Client Intake
Instant Case Evaluator: Engage, Qualify, & Convert Potential Clients — Instantly.
Effective client intake means capturing, qualifying, and converting leads seamlessly.
The Instant Case Evaluator empowers law firms to engage potential clients 24/7, guiding them through customized, criteria-based questions and immediately qualifying cases, ensuring every opportunity is maximized.
Your Law Firm’s Virtual Client Intake Assistant
SimplyConvert’s Instant Case Evaluator™ is an award-winning client intake solution designed to empower law firms to engage and qualify potential clients 24/7 across any online platform. This comprehensive tool streamlines the entire intake process, from initial engagement to case qualification and retention, optimizing workflow and saving your firm valuable time.
Potential clients interact through a responsive, conversational interface that captures contact information, assesses case criteria, and guides them through the intake process. The Instant Case Evaluator offers fully customizable chat scripts, tailored case criteria, and automated contract follow-up to ensure that every lead is efficiently evaluated and retained.
Its seamless integration with your CRM provides instant insights into lead status and qualification, allowing your team to prioritize high-value cases and enhance operational efficiency. By adopting the Instant Case Evaluator, your firm can increase client satisfaction, streamline intake, and boost conversion rates.
- 24/7 Client Engagement
- Automated Lead Qualification
- Attorney-Created Criteria
- Contract & Follow-Up Automation
- Customizable Chat Experience
- CRM Integration
Engage, Evaluate, and Retain Clients with Instant Case Evaluation™
Features Engineered to Convert Conversations into Clients
SimplyConvert’s Instant Case Evaluator turns conversations into clients with smart features designed to engage visitors, qualify leads, and streamline the intake process.
Instant Case Evaluator Video
Launching the interactive video grabs attention, establishes rapport, and collects information quickly. Use video at the beginning of conversations to introduce yourself and throughout interactions to maintain engagement and guide potential clients more effectively.
Drip Marketing Automation & Templated Emails
Automated drip campaigns and templated emails keep your firm top of mind by answering FAQs, explaining the legal process, and following up with potential clients who aren’t ready to sign immediately.
Automated Contracts
Automatically send contracts to qualified potential clients at the moment they’re ready to engage your law firm. With integrated e-sign, clients can securely sign retainer agreements without leaving the platform.
Click-to-Call
Potential clients can request a phone call directly from the Instant Case Evaluator™ chat, so they get immediate help and stay in the intake conversation.
Playbooks
Configure workflows to automate processes and instantly direct cases based on predefined criteria — by firm, litigation, or state-specific referral rules.
Notifications
Receive instant notifications for new clients by email or text, customized by litigation, so the right legal team can follow up without delay.
Multiple Formats to Meet Your Clients Everywhere
SimplyConvert’s Instant Case Evaluator can be seamlessly integrated into any of your online properties, offering a variety of deployment options to maximize client engagement and conversion.
Chatbot
SimplyConvert’s Instant Case Evaluator chatbot replaces traditional live chat, boosting engagement by up to 400% and helping evaluate cases 24/7/365.
- Ask the Right Questions
- Qualify with Precision
- Instant Notifications
- Prioritize Outreach
- Automation = More Signed Cases
Smart Contact Forms
Elevate your website’s contact forms from basic to brilliant.
- Looks Like a “Dumb” Form, Acts Like a Chatbot
- Centralized Lead Management
- Fully Customizable
Call Center Interface
Enhance your call center’s effectiveness with criteria-based scripts and automated guidance in real-time.
- Say Goodbye to Call Center Scripts
- Centralize All Calls in One CRM
- Ready to Use, No Training Required
- Seamless Call Tracking Integration
Conversational Landing Pages
Transform your landing pages into powerful conversion tools.
- Competitive Edge
- Start with a Conversation
- Guide the Conversation
- Build Trust with Instant Legal Guidance
- More Cases, Same Investment
Flexible Packages to Fit Every Firm
SimplyConvert offers tiered plans designed to meet the unique needs of any law firm, providing scalable solutions to grow with your practice.
Starter
Instant Case Evaluator VideoEssential intake tools to capture leads. Start gathering the information you need to evaluate a case.
- Lead capture chatbot
- Smart contact forms
- Instant Case Evaluator Video
- CRM Starter real-time lead management dashboard
- Custom branding
- Duplicate check
- Click-to-call
- Google Analytics (GA4) integration
- Basic integrations
- Unlimited law firm users, unlimited leads
Professional
Automatic screening and closing of unqualified leads to focus your efforts on qualified clients.
- Instant Case Evaluator Starter, plus:
- Instant Case Evaluator chatbot with criteria-based evaluation
- Auto-reject unqualified leads
- Auto-capture those that require further information
- Case criteria for all litigations and practice areas
- Notifications
- Statute of Limitations Check
- Real-time reporting and analytics
- Facebook conversions API and marketing analytics
- API integrations
Premium
CaseHQ Starter Included24/7 engagement with instant recognition and faster conversion of qualified leads into clients.
- Instant Case Evaluator Professional, plus:
- CaseHQ Starter
- Auto-convert qualified clients, with available automated contracts
- Criteria-based conversational landing pages
- Call Center Integration for inbound call agents
- Contact info authentication for qualified clients
- Drip marketing automation and templated emails
- Playbooks workflow automation
Engage, Qualify, and Retain with Ease
SimplyConvert empowers your firm to connect with clients 24/7, qualify cases accurately, and secure signed clients faster through smart automation.
Engage
Connect with potential clients 24/7, providing instant guidance whenever they visit your site.
Qualify
Use expert-created criteria to determine if your firm can assist each potential client, ensuring accurate case qualification from the start.
Sign Clients
Use automation to speed up retention with drip marketing and e-sign contracts, securing qualified clients with minimal manual effort.
Case Evaluation Criteria
Start with the right client intake questions, using pre-built case criteria developed in conjunction with leading attorneys in over 125 litigations and practice areas.
As litigations develop, criteria updates in real time. Whether you are entering a new practice area or expanding your caseload, you can be set up to start taking cases in minutes.
- Automated Lead Ranking
- Real-Time Criteria Updates
- Minutes to Setup New Litigation
Customize to Match Your Firm’s Branding
SimplyConvert’s chatbot and contact forms can be fully tailored to your law firm’s branding, creating a seamless and professional client experience across all digital touchpoints.
Design your own themes or start from prebuilt global themes that can be customized to fit your firm’s colors, ensuring a consistent and professional visual experience for clients.
Personalize the window invite message to better engage website visitors, using language that resonates with your brand’s voice.
Use custom CSS to modify the appearance of SmartForms, aligning them with your website’s design for a cohesive look and feel.
Add a custom image to the chat invite, using your firm’s logo or another branded graphic to boost recognition.
Engage visitors with a personalized video invite, allowing them to hear directly from your firm and setting a welcoming tone.
Choose from different chatbot layouts (phone style, full side, or modal) to ensure the chat interface matches your website’s design and user experience.
Control how and when chat popups appear, customizing settings to align with your marketing strategies and user behavior patterns.
Advanced Tools for High Quality Leads and Smarter Marketing
Enhance lead quality, prevent fraud, and optimize marketing efforts with advanced features like client authentication, data checks, and seamless analytics integration.
Client Authentication
Protect against fraudulent leads and spammers and ensure you have accurate contact information by requiring potential clients to verify their email addresses and phone numbers, giving you multiple ways to stay in touch.
Statute of Limitations Check
Ensure timely filing and compliance and prevent your firm from signing a case where the statute of limitations has already passed. This feature can be customized by practice area or litigation to ensure that cases are filed within the legal timeframe, safeguarding your firm from potential compliance issues.
Duplicate Check
Detect, merge, and prevent duplicate records in your client management dashboard, ensuring that your data remains clean.
Google Analytics (GA4) Integration
The system identifies GA4 tags and sends event data, enabling comprehensive tracking of client behavior. GA4 helps you measure traffic and engagement across your website and app, allowing you to refine digital strategies, optimize campaigns, and boost your online presence.
Facebook Conversions API and Marketing Analytics
Track your Facebook leads and analyze the effectiveness of your social ads, allowing you to optimize your marketing strategies and budget.
We’re Here To Answer Your Questions
SimplyConvert provides automated client intake, CRM, referral platforms, client portals, reporting dashboards, and data management.
The platform automates and streamlines client intake, reducing errors and improving client satisfaction with quicker, more accurate responses.
Live chat replacements, contact form replacements, call center integration, and conversational landing pages.
Yes. The referral platform facilitates case transfers, real-time status tracking, and referral fee splits.
Clear data on firm performance, data-driven decision-making, and better client outcomes.
Take Your Law Firm to the Next Level
SimplyConvert’s Instant Case Evaluator is the ultimate client intake solution, designed to elevate your law firm’s efficiency and client engagement.
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