Gordon
Gordon helps you win the work. Tell him about a prospective client and where things stand, and he helps you through the deal: replying to a new lead, writing the fee proposal, following up when the prospect goes quiet and answering a push on price. He drafts from your firm’s profile, rates and team, from your own ways of working, and, if you like, from the documents in a Mino matter.
Gordon writes; you send. He never emails anyone, and he doesn’t give legal advice. You copy his draft into your own email.
What you can do
Section titled “What you can do”- Set up your firm once: Gordon fetches your profile from your website, you check the rates and team
- Add workflows: your standard approach per type of matter, with phases and fees
- Start a deal and let Gordon ask the right questions before he drafts the proposal
- Follow up and handle objections with a reply drafted for the situation
- Use your Mino matter, a Thea timeline and Bill’s legislative signals in the proposal
- Set up your firm — profile, rates and team
- Add workflows — your approach per type of matter
- Start a deal and draft a proposal — from first contact to a proposal you can send
- Follow up and handle objections — when the prospect goes quiet or pushes on price
- Use your Mino matter, Thea and Bill — documents, timelines and legislation in a deal