Manage Client Information
Store, recall and annotate all your client’s information – from their contact information and marital status to their relations, asset inventories and more.
Whenever a client walks in for a consult, you’ll have everything you need to advise and impress them right at your fingertips.
Schedule Appointments
Keep everyone on the same page with built-in appointment scheduling.
Send scheduling emails and letters conveniently from inside the software or from the client’s contact screen. The software can also track cancellations or no-shows so you can follow up accordingly.
Assign Tasks & Monitor Office Workflow
Create and assign tasks and keep an eye on your firm’s workflow – from which activities are in progress and who is handling them to which stage of the process every client’s documents are in.
Stay in Continual Contact
CounselPro™ comes stocked with over 300 pre-written letters for every occasion, making client communication a breeze, even if you’re not much of a writer.
Add in trigger dates to be sent automatic updates and reminders when action needs to be taken.
Optimize Your Marketing Efforts
Use our software to run your seminars – including registering guests, creating sign-in sheets and tracking attendance for every event.
You’re able to track how many new prospects made appointments, retained the firm and the work they required.
See How Your Firm is Performing
Get an up-to-the-minute understanding of your firm’s financials, marketing efforts, client base, staff performance and more with real-time reporting that turns data into insights you can use to make informed decisions.
Generating reports is as easy as a single click.
S.J. Khalsa
