Snapshots›Professional Services
EPIC Attorney Snapshot
A comprehensive solution for attorneys and law firms, offering automated client acquisition, case management workflows, and retention systems.
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What's included
Marketing Materials
- Email marketing sequences for lead nurturing
- Social media content calendar for 12 months
- Ad templates optimized for legal keywords
- Webinar and seminar promotion frameworks
- Client education guides and resources
Operational Systems
- Client relationship management (CRM) setup
- Scheduling and appointment management tools
- Case documentation and note-taking templates
- Financial tracking and invoicing systems
- Analytics dashboard for business metrics
Automations
- Lead capture and follow-up sequences
- Consultation reminder and follow-up emails
- Client milestone recognition workflows
- Re-engagement campaigns for inactive clients
- Referral program automation
Sample workflows
Client Acquisition & Onboarding
- Lead capture and qualification
- Automated consultation scheduling
- Client intake forms and assessments
- Welcome email sequences
- Engagement letter and agreement workflows
Case Management
- Integrated calendar and deadline tracking
- Document automation and storage
- Task assignment and progress tracking
- Billing and invoicing systems
- Client communication logs
Client Engagement & Retention
- Automated check-ins and updates
- Personalized content delivery
- Anniversary and milestone recognition
- Referral program management
- Re-engagement campaigns for inactive clients
Business Operations & Growth
- Revenue tracking and financial reporting
- Marketing campaign automation
- Social media content scheduling
- Client testimonial and case study collection
- Scalability planning and team collaboration tools
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3997 + $147/month
Get this Snapshot“This system transformed our law firm from reactive to proactive. Automating our intake process and client communications has dramatically improved both efficiency and client satisfaction.”