Streamline Legal Document Processes with Sales Development Automation for Legal

How to create outlook signature

too crazy for me to reveal that it was like too ahead of his time I envisioned a system where once clients complete their intake form their answers are immediately sent to chat TBT which helps create personalized responses and documents how's that possible well it's possible with zapier zap here a lot of people know about it basically zap here is just a tool that connects two different tools together this is when my light bulbs went off and I realize everybody's playing around with chat like the true magic here is actually the integration with Z here because once you have that then now you can integrate chpt with anything else basically allows you to create these endless possibilities of data or information coming in that goes into CHT with a very special prompt and now with that it's able to spit out an AI answer or filing or something to be done on the back end quickly how does zap here work there just two parts there's a trigger when this happens go do this let's talk about what can be automated with Z here TBT well one is your client onboarding every time you get a new client what has to be done so to give you some ideas and create personalized welcome emails that's tailored specifically for that potential client for that client with whatever information that they gave documents could be drafted and also follow-up sequences like instructions personalized instructions could also be instantly sent to them based on their intake this ensures that the onboarding process is smooth and tailored to each client second thing is case update notification by linking your case management system with chat gbt law firms can autom periodic case status updates clients can receive personalized updates on their case created by AI but feeling human crafted keeping them engaged and informed keeping them kind of updated in a very personalized way when you're dealing with the clients third very common is legal document document automation creates legal documents based on client inputs through Integrations with zappier client responses on intake forms can be used to generate a draft of standard legal documents such as contracts Wills rep petitions and saving significant time let me show you a simple simple example that everybody has experienced who's here everybody who joins pills out this welcome intake and of looks familiar but one of those most important questions is what's your biggest obstacle for taking your Law Firm to the next level everybody shows a response everybody has different responses but actually I found out once we all see the responses and we see how Universal it is it's always one of four or five different things but when you do that that goes into zamp here and the trigger is JW form okay the trigger is J form every time there's a new mission on this form goes into zap here and then the action is goes into chat gbt and here it is look under their user message and says write a short practical solution to this obstacle for a lawyer who is practicing this type of law with this many people on their team in less than 100 words okay so I'm telling AI Write a response for a lawyer who is dealing with this problem who does this type of law who's this size of a law firm and there could be then every part of that again whatever variabl is that I give it and whatever I have I try to give it if it makes sense and now and I also give it the further instructions and I also kind of want to tailor it we'll get get to this next week which is we want to tell it what he's good at and what he can do so you're a worldclass expert in marketing and business development for law firm and when you do that that response is sent to sales message which is what we use for sending texts it basically sends that text to your phone number says hi and it basically welcomes them hi Phillip this samai I want to personally welcome you to our family I understand you do this type of law and your biggest obstacle right now is this biggest obstacle here's a short practical solution to your biggest obstacle right now and here comes chat gpt's AI enabled answer that is texted right away to anybody who joins and and that's you know you guys are finally seeing the back end of this how it's done a lot of people asked about this here it is again very quickly you have your trigger which is where the data is coming from which for me for most of this intake stuff is always jaw form and that goes into the action is chbt and the third action ction or the second action is what do I want to do with it well I want to send the text well I'm going to use sales message to send the text we be tackling your biggest obstacle helping you schale your off from so much more inside our program PS This is an AI generated text this is one of the many Innovative and effective ways so that's just one example and again everybody has probably has seen this everybody I think got through got one of these texts as soon as you filled it out you press submit within like 30 seconds you receive this TX which is pretty cool benefits of this is endless literally endless we were so early in this whole thing that I just want you to kind of start thinking about this right now we're kind of in a discovery things this is what I need kind of kind of mentality and then we'll get to the howto and things we'll try to we'll offer the support and implementations of that inside of our program to help you easily set this up okay for now today's thing you're not trying to set this up it's too early you could follow me if you know how to use the how to use app here take the how-to that I just shared with you with your trigger you know jpt as your first action and then your whatever other action you want to come on the back end while mean set that up up but I want you to just as I'm talking this out think about what be cool for me to start having AI send some responses to either my potential clients or to my actual clients so number one Endless Possibilities unlocks a world of possibilities of automations and personalization from drafting legal documents to managing client relationships the combination unleashes the power of AI to innovate and customize legal services in ways prively unimaginable number two pretty pretty good benefit is Time Savings a lot it takes a a lot of that repetitive and tedious work of onboarding document creation and case updates so that you could focus on those Str strategic stuff that actually makes the makes you money third is it provides personalized client engagement which is obviously leads to higher satisfaction which used to leads to reviews and those also leads to referrals which is a good easy win to get 20 30% more growth just by having happy clients let you clap personalized emails documents responses enhancing client communication and satisfaction obviously streamlines your workflows it connects various legal software tools and platforms creating simless workflows that reduce human error and andin efficiency and scalable this is the definition of scalable because it's a system you set up once you set it up it's doing its thing and you move on to the next thing that you set set up again obviously it's a big part of growing very quickly doing these very automations and scalable stuff enables law firms to handle more clients with without proportionally increasing staff Paving the way for sustainable scalable growth I can imagine the next five 10 years your team is going to get smaller and smaller and more uh specialized and you're going to have a lot lot lot more automations doing a lot of this stuff that you're right now you have your team members doing so it's going to be a big part of growth the law firms that have these things set up on the back end can spend less money are more efficient and over time it's just literally survive the fittest the people that have these things set up will will not just survive will actually Thrive the ones who don't will kind of be what happened in the last 10 15 years of you know these older law firms things who haven't really caught on to social media and marketing all the stuff you know they're struggling right now so that's what it leads to but just a little quick tutorial requires his IP accounts you have to select a trigger trigger is where is the information coming from I just use the I'm going through the most typical use case of it is just your client's intake information comes in whether via JW form Cleo Google form hopspot whatever this will be the trigger that initiates the automation process then typically there'll be some kind of chbt integration you are going to be if it's going to be enabled for the most part and then data is going to go into CHT but something's going to come out and the question is where do you want this output to go you're going to be if you're going to be using it for client onboarding well you may want to use Gmail to maybe send a welcome email if you're going to be uh creating onboarding documents might be using gavl or Google Docs Microsoft Word whatever well if you want to send case update notifications you can basically via either via email either via Gmail Tio or sales message M or generating legal documents sending documents for Signature finalizing documents all that stuff make sure that you turn it on and obviously Monitor and you see how it goes and you to adjust as you go along but even if you set up one of these you're way way way way ahead of everyone else