In practice
Automation offers a competitive advantage in many aspects, by way of
example, imagine the below scenario;
A potential client is looking for a property lawyer, it is 7 pm on a
Friday night, so they do some online research and find two local
practices, both with good online reviews.
Practice A provides a breakdown of their fees, costs, and asks the
client to call them on Monday morning to get a more accurate quote.
Practice B, however, has an online quote calculator on their site, the client quickly fills in their information and gets
a tailored, and instant quote including the accurate fees and disbursement
costs for their specific property. The calculator also asks for contact
details for the client.
Once the quote has been generated an email is automatically sent to
the prospective client to remind them of the quote, it also has a
button at the bottom of the email. The button tells them that if
they are happy with the quote they can get moving instantly.
Not wanting to wait around for Monday morning the client chooses
Practice B and presses the button. The button takes them to an
online instruction form, where the client fills in all the
information you need to progress the matter, complete with an online esignature. Once the form is completed an automatic email is sent thanking
them for their instruction, while providing them with the option to
upload copies of their proof of ID via an online portal, they elect
to do so.
In the background, all the information entered by the client is
stored in the case management system. When the staff at Conveyancer
B comes in on Monday morning they have:
- Won a new client through providing automatic quotes
- A completed instruction form for review
-
Proof-of-ID documentation so they can begin AML and KYC checks
All without you or your staff having to spend any time manually
following-up or keying in details to your system, showing the value
of automation and self-serve capabilities. The benefit of having all
data stored within the case management system, allows users to pull
that data into various documents, precdents or forms from your precedent bank, enabling documents to be generated automatically
without the need for manual input.
On Monday morning the staff at Practice B can with only a few clicks generate a client care pack, pulling in the data and information
required into the document based on the inputs from the client, saving valuable time and effort.
This is sent to the client via an email, which is automatically
generated based on your pre-configured template, addressing them by
their name and with clear calls to action. For example, if elected
to do so, a call to action to sign the documents with our built-in esignature solution. You can easily see how this doesn’t only save hours of staff
time, but also potentially days of ‘dead’ time waiting for documents
to be posted.
Further down the line the system can generate fully completed
invoices and completion statements based on the information that has
already been saved on the system including all receipts and
payments. Data is seamlessly sent through to Xero through our client accounting integration.
