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Speed up the Turnaround Time on Your Written Agreements
Exceed client expectations by accelerating your agreement preparation, execution, and management on document intensive tasks such as:
Statements of work
This can be done while maintaining document security and privacy.
Send Text Messages to Clients Directly from Quickbase
Texting has quickly become one of the most instant forms of both personal and professional communication. Some of the possible
use cases for text automation in your law firm can include:
Initiating Contact with New Leads
Requesting Documentation Necessary to Proceed with a Case
Scheduling Meetings with Your Clients
Seamlessly Email Your Clients From Within Quickbase
Save yourself both time and space on your computer by eliminating the need to download your generated document and typing up an email to send to your client.
Instead, do it with a single click of a button or have it triggered upon the generation of a new document.
Automate Your Billing System
Shortcomings in your billing process such as accounting errors and inaccuracies can end up being detrimental to your legal practice. Clients expect both consistency and accuracy when being invoiced and automation can ensure you meet that expectation.
Add-Ons Used to Facilitate an Automated Billing Process
These can be set up to all run and execute in conjunction with one another without you ever even opening the email!
Don't Want to Pay for Extra Storage in Your Quickbase Application?
Save money on storage space and ensure that Non-Quickbase Users can have access to important documents by using one of our file management/storage Add-Ons
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