How do you communicate with your clients outside of appointments? Maybe it’s via email, through your receptionist or playing phone tag.
Many lawyers are wasting their productive (and billable) hours on back-and-forth emailing, returning calls and liaising with reception staff. Not only does this waste your precious time and money; it fails to serve your client’s needs as well.
Clients want simple communication that makes it easy for them to contact your firm whilst giving them control.
As you see the growth in self-service software take off in many industries, i.e., restaurant and health, you can identify the value in offering self-service software to your clients.
The team at Zaliet has developed the Service Portal to allow your clients to communicate with your firm in one place. The Service Portal allows clients to book appointments online, find your phone number, fill in Client Intake Forms and access documents, 24/7.
Why choose a Service Portal?
IMPROVE YOUR CASH FLOW
Get paid smarter for trust and office deposits. The Service Portal offers clients a modern way to pay their bills by credit or debit card.
With your Service Portal, you can add price lists for services in your areas of specialization. Prospective clients can know what to expect; ensuring the relationship is a good fit before commencing on a matter.
Your clients can book appointments online with you at their convenience. All they need to do is pull up your Service Portal through your website or access directly through your email signature.
MANAGE ENQUIRIES EFFECTIVELY
Clients can make an enquiry with your firm via a tab on your Service Portal. Your Dashboard captures all online enquiries and provides you with an option to instantly convert a new enquiry into a new Person in LEAP.
REDUCE DATA ENTRY
Through your Service Portal, clients can fill out Client Intake Forms prior to appointments. Their personal information gets sent to your email, so you can easily input it into LEAP to get moving quickly.
SECURE DOCUMENT COLLABORATION
Email exposes you to hacking. When dealing with highly confidential documents, you want to ensure you are using a secure platform. The Service Portal integrates with LawConnect and uses industry leader AWS to allow you to securely share and collaborate on documents at any time, location and on any device.0