Better Ways to Onboard Your Clients.

Schedule Consultations

With integrated calendars schedule your best available lawyer to meet with clients at the most convenient time.

Effortlessly schedule appointment bookings with Salesforce and NebuLAW and generate all your onboarding paperwork digitally so it’s ready for signing during the consultation.

Automate Your Intake Processes

Use online intake forms complete with e-signatures to turn your firm’s intake process into a simple organised process.

Complete your onboarding forms with your client and have them automatically saved to client records and emailed; you’ll never lose another piece of paperwork. And all the details are available and ready when the client comes on board.

Automatically generate and send welcome emails, open files, and notify the correct departments depending on the information gathered in the intake form.

See Your Full Lead Funnel

A sales funnel empowers your team to understand what potential customers are thinking and doing at each stage of their onboarding.

These insights allow you to create the most relevant messaging during each stage and turn more prospects into paying clients and invest in the right marketing activities