ScheduleOnce- what is it? ScheduleOnce is an online appointment scheduler that allows your prospects and customers to make appointments via booking pages placed on your website. It can send automatic calendar invites and secure video links for Zoom, Microsoft Teams, Webex, Google Meet and others. It can also assign meetings to team members and distribute meetings evenly across your team. How to...
HubSpot CRM – what is it? HubSpot CRM helps businesses of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate, and more. It offers features such as outbound and inbound marketing, sales automation, sales pipeline management, customer...
Clio Manage- what is it? Clio is a cloud-based law firm management solution suitable for small to large law firms. The platform enables law firms and other legal industry businesses to track important deadlines, manage client cases and documents, bill and receive payments. The Clio dashboard displays target billable hours and tracks performance based on those measures. Clio Payments allows...
PracticePanther – what is it? PracticePanther is a management solution for small to large law firms and practicing attorneys. Key features include case management, contact management, document management, calendar and docketing, time tracking, billing and invoicing, trust accounting, CRM and payment processing. The solution provides users with access to task and event workflows, credit card...
Zendesk Sell – what is it? Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams. Eliminate friction and sell more. When you invest in the right software for your salespeople, they can focus on what matters—winning over more customers and closing deals. Sell is the sales sidekick that keeps track of your conversations...
Lawmatics – what is it? Lawmatics is client relationship management (CRM) software that automates every angle of lead management by giving law firms the ability to create “triggers” to build and link tasks and events, and chains of tasks and events. With Lawmatics, attorneys can manage the entire process right up to lead conversion, with minimal active intervention. How to get...
Harmonizely – what is it? Harmonizely is a free scheduling tool that provides a reliable, very easy to use and fast solution for scheduling meetings with your clients. It integrates with your online calendar: Google, iCloud, FastMail, Nextcloud, Zoho or any CalDAV compatible calendar. How to get started with Harmonizely & Chatagents.com. If you do not already have a Harmonizely account...
LawTap – what is it? LawTap is the #1 appointment booking and scheduling software for attorneys, lawyers and their law firms. LawTap makes it easy for clients to find and instantly book a lawyer online for legal advice anywhere, anytime. How to get started with LawTap & Chatagents.com. ChatAgents can book appointments for you on LawTap. If you do not already have a LawTap account...
Emma.ai – what is it? With Emma.ai, customers book appointments directly into your calendar, with travel time or buffer time added automatically. It connects with all your calendars and adds accurate travel times automatically to your schedules. How to get started with Emma.ai & Chatagents.com. Among the various features Emma.ai offers, ChatAgents can help you schedule appointments for...
Filevine – what is it? Filevine is case management software designed for and inspired by real lawyers. A full-featured suite of tools, it’s ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. How to get started with Filevine & Chatagents.com. Among the...