Protect My Intellect - Dubsado Setup for a Law Firm

I partnered with Protect My Intellect, a law firm specializing in intellectual property, to streamline their client management process using Dubsado. The setup was tailored to their unique needs, ensuring their operations ran smoothly and efficiently.

Key Deliverables:

Client Intake Form: Designed to collect essential client information seamlessly.
Customized Proposals: Included service options, contracts, and invoices in one comprehensive smart file.
Automated Workflows: Simplified follow-ups, appointment scheduling, and document reminders to save time and improve efficiency.
Legal Questionnaires: Developed detailed forms for both individuals and businesses to assess case specifics.
Membership Packages: Organized recurring service options for long-term clients.
This setup empowered Protect My Intellect to manage client relationships with ease, leaving them more time to focus on protecting their clients’ intellectual property.