CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
Streamline Client Onboarding
TEMPLATE EDITOR
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
Leverage advanced conditional logic
Add, remove, or edit clauses
Generate multiple documents or document sets
at once
LAW FIRM
Type your message here..
2/26/2022
No
Yes
Yes
Ezra Austin
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Do you want to leave any special instructions for the person making healthcare decisions for you?
Do you want your spouse to make healthcare decisions for you, if you can’t make those decisions yourself?
Do you want to pick a second person to make health care decisions, if the first person you picked is unable or unwilling?
Who do you want to name as an alternate?
Back
Follow-up Automation
DYNAMIC QUESTIONAIRES
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
Works on every platform and device
Ask the right questions and skip the rest
Never let a lead fall through the cracks
CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
CONVERSION
Transform your onboarding experience – allow qualified clients to get started with your firm immediately.
REQUEST DEMO
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
spouse_name
LAST WILL AND TESTAMENT
What is your spouse’s name?
spouse_name
Contact
Question
Variable
Node Type
Save
Streamline Client Onboarding
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
Streamline Client Onboarding
Enable prospects to electronically sign agreements instantly, significantly reducing the onboarding waiting period.
Follow-up Automation
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
Follow-up Automation
Automated reminders and follow-ups keeps your onboarding timeline on track and helps maintain momentum, ultimately leading to higher conversion rates.
LAW FIRM
Type your message here..
2/26/2022
No
Yes
Yes
Ezra Austin
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Do you want to leave any special instructions for the person making healthcare decisions for you?
Do you want your spouse to make healthcare decisions for you, if you can’t make those decisions yourself?
Do you want to pick a second person to make health care decisions, if the first person you picked is unable or unwilling?
Who do you want to name as an alternate?
Back
LAW FIRM
Type your message here..
2/26/2022
No
Yes
Yes
Ezra Austin
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Taylor & Thorne Attorneys at Law
Do you want to leave any special instructions for the person making healthcare decisions for you?
Do you want your spouse to make healthcare decisions for you, if you can’t make those decisions yourself?
Do you want to pick a second person to make health care decisions, if the first person you picked is unable or unwilling?
Who do you want to name as an alternate?
Back
YOUR LEGAL TEAM'S TRUE NORTH
Information
YOUR LEGAL TEAM'S TRUE NORTH
Information
YOUR LEGAL TEAM'S TRUE NORTH
Information