Settify Invitation Tool

Discover the ultimate secret to client engagement with Settify Invitations! As your trusty companion, Settify Invitations empower you to gather client information before your initial meeting effortlessly. Experience the transformative power of purpose-built engagement tools that guarantee exceptional results for your firm.

Take action now and harness the true potential of Settify Invitations!

Why Settify Invitations Make a Difference

• Fast and Cost-free
  Send invitations to potential and existing clients quickly and without charge.
  
  
• Personal Touch
  Add that personal touch by addressing your clients by name.
  
  
• Convenient Connectivity
  Incorporate phone and meeting links to facilitate appointments.
  
  
• Inspires Prompt Action
  Integrated 'Get Started' link on Settify for immediate client action.
  
  
• Firm-Branded
  The invitations reflect your firms identity
  
  
• Introduce their lawyer
  An opportunity to include a short bio / introduction about the sending lawyer.
  
  
• Impressive Conversion Rates
  Firms using Settify invitations register 70% client conversion (average).

Demystifying Settify to Clients: Check out the handy article titled 'How to Describe Settify to Phone Enquirers'. It's perfect for those impromptu desk-side discussions.

Inviting clients to share their information using Settify: The article, 'Sending Client Invitations', will serve as your GPS, leading you through the process step by step.'

Welcoming Clients Back To Settify: Need more information from your client? You can welcome them back to Settify to fill out additional details. Review the article 'How to Invite a Client Back to Complete Their Settify Induction' for a detailed guide on how to do this.

Who Can Send Out Invitiations?: Settify invitations can be sent from the lawyer or assistant. For more information on how to set this up, refer to the article titled 'How to allocate an assistant for a lawyer'.

Updating An Invitation: Easily update sent invitations on the Invitations page. Click the information icon next to the sent date, and make changes to the recipient's email address, appointment time, and resend the invitation. Stay in control with Settify!

Personalised Email URL: It is possible to include a personalised URL link in your email communication with the client. For a detailed guide, refer to the document, 'Creating a Personalised Email URL link'.

Attaching Documents: It is possible to attach standard documents to your invitation. Reach out to our team, and we will set this up. Please note, at present, it is not possible to attach a document that needs to be changed for each invitation, such as a personalised document.

Learn More About Settify Invitations: For a comprehensive overview of Settify Invitations, watch our 30 min training session named ‘Leveraging your Invitation Function’.