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Shape Legal

Name: Shape Legal
Rating: 4.5 (2 reviews)

By Shape Software, LLC

1028 Interested

Highlights : About Shape Legal

Lead and account management

Lead distribution and scoring

Customizable industry workflows

Internal chat/instant messaging

About Shape Legal

Shape is a CRM that’s ideal for businesses in the legal and financial sectors, including real estate, mortgage, and insurance. While it has built-in tools to manage certain aspects of these industries, Shape has customizable solutions for any type of service-based enterprises, such as construction, consulting, and transportation. Shape’s legal CRM is a flexible application that allows law firms to manage their entire business in a single package. Shape can enable any size of business, from a solo lawyer to a firm that has hundreds in its payroll, with the ability to automate everyday tasks, manage prospects and support clients, and tailor drip campaigns and newsletters to the law firm’s clients. Shape is also famed for its white label customer portal, which brands the platform to the firm’s identity, and its single subscription plan (monthly, with no feature limitations). Shape’s legal CRM has an intuitive template right out of the box, but you can modify it to suit your specific needs.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud, Open API

Language Support

English

Platforms

Product Details

Features

Lead and account management

Lead distribution and scoring

Task scheduling

Customizable industry workflows

Drip campaign automation

Internal chat/instant messaging

IP whitelisting and restrictions

eSignature solutions

Cloud voicemail

Webhooks

Document management

Team analytics

Time tracking/activity logs

Email integration with Gmail and Outlook

Custom email templates

Role-based permissions

Tracking of campaigns and sales

Cloud phone calling (with recording and monitoring)

API customization

Customer portal

Benefits

Automate Everyday Tasks

Use Shape’s fully featured templates (or customize your own) for drip campaigns and newsletters to keep in touch with your existing client base and leads. You can use a combination of text messaging and email marketing to reach and nurture clients. Alternatively, Shape supports a cloud-based phone system with all the modern amenities—inbound and outbound calls, IVR, call routing, local caller ID, voicemail, conferences, and call recording, monitoring, and scripting—so you can keep track of and communicate with your clients easily wherever and whenever you need to.

Lead Capture and Distribution

Sit back and relax as Shape also captures leads and sends follow-ups. Firms with multiple partners find this useful as the CRM assigns leads to the best or appropriate partner. You can set it up by segmenting the lead database and automating certain tasks so you can focus on actually communicating with your clients.

IP Whitelisting

Add a layer of security to your activities by setting your Shape account so that it can’t be accessed anywhere else other than your whitelisted or authorized IPs—like your office.

Webhooks and API

Shape’s webhooks can interface with millions of third-party APIs, allowing the platform to exchange information with other relevant applications in real-time. This and its API integrate Shape to dozens of applications you might already be using or familiar with, such as MailChimp and Zapier, minimizing the downtime associated with a learning curve.

All-In Plan

Unlike other CRMs, Shape only has one plan: a $79.95 monthly recurring plan, with no feature limitations. This gives the firms a flexible CRM solution that they can renew each month as long as Shape is useful to their business, and cancel anytime. If you need a custom solution that doesn’t fit the bill, you can contact them to get a quote. Finally, it has a 14-day free trial with no restrictions.

White Label Customer Portal

Shape can give your client portal your business’s identity with a white label portal system. Reach out to them to help design your client portal page.

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