Conduct intakes, set up consultations and offer legal advice over messaging.
Try Conversive messaging solution for your law firm. Enable timely and trusted one-to-one engagement with your litigants.
Why Conversive
Litigant engagement = high-stakes conversations
Capabilities
Use messaging to drive positive outcomes for your law firm.
Conduct new client intakes
Gather initial information from potential clients to evaluate their legal needs. Find out if your law firm's services are a good fit for their case.
Set up initial consultations
Schedule meetings with potential clients to discuss their legal issues. Evaluate the case's merits, and provide preliminary advice or recommendations.
Onboard new clients
Collect essential client details, explain the terms of representation, and sign agreements to formally initiate the attorney-client relationship.
Exchange documents
Request and share relevant documents such as contracts, evidence, or legal notices with clients as well as with other parties involved in the case.
Share trial updates
Keep clients informed about the progress of their cases. Provide updates on court dates, negotiation outcomes, and other developments.
readymade flows
Explore ready-to-use message flows for your legal client lifecycle.
Conduct intakes
Gather information from potential clients to assess legal needs
Obtain consent
Collect opt-ins and permission to drive case interactions on messaging
Pre-screen clients
Seek case details to check suitability for representation
Set up consultations
Book appointments to offer preliminary advice on legal issues
Exchange documents
Share case files and information with clients and other parties
Offer legal advice
Provide professional guidance and counsel on legal matters
Share trial updates
Keep clients informed about case developments and legal proceedings
Share billable hours
Communicate the time spent and costs incurred on the case
Request testimonials
Ask satisfied clients for reviews to showcase positive experiences
Functionalities
Learn how Conversive meets your law firm messaging needs.
Omnichannel
Make it easy for prospective clients to message you from anywhere - your law firm's website, phone line, lawyer directories, or print ads. Start intake on channels clients prefer - SMS, WhatsApp, Facebook.
Integrated
Automatically attach all message threads and files to the relevant case and client records in your case management system or law firm CRM like Litify. And integrate with your document management tools.
Global Coverage
Simplify attorney-client engagement across time zones with Conversive’s global messaging support. Enable remote work, coordinate with local counsel, and accept cross-border cases.
Compliant
Ensure attorney-client privilege and adhere to e-discovery and advertising and solicitation rules. Comply with privacy and messaging regulations such as GDPR, HIPAA, TCPA, CCPA, CASL, and more.
Collaborative
Forster collaboration for client engagement with shared inboxes, message routing, and alerts. Tag and organize messages to divide and conquer them. Leave internal notes for paralegals handling the client.
Intelligent
Deploy chatbots to automate new client intake or answer initial FAQs. Route messages to the right attorney or practice area. Automate pre-screening, case updates, hearing reminders, and more.
User Friendly
Focus on legal work and serving your client’s best interests instead of grappling with technology and IT infrastructure. Choose Conversive to manage all your client messaging without IT help.
Mobile
Stay connected with your clients over messaging when you are on the road for court appearances, client site visits, investigations, mediations, depositions, or simply attending conferences and seminars.
Measurable
Gather client engagement insights, optimize response times, evaluate content effectiveness, and track messaging compliance. Also, track message delivery rates and take corrective action if necessary.
Testimonials
Know why digital-first law firms love us.
Power Bespoke, Real Estate Agency
Northwest Lineman College
Upstart
Scan to experience now!
Resources
Adopt messaging best practices for professional service providers and institutions
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Conversive
for your law firm.
Have a question? 
Here to help!
Conversive transmits messages using RSA 2048 encryption – messages are “unreadable, undecipherable and unusable”. We also don’t store any PII (Personally Identifiable Information) at our end. All messages and files exchanged over messaging are ultimately saved into your secure case management systems rendering them accessible only by authorized personnel. Besides, the Conversive application is hosted in data centers in the U.S., Europe, and Australia. You can choose to store your data in any of these three locations. To ensure complete data security and privacy for our clients, we underwent ISO 27001 compliance certification in 2017.
Yes. You can share password-protected files using the Conversive messaging solution. You may alternatively use Conversive messaging to send and require OTPs to enable access to confidential legal documents on your portal.
Yes. Conversive offers tight integration with your case management systems. It unifies and attaches all message exchanges under the right case and client records in a chronological fashion, for easy retrieval throughout the case lifecycle and beyond.
Yes. Conversive lets you control how long you want to store messages and documents exchanged over messages. And lets you securely delete them when necessary.
You can promptly confirm client consent over messaging in a scenario where you need to share any case communication or document related to the client, to a third party. These messages are also saved into your internal systems serving as records for auditing.