Actionstep© PCM System
Actionstep© Prospective Client Management Workflow & Report
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Are you struggling with your current Prospective Client process, if you even have one in place at all? This system was developed specifically for you. It doesn’t matter the type of law, this system will fit your firm. You will be able to track your Initial Contacts all the way up to Engagement. The corresponding report will show you every detail of this process that you would want to know, including your conversion rates!
Schedule your free Demo Now!
YOUR FIRST MEETING
Discovery
Meeting
We will discuss your frustrations, needs, wish-list and offer our suggestions of how we can help meet your goals.
✓ Free
✓ 30-minutes
Discovery
Meeting
We will discuss your frustrations, needs, wish-list and offer our suggestions of how we can help meet your goals in Clio.
✓ Free
✓ 30-minutes
CURRENT CLIENTS
Why Meeting
We will learn about your firm, discuss your processes and make a game plan together. This is where we develop a process to automate.
✓ No charge with contract
✓ 60-minutes
Basic Training
We will show you the basics of how to navigate and use the basic features of Actionstep. This training is for your entire team to be on the same page.
✓ No charge with contract
✓ 90-minutes
Master Training
We will train you on how to utilize the Workflow that we customized in your Actionstep. This meeting is for your entire company.
✓ No charge with contract
✓ 90-minutes
Coaching Session
This is to show you how to audit your team’s progress, manage your data and ensure that your processes are being followed.
✓ No charge with contract
✓ 60-minutes
Q&A Session
This is a “you” meeting. Write down any questions you have about Actionstep (big or small). We will address those in this meeting. There is no agenda except to answer your questions.
✓ No charge with contract
✓ 60-minutes
Let’s Chat
This is an “all-encompassing” meeting, set by your agenda, of what you want to talk about.
✓ No charge with contract
✓ 30-minutes
Database Review
We will review your current database to prepare for the transfer of data to Actionstep. We ask that any applicable IT personnel are present.
✓ No charge with contract
✓ 30-minutes
Á LA CARTE TRAININGS
Billing
Billing Implementation consists of two separate meetings:
1. Billing #1 | Setup Meeting (no fee, 60 minutes)
2. Billing #2 | Team Training (no fee, 90 minutes)
Billing setup is a meeting for the team member(s) who will be involved in the “nitty-gritty” settings of billing setup in your database.
Billing Team Training is for any and all team members who will be working with the billing system in your office.
You will need to schedule both meetings. First, schedule the Billing #1 | Setup Meeting, and then schedule the Billing #2 | Team Training. We ask a few days be left in between these two meetings.
✓ No charge with the purchase of a billing package
✓ 60-minutes each
Marketing
We will train you how to how to use the Marketing features in Actionstep.
✓ No charge with the purchase of a marketing package
✓ 60-minutes
New Employee Training
We will train your new employee the basics of how to navigate and use the basic features of Actionstep. We will show bad habits and best practices.
✓ $300
✓ 90-120 minutes