Helping your firm win new clients

Convert more enquiries into paying clients and boost the reputation of your law firm with our specialist end-to-end digital onboarding software solution.

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Legal software that makes winning new business easy

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Outperform your competition  

Convert2Client is a complete software solution built for modern lawyers looking to maximise their time and win more clients.

The solution you need to make capturing and progressing enquiries quicker, onboarding and communicating with clients effortless and managing a case through to completion efficient.

Convert2Client will help you…

Capture every enquiry

Win more business by offering a quick, transparent service. Capture all web, phone and email leads, for any area of law, in one system so opportunities are never missed.

  • Customisable enquiry capture forms so you can capture all phone and email enquiries
  • Instant conveyancing quote calculators
  • Generate leads through your website 24/7
  • Online portals for referrers to forward new leads
  • Automate timely follow-up communications
  • Visibility of all incoming enquiries in one legal CRM platform
  • Smart dashboards and reports for performance analysis

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Enquiry Management
Convert more leads into paying clients

Convert more enquiries into clients

Gain full visibility of all your enquiries with Convert2client. Follow-up, check-in and build relationships with clients so opportunities are never missed.

  • Automate SMS and email follow-up communications
  • Offer a personal and responsive service to potential clients
  • Communicate with your customers when they need you with a website chatbot
  • Helpful dashboard to easily keep track of leads
  • Automate and digitalise the onboarding process with our secure client web portal
  • Manage a case from start to finish in Convert2Client

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Communicate effectively

Clients are looking for a transparent and effective service and without the right digital tools, it’s impossible to compete with the top law firms on service. Build lasting relationships with your clients to enhance reputation and help you win more clients.

  • Offer online enquiry and quote form so you can serve clients when and where they need you
  • Client onboarding is digital and hassle-free
  • Offer clients a branded web portal to showcase your quality services
  • The secure web portal lets you updates clients and cases progression instantly
  • Schedule SMS and email communications in advance using branded templates for timely and personal follow-ups
  • Set key date reminders so you’re always ahead of schedule
  • 3rd party integrations that makes searches, forms and signing quick and easy

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Client portal software to provide quality client service

Provide first-class client service

Provide quick and effective communication with the Convert2Client secure web portal that enhances your service and puts you ahead of the competition.

  • Enhance your reputation by offering a branded client portal that allows you to collaborate and communicate securely
  • Self-service portals empowers the client and provides a stress-free experience
  • Send instant case updates from to the client portal
  • Securely send, receive and collaborate on documents
  • Automated workflows for quicker, seamless instruction
  • Automate questionnaires for a simple data capture process

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Reduce case management costs

Manage any case from initial enquiry to case completion in Convert2Client to reduce cost, save time and improve productivity.

  • Turn a quote into a case with one click
  • Onboard clients digitally without unnecessary delays or geographical restrictions
  • Run automated workflows to reduce administration burdens
  • Generate, manage and share documents digitally
  • Easily collaborate and communicate with clients
  • Pay-per-case model so your overhead costs are kept low
  • Increase productivity with the best software integrations

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Track and manage performance

Track and manage performance

Stay in control of your success with compete visibility of your clients, cases and performance. Smart dashboards, a centralised database and intelligent reporting gives you the insight you need to drive your firm forward.

  • Easy to use reporting tools give you the answers you need to make smarter, data-driven decisions
  • Smart dashboards provide real-time insights
  • A centralised database ensure accuracy so you can be confident in your data
  • Understand where you leads are coming from and how many you convert to improve performance

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Why use Convert2Client?  

To stay competitive, law firms need to operate with effective digital processes and Convert2Client provides a complete, specialist platform for managing legal enquiries, digitally onboarding clients and managing cases.

Enhance your reputation

Offer exceptional client service and compete with larger firms using Convert2Client. It provides the tool you need to offer quality service that elevates your brand and helps you win business.

Drive efficiencies

Remove the administrative tasks and processes that are involved in managing enquiries, winning business and onboarding clients. Easily offer 24/7 online services, automated enquiry processes and digital, effortless onboarding.

Increase revenue

Convert2Client can be implemented straight away and is simple to use so you can focus on growing your firm and start reducing costs, improving efficiencies, and increasing revenue straight away.

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Take your firm to the next level

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