Shape Legal Named One of the Best Practice Management Tools

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 gathered the top 14 practice management tools, and they had this to say about Shape:

“Pros: [Shape has] end-to-end client and case management. Includes online documents, client portal, mobile app, invoicing, marketing and sales automation, SMS, dozens of 3rd party integrations, workflow automation, assign tasks to support staff, reporting, e-signature, custom configurations available.”

Read the full rundown and Shape review here >>>

The team over at Inbound Law Marketing have been working with a wide variety of law firms for years and know the ins and outs of how to build a growing practice through marketing. In addition to helping law firms with SEO, building websites, and optimizing web performance, they also consult on a number of tools that law firms needs to thrive. Read more about them here.

Article Source:- https://setshape.com/blog/shape-legal-named-one-of-the-best-practice-management-tools

Comments

Shape Software Portal – The Ultimate Mortgage POS/CRM Automation Workflow!

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 offers a digital Point of Sale (POS) and mortgage automation solution. With the Shape Customer Portal, loan originators can automate their mortgage processes and manage their lead & customer database while offering a secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location. Get Started Benefits of Shape’s Customer Portal Create new leads from loan applications Get online 1003 applications Provide a secure customer portal to borrowers Synchronize uploaded documentation View all communication Trigger Shape notifications when loan milestones are reached No more tabbing between systems, no more manual data entry and exporting - the Shape Portal is going to be a game changer for not just your clients but your lending teams, too! Ready...

Double Your Leads and Boost Closing Rates With Shape + leadPops

In this new digital mortgage era, loan officers and mortgage teams are busier than ever before with new lead inquiries. Rates are low and more buyers are looking to purchase—this should be a good problem to have, but what happens when you don’t have a system in place that helps you keep up with demand and stay organized? Enter the Shape CRM + leadPops seamless integration . With Shape + leadPops working in harmony, you can say goodbye to low-quality leads while ensuring your teams have an end-to-end workflow in place that prevents any qualified lead from slipping through the cracks. Integration Benefits at a Glance Use leadPops to create dynamic and engaging lead funnels Automatically import high-quality leads directly into Shape CRM Use Shape’s relationship management tools to seamlessly nurture new leads Close more deals than ever before! Better leads. More deals. With the Shape + leadPops integration you can build engaging lead funnels that send pros...

Can Marketing Automation Heal the Mortgage Crisis?

The mortgage industry has been floundering for the past few years. Skittish from the housing crisis of the early 2000’s, banks have decreased the number of loans they give away. Now they’re trying to bounce back. As a result they’ve had to resort to tactics like lower down payment requirements and more flexible credit score considerations to get new customers through the door. Increase customer satisfaction and streamline procedures with Shape Mortgage Software By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. These methods speak to a new wave of marketing methodology that has popped up across all industries. By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. In fact, an average of 51% of companies have begun to implement strategies like marketing automation to achiev...

Shape Software Blog

Search This Blog