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The AskMyAdvisor Q&A Referral Method (DFY software)
Firm Growth and Client Intake
Category

Finally, get recurring referrals from your best clients (top 20%) by giving them a by-invitation Q&A Portal to instantly provide a frictionless hub to identify new needs from these clients and connect with their COI. This DFY software allows this to happen by never asking for a referral again.

Features
  • Centralized Q&A Portal
  • Online CRM
  • Mobile CRM
  • Instant Notifications
  • By-Invitation Only for Best Clients (Top 20%) and their COI
  • 3rd Grade Simple To Operate
  • Cloud-Based
Integrations
  • Salesforce
  • Practice Panther
  • Compatible with 99% of the CRMs on the market
  • 2 internal CRMs synced together are included
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Eloqua allows law firms to create targeted campaigns through multiple channels, such as email, social, mobile, web, and search and market their service. The system also integrates with numerous CRMs.

Price starts at
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Features
  • Tracking and analysis of the results of the campaigns available.
  • Integrates with existing CRM
  • Multiple-channel campaigning available
Integrations

N/A

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Constant Contact is an easy-to-use, all-in-one digital and email marketing platform. Ideal for small law firms to meet their email needs with the tool.

Price starts at
CA$13/month
Features
  • List-Building Tools
  • Integrations
  • Event Marketing
Integrations
  • Wordpress
  • Google Ads
  • Canva
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Nexl acts as a revenue ops system for law firms, enabling and facilitating higher revenue generation. It combines a CRM and Revenue Operations Cloud Platform.

Price starts at
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Features
  • Law firms strategy
  • Enterprise Relationship Management (ERM)
  • Opportunity pipeline and referral tracking
Integrations
  • Microsoft 365
  • Google
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Lamato empowers lawyers and clients worldwide with secure, encrypted, advanced technology for virtual legal consultation and payment. It acts as a one-of-a-kind app for legal consultation bringing paying clients to lawyers..

Price starts at
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Features
  • Exclusive lawyer enrollment
  • Encrypted audio/video call/text messages
  • Secure payment method
Integrations

N/A

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