Woodpecker is a document automation platform that empowers modern law firms to automate and standardize their frequently used legal documents. Woodpecker enables attorneys to continue using Word, avoid migrating to a new platform, and spend a fraction of the cost of enterprise document management platforms.
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Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 7 months ago
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