TrackMyLeads
TrackMyLeads is a call tracking and client intake management app. TrackMyLeads helps you capture intelligence so you can optimize your marketing and advertising campaigns and convert more leads into sales. One of the key solutions is centered on Legal Intake Management. Law Firms needs to track where their calls are coming from and also need a way to manage new potential clients. With TrackMyLeads, law firms can easily see how many new calls they get on a daily basis, how many clients they sign up as a result and what each client has cost the firm to obtain. It shows true Cost Per Lead (CPL) and Client Acquisition Cost (CAC) amounts.
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Estate Apps LLC
Estate App LLC develops Apps that enable law firms to solve legal client issues while boosting the law firms' marketing. The Estate Attorney App available on iOS and Android enables law firms to provide clients with a property memo generation tool for completing a property memo -- something that nearly 70% of clients currently do not complete. The property memo is essential as it designates who is to get a client's personal items upon their death. Without a completed property memo, beneficiaries are left to divide the sentimental items themselves leading to fights among family members. An unfinished memo is also a loss for the law firm as it means the firm misses out on billable work reviewing the memo for legal compliance. The Estate Attorney App enables subscribing law firms to provide a tool that empowers clients by removing the previous barriers to creating the memo. Specifically, the barriers in the past was the memo was 1) difficult to put together with items located in various places (e.g., banks, closets, locker storage) but having to type it into a desktop computer (solution: mobile app) and 2) difficult to describe similarly looking items (e.g., jewelry or clothing) with just words (solution: include pictures). The App solves all these problems by making memo generation simple, and importantly, when the memo is to be updated in the future, the information is stored within the device. The App is also a marketing tool as law firm information is displayed every time the client opens the App and provides an in device annual notification reminding clients to consider updating their estate plan. It enables law firms to stand apart from other firms while clients perceive the firm as providing high-value.
Automio
Automio is a cloud-based SaaS platform where professionals can automate their repeat documentation, and serve their clients online. Automio is a clever interview-bot that people can train to automate the processes used within their business. When Automio is trained to do a new skill, or carry out a new process (like the process of creating a quote or proposal document), a "Flow" is created - an automated product that can be used, bought and sold over and over again without any extra effort. A Flow includes a dynamic interview that, once answered, instantly creates a customised document. So what do these Flows look like, and how do they work? In place of written code, you teach Automio your processes by drawing visual representations of your own thought processes, business processes, story lines, scripts - ANY logical progression - without the expense of hiring a programmer. Anybody can jump in and use Automio.