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The Hart Law Firm, P.A.

Building Lifelong Relationships... One Client at a Time.

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  • Home
  • Start Here
    • Read This First
    • Do you need a divorce lawyer?
    • What to Do if Your Spouse Won’t Leave
    • The Truth about Divorce in North Carolina
    • What is a Legal Separation?
    • Initial Consult Questions
    • The Cost of Divorce
    • Therapists We Recommend
    • NC Family Law Blog
  • Get the Book!
  • Services
    • Initial Assessment
    • Separation Agreements
    • Divorce Mediation
    • Absolute Divorce
    • Alimony in NC
    • Property Division
    • Child Custody
    • Child Support
    • Collaborative Divorce
    • Divorce from Bed and Board
    • DIY Online Divorce
  • DIY Divorce
  • About Us
    • James Hart
    • Andrew Cobin
  • Contact Us
  • Client Portal
  • Home
  • Start Here
  • Get the Book!
  • Services
  • DIY Divorce
  • About Us
  • Contact Us
  • Client Portal

Infusionsoft Webforms for follow-up sequences

You are here: Home / Infusionsoft Webforms for follow-up sequences

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.

Contents

  • Divorce Assessment Webforms
  • New Client Webforms
  • Absolute Divorce Webforms
  • Other Miscellaneous Forms

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.

 

 

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