Developments in Law Firm Technology-+Ed+Lake+-+Mass+… · • Firm Admin and Sub-Firm can...

Developments in Law Firm Technology

Edward Lake, Esq.

Persist Communications

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Less Task, More Talk

Powerful and affordable services that help your business increase lead connections so you can spend your time with screened clients.

Persist and Pixii Software Applications

Lead Conversion Services

Managed IT Services

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Persist Software Demo Video

• Include Client/Agent initiated call back feature in demo

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Campaign: Pending Intake-Phone

Name: Johnson, Laushe Phone Number: 2149953205

Case ID: 64261 Product ID: Talcum Powder

Persist Software Explained

is an automated telephone system that interacts with callers, gathers information and routes calls to the appropriate recipient. When a call gets connected a POP UP BOX will appear.

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Campaign: Pending Intake-Phone

Name: Johnson, Laushe Phone Number: 2149953205

Case ID: 64261 Product ID: Talcum Powder

The Pop up Box will have the client first and last name, their case type and also their Case ID.

Persist Software - Special Features

• Agent initiated call back feature• Available only w/ Persist Software

• Client initiated call back feature• Currently in development

• Internal and External call routing• Lead Attachment Processor• Integrates with CRMs

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Agent Initiated Call Back Feature

SmartAdvocate Screenshot

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CRM Integrations

üSmartAdvocate

üSalesforce

üMore to come...

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Mobile ApplicationPersonal Injury App

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The purpose of Pixii is to effectuate client contact more efficiently and to improve the overall client experience through the use of the latest digital technology.

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Dashboard

• Dashboard will display data based on logged in role. The first block will display the new cases based on configuration of Status Master.

• Admin Firms can assign those cases to their firm-users/sub-firms based on roles assigned.

• Logged in User can save personalized notes on the dashboard.

• Home screen on right upon login.

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Master Screen(s) - Admin

• Manage Firm (Firm Master)• Firm Admin and Sub-Firm can be created and updated from this screen. Search filter is provided to search

the firms.

• Manage Plaintiff (Plaintiff Master)• Firm Admin and Sub-Firm can create/update Plaintiff from this screen. Firm Admin and Sub-Firm can also

create username and password for the plaintiff (to be used in mobile app).

• Search filter is provided to search the plaintiff(s).

• Status Master• Admin Firm can configure status for their firm/sub-firms.

• Sub-firms can also configure status for itself. Different visibility options for statuses can be selected from this screen by checking the checkboxes (default status for New Case, Include in Dashboard).

• All active status defined for a firm will be available for the Case on Case details screen.

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Admin Option – Manage Users

Manage Users:Users for a Firm admin/Sub-Firm admin can be created or updated from this screen. Search filter is provided to search and update a user. User will be notified by a mail if any modifications are made to the user credentials (Username and password).You can create different roles for users. Different users are assigned to firms or sub-firms as appropriate.

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Add Case Options –Admin & User

Admin Firms or Sub-Firms can create cases with the following information:

• Plaintiff Details

• Contact Details

• Case Basic Details (Including manual GEO location input)

• Case Documents

• Case Notes

• Case Notification to Plaintiff

A user can have many cases.

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ADD CASE BY PRACTICE AREA SCREEN

• Create cases for different practice areas.

• Can create different default questions based on practice area.

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CREATE CASE SCREEN

Create cases for different practice areas.

• Personal Injury Form:• Where were you? • What is your injury?• How did it occur?

• Workers Comp Form:• Were you at work?

• Yes• No

• How did the injury happen? • Were you on the clock?

• Yes• No

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Medical Malpractice Example

My Case(s) ScreenPlaintiff screen

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Case Search Options

Cases can be searched from this screen by filtering Plaintiff Information (Name, SSN, DOB, Address, Date Range, etc.), Case Details (Case Number, Case Key, Case Status, etc.) or Other Information based on access provided to the logged-in user.

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Admin Case Search ScreenMultiple search options, role based access

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Quick Search Filter

• A quick search filter is provided at top right corner of every screen for quick accessibility to search the cases with minimal input.

• Cases can be filtered by Case Id, Case Key, Plaintiff Name, Date of accident, Plaintiff Phone, Plaintiff Email, Date of Birth, SSN in combination with Case Status.

• The records will return based on access /role.

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New Features

• Intelligent, customizable chatbot• Recent News & Recalls• Voice & Documents Upload• Ability to communicate directly with attorney via app*• Voice Integration for hands-free use*

*Currently in development

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Intelligent, customizable chat

• Avatar chatbot

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Recent News & Recalls

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• News Board Options

• Automatic Mode

• Manual Mode

Video & Documents Upload

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Visit Our Booth and forPERSIST.com Today!Communication systems and services to help your law firm grow.

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