Nimbus Law combines marketing, intake, and practice management functions for law firms, linking the client lifecycle from initial website contact through document drafting and ongoing client communication.

Key features and functions include:

Website and CRM Connection
Connects a firm’s website to its CRM so that prospect information flows directly into client records. Website design updates are also offered.

Digital Client Intake
Collects client information, including asset data, through secure digital intake forms, and transfers that information into estate planning drafting scenarios through answer files.

Marketing Automation
Runs drip email campaigns for prospects and automated workflows for client meetings and planning.

Document Generation and Management
Generates engagement letters, invoices, and other documents, with documents stored and managed in the firm’s office productivity environment.

Practice Management
Supports document management, personalized automated emails, workflow execution, meeting scheduling, and document sharing with clients.