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SimplyConvert | Automation tools put every step of the intake process on autopilot
SimplyConvert offers automated legal intake and case management tools, helping law firms streamline client onboarding, data handling, and workflow processes.
Automate legal client intake from start to finish
SimplyConvert is designed to help law firms automate the entire client intake process, from the first conversation to a signed contract. With a focus on legal professionals, the platform streamlines every step of case management, making it easier to reach, convert, and manage potential clients efficiently.
You can use SimplyConvert’s AI-powered tools to handle client onboarding, manage referrals, and maintain secure data for real-time insights. Features like automated intake, a CRM, client portal, and reporting dashboards are all built to reduce manual work and improve your workflow. It’s especially useful for firms handling mass torts or high-volume cases, letting you focus more on clients and less on paperwork.
Whether you want to replace live chat, automate contact forms, or integrate with call centers, SimplyConvert brings together everything you need to modernize your legal intake and case resolution process.
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