Lawmatics basic Configurations and deployment
Budget: ₹600 – ₹1,500 INR
So right now we have a software, Dubsado. where a person calls our law firm and the receptionist gathers information about the reason they are calling and then sets an appointment. An email confirmation of the appointment is then sent to the caller. Then they receive another email with a questionaire that they must complete for the appointment. We have a reminder email that goes about 3 days later to remind them to complete the questionaire and reminds them of the appointment. Then they get a reminder email 48 hours, 24 hours and 1 hour before the appointment.
We also have a series of emails that go out to potential clients based on the type of case they would like to consult with us about. For example if it's a Probate case we send them a checklist of what to do when a love one dies, another email about GA probate process, etc.
I need someone to set up the intake form that the receptionist fills out, add the questionnaires to lawmatics, set up the appointment/calendaring portion and set up the automatic emails.
We also have a series of emails that go out to potential clients based on the type of case they would like to consult with us about. For example if it's a Probate case we send them a checklist of what to do when a love one dies, another email about GA probate process, etc.
I need someone to set up the intake form that the receptionist fills out, add the questionnaires to lawmatics, set up the appointment/calendaring portion and set up the automatic emails.