Why Dubsado is perfect for

Legal Professionals

Dubsado workflows were a game-changer for Stacy's business. Find out why.

How a law firm uses Dubsado to simplify their business

STEP ONE

What is your lead capture process?

"We create lead capture forms in Dubsado and integrate them into the corresponding sections of our website. When an individual submits one of our lead capture forms, Dubsado creates a project for that individual and assigns it to the project funnel we have selected for the specific form, and the corresponding workflow we have applied to that form sends the necessary correspondence to the individual and action reminders to our Admin team.

Our favorite thing about this process is being able to filter out actual leads from non-leads. If an individual selects an option on the form they are submitting that does not fall into the categories of individuals Lawfecta provides assistance to, a workflow is applied that automatically archives the project so we can ensure our time and efforts are being spent on leads that we can assist."

STEP TWO

What is your onboarding process?

"When a potential client decides they would like to receive services from Lawfecta, they are provided a proposal to complete via an email template. Once the proposal is submitted, they are automatically redirected to our client agreement, and once the agreement is executed they are automatically redirected to an invoice to place their initial deposit for services. Once these three (3) steps are completed, a workflow is automatically started that sends them necessary correspondence for working with Lawfecta as well as task reminders for our Admin team.

Our favorite thing about this process is the automation. We can send one link to the individual and everything gets handled for us. We do not have to manually send all necessary forms, contracts, invoices, emails, etc."

STEP THREE

What is your client management process?

"Our Client projects are assigned to the corresponding project funnel associated with the type of service they are receiving from Lawfecta. We use Dubsado to correspond with our clients regarding replenishments, their experience, etc.

Our favorite thing about this process is the ability to have canned email templates so if we are reaching out to our client about a specific matter we can use an email template rather than having to manually type emails each time."

STEP FOUR

What is your payment process?

"Lawfecta's payments are due immediately. Invoices are sent automatically when a proposal is submitted. Individuals have the option to pay via a checking or savings account, credit card, or PayPal.

Our favorite thing about this process is that the Dubsado dashboard reflects when we have outstanding invoices. If an individual submits a proposal but doesn't complete the next step of remitting payment, we have the ability to manually send the invoice via email with a reminder that payment is due."

An entire suite of business management tools for legal professionals

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

  • Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?

    The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.

  • There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.

    What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.

    Start your free trial today and give all of our features a spin.
    *No credit card info required

  • Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.

    We also have our YouTube channel that is full of educational content from our team and real Dubsado users.

  • Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.