Data-Informed Business Strategy
Getting real-time data feedback has revolutionized Matthew’s ability to evaluate the firm’s business trends. He can easily track how many leads convert to consultations, and how many of those consultations convert to clients. The Lawmatics Reporting Dashboard also gives Matthew a breakdown of marketing campaign performance. By monitoring monthly net client count and campaign ROI, Matthew can easily course correct on marketing and intake as needed.
Despite a high volume of leads, Sullivan Law’s intake staff now spends less time on paperwork than ever. Automations allow for quick delivery of intake forms and documents, offering potential clients a seamless experience with instructions for next steps sent directly to their inbox at every stage of the intake process. “Our pipeline is long, but it’s also a very segmented process with steps throughout that we can keep the client informed of where they are in the process.”
Automatic follow-ups save time and keep clients in the loop. Automatic triggers throughout the client intake process reduce lag and notify staff of hot lead actions — such as when a potential client downloads a resource from the website. “Everyone's on the same page. You see exactly what stage they're in, what documents are still needed, what information is still needed, rather than having to do a lot of manual follow ups, not just externally, but also internally.”
Forms and custom fields allow Matthew to capture the information his firm needs – no more, no less. Customizing reports and automations gives them flexibility to adapt and optimize their process for the client experience without repetitive, manual data entry. With Lawmatics, Sullivan Law & Associates can keep their client details organized and easily accessible to anyone on the team so that nothing slips through the cracks.