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ClientRock

ClientRock Rating:
4.7/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 10/10
    10/10
  • Innovation & Future-Proofing - 9/10
    9/10
9.3/10
Details

Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Who ClientRock is For

ClientRock is a good fit for attorneys and small law firms looking for a polished, professional, and easy-to-use automated intake system either as a standalone service or as something that integrates with their law practice management system. It’s a great automation tool for attorneys who don’t want to spend hours a day in a CRM trying to contact unresponsive clients, reschedule consultations, or reminding clients to sign the fee agreement. Its friendly user interface makes the software quick to learn and use even for those new to legal tech and software.

ClientRock Features

Website
clientrock.com
Apps
  • Web
Starting Price
$55/attorney/month (staff accounts are free)
Free Trial
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
Software Integrations
  • Apple iCloud
  • Clio
  • G Suite
  • LawPay
  • Microsoft Exchange
  • Microsoft Office 365
  • Microsoft Outlook
  • PracticePanther

Things You Might Want to Know About ClientRock

Drag and drop form builder. Building custom forms is easy through ClientRock. Simply drag and drop fields to build a new intake form, or import the forms you’re currently using. If you don’t have any forms or want to improve your forms. ClientRock also has a free intake form library. Once you have your forms setup, you’ll be able to add a button to your website that directs clients to your forms so you can get all the information you need before any appointments or consultations. All forms are mobile-friendly, so clients can fill them out no matter where they are.

Gentle reminders. If clients are slow to complete a form before you meet with them, you’ll be able to automatically send gentle completion reminders through email or text messages. You’ll also be able to send reminders for upcoming meetings and appointments. It’s a professional and friendly way to make sure you get all the pertinent information you need before meetings, and to make sure clients show up for those meetings.

Free for pro bono. If you are working pro bono, in a law school clinic, or are a public defender, you could be eligible for a refund.

Onboarding. Your onboarding process with ClientRock is a full white-glove service. While you’re able to set up your account on your own, the folks at ClientRock will personally help you get going. Onboarding begins with you sending over any forms or fee agreements that you already use. ClientRock will then build out those forms in its system for you so you’ll be ready to go in your first training call. From there, you’ll be able to set parameters for consultations, sync your account with Clio or other software, and customize your preferences. And if you’re having any difficulty with setting up the software, ClientRock offers support online and during business hours. 

Security. ClientRock encrypts your data at rest and in transit using bank-level encryption, ensuring your information and client data is kept safe. 

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