want and love.
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Integrations
No Integrations at this time
Company Details
Company:
Slatewell
Year Founded:
2021
Headquarters:
United States
Website:
www.getslatewell.com
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Product Details
Platforms
SaaS
Customer Support
Online
Slatewell Features and Options
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