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Daniel Yaniv is the founder of Yaniv & Associates, a law firm specializing in uncontested divorce services. With a mission to make divorce simpler, quicker, and more affordable, he launched UncontestedDivorce.com as an accessible platform for clients seeking a streamlined legal experience. Based on years of expertise in family law, the firm focuses on minimizing the complexities and emotional strain of divorce by offering transparent, flat-rate services for uncontested divorces. This approach allows clients to complete the divorce process efficiently without the lengthy court battles often associated with traditional divorce proceedings.
Yaniv & Associates, a fast-growing law firm led by Daniel Yaniv, signs over 30 new clients every month. Yet, the intake process was consuming an enormous amount of the staff’s time. Manually sending emails, drafting retainer agreements, managing payment reminders, and updating client data created hours of repetitive work each day. The firm needed a way to streamline these tasks to handle growing demand without adding to the team’s workload or compromising the quality of client service.
To streamline Yaniv & Associates’ client onboarding process, we implemented a seamless integration of the firm’s existing tools—Clio Manage, Typeform, DocuSign, SMS notifications, Box, and their preferred payment processor. This powerful, automated system requires only the client’s name and email entered into Clio Manage to initiate the entire intake process.
With just this simple entry, the automation triggers a series of tasks, including:
Generating personalized welcome emails and retainer agreements.
Sending DocuSign contracts for secure, immediate client signatures.
Creating payment links with automated reminders for upcoming and overdue payments.
Providing both email and SMS status updates at every critical stage to keep the client informed.
Storing all client documents, including signed retainers, in a client-specific folder in Box for easy access and secure organization.
Additionally, the system is customized to adapt based on the case location, automatically adjusting document language, legal requirements, and processes to meet the distinct regulations for clients in New York and New Jersey. By connecting Clio Manage to Typeform on the firm’s website, the client’s initial submission is automatically converted into formatted data, reducing manual data entry and maintaining accuracy.
Best of all, Yaniv & Associates didn’t need to change any of their trusted software. Each tool—Clio, Typeform, DocuSign, SMS, Box, and their payment provider—works together effortlessly, enabling the team to onboard new clients with confidence, speed, and adaptability.
With automation implemented, Yaniv & Associates has achieved impressive improvements in both efficiency and revenue:
Significant Annual Savings: Automation has eliminated the need for 15 hours of manual intake tasks weekly, resulting in over $100,000 in annual savings by reducing labor costs and avoiding the need for additional staff as the firm grows.
Increased Revenue from Payment Collection: Previously, around 20% of payments were delayed, impacting cash flow. With automated payment reminders, on-time payments have increased significantly, contributing to the overall $100,000 in additional annual revenue and savings.
Expanded Client Capacity: Automation enables Yaniv & Associates to onboard more clients each month without additional staff, supporting a 25% increase in client capacity and creating a foundation for sustainable growth.
Enhanced Client Satisfaction and Compliance: The automated system ensures clear, timely communication throughout onboarding, enhancing client experience. It also customizes workflows for cases in New York and New Jersey, ensuring compliance with state-specific requirements and reinforcing client trust.
Through this streamlined automation solution, Yaniv & Associates saves over $100,000 annually, boosts revenue, and gains the capacity to scale efficiently and confidently.
