Clients and inquiries
From the first call to the engagement, every client in place
Everyone who calls or writes is logged with their inquiry and its stage, management rates the likely ones, and reception follows up until they engage. Existing clients have a profile with their ID, powers of attorney, cases and contact history.
Incoming inquiries
A register of every inquiry: name and phone, date and channel, consultant, stage and rating, with filters and Excel export.
- Stage and rating change right in the list
- A call log for each inquiry
- Turn into a client in one step
Consultation booking
A public booking page for the firm, assignment to a consultant, and minutes and an outcome for every consultation.
The client profile
ID and its verification, powers of attorney and their expiry, cases, and WhatsApp and email contact with ready messages the firm approves.
Questions
Can we follow up leads?
Yes. Every inquiry has a stage, a rating and a contact log, and new ones show for reception and management.
Is online consultation booking supported?
Yes. The firm has a public booking page clients book from, and the firm is alerted.
Does Rool alert on expiring powers of attorney?
Yes. An expired or soon-expiring POA shows on the file and in alerts.