Automate
Client Communication

Send discovery questions via text & allow technology to manage responses 24/7.

Text-Enabled Automation for Clients

Improve Client Response Times

Boost client response times up to 70%.

Send and recieve client responses via text or email
24/7 response management from anywhere, anytime
Clients can use their preferred communication channel

Streamline Response Management

Eliminate time-consuming calls & follow-up.

Auto-insert client responses into discovery documents
Track responses & schedule client reminder notifications
Maximize time savings with automation technology

Adaptive Innovation

Offer forward-thinking tools that elevate your firm.

Leverage cutting-edge tools to automate tasks
Provide flexible options that fit client schedules and needs
Enhance client satisfaction with advanced technology

READY TO SAVE TIME?

Get a sneak peek at the future for your law firm.

Request A Demo

How Client Response Automation Works

Simplify client responses with flexible communication tools.

STEP 1

Send Questions to Your Client

Select the discovery questions that you would like your client to answer. Send them instantly via text & email with a few clicks.

STEP 2

Automate Client Reminders

Enable notifications that automatically remind clients to respond to unanswered questions. You have the flexibility to set the frequency and duration.

STEP 3

Automated Response Management

Increase efficiency as client responses automatically populate into the relevant sections of your discovery document. Say goodbye to manual entry and copy & paste!