HannonDePalma
Hannon De Palma Achieves 80% Time Savings and 90% Error Reduction
with AutomateMyBiz Automation.
About HannonDePalma
Hannon De Palma is a multi-state law firm specializing in matrimonial law headquartered in New York
They were drowning in leads – a whopping 10,000+ a month! But here’s the catch; they were manually entering all these leads into their system. Talk about a time-suck!
Challenges
Hannon De Palma faced challenges with a complex client onboarding procedure, lack of an efficient lead recording system, and no automation for lead processing, which resulted in inefficiencies and errors.
Objective
The main objectives of the project were:
- Streamline and automate the onboarding process.
- Implement an automated lead information capture system.
- Develop efficient lead processing automation.
Approach
– Advanced Onboarding Automation: Created an onboarding process with Make.com where clients could sign their contracts online. Once signed, the system automatically generates additional legal documents required for their cases.
– Automated Lead Information Capture: Developed an automated system to efficiently collect essential lead information, such as email addresses and names, significantly reducing manual efforts and eliminating errors.
– Efficient Lead Processing Automation: Developed automation that adds lead information from Facebook to Airtable and uses ActiveCampaign to send nurturing emails to new clients, encouraging them to book a call.
Execution
- Advanced Onboarding Automation:
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- Implemented an online contract signing process using Make.com.
- Automated the generation of additional legal documents upon client onboarding.
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- Automated Lead Information Capture:
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- Created a system to collect lead information automatically.
- Reduced manual data entry and errors significantly.
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- Efficient Lead Processing Automation:
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- Automated the addition of lead information from Facebook to Airtable.
- Set up nurturing email campaigns in ActiveCampaign to engage new clients and encourage bookings.
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Result
| Metrics | Before Implementation | After Implementation |
|---|---|---|
| Time Reduction in Onboarding | Manual onboarding took 3 hours per client. | Onboarding time reduced to minutes per client, resulting in an 80% time-saving. |
| Error Reduction | Manual processes were prone to errors. | Automation led to a 90% reduction in errors, ensuring greater precision and reliability. |
| Efficient Document Generation | Legal documents were created manually during onboarding. | Automated generation of legal documents streamlined the workflow, enhancing efficiency. |
| Focus on High-Value Tasks | Staff spent considerable time on manual onboarding tasks. | Automation freed up staff to focus on high-value tasks, increasing overall productivity by 25%. |
Time Saved
From 3 hours to minutes per client
Error Free
Reduced manual mistakes
Efficient
Auto-generated local docs
Focused
Staffs can focus on high-value tasks
Testimonials
Don’t just put your blind faith in us.
See What Our Clients have to tell you,
“Fahad’s skill with Integromat is unmatched, in my experience. He is a wizard at taking complex processes and turning them into repeatable systems. Already, his processes save us dozens of hours each week – almost every part of our Law Firm relies in some way on his automation to speed things up. For example, our Welcome Team which greets new customers processes between 10 – 30 new leads every day, and calls 150+ people each shift. Just one of his many automation saves us around 10 minutes per new lead, saving between 100 – 300 minutes of work a day. This is just ONE automation. Overall, the monetary savings are truly worth his price, and works 100% of the time.”