Estate attorneys: Link webinar registrants into matters now

Attorneys running estate-planning webinars lose registrant intake, causing missed follow-ups. This ties each registrant to the webinar matter so attorneys can prioritize follow-up.

Overview

Estate-planning attorneys risk losing warm prospects when webinar registrants aren't linked to matters. This workflow ties every registrant to the webinar matter and notifies the attorney, eliminating missed follow-ups and enabling quicker, prioritized outreach.

Notable Features

Create contact records from forms
Attach registrants to webinar matters
Notify attorneys of new registrants