banner
03-min
Ready to streamline your client communications?
Sign up for WaveUi today and start with a free trial.

Benefits

Automated Client Management

Receive client inquiries through your own client portal, capturing all necessary details quickly and efficiently. Simplfying client onboarding.

E-Signature Collection

Simplify the signing process with integrated e-signature capabilities, allowing clients to sign documents securely and conveniently online

1-1

Efficient Workflow Automation

Streamline your entire workflow, from client inquiry to final delivery, reducing time spent on administrative tasks

AI Assistance & Review

Leverage AI to assist with document review and formatting, providing you with suggestions and ensuring consistency

Example Workflow

10-3

1.
Client Inquiry

Cleint reach out via phone, email, or online form. Client Inquiry form automaticall capture all necessary details.

2.
Client Onboarding

Schedule a meeting with the client, and gatther additional information using pre-consultation questionnaires.

3.
Case Assessment

Initial consultation, evaluate case and confirm that both parties agree on key issues

4.
AI Assistance and Review

Get help with document review and formatting from our AI assistant, ensuring legal compliance

5.
Draft Approval

Send draft to clients for review and electronic signatures, collect feedback, and make necessary adjustments

6.
Final Delivery

Generate final documents for submission, sned automated followup emails and messages to client, and collect their feedback and testimonials.