CosmoLex Adds CRM for Firms to Manage and Track Prospective Clients and Automate Intake Workflows
LawSites
OCTOBER 17, 2022
The module includes features such as direct text and video messaging with prospective clients, the ability to send e-signature requests via text and email, and the ability to automate and customize lead-management workflows. This includes the ability to send e-signature requests via text. See all information collected about a lead.
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