Ensure every qualified lead becomes a client with cutting-edge intake features. Score leads, simplify conversions, and track communication — all while measuring marketing outreach and spend.
Discover profitable mass torts and derivative cases in your existing caseload. The inline prompts empower staff to ask the right questions in real-time. Uncover important information that other tools simply overlook.
Lead Scoring Algorithm
Define what “high value case” means to you, and the algorithm will identify and prioritize targeted leads. Highly-configurable evaluation methods save valuable attorney time and increase conversion rates.
Receive team-wide alerts to follow up on qualified leads. When the time is right to sign on the client, eSign and mobile text-to-sign ensure you have the final contract instantly. All communications are stored in the intake record and data gets transferred to case management with a single click.
Real-time marketing analytics give you deep insight and a competitive edge. In analyzing intake conversion and lead source by time of day, this powerful tool provides unmatched data analysis. Reduce your spending and improve conversions today.
Complete and Accurate Intake Forms
Ensure that potential client records are accurate and complete. Address verification, conflict checks, and customizable intake questionnaires optimize your workflows.