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List of Settify Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Bruyer & Mackay Canada Professional Services 20 $3M Canada Settify Settify Customer Experience 2021 n/a
In 2021 Bruyer & Mackay Canada implemented Settify to support client intake and onboarding, focusing on Customer Experience for its family-law practice. The deployment targeted the firm’s Edmonton office in Alberta and centralized pre-consult data capture to streamline first consult workflows for a small professional services firm of about 20 employees. Settify was configured as a client intake and onboarding platform, emphasizing structured information capture ahead of initial consultations. The implementation leveraged intake modules to collect client details and case facts prior to meeting, using guided questionnaire style workflows and document collection functionality consistent with client onboarding solutions in the Customer Experience category. Operationally the rollout reshaped the first-consult process by moving initial fact-finding to the digital intake phase, enabling lawyers to review submitted information before client meetings. According to a 2021 Canadian Lawyer article the firm reported that first consultations became much more efficient and clients were better able to understand their issues after implementing Settify.
Fbc Manby Bowdler LLP Professional Services 175 $16M United Kingdom Settify Settify Customer Experience 2020 n/a
In 2020, Fbc Manby Bowdler LLP implemented Settify as a secure online client intake and onboarding platform. Settify is deployed as a Customer Experience application to capture client information for the firm’s family law and related practice areas in the United Kingdom. The 175-employee professional services firm used Settify to shift initial data collection from synchronous phone calls to asynchronous online intake, enabling clients to provide details at their own pace. The implementation centered on the client intake/onboarding module, configured to support guided intake workflows and secure capture of client responses, consistent with Customer Experience functionality for legal intake. Settify was set up to collect case-relevant information prior to first appointments, creating structured intake records to inform consultation preparation and reduce manual transcription. The deployment emphasized secure client access and privacy controls appropriate for legal services. Operationally the platform was adopted across the firm’s family law and related practice groups, enabling intake staff and solicitors to triage new matters using standardized intake records. Governance work focused on standardizing intake questionnaires and embedding the online intake step into the initial consultation workflow. The firm reported reductions in phone intake time and more efficient initial consultations after adoption of Settify.
Lawrence Stephens United Kingdom Professional Services 120 $12M United Kingdom Settify Settify Customer Experience 2020 n/a
In 2020, Lawrence Stephens United Kingdom implemented Settify as a client intake and onboarding application. This Settify deployment served as a Customer Experience application for client intake and onboarding in the firm's family law business function, enabling clients to complete secure intake questionnaires before first meetings. Deployment focused on the client intake and onboarding module of the Settify application, configured to collect case specific information for family law matters and to present secure questionnaires to prospective clients. Workflows included secure questionnaire delivery, document upload capability, and automated notifications to fee earners to prompt review before first meetings, reflecting standard Customer Experience and CRM intake functionality. Operational coverage targeted the firm's family law practice across its United Kingdom operations, with clients completing intake forms prior to consultations to improve pre meeting preparation. Information captured in Settify was routed into internal review processes so fee earners could prepare for shorter, more focused initial consultations. Governance concentrated on standardizing intake question sets and data security controls within Settify, establishing consistent intake workflows for the practice team. Lawrence Stephens United Kingdom reports shorter consultations, improved pre meeting preparation, and higher conversion rates following the Settify deployment.
Professional Services 308 $18M United Kingdom Settify Settify Customer Experience 2020 n/a
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FAQ - APPS RUN THE WORLD Settify Coverage

Settify is a Customer Experience solution from Settify.

Companies worldwide use Settify, from small firms to large enterprises across 21+ industries.

Organizations such as Stephensons Solicitors, Fbc Manby Bowdler LLP, Lawrence Stephens United Kingdom and Bruyer & Mackay Canada are recorded users of Settify for Customer Experience.

Companies using Settify are most concentrated in Professional Services, with adoption spanning over 21 industries.

Companies using Settify are most concentrated in United Kingdom and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Settify across Americas, EMEA, and APAC.

Companies using Settify range from small businesses with 0-100 employees - 25%, to mid-sized firms with 101-1,000 employees - 75%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Settify include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Settify customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Customer Experience.