0.1%
of PI firms
25
adopters

SimplyConvert

SimplyConvert, founded in 2018 by CEO Jordan Domash (a former practicing attorney), is a legal intake automation platform built on a pricing model that no other legal tech company …

Category Intake Software SI Lift +39.5 pts simplyconvert.com
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What is SimplyConvert?

SimplyConvert, founded in 2018 by CEO Jordan Domash (a former practicing attorney), is a legal intake automation platform built on a pricing model that no other legal tech company has replicated: pure performance-based billing. Instead of a monthly SaaS subscription, SimplyConvert charges $30 per "Quality Engagement" (a chatbot conversation where a visitor provides real contact information and answers screening questions) plus $70 when a retainer contract is signed through their platform. If the chatbot runs but nobody engages meaningfully, you pay nothing. This risk-shifted model is genuinely radical — the vendor only makes money when you make money. SimplyConvert's chatbot (the "Instant Case Evaluator") uses lawyer-created qualification criteria to screen visitors in real time: asking about accident date, injury type, at-fault parties, and existing representation. Leads that pass screening are presented with a pre-filled engagement letter and e-signature flow, enabling the full journey from anonymous website visitor to signed retainer without a single human interaction. The platform also includes a Dual Representation Detector that cross-references new leads against existing clients to prevent conflicts, and a lead dashboard that tracks qualification rates, time-to-sign, and source attribution. For PI firms, SimplyConvert's value proposition is most compelling for after-hours and weekend conversions: the chatbot qualifies and signs cases at 2 AM while every other firm's contact form is collecting dust. The risk is that performance-based pricing incentivizes volume over quality — the chatbot's screening criteria must be carefully calibrated to avoid paying $30 per engagement for leads your firm would never take.

Common Use Cases for Law Firms

  • Automate the entire intake process from initial chat to signed retainer
  • Pre-qualify leads with custom screening questions by practice area
  • Send electronic fee agreements and collect e-signatures automatically
  • Route qualified leads to the appropriate attorney or office
  • Track intake metrics like qualification rate, time-to-sign, and conversion rate

How We Detect It

JavaScript chatbot widget Embeddable intake forms API integration with case management systems
Market Overview

SimplyConvert is a intake software tool used by 25 personal injury law firms, representing 0.1% of all tracked firms. Firms using SimplyConvert average a 68.1 Sophistication Index, +39.5 points above non-adopters — a meaningful signal of technology-forward operations. The heaviest adoption comes from the Conversion-Focused Firms segment (0.4%), followed by Retention Innovators (0.1%). Firms running SimplyConvert most commonly pair it with Google Analytics (100.0%) and WordPress (80.0%).

SimplyConvert Quick Facts

Company
Founder Jessie Hoerman
Headquarters Edwardsville, IL
Market
Category Intake & Chat
Subcategory AI-powered legal intake chatbot and client relationship management platform
Pricing Subscription · Free tier
Competitors Live chat providers (generic), Traditional CRM platforms, Standalone e-sign software
Trend ▲ Growing
400% Engagement boost vs. traditional live chat
75% Live chat leads that result in unreachable prospects or clients who hired another lawyer during delays
125+ Litigation practice areas with lawyer-created criteria
60+ Practice areas supported by free tier chatbot
Why PI Firms Use SimplyConvert

PI law firms rely heavily on website-driven lead generation and must convert high volumes of inbound inquiries into signed cases. SimplyConvert automates the critical intake bottleneck by qualifying leads 24/7 using lawyer-created criteria, eliminating unqualified prospects instantly, and nurturing qualified leads with drip campaigns and automated contracts. This directly increases case conversion rates, reduces intake staff burden, and improves client experience—all critical for competitive PI practices that operate on thin margins and high case volume.

Sources: simplyconvert.com/law-firm-clien... dev.simplyconvert.com/product/so... simplyconvert.com/features dev.simplyconvert.com/product/fe...
25 Firms Using
0.1% Adoption Rate
68.1 Avg Adopter SI
+39.5 SI Lift vs Non-Adopters

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SimplyConvert Best Practices

1
Define your case screening criteria with surgical precision BEFORE configuring the chatbot. SimplyConvert charges per quality engagement — and the definition of "quality" is set by YOUR screening criteria. If your criteria are too broad (any accident, any time frame, any jurisdiction), you'll pay $30 for leads you'd never sign. If too narrow, qualified leads get screened out and go to competitors. Sit down with your lead attorney and write out exact disqualification criteria: statute of limitations cutoffs by state and case type, injury severity minimums, geographic boundaries, and conflicts. The 2 hours spent on this exercise can save thousands per month in wasted engagement fees.
2
Set up the e-signature flow to fire immediately after qualification — don't add delay. SimplyConvert's highest-conversion feature is instant contract signing: a visitor who passes screening can sign a retainer agreement within the same chatbot session. Any delay between "you have a potential case" and "sign here" loses momentum. A visitor who passes screening at 11 PM and is told "we'll send the agreement tomorrow" will contact 3 other firms before morning. The visitor who signs at 11:03 PM is your client. Configure the e-signature to present immediately, with the engagement letter pre-filled from chatbot answers.
3
Monitor your Quality Engagement rate weekly and adjust screening questions if it's below 15%. If your chatbot is engaged by 1,000 visitors per month but only 100 produce Quality Engagements (10%), something is wrong — either the chatbot is scaring people off with too many questions, the questions are confusing, or the chatbot is surfacing to visitors who aren't potential clients. Check the abandonment point in SimplyConvert's analytics: if most visitors drop off after question 3, that question is the problem. Simplify it, reword it, or move it later in the flow. Target a 15-20% quality engagement rate from chatbot starts.
4
Use SimplyConvert's conflict check feature for every lead, every time — no exceptions. SimplyConvert's Dual Representation Detector cross-references new leads against your existing client database. This isn't optional for law firms — representing adverse parties is an ethics violation that can result in malpractice claims, bar discipline, and case dismissal. Enable the conflict check and feed it your complete client list (integrate with Clio, MyCase, or upload a CSV). The chatbot will automatically flag potential conflicts before a retainer is presented. One caught conflict pays for a year of the service.
5
Compare SimplyConvert's cost per signed case against your other intake channels to prove or disprove ROI. After 90 days, calculate: total SimplyConvert charges (Quality Engagement fees + signed retainer fees) divided by number of signed cases. If SimplyConvert cost $2,000 and produced 8 signed cases, your cost per signed case from the chatbot is $250. Compare this to Google Ads ($500-2,000 per signed PI case), phone intake ($0 but with receptionist salary allocated), and walk-ins ($0 but dependent on office location). This comparison tells you whether to increase chatbot investment (more traffic to chatbot pages) or redirect budget elsewhere.

Alternatives to SimplyConvert

1
Intaker — Monthly SaaS pricing (no per-engagement fees) with more customizable chatbot flows. Intaker's conversational interface is more visually engaging than SimplyConvert's form-like approach. The trade-off: you pay the monthly fee whether or not the chatbot converts, and there's no built-in e-signature for retainer agreements. Intaker is better if your primary goal is lead qualification; SimplyConvert is better if you want the full intake-to-signature pipeline automated and prefer risk-shifted pricing.
2
nGage — Human-operated live chat with trained legal agents. nGage converts at significantly higher rates than any chatbot because real humans handle nuanced conversations ("I'm not sure if I have a case" → "Tell me what happened and I can help you figure that out"). The cost is higher ($3-5+ per chat) and there's a monthly minimum. For high-traffic sites where conversion rate matters more than cost-per-chat, nGage's human touch outperforms chatbots. For after-hours and low-traffic pages, SimplyConvert's always-on chatbot wins.
3
Smith.ai web chat — AI-assisted live agents for web chat at $140/month for 20 chats. Smith.ai combines the responsiveness of a chatbot with the judgment of a human agent. Better for complex intake scenarios where the visitor's situation doesn't fit neatly into a chatbot's decision tree. The limitation: Smith.ai doesn't include e-signature or retainer generation — it qualifies and transfers, but the signing happens through a separate process.
4
A well-optimized contact form + fast human follow-up — The unsexy alternative that works. A Gravity Forms or WPForms intake form with 5-6 smart fields (accident type, date, injury description, contact info) connected to your CRM via automation, with a human calling back within 5 minutes during business hours. This costs nothing beyond existing tools and avoids both chatbot per-engagement fees and managed chat costs. The weakness: no one answers forms at midnight. SimplyConvert's 24/7 automation captures the leads that a form-plus-human model misses after hours.

SimplyConvert Power Moves

1
A/B test SimplyConvert against your existing contact form by splitting traffic 50/50 on your highest-traffic practice area page. Send half your visitors to a page with the SimplyConvert chatbot and half to a page with your standard contact form. After 30 days, compare not just lead volume but signed-case volume and cost. The chatbot may generate more leads at higher cost, while the form may generate fewer leads at zero cost — but which produces more signed cases per dollar of marketing spend? Let the data decide whether SimplyConvert earns its fees.
2
Configure the chatbot to trigger proactively after 30 seconds on practice area pages — don't wait for visitors to click it. A passive chat icon in the corner gets clicked by 2-3% of visitors. A proactive chatbot that pops up with "Were you recently in a [practice area] accident? I can help you understand your options" after 30 seconds gets engaged by 8-12% of visitors. The proactive trigger should only fire on practice area pages (not the homepage or blog) and only on the first visit (not every time the visitor navigates between pages). Set a cookie to suppress repeat popups for 7 days.
3
Use SimplyConvert's source attribution to identify which traffic sources produce the most signed retainers, not just the most chatbot engagements. SimplyConvert tracks the referral source for each engagement. After 90 days, you may discover that Google Ads sends 200 visitors who produce 30 Quality Engagements and 5 signed retainers ($150+$350 = $500 cost for 5 cases), while organic search sends 100 visitors who produce 20 Quality Engagements and 8 signed retainers ($600+$560 = $1,160 cost for 8 cases). Organic search visitors convert to signed cases at a higher rate — invest more in SEO content for those practice area pages.
4
Feed SimplyConvert's chatbot transcripts back into your Google Ads copy and landing page messaging. Read 50 chatbot transcripts and note the exact language visitors use to describe their situations: "I got rear-ended on the highway," "The store had a wet floor and I fell," "My doctor made a mistake during surgery." These phrases — in the visitor's own words — are better ad headlines and landing page copy than anything a copywriter will invent. Match the language your potential clients actually use, and both ad click-through rates and chatbot engagement rates improve.
5
Calculate whether SimplyConvert's performance pricing or a flat-rate tool would be cheaper at your traffic volume. SimplyConvert charges ~$30/quality engagement + $70/signed retainer. If your traffic produces 50 quality engagements ($1,500) and 10 signed retainers ($700) per month, you're paying $2,200/month. A flat-rate chatbot like Intaker at $300/month costs less in absolute terms — but doesn't include the e-signature flow, conflict detection, or performance accountability. Run the math at your actual volume. Below ~20 quality engagements/month, SimplyConvert's performance pricing is clearly cheaper. Above ~60, a flat-rate tool may be more economical.

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Top Firms Using SimplyConvert by sophistication index
# Firm Segment Attorneys SI Score Grade
1 Anapol Weiss anapolweiss.com Conversion-Focused Firms 139 91.091 A+
2 Thomas Law Offices PLLC thomaslawoffices.com Conversion-Focused Firms 1 85.586 A+
3 Minner Vines Moncus mvmlaw.com Conversion-Focused Firms 10 84.584 A+
4 Atlanta Personal Injury Law Group Gore LLC atlinjurylawgroup.com Conversion-Focused Firms 1 84.384 A+
5 Zoll & Kranz toledolaw.com Conversion-Focused Firms 17 83.383 A+
6 Wallace Miller wallacemiller.com Conversion-Focused Firms 9 83.383 A+
7 Goings Law Firm LLC goingslawfirm.com Conversion-Focused Firms 9 82.582 A+
8 Dolman Law Group Accident Injury Lawyers dolmanlaw.com Conversion-Focused Firms 87 82.582 A+
9 Flint Law Firm LLC flintcooper.com Retention Innovators 1 82.382 A+
10 McCoy & Hiestad mhkylaw.com Basic Tech Adopters 3 80.580 A+
11 Shapiro, Washburn & Sharp hsinjurylaw.com Conversion-Focused Firms 16 80.080 A+
12 TorHoerman Law torhoermanlaw.com Conversion-Focused Firms 28 80.080 A+
13 Poppe Law Firm poppelawfirm.com Conversion-Focused Firms 1 79.079 A
14 The Ducos Law Firm, LLC ducoslaw.com Conversion-Focused Firms 2 68.568 A-
15 wardandsmithpersonalinjury.com wardandsmithpersonalinjury.com Conversion-Focused Firms 11 63.564 B+
16 lawforpeople.com lawforpeople.com Conversion-Focused Firms 9 62.863 B+
17 Southern Injury southerninjury.com Conversion-Focused Firms 6 55.055 B+
18 Moody Law Firm moodyrrlaw.com Conversion-Focused Firms 9 54.054 B+
19 First Class Law Firm atlpersonalinjurylawfirm.com Conversion-Focused Firms 11 51.051 B+
20 Shannon Law Group shannonlawgroup.com Conversion-Focused Firms 19 51.051 B+
See all 25 firms →
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