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Professional Services

Professional Services

Professional Services

Streamline Your Firm and Increase Billable Hours

Click Converter helps consultants, lawyers, and accountants automate their workflows and delight clients.

The Platform for Modern Firms

Workflow Automation

Map out your client journey and let our system handle the tasks, emails, and reminders.

Workflow Automation

Map out your client journey and let our system handle the tasks, emails, and reminders.

Workflow Automation

Map out your client journey and let our system handle the tasks, emails, and reminders.

Seamless Communication

Keep all client texts, emails, and calls in one organized thread so your whole team stays in the loop.

Seamless Communication

Keep all client texts, emails, and calls in one organized thread so your whole team stays in the loop.

Seamless Communication

Keep all client texts, emails, and calls in one organized thread so your whole team stays in the loop.

Faster Invoicing

Automatically generate and send invoices based on project milestones or monthly retainers.

Faster Invoicing

Automatically generate and send invoices based on project milestones or monthly retainers.

Faster Invoicing

Automatically generate and send invoices based on project milestones or monthly retainers.

Learn how to handle more clients without hiring more staff.

Scaling Your Firm with Smart Systems

In professional services, your time is your most valuable asset. If you spend it on admin work, you are losing money every hour. Click Converter is designed to give you that time back while helping your firm grow.

1. Better Client Onboarding

First impressions matter. When a new client signs your engagement letter, our system can automatically create their file and send a welcome video. It can even request the specific documents you need to start. This makes your firm look organized and ready to work right away.

2. Centralized Communication

Stop searching through your personal inbox for that one email from three months ago. Every text, email, and call is stored in one organized thread. Anyone on your team can see the history. This means the client never has to repeat themselves, which makes them feel important.

3. Automatic Project Updates

Clients love knowing what is happening with their case or project. Instead of you writing updates manually, our system can send a text or email when a project hits a new stage. This keeps the client happy and stops them from calling you for "status checks," leaving you more time to work.

4. Fast and Easy Billing

Whether you work on a retainer or by the hour, getting paid should be easy. Our system sends professional invoices that clients can pay with one click. It even sends reminders if they forget, so you don't have to be the "bad guy" chasing down payments.

The Bottom Line

Professionalism is about being organized, reliable, and easy to talk to. Click Converter provides the structure your firm needs to scale and thrive.

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