Skip to content

Case Studies

Transformative Success Stories Empowered by Settify

Mature man hero image for Settify

From Challenge to Victory: A Deep Dive into Settify’s Case Studies

Discover the profound impact that Settify has had on legal practices. Settify revolutionising the way lawyers operate and thrive. Explore the transformative stories of legal professionals who have embraced Settify. Settify reshapes law firms, streamlines workflows, and makes work easier than ever before.

Settify: Empowering Pre-Appointment Preparedness with Essential Information

Chloe Wherat from Bradley + Bray Lawyers shares their journey with Settify. Highlight – Settify has revolutionized their initial consultations. Settify transformed their initial consultations, empowering clients by addressing often overlooked aspects. Settify offers the flexibility to input information at your convenience, even after hours. Both clients and lawyers gain the invaluable advantage of preparing ahead of appointments. This makes for a truly seamless and productive experience.

Settify: A Game-Changing Transformation for the Better

Elise D’Angelo from D’Angelo Legal unveils their journey with Settify. Before Settify Legal intake was a labour-intensive manual process burdened with administrative tasks. Now they use an efficient, professional, and high-converting approach.

Settify eliminated the overload of emails, irrelevant information, and confusion. This enabled them to be fully prepared, well-informed, and highly professional during initial consultations.

Elise also highlights the automatic increase in their conversion rate once clients go through the Settify process. The noticeable boost in client satisfaction achieved through Settify is unmistakable.

Settify’s Transformative Impact: Elevating First Impressions, Empowering Vulnerable Clients

Sam Carter from Major Family Law says Settify brings all the relevant information together in one streamlined document, eliminating the need to painstakingly review it with clients on their dime. This time-saving feature allows legal professionals to maximize their fee-earning opportunities and focus on delivering exceptional service.

Settify’s incredible efficiency becomes evident as lawyers can quickly review the document generated by the platform, optimizing their workflow and saving valuable time.

Clients have provided overwhelmingly positive feedback, finding the system easy to use and appreciate the flexibility to input information at their own pace. They have also found that expressing their story in writing before the appointment, especially in sensitive or complex cases, helps lawyers better understand their situation.

Empowering Legal Practices:
Settify’s Game-Changing Impact for Law Firms and Clients

Jay Patel from Lawrence Stephens acknowledges that client engagement was previously limited due to time spent collecting information during consultations. Settify revolutionizes the process by gathering crucial information beforehand, empowering Jay and his team to provide clients with precise and comprehensive understanding of their case.

Settify shortens meetings, eliminating client fatigue and enhancing the overall experience. This improvement enables the law firm to onboard more clients than ever before.

The increased engagement resulting from clients using their time to complete the questionnaire has significantly improved the conversion rate. Settify has become a game changer for Lawrence Stephens, providing an unparalleled advantage in client engagement, efficiency, and business growth.

Grant W. Gold’s Resounding Endorsement: Settify’s Unparalleled Value and Transformative Impact

Grant W. Gold, an esteemed family law expert with over 40 years of experience in family law in both America and Canada gives his seal of approval on Settify.

Nobody likes to have to call lawyers, Settify removes this hurdle by supporting clients during challenging times and allowing them to engage at their own pace and carefully consider their answers. Settify further serves as an instant cheat sheet, equipping lawyers with essential information such as the names of children and spouses. Providing a better experience overall.

Settify’s seamless integration and client-centric approach enhance Ricketts Harris LLP’s initial engagement process, fostering trust and effectiveness.

Gaining a Strategic Advantage:
Settify’s Transformative Impact on Competitive Success

Settify revolutionized Bundy Law’s communication with clients, ensuring seamless information flow and avoiding disconnect caused by various touchpoints in the intake process. It has greatly improved their conflict check process, efficiently identifying potential conflicts of interest

One of the standout advantages of Settify is the competitive edge it provides. By following the Settify pathway, Bundy Law gains an information advantage over the opposing side. This advantage allows them to uncover unique insights, identify gaps in cases, and approach resolutions with a strategic perspective. Aaron emphasizes that this competitive advantage is instrumental in providing exceptional outcomes for their clients.

Transforming Client Onboarding: A Setify Success Story

Laura Jones from FBC Manby Bowdler shares their experience with Settify and its profound impact on client onboarding. For years, they have prioritised providing clients with the utmost convenience and security. Settify has proven to be the perfect ally in achieving this goal.

When clients reach out to FBC Manby Bowdler one of the first steps they take is providing clients with a secure link to complete an online questionnaire through Setify. This simple yet crucial step allows clients to comfortably share sensitive information, saving them time and ensuring their peace of mind. With Settify’s seamless integration, clients can complete the questionnaire at their convenience, whether it’s at home in the evening or during a busy day. The feedback from our clients has been overwhelmingly positive, highlighting the convenience and confidence Settify provides. This strategic partnership streamlines our onboarding process, making it more efficient and client-centric, ultimately aligning perfectly with our commitment to exceptional service.

Settify: Empowering Client-First Legal Services

For Stephanie Ostrom from Elm Law, the decision to integrate Settify’s software emerged from the firm’s recognition of a common client need for accessibility. Clients seeking legal guidance in the late hours discovered a solution in Settify’s user-friendly platform, allowing them to take the initial steps independently.

The impact has been nothing short of transformative. The firm’s clerks now redirect clients to the website, eliminating the hours spent on the phone and increasing overall productivity. Settify’s intuitive interface equips the legal team with essential client information, enhancing professionalism and engagement during initial consultations.

A standout feature includes Settify’s basic chronology, which serves as a vital reference point for the team. Furthermore, the asset and debt section streamlines the process by emphasizing key financial aspects at the outset.

Client feedback has been overwhelmingly positive, emphasizing Settify’s user-friendliness and the peace of mind it provides. It effectively eases the mental load and establishes trust even before clients meet the firm’s legal team. Settify has proven to be an invaluable asset to the firm, enhancing both client experiences and efficiency.

Streamlining Client Engagement and Enhancing Legal Consultations

Margo Zorbas from Midlas shares insights on the profound impact Settify has had on their legal consultations. Settify has transformed the preparation process for both clients and solicitors, ensuring that clients are well-prepared before their initial appointment. This preparation significantly reduces stress and emotional burden during their first legal encounter.

By enabling clients to complete personalised surveys before their meetings, Settify facilitates the creation of detailed, organised documents that solicitors can review in advance. This not only streamlines the intake process but also provides solicitors with a comprehensive understanding of the client’s situation, saving approximately two hours per matter.

This effective pre-meeting preparation ensures that clients feel less overwhelmed and more comfortable during their consultations, contributing to a more efficient and empathetic legal service. Through Settify, Midlas has significantly improved their initial consultations, making the legal process smoother and more client-friendly.

Settify is the global leader in client intake systems for law firms.

Download Settify PDF Case Studies For More Information