We would like to extend our sincerest gratitude to all of those who attended the recent Social Security conference in Seattle.
For existing clients who stopped by our booth or attended our cocktail party, it was great to see you and receive your feedback. We hope that our service has allowed you to retain more cases and grow your practice cost-effectively. It has been a pleasure to work with you over the years and we appreciate your continued business.
Online Client Portal
If you have yet to receive a tutorial of updated client Portal, you can still sign up.
The Portal is loaded with many useful features that can help you streamline your lead follow-up efforts and maximize your ROI.
Some features include:
• Custom Fields and Reporting
• Online Document Generator
• Electronic signature via EchoSign
• Integration with CRMs and Case Management Software
To learn more about these features and to find out whether you are using the Portal to its fullest potential, call us at 617-800-0089 to schedule a free, personalized tutorial.
Suggestions?
We are always looking for ways to improve our service and strive to provide you with the highest quality lead products and customer support. If you think that there is any way we can better serve you or your firm, please do not hesitate to contact us.
Refer Us a Client
Do you know someone who could benefit from online lead generation? Refer us a client and receive $250.