Settify is an award-winning client intake system for law firms and uses AI-driven technology to emulate an interactive conversation with the client. About 500 firms globally use Settify to increase client conversion, improve accuracy and efficiency, substantially reduce data entry time, and empower clients to be confident when meeting their lawyers for the first time.
The logic-based algorithm generates tailored information for the client and an easy-to-read brief consisting of the client’s instructions for the lawyer. Lawyers can devote first meetings to building rapport, addressing concerns and discussing strategies and next steps: returning the focus to people, not paperwork.
- Family Law intake system
- Wills intake system
- Probate intake system
- Estate Disputes intake system