Shape Software Blog

  Did you know that in 2018, 78% of homes were purchased with a mortgage here in the U.S.? In other words, the mortgage industry is booming. Smart brokers and teams know that to stay competitive you’ve got to keep up with the latest trends and technology. Follow these 20 proven insider tips on how to grow and improve your mortgage business in this thriving marketplace. 1 – Save hours on administrative work every day. Mortgage loan officers are responsible for a variety of paperwork, tasks, and client interactions at any given moment. These procedures are often both complex and dynamic. A paper and pencil system no longer makes sense. Not only does it make sense to adopt a modern, upgraded business management system - it’s what your mortgage clients have come to expect. Use software like Shape Mortgage to automate your daily to-do list and spend more time helping your clients. 2 – Increase the productivity of your entire workforce. Managing a team of loan officers means dealing with...

  When law firms plan for growth, they may consider bringing on additional support staff, shelling out for a marketing consultant, or launching their next big marketing campaign. But what if instead of shelling out tens of thousands, you could nurture and convert more clients with just a few minor tweaks to your process and a   minimal investment of $79 ? Whether you run a high-volume criminal firm or are trying to nurture better relationships for your probate practice, there are  three   key   changes  you need to implement now to help encourage scalable growth. Tip 1: Build a Better Lead Management Workflow It’s an embarrassing but all too familiar story: a potential client finds your information online and gives you a call late Friday afternoon. They leave a message with your staff, but a backlog of other inquiries pushes it to the bottom of the queue. Come Monday morning, the once “potential client” has made a few other calls while waiting to hear back ...

  It’s no secret that there are   dozens of tools out there   to make law firms more efficient and improve the client process. From intake to scheduling to practice and case management, you may find your firm racking up an incredible amount of monthly fees with all the software required to get the job done. Luckily, the legal software experts over at  Lawyerist  agree that “It’s a good match for nearly any sized law firm including solo practitioners” to run their entire practice on. Read the full review of Shape Software on Lawyerist Managing the ins and outs of every prospect and client can be a delicate juggle for any sized firm, even the most experienced. With some cases requiring multiple check ins, documents, and updates, it can be a full time job just keeping your clients in the loop. The Lawyerist team suggests firms adopt Shape’s “ project management tools [to] help you centralize prospective clients and manage existing accounts and contacts ,” and that ...

  Practice management solutions  handle the entirety of the firm’s business functions — including accounting, reporting and even marketing.  Case management systems , on the other hand, focus on the firm’s internal needs regarding the processing and storing of case and client data.  Customer relationship management (CRM) software  helps you manage your business relationships effectively and assist with the logistics of handling your client relationships (including automated contact management and progress tracking), allowing you to manage leads and extract data to help you analyze relationships, your sales pipeline, and your success rate with leads and clients.   Shape Software  a cloud-based business management system with CRM capabilities. Shape is designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, and connect with customers. Shape offers team collaboration tools that facilitate project in...

  Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same   two   tools to compete in today’s market:   the right software and the right processes .  For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.  Which one would you rather be? Why Process Matters  Ever misplaced a client’s information in a pile of paperwork on your desk? Forgot to follow up after you sent out an intake form? These are everyday mistakes we all make as busy attorneys. The problem is that without proper data and workflow management (AKA “process”), we leave ourselves exposed to hiccups that can cause major disruptions to our business (AKA cash flow).  Process  is much more than how you think a new DUI client or probate case: it’s documenting and implementing it in a way that becomes easily repe...

  Practice management and case management are two essential parts of every law firm’s workflow. However, many law firms choose to go without a dedicated tool for the former and leave a glaring gap in their workflow. Without the proper practice management tool in place, your firm doesn’t have the essential tools it needs to process take on new clients. The right tool is end-to-end and includes online intake for potential new clients, ability to respond to new client inquiries, getting necessary documents and agreements signed, scheduling appointments, and helping you stay on top of project management.   Shape has built one of the most  powerful and end-to-end law firm practice management solutions  on the market, and the legal marketing experts at  Inbound Law Marketing agree : “Shape Legal is a powerful all-in-one software that combines client and case management with sales and marketing automation to streamline, organize, and grow your law firm.” Inbound’s roun...

  Practice management and case management are two essential parts of every law firm’s workflow. However, many law firms choose to go without a dedicated tool for the former and leave a glaring gap in their workflow. Without the proper practice management tool in place, your firm doesn’t have the essential tools it needs to process take on new clients. The right tool is end-to-end and includes online intake for potential new clients, ability to respond to new client inquiries, getting necessary documents and agreements signed, scheduling appointments, and helping you stay on top of project management. Shape has built one of the most  powerful and end-to-end law firm practice management solutions  on the market, and the legal marketing experts at  Inbound Law Marketing agree : “Shape Legal is a powerful all-in-one software that combines client and case management with sales and marketing automation to streamline, organize, and grow your law firm.” Inbound’s roundup gat...

  Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit— Shape Software   now directly integrates with digital Point of Sale (POS) and mortgage automation solution   Floify ! With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location. To celebrate the launch of this integration, new clients that sign up with Shape before August 31st will receive one free month of Floify. Get Started Once you integrate Floify within Shape, originators can: Seamlessly connect existing Shape contact records to a corresponding Floify loan flow Instantly start a new Floify loan flow from within a Shape contact record Synchronize uploaded docum...