Looking to improve your law firms intake process?
It isn’t in happy circumstances when your potential client first meets you. More often than not, it will be their first experience with a lawyer, and they will likely feel nervous about the process ahead and how their circumstances will be affected. Throw in some confusing legal jargon, and you have the makings for a very unproductive first meeting.
Settify has used AI-backed technology to reimagine the client intake process. This interactive platform empowers clients during this vulnerable time and allows them to start their matter when it suits them. Most importantly, prospects who use Settify on from your website will likely continue to become your next family law client.
Brilliant first meetings. Every time.
Settify is the world-class client intake system that your law firm has been looking for – and so much more. Don’t let clients find a law firm that is more sympathetic to their situation.
Settify is the global leader in client intake systems for law firms.
Settify is an award-winning client intake system for law firms and uses AI-driven technology to emulate an interactive conversation with the client. About 500 firms globally use Settify to increase client conversion, improve accuracy and efficiency, substantially reduce data entry time, and empower clients to be confident when meeting their lawyers for the first time.
The logic-based algorithm generates tailored information for the client and an easy-to-read brief consisting of the client’s instructions for the lawyer. Lawyers can devote first meetings to building rapport, addressing concerns and discussing strategies and next steps: returning the focus to people, not paperwork.
Innovate
Elevate your service offering with the power of AI-backed technology.
Convert
Acquire more clients by empowering prospects to commence their matter when and how it suits them.
Expedite
Improve efficiencies with immediate access to the information you need from your clients.
Connect
Create a positive, empathetic client experience from the get-go.
Become a technology lead, client first law firm.
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Book a free demo
Let our team show you how Settify can add value to your practice and help you to achieve brilliant first meetings. Every time.
Simple to integrate, meaningful results.
Our streamlined process is easy to tailor to your firm’s needs.
1. Integrate
We embed Settify into your website using your firm’s branding, logo and colors.
2. Invite
Prospective clients can kick off the process on your website or via a link sent in a welcome email.
3. Ask
Settify invites prospective clients to answer simple questions about their situation.
4. Learn
Clients receive personalized information about the legal process, their options and how your firm can help.
5. Instruct
The client then provides detailed information in their own time.
6. Extract
Settify generates a summary of the client’s instructions for your lawyers, including an editable table of assets and liabilities, with formulae to help you make essential calculations.