Screening Legal Clients at Intake With Our Intake Profitability Checklist

Consider: Is this potential case…

Too big?
Too small?
Not quite in the right practice area?
Impossible to win?

No matter how large or small your firm is, these are some of the up-front questions to consider before initiating a meaningful relationship with a potential customer.

To help guide you through the intake categorization and investigation routine, GrowPath has created a checklist for you.

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Accounts*

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Sales Owner*

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Lead Type*

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Lead Source*

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Testimonials

Trusted Legal Case Management Software

A Better Legal Intake Software

Discover profitable mass torts and derivative cases in your existing caseload. The inline prompts empower staff to ask the right questions in real-time.

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.

Seamlessly connect with your marketing stack, including web forms, live chat services, and email.

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.

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.

Intake Forms ensure that potential client records are accurate and complete. Address verification, conflict checks, and customizable intake questionnaires optimize your workflows.

Cloud Resiliency

Analytics

Case Distribution Dashboard

Superior Analytic Tools

GrowPath’s mobile intelligence provides split-second retrieval of your key information. From client data to firm analytics, easily search and access what you need, whenever and wherever you need it.

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Analytics

Streamlined Case Management

Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications – all stored in one, secure place with GrowPath case management software.

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Streamlined Case Management