According to the Clio Trends Report, immediate engagement is the #1 indicator of retaining a new client.
It can be hard to keep track of all your leads, especially if you don't have dedicated staff for the job.
It typically takes at least 7 touches before a lead converts into a client. Consistent follow-up is critical to retaining more clients.
Our Follow Up Strategy sends
emails and texts on your behalf for up to
3 months, encouraging a prospect to call your office.
Our lead dashboard is a simple way to keep track of your leads. All new leads will automatically drop into the "new lead column" and associated drip campaign. The "Stop Drip" column will pause the campaign for these leads.
Example Campaigns: