Intake Automation
Convert clients with ease
Advanced solutions for high-performing intake teams to qualify, schedule, and convert prospects as soon as they express interest, and are most likely to act.
Lead Capture + Tracking
Provide 24/7 Coverage
Introduce a virtual assistant as the frontline of your client intake. Replace static web forms with conversational experiences that increase lead capture and conversion.
- Engage proactively
- Never let a lead fall through the cracks
- Track marketing source and campaign
Qualify & Segment Leads
Fast track your best leads
Accelerating qualification and conversion comes down to having the right conversation. Set up qualification rules – custom to each case type – to let Gideon screen prospective clients, instantly and automatically.
- Ask matter-specific qualifying questions
- Automatically collect all the insights you need without lifting a finger
- Record every interaction in your CRM
TWO-WAY SECURE MESSAGING (COMING SOON)
Talk with prospects
Intelligently triage leads and transfer them directly to a live staff person or attorney. Help answer their questions, book an appointment, etc. before they decide to look elsewhere.
- Get a real-time overview of all the visitors on your website
- Escalate high value leads to live person, reducing time to close
- Take over conversations if/when users hit a snag
Automated Scheduling
Instant Appointment Booking
Don’t make leads wait. Add calendar scheduling to your website. Automatically mark the best leads as qualified and allow them to self-schedule a meeting with the right staff/attorney.
- No more back-and-forth emails
- Protect staff calendars by only allowing good-fit leads to book time
- Integration with Google Calendar and Outlook Calendar
Automated Conversion
Retain clients faster with E-signature
Shorten the time between intent and signing by allowing qualified prospects to electronically sign fee & retainer agreements at the moment they intend to hire. Eliminate costly delays.
- Instantly generate and deliver fee & retainer agreements
- Qualified prospects can E-sign in real-time
- Increase conversion rates, while keeping acquisition costs down
Ready to get started?
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