Upgrade to the all-in-one CRM, sales, and marketing automation software that will help you scale your company. Gain access to greater contact organization, fewer repetitive tasks, robust marketing and sales automation, and connected apps.
Create brand recognition, run personalized marketing and communications efforts, and communicate with potential clients on their preferred platforms. As leads connect with your website, learn more about them to drive higher interaction across channels like email, digital advertising, text, and video marketing with tailored campaigns.
Customize your online intake forms, contracts, and invoices, or use our proven pre-built templates. Shape’s integrated eSignature solutions and built-in client portal allow you to get forms back quickly and securely.
Capture leads, create matters, and manage client data in one place. Assign clients to support staff, paralegals, or partners to keep staff on the same page – no more unassigning and re-assigning people for record access. Views in Shape’s multi-object database can be adjusted based on departmental requirements and permissions.
A single dashboard provides an overview of all case information. To ensure that your legal firm administration activities run as smoothly as possible, assign each contact, document, calendar event, note, time entry, and bill to the appropriate case. You can work on your cases from any computer that has an internet connection, or you can download the mobile app. Improve your workflow and spend less time on trivial chores so you can focus on those that are important to your law practice.
Sync all of your meetings and tasks between your Google or Outlook calendar and Shape, and use Calendly and Acuity reservations to make scheduling appointments easier. A shared calendar view is available in Shape’s transparent events workspace for managerial oversight.
With Shape’s time monitoring capabilities, you can meet your billable targets while not letting a minute slip through the gaps. Spend less time tracking and more time billing for your hours.
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