CLIENT FORMS (NO COST)

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In our social circles, we’re kinda known for our forms. Yeah, yeah, yeah…I know what you’re thinking… how totally boring. But trust me: once you learn how to harness the power of forms, then improve their efficiency through the technique of automation, your practice becomes lethal and unstoppable. For example: the process a new client uses to retain our firm on a storm-damaged, property insurance claim involves answering a few simple questions using a web form and e-signature. But the real magic happens on the backend, and as “Actions on Submit” – or what happens once the user clicks the “Submit” button. Not only is all that data generated onto custom PDF documents like an Engagement Agreement, a Client Questionnaire, and as Assignment of Benefits, but those completed, custom documents are also emailed to admin account(s) as PDF attachments, and hard copies are automatically waiting on the printer tray for the early bird tomorrow morning.

Want to learn more about what we can do for you? Just ask.

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"PAY-PER-FORMS" & ADMIN VIEWS

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Forms are half the equation: once you’ve gathered data, how do you manage it? Interpret it? Calculate it? Display it? Although these links are typically reserved for management, they give us a big picture view of everything we’ve harvested. Our paid forms have revolutionized the practice of law to such an extent they shouldn’t be called “Forms” so much as “Applications.” Fletcher Legal is the first law firm in North Carolina to have automated the process of Expunging a criminal charge, or starting a business. In doing so, we’ve expanded access to these services historically available only for clients with means. Automation has reduced our workload, and allowed us to slash fees for these services in HALF from their former rates.

Half priced fees? Broader client base? Easier workload? Sign us up.

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LETTERS & MOTIONS

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This is a small example of how we’ve automated our practice; what used to take 15 or 20 minutes filled with spacing issues and “perfectionist” tweaks has been automated to it’s quickest completion times available. Every single document appears completely customized.

Every. Single. Document. Every single time.

On “Submit,” PDF copies of these letters and motions are either emailed as attachments, automatically printed in office, generated for download in the viewer, or all of the above! There’s really only one question left for you: how will you spend your newly available time, sans backspaces and perfectionist revisions?

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If you’d like to know how we can help automate your practice, or if you have ideas on what we should automate next (because honestly, it’s hard to stop once you’re on an ‘automation-roll’), book a video call or reach out to the team to let us know!

CALL, TEXT & BOOK APPOINTMENTS ONLINE
Designed for maximum useability. Zero phone-tag. Zero missed messages.

TOOLS

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In our social circles, we’re kinda known for our forms. Yeah, yeah, yeah…I know what you’re thinking… how totally boring. But trust me: once you learn how to harness the power of forms, then improve their efficiency through the technique of automation, your practice becomes lethal and unstoppable. For example: the process a new client uses to retain our firm on a storm-damaged, property insurance claim involves answering a few simple questions using a web form and e-signature. But the real magic happens on the backend, and as “Actions on Submit” – or what happens once the user clicks the “Submit” button. Not only is all that data generated onto custom PDF documents like an Engagement Agreement, a Client Questionnaire, and as Assignment of Benefits, but those completed, custom documents are also emailed to admin account(s) as PDF attachments, and hard copies are automatically waiting on the printer tray for the early bird tomorrow morning.

Want to learn more about what we can do for you? Just ask.

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