Essentials 2.1

Leveraging the sophisticated power of a CRM, Integrity Marketing Solutions has developed a system for client intake that revolutionizes the user experience and dramatically enhances a law firm’s effectiveness. IMS refers to this system as CLIP®. With CLIP®, you will learn the client’s top priorities for planning, identify their important people, property and plans. Information collected is then securely organized for easy access in the future. This automated intake eliminates billable hours spent by staff completing repetitive tasks and tedious data entry. All within minutes of submitting a request. Your clients expect a user-friendly system to address their needs immediately. An automated system means you are not losing prospects to online legal services or other estate planning practices that have the same type of technology and emphasis on user experience.


Essentials 2.1 includes everything in Essentials 2.0, Plus the following:

Integration Icon
Integration
Client Intake
Client
Intake
Instant Follow-Up
Instant
Follow-Up
Document Management
Document
Management
User Friendly
User
Friendly