Close customers without lifting a finger
Sign retainers with prequalified prospects that meet your standards
Close Customers Without Lifting a Finger
Effortlessly convert high-intent leads into paying customers by automating the scheduling process. Sign retainers only with prequalified prospects who meet your business standards, ensuring a seamless and efficient deal-closing experience.
Save Your Resources to Deliver for Your Customers
Let us handle your intake pipeline so you can focus on core legal and tax tasks, ensuring a seamless client experience from the start.
Reduce Client Onboarding Times
Faster Onboarding – Reduce client onboarding time with an efficient and structured process.
Seamless Acquisition Funnel – Move qualified leads to signed clients without delays.
One-Step Document Signing – Enable clients to sign all necessary documents quickly and easily
Secure Digital Storage – Keep all documents safe and organized with secure digital handling
Features to Seal the Deal
Daily Follow-Up
chatleadify retention specialists consistently follow up with qualified prospects to secure signed retainer contracts.
Quality Check
Every newly signed customer undergoes a thorough review before delivery.
eSignature Integration
Seamlessly integrate with secure eSignature platforms to manage contracts effortlessly.
Legal Qualification
Customizable scripts ensure in-depth prospect qualification before contract signing.
CRM Integration
Automatically deliver signed contracts to your CRM for a streamlined workflow.
HIPAA-Secure
Retainer signing processes adhere to HIPAA standards to meet business compliance requirements.
Gain Client Trust
Seamless Signing Experience – Provide an efficient and user-friendly signing process that showcases your professionalism.
Structured Onboarding – Organize documents in a logical sequence to build trust and prevent clients from feeling overwhelmed.
Automated Post-Signing Communication – Keep clients informed and set clear expectations to ensure a smooth transition into their case.
We Play the Long Game
Consistent Follow-Ups – Our retention specialists follow up daily to convert undecided prospects.
High Conversion Rate – Achieve a 94% sign rate with our proven strategies.
Efficient Sales Process – Save time and resources while we handle longer sales cycles for you.
