Easier-than-ever team collaboration with Mauve Morpho and ActiveCampaign
Why Repeat when
you can Automate?
ActiveCampaign?
ActiveCampaign is an automated email drip campaign tool that allows you to send personalized, perfectly timed communications to the people who need it! ActiveCampaign allows you to automate and implement several email campaigns at once, all to ultra-specific audiences. Maybe you’d like to send a general monthly newsletter to all of your contacts. Or perhaps you’d like to stay in touch with your estate planning clients by sending them helpful tips related to their case. You can up campaigns by case or practice area in this full-featured email campaign system! ActiveCampaign also provides analytics aimed to improve marketing and drive sales. Take a closer look by clicking here!
Active Campaign can handle custom data fields, so you can automate actions as customized as tax season reminder emails, complete with the account numbers you helped your client set up. It’s that personalized! Between its capacity for custom data fields and its ability to integrate with Zapier, you can easily connect your ActiveCampaign account with case management tools like Actionstep, further simplifying your team’s workflow.
ActiveCampaign has an awesome template library and an intuitive drag-and-drop builder, making it easier than ever to create emails with visual appeal. By using ActiveCampaign’s advanced automation options, you can build campaigns based on user behavior, preferences, and other criteria. Active Campaign even offers advanced spam filters, allowing you to ensure that your campaigns are delivered to the right people. With its intuitive user interface and robust features, ActiveCampaign is an excellent emailing tool to help you reach your customers.
Research on software tools is time-consuming. We know because we’ve already done it.
Instead of scouring forums and phoning friends, just reach out to us. We can show you around, chat about your big-picture and granular needs, and point you in the right direction. Our goal is to give you the most tailored and thoughtful suggestions we can. We look forward to helping you improve your day-to-day processes
No prep needed - Two free calls to set you on the right path.
How we can help you?
Schedule a free call to start discussing your legal software needs today. In our first short call, we’ll cover where you are in your search, what you have right now, and what you should think about before picking a software, then we’ll schedule a second longer and also free call to talk more about your options and needs. From there, we’ll decide if it makes sense to work together to build software for your firm.
I know I said no prep, but if you wanted to prep just a little, peek at this article on choosing a legal software, this is what we will talk through in the first call, so if you look ahead you can have a little more time to think about any questions you might have about the aspects you need to consider before our second call.
Why talk to us?
We know you are crazy busy, and figuring out software is not what you usually do all day. Mauve Morpho helps law firms find and integrate software into their processes to increase efficiency and effectiveness, and decrease errors and manual work.
Why free calls?
We do these first calls for free when we can to help show the value of working with us. There are so many options out there, and even if you like this sort of thing, having another person who can help is invaluable. We are confident that whether we work together now or not, you’ll think of us when you need help for big software changes.
“I can’t thank you enough. You have really made my transition much easier”
– Jody
What will we talk about? Well, that depends on you!
We take a non-prescriptive approach, and the first step in our process is to hear you out.
Some firms have tried on a few software tools for size, they know their preferences, they want something custom and adaptable, while some firms want to think about the tech as little as possible. We will meet you where you’re at. The idea is to work with your unique needs.
In our call, we can make plans around your current software tools, and/or discuss additional tools that would suit your procedures and budget. We want to understand your immediate and long-term goals, so we can help to pave the road to them. Depending on what you need, we can talk through things like:
Intake Forms using like complex webforms like Cognito Forms that handle logic and payment processing
CRM (Customer Relationship Manager) to track your leads, help handle your sales process and help to increase conversion. Think Lawmatics, Bitrix24, Zoho CRM, Salesforce, etc.
Case Management Software like Actionstep (out favorite, read more below), Caret Legal, and MyCase. We can adapt certain CRM tools to work for case management purposes.
Social Media management apps like Edgar.
Document and Email Templates whether as a part of your Case Management Software, or with document tools like HotDocs.
Calendaring via Outlook, Google, or mauore automated tools like Calendly, OnceHub or Squarespace Scheduling.
Business & Operations consulting including bookkeeping and HR software.
Multi-app connections via Zapier for operational cohesion.
Want to know more about Actionstep?
A note from our CEO:
After years consulting and countless hours of research when I worked as the director of operations for a defense firm, I say with confidence if you are looking for a new case management software, Actionstep is worth a shot. It covers much of what a typical firm needs on a day-to-day basis, it’s highly customizable, and it works well with others (great integrations). You can read a little more about Actionstep here.
Of course, it’s not a one-size-fits-all. If Actionstep isn’t for you, don’t worry! I am equipped with second, third, and fourth favorites too as well. If you’re happy the software tools you’re already working with, I’d love to discuss how we can incorporate, expand upon, and improve them.
Not a law firm?
For now, we are only offering complimentary two-part in-depth consultations to law offices. However, we work with businesses of all types! Many of our favorite software tools can be just as useful for businesses outside the legal field, and in addition to software & tech consulting, our team can offer expertise in general business operations, bookkeeping, and more. Let’s say hello and see if we’d be the right fit. Schedule a FREE intro call.
Questions or Ready to Start?
Let us help you figure out what software is the right option for you.
Let us help you dial in your software to be everything you are hoping it will be. Of course, we’ll start with figuring out which software you need, but we can do very quick builds for small firms who need something yesterday.