Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Reply to prospective clients with approved service facts and flag gaps.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Book prospective client consultations with an available attorney.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Resolve colleague access to private client matter channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
Request missing power of attorney forms before legal approval continues.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Check prospective client emails before the firm follows up.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
Send engagement agreements and show which client signatures remain.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.