Form Submission Automation

Automating form submissions ensures your firm reacts immediately to client actions. By connecting form submissions to your workflows, you can trigger onboarding processes the moment a contract is signed or capture new leads without manual data entry.

How to automate form submissions

1. Open the Workflow Builder and add a form submission trigger from the triggers list.
2. Select the specific form you wish to use; the fields will load automatically for mapping.
3. Configure the actions you want to run when a submission or signed contract is received.

Note that signed documents are checked every 5 minutes to trigger workflows.

Bulk Tag Organization

Managing a large library of tags for different case types or client statuses can be time-consuming. New updates allow you to organize your tags in bulk, saving significant administrative time during firm reorganization.

Updating tag colors in bulk

1. Navigate to the Tags management page.
2. Select up to 100 tags at once.
3. Choose the update color action and select your desired color to apply it to the entire selection.

Creating categories on the go

When assigning tags, you can now create a new category directly from the category selector. This allows you to build your organizational structure without leaving your current workflow.

AI Assistant in WhatsApp

The AI Assistant is no longer confined to your desktop. By connecting your WhatsApp number, you can interact with your CRM directly through text messages, allowing you to manage firm operations while away from your desk.

Capabilities of the WhatsApp AI Assistant

• CRM Management: Look up contacts, add notes, update fields, or move deals through stages via text.
• Calendar Access: Ask for your daily schedule or upcoming appointments.
• Task Automation: Set recurring tasks or follow-up reminders simply by sending a message.

Your connection is private to you; only the person who connects their WhatsApp number can manage their specific connection.

Improved Local Presence Dialing

Increasing call answer rates is critical for client intake. Local presence dialing automatically selects the best local caller ID for your outbound calls, making your firm appear more familiar to potential clients in their specific area.

How to configure local presence settings

1. Navigate to Settings.
2. Select Phone System, then Voice, and then Other Settings.
3. Select Outbound calls.
4. Scroll to the Local presence dialing section to adjust your settings or manage reserved numbers.

You can reserve up to 50 numbers to ensure your main office lines are never automatically selected for local presence dialing.