Introducing
Your new best friend and the personal assistant you never knew you needed (until NOW) – A fully customized CRM (Client Relationship Management) Setup that will streamline your lead management, client intake, invoicing, onboarding and long-term communications.
This means you can focus more on your clients and free up time for billable hours, extra vacations and—most importantly—enjoying life!
Done-For-You Dubsado for Lawyers is your solution to say “goodbye” 👋🏽 to time-consuming admin tasks and “hello” to more billable hours, happy clients, and a smoother workflow. 👏🏽
What’s included in
Done-For-You Dubsado for Lawyers?
Strategy Call
A 90-minute virtual session where we review and map out your current processes and workflows and find potential inefficiencies we can eliminate
Initial Setup
Setup of initial settings, branding, video conferencing, business information, connection of calendar and connections to other platforms, etc.
Scheduler Setup
Set up of schedulers for different types of appointments based on your availability, and streamlining the booking process for both you and your clients
Forms / Canned Emails
Custom-designed, code-free forms and pre-written emails for each step for your process
Custom Workflows
Automated workflows aligned to your process and testing to make sure they all work seamlessly
Invoicing/Packages
Invoice templates, proposals, packages and payment plans for efficient invoicing
Offboarding Call
A one-hour call to review all your workflows and assets, making sure you’re all set
30-Day Support
30 days of support as you navigate your new setup and start using it with your clients
Training Videos
Video tutorials that you can use as a refresher or use for training your team
What does the setup process look like?
Discovery Call
The fun begins! 👏🏽 Book a free virtual discovery call to discuss what kind of support you need, find out if a Dubsado setup is the right fit for your business, and see if we’re the perfect match to work together.
Proposal/Sign Up
We hit it off and decide to move forward—we’ll send over a proposal, contract, and invoice to get things rolling (yes, all from our Dubsado 😊).
Strategy Call
Grab a cup of coffee(or tea) and let’s get to it! ☕️ We’ll get on a virtual call to draw out your current processes and workflows, and while we’re there we can look for any potential inefficiencies you can eliminate.
Dubsado Setup
My Dream Team 💥 will get all your workflows and assets built out. Depending on the size of the project, this will take anywhere from 2-4 weeks.
All Set!
We’re ready to show you the magic! ✨ We’ll get on a virtual call to walk you through your entire setup and answer any initial questions you may have. You’re welcome to bring your team on the call with you 😉. Don’t worry, you won’t be left alone, you’ll have an additional 30 days of support after the call.
Wondering if Done-For-You Dubsado for Lawyers is right for you?
This solution is for you if you…
Are a busy lawyer looking to streamline your client intake and management process—tired of juggling multiple platforms and manual processes, you want a solution that frees up your time for more billable hours.
Want to stand out in a crowded legal market—eager to provide a seamless client experience that sets you apart from competitors, helping you retain and attract more clients.
Want a tool that not only simplifies your workflow, but also integrates easily into your existing setup, reducing administrative burdens and maximizing efficiency.
Want to streamline your client management, enhance client experiences, and maximize your practice’s efficiency and growth potential.
If you’re raising your coffee (or tea) cup and saying “Yes, please!” Well, you’re in the right place!
With Done-For-You Dubsado for Lawyers, you will:
Effortlessly manage client leads from initial contact to case close, ensuring a smooth and organized workflow.
Save time and increase billable hours by automating routine administrative tasks, allowing you to focus on what you do best—practicing law and serving your clients.
Elevate your client experience by providing seamless, professional, and timely communications, setting you apart from your competitors.
Gain peace of mind knowing that all client information is securely stored and easily accessible, making compliance and follow-up a breeze.
One thing about Sam and her team is that they always over-deliver. Sam has a way of making the techy side doable.
Nexcy De La Rosa-Monroe, Esq.
Divorce & Family Law Attorney
What you’ll get from your Dubsado setup…
Streamlined Lead Management
Effortlessly track and manage potential clients, ensuring no opportunity slips through the cracks.
- Centralized Lead Tracking – Keep all your potential client information in one place, so you can easily follow up and nurture leads without missing a beat.
- Automated Follow-Ups – Set up automatic reminders and follow-up emails to stay top-of-mind with prospects and ensure timely responses, making it easy to convert inquiries into clients.
- Customizable Lead Capture Forms – Collect the right information from the get-go with tailored intake forms, ensuring you have everything you need to assess and prioritize leads efficiently.
Seamless Client Intake Process
Simplify and automate the intake process, making it quick and easy for new clients to get started with your firm.
- Easy-to-Use Intake Forms – Customizable and user-friendly forms that clients can fill out online, making the onboarding process smooth and stress-free for both them and you.
- Automated Document Sharing – Automatically send required documents, contracts, and information to new clients as soon as they sign up, streamlining the process and ensuring nothing gets overlooked.
- One-Click Appointment Scheduling – Let clients easily book consultations and meetings at their convenience with integrated scheduling, so you spend less time coordinating and more time focusing on their needs.
- Dedicated Client Portal – Give your clients 24/7 access to a secure portal where they can view case updates, documents, and invoices, ensuring they always feel informed and connected without the back-and-forth emails.
Efficient Invoicing and Billing
Automate invoicing and billing to save time and ensure timely payments, freeing up more time for billable hours.
- Automated Invoicing – Set up invoices to go out automatically, ensuring your clients get billed on time without you lifting a finger.
- Timely Payment Reminders – Schedule automated reminders for outstanding invoices, so you never have to awkwardly chase down payments again.
- Customizable Billing Options – Tailor your billing templates to match your firm’s brand and client needs, making the payment process smooth and professional.
Enhanced Client Onboarding
Provide a smooth and professional onboarding experience that sets the tone for a positive client relationship from day one.
- Custom Welcome Packages – Create personalized welcome emails and onboarding forms that give clients a warm, professional, and lasting first impression.
- Automated Intake Forms – Collect all necessary information seamlessly with branded, easy-to-complete digital forms that streamline the process.
- Step-by-Step Onboarding Workflow – Guide clients through each onboarding stage, ensuring they know exactly what to expect and feel supported right from the start.
Consistent Long-Term Client Communications
Keep your clients informed and engaged with automated follow-ups and updates, ensuring they feel valued and well-served.
- Automated Follow-Ups – Schedule personalized follow-up emails to check in with clients post-service, keeping the lines of communication open and showing them you care.
- Regular Updates – Set up automated updates for case progress or important deadlines, so your clients are always in the loop without you having to manually reach out.
- Customizable Newsletters – Easily create and send out newsletters to share firm news, helpful tips, or legal updates, keeping your clients engaged and informed long after their case is closed.
- Email Marketing Integrations – Seamlessly connect with your preferred email marketing platform to automate regular newsletters and client updates, ensuring consistent and timely communication.
Improved Time Management
Free up more time for billable work, strategic planning, or simply enjoying your hard-earned success.
- Automated Scheduling – Easily manage your calendar with automated scheduling, eliminating the back-and-forth of setting appointments and ensuring you have more control over your time.
- Task Automation – Delegate repetitive tasks to automated workflows, freeing up your day for more impactful work or simply taking a well-deserved break.
- Centralized Task Management– Keep track of all your tasks in one place, so you can prioritize effectively and avoid getting bogged down in admin work.
Increased Client Satisfaction and Loyalty
Deliver a top-notch experience that keeps clients coming back and referring others to your firm.
- Personalized Client Portal – Give your clients 24/7 access to their case details and documents, making it easy for them to stay informed and feel taken care of.
- Automated Status Updates – Keep clients in the loop with automated updates on their case progress, ensuring they always know what’s happening and never feel out of the loop.
- Tailored Follow-Up Emails – Send personalized follow-up emails and check-ins to show clients you value their business and are committed to their satisfaction, fostering loyalty and encouraging referrals.
You’ll also get…
Training Videos
Equip yourself and your team with easy-to-follow training videos that cover all aspects of the setup, allowing you to refresh your knowledge or train new employees seamlessly.
Customizable Workflows and Processes
Tailor the CRM to fit your firm’s unique needs, making your daily operations smoother and more efficient.
Real-Time Analytics and Insights
Gain valuable insights into your firm’s performance and client interactions, helping you make data-driven decisions for growth.
But wait, there’s more!
(I know, I know… but some of us still get excited by that line 😆)
Since we REALLY like to “nerd out” over here, we’ll include our FULL Guide to Mastering Delegation: A step-by-step guide to quickly and successfully delegate tasks to your team without the uncertainty or stress.
You’ll save an average of 15 hours a week from effectively delegating… Spa Day, anyone? 🧖😊
Meet Samantha Jade
Hi there!!! I’m Samantha Jade (aka Lady in the Green Dress) – Marketing Educator, Business Strategist, and CEO of That’s SMART Business.
My Dream Team and I are so excited to support you in improving and scaling your firm. 🙌
You might be wondering, “Why choose us?”
Great question! We’ve been helping legal professionals like you for over a decade, and along the way, we’ve seen it all (or at least a WHOLE LOT 😅). This means we have extensive experience solving different challenges and finding ways to make things work smoothly for our clients.
We get it—being in the legal industry comes with high expectations. People often have certain ideas about lawyers and law firms, and that means you’re sometimes under the microscope before clients even get to know you.
But here’s the thing: you deserve to work with awesome clients who truly appreciate what you do.
Showing them the value of working with your firm through great service, a friendly approach, and a seamless experience can help you stand out. When clients see how easy and pleasant it is to work with you, they’ll be excited to partner up.
We want this for you.. So let’s you started on attracting your BEST clients and make working with you a breeze!
Frequently Asked Questions
What is Dubsado and why should I use it?
Dubsado is a powerful CRM (Client Relationship Management) and business management tool designed to streamline your workflow, automate client management, and simplify administrative tasks. It’s particularly beneficial for lawyers as it helps manage client communications, billing, and appointments, freeing up your time to focus on providing legal services.
How long does the setup process take?
The setup process typically takes 2-4 weeks, depending on the complexity of your needs and the level of customization required. We’ll work closely with you to ensure a seamless setup and transition.
What kind of support do you provide during and after the setup?
We offer comprehensive support throughout the setup process, including training sessions to ensure you’re comfortable using the system. After setup, we provide a 30-day support period for any questions or adjustments needed. Additional support packages are available if required.
Can I customize the workflows and templates?
Absolutely! We tailor the Dubsado setup to meet your specific needs, including custom workflows, email templates, and forms. You have full control to modify and adjust these as your practice evolves.
Will this system work for a small law firm or solo practitioner?
Yes, our setup is ideal for small and large law firms, including solo practitioners. Dubsado’s flexibility allows us to customize the system to suit your unique practice, no matter the size.
How secure is the information stored in Dubsado?
Dubsado uses industry-standard security measures to protect your data. All information is encrypted, and the platform complies with relevant data protection regulations, ensuring that your client information is safe and secure.
Do I need any technical skills to use Dubsado after setup?
No technical skills are required other than basic computer skills. Dubsado is user-friendly, and we provide training to ensure you’re confident in navigating the system. Our setup process is designed to make your transition as smooth as possible.
What if I already use another CRM or practice management software?
No problem! We can help you transition from your current CRM or practice management software to Dubsado. We’ll assist with data migration and ensure all your information is accurately transferred.
If you currently use a case management platform (ex. MyCase, Clio, etc) and will continue using it, we can integrate the platforms so that they can work seamlessly together.
Is there a recurring cost for using Dubsado?
Yes, Dubsado operates on a subscription model. However, the investment is minimal compared to the time and efficiency gains. We can discuss the pricing options during our initial consultation.
How will this setup improve my client experience?
Our Dubsado/CRM setup ensures a seamless and professional client journey from initial contact to even after case completion. Automated workflows, timely follow-ups, and easy access to information enhance your client’s experience, making them more likely to refer your services to others.
Haven’t scheduled a call yet?
I want you to have all the success you deserve AND, more than anything, I want you to know that you CAN have work-life balance.
It starts with tools like these!
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