CRM - Prospecting

Follow prospects from initial inquiry through to their engagement decision.

  • Follow-up with prospects, track referral sources and ROI for paid advertising.
  • Track follow-up & appointment status
  • Track questionnaires
  • Follow-up system for engagement agreements
  • Reports on engagement by practice area, fee amount, attorney & referral sources
  • Report on number of inquiries to appointment
  • Report on conversions from appointment to engagement
  • Report on dollar amount by referral source, practice area and attorney
  • Document & email templates for confirmations

* When either the DBC CRM or Seminar workflow is purchased, Referral Sources and Marketing Campaigns & Activities workflows are installed and related to your other workflows at no charge. This gives comprehensive reporting on all your marketing.


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Price: Flat fee install and training plus a license fee of $1 per user per month.Author: DBC PartnersContact UsInstall