Why Dubsado is perfect for

Legal Professionals

Dubsado workflows were a game-changer for Stacy's business. Find out why.

Legal ProfessionalsLegal Professionals

"Dubsado allows us to manage our day to day potential client and existing client tasks easily. Having the ability to setup email templates, forms, packages, etc and add these to workflows that automatically send to individuals for us based on the schedule we create has allowed us to save time effectively and efficiently so we can concentrate on other matters that assist in the growth of our business."

Stacy Lake
Legal Professional

How a law firm uses Dubsado to simplify their business.

step one

What is your lead capture process?

"We create lead capture forms in Dubsado and integrate them into the corresponding sections of our website. When an individual submits one of our lead capture forms, Dubsado creates a project for that individual and assigns it to the project funnel we have selected for the specific form, and the corresponding workflow we have applied to that form sends the necessary correspondence to the individual and action reminders to our Admin team.

Our favorite thing about this process is being able to filter out actual leads from non-leads. If an individual selects an option on the form they are submitting that does not fall into the categories of individuals Lawfecta provides assistance to, a workflow is applied that automatically archives the project so we can ensure our time and efforts are being spent on leads that we can assist."

step two

What is your onboarding process?

"When a potential client decides they would like to receive services from Lawfecta, they are provided a proposal to complete via an email template. Once the proposal is submitted, they are automatically redirected to our client agreement, and once the agreement is executed they are automatically redirected to an invoice to place their initial deposit for services. Once these three (3) steps are completed, a workflow is automatically started that sends them necessary correspondence for working with Lawfecta as well as task reminders for our Admin team.

Our favorite thing about this process is the automation. We can send one link to the individual and everything gets handled for us. We do not have to manually send all necessary forms, contracts, invoices, emails, etc."

step three

What is your client management process?

"We create lead capture forms in Dubsado and integrate them into the corresponding sections of our website. When an individual submits one of our lead capture forms, Dubsado creates a project for that individual and assigns it to the project funnel we have selected for the specific form, and the corresponding workflow we have applied to that form sends the necessary correspondence to the individual and action reminders to our Admin team.

Our favorite thing about this process is being able to filter out actual leads from non-leads. If an individual selects an option on the form they are submitting that does not fall into the categories of individuals Lawfecta provides assistance to, a workflow is applied that automatically archives the project so we can ensure our time and efforts are being spent on leads that we can assist."

step four

What is your payment process?

"Lawfecta's payments are due immediately. Invoices are sent automatically when a proposal is submitted. Individuals have the option to pay via a checking or savings account, credit card, or PayPal.

Our favorite thing about this process is that the Dubsado dashboard reflects when we have outstanding invoices. If an individual submits a proposal but doesn't complete the next step of remitting payment, we have the ability to manually send the invoice via email with a reminder that payment is due."

An entire suite of business management tools for

Legal Professionals

Convert leads into paid customers

Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.

Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

More business, less busywork

Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Our tools, your brand

Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.

Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

Get to the point of sale

There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.

Frequently Asked Questions

How do I know if Dubsado is right for me?
How long does the trial last?
Does Dubsado integrate with ______?
Are there additional resources for my line of business/industry?

"Our favorite thing about this process is that the Dubsado dashboard reflects when we have outstanding invoices. If an individual submits a proposal but doesn't complete the next step of remitting payment, we have the ability to manually send the invoice via email with a reminder that payment is due."

Stacy Lake
Legal Professional