Law firms
Clients get answers, and lawyers stay on their cases
New enquiries, scheduling, “what’s happening with my case?” and documents to sign. MoreSend runs the routine and leaves the decisions to the lawyer.
What weighs on you today
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Disorganised new enquiries
The parties, the case type and the urgency are gathered by phone and message, then typed up by hand.
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“What’s happening with my case?”
Clients want to know where things stand, and every such call interrupts work.
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Documents waiting for signature
Send, remind, check it’s signed, file it.
Flows
What MoreSend does for you
A flow that relies on a connection or a capability marked “Soon” works as soon as it ships. Until then, you can connect any system with an API through Tools.
- 01
Intake with a conflict check
The robot collects the parties’ names, checks them against existing contacts and matters, and opens a lead. The lawyer decides whether to take the case.
- 02
Paid consultations
The robot offers times from the calendar, sends a payment link and books the meeting only once it’s paid.
- 03
Case status in plain language
The client asks where things stand, and the robot replies with the stage and the next date, in plain words.
- 04
Documents and signatures
Files the client sends are saved to the case folder, and a document goes out for signature once the lawyer approves. When it’s signed, a task opens.
With Google Drive · Soon DocuSign · Soon
Channels
Customers write and call wherever suits them. It all lands in the same inbox.
Systems
The connections businesses in this field work with.
- monday.com Soon
- Fireberry Soon
- Google Calendar Soon
- Google Drive Soon
- DocuSign Soon
- Morning (Green Invoice) Soon
- iCount Soon
- Cardcom Soon
More industries
Want to see it on your business?
In a short demo we’ll build your first flows with you, on your channels and systems.