Effortless Integration: Settify Enhances Practice Management Systems
Settify integrates beautifully with most Practice Management Systems. Create and populate matters directly from Settify data – saving about 30 minutes per matter, reducing re-keying, increasing accuracy and efficiency.
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Settify’s integration with Leap is highly comprehensive and allows for the seamless population of most data fields using information collected during the intake process. Leap users can create a new matter complete with relevant client details and Settify documents.
Smokeball is the leading practice management software. Settify’s integration with Smokeball allows users to create and populate Smokeball matters directly from Settify data – saving at least 20-30 minutes per matter. All contact details information relevant to the matter, including documents are brought across from the intake process.
Settify’s integration with Leap is highly comprehensive and allows for the seamless population of most data fields using information collected during the intake process. Leap users can create a new matter complete with relevant client details and Settify documents.
Settify can save as much as 30 minutes per new matter by pre-filling your prospects’ information into Clio. Settify automatically populates matters, contacts, activates the billing feature, and conflict checks in Clio Grow and/or Clio Manage with a click of a button. The sophisticated AI powering Settify allows the client to engage with Settify intuitively and at a time that suits them.
Settify’s integration with Leap is highly comprehensive and allows for the seamless population of most data fields using information collected during the intake process. Leap users can create a new matter complete with relevant client details and Settify documents.
Settify can save as much as 30 minutes per new matter by pre-filling your prospects’ information into Clio. Settify automatically populates matters, contacts, activates the billing feature, and conflict checks in Clio Grow and/or Clio Manage with a click of a button. The sophisticated AI powering Settify allows the client to engage with Settify intuitively and at a time that suits them.