Stay client-focused whilst driving efficiencies
To win more business you need to make it easy for clients to interact with your firm. Convert2Client enables you to utilise technology to benefit your clients. There is a shift towards a 24/7 style of society and your clients are not an exception, so offering communication and collaboration tools for a seamless service helps you compete.
Make communication quick and easy
Your firm is no longer restricted by physical locations and paper files. Clients have become accustomed to accessing services remotely which means your firm can reap the benefits of digital onboarding and collaboration. Convert2Client provides the tools you need to make this happen, enabling you to deliver first-class client focused service.
Our web forms, calculators and chatbots can be easily integrated into your website and manged through the centralised platform. Sharing of documents, providing case updates and capturing data can be done through our client portal. All whilst automating repetitive tasks in specialist workflows and communication schedulers so you can improve efficiency and productivity for the firm.
Online client portal
Creating, sharing and signing documents electronically is the best way improve client communication and collaboration. With the Convert2Client client portal you can offer a more effective and secure client experience than relying on emails and the post. The client portal provides a centralised, self-service platform for clients to receive documents, complete security checks and communicate so they don’t have to search back through emails to find documents sent months ago.
Utilising the Convert2Client client portal speeds up the onboarding and case management processes for both the client and third-parties so you can deliver highly-rated, competitive service that helps you win further business.
Centralised CRM for full visibility
Improving communication and collaboration isn’t just important for your clients, but also your firm. As law firms look to adopt a hybrid-working style, with employees likely working from home a few days a week, a centralised database is crucial for teams to work effectively.
The Convert2Client CRM (client relationship management solution) ensures all your enquiries, client data and documents are stored in one location. This ensures information is accurate, accessible, and secure, no matter where staff need to access it. Collaborate with your clients and team no matter where they’re located.
Software features for effective communication
Digital tools your firm can rely on to win new business
Our branded client portal is a centralised, secure platform that makes onboarding clients and managing cases simple.
Complete ID, AML and KYC checks, capture data and share, sign and store documents digitally using Conver2Client.
Offer client’s real-time information on their case whilst reducing calls and emails internally to drive efficiencies and satisfy clients.