To make our practice more efficient and to create a better experience for our clients, we have employed a number of automated follow-up sequences to engage with clients throughout the divorce process. Because a lot of tasks and follow-up are automated, these forms are used to make sure clients get the right information from us at just the right time, everytime.
Divorce Assessment Webforms
Scheduling form for a Divorce Assessment – This web form will be used when prospects call to schedule a new divorce assessment.
Schedule a SECOND Divorce Assessment – Use this form for prospects that are calling to attend a second divorce assessment (i.e. they have already met with us for an initial Divorce assessment).
Post Meeting Web Form – This web form will be used after a completing a divorce assessment. To be completed by the attorney that conducted the assessment.
New Client Webforms
New Client – Use this form to initiate follow-up sequences for new clients.
Absolute Divorce Webforms
Absolute Divorce Appt. Confirmation – Appointment confirmation for meeting to sign Absolute Divorce paperwork and initiate that process.
Absolute Divorce Reminder – Put people in this after case is completed, but before Absolute Divorce is filed. It will remind the client that their one-year date of separation is coming up.
Other Miscellaneous Forms
Contact Changes – Use this form to enter or change information for existing contacts.
Close File – Input information here at the same time that you send out a closing letter for a case (any kind).
Referral Source Webform – Use this form to add referral sources to a long term nurture campaign.