- Explains your firm's capabilities and services in detail
- Allows potential clients to request information and follow-up
- Captures all required information on-line
- Standard: enables customers to pay for services on-line through a secure shopping cart
- Automatically populates required state forms directly form the on-line customer input
- Tracks filings and account history, provides required notifications and bills for recurring services/fees
This turn-key solution does it all. It's a tremendous marketing tool that can show off your firm's capabilities and services, close the sale, and completely automate the back-end operational processes.