Qualification
- Acquiring leads doesn’t mean much, it’s about finding the right leads.
- Optimize your Lead Qualification process all within GrowPath.
- Ensure all leads receive a timely follow-up so nothing gets overlooked.
Lead Intake Conversion: Optimize Your Firm’s Intake Process
Sign new clients with the market-leading intake software.
Assign The Right Personnel
To The Right Cases With Lead Scoring
Lead Intake Software That Finds Additional Cases for You
Benefits
No Lead Left Behind
- Enhanced new client experience
- Optimized ROI across marketing channels
- Text and E-sign retainers
- Smart Intake Questionnaires
Prioritize. Qualify. Score
More Benefits and Attributes
Automation
- Configure rules to automate communication, workflows, and follow-ups.
- Ensure all documents and records are collected in a timely manner.
- Establish processes through automation, increasing revenue, and efficiency.
Customization
- Configure your intake process to industry best practices.
- Streamline on-boarding processes for new employees.
- Scale by adding a new intake process as your firm expands.
Book a Demo
Ready to Start with Lead Scoring?
Client Intake FAQs
The intake process is a series of steps law firms undergo after a prospective client has made contact.
- Step 1: Receive information about the type of case including its end goal, budget, and deadline.
- Step 2: Create a task sequence that will take the case to completion.
- Step 3: Assign tasks to teams or team members.
- Step 4: Field and ask questions to clarify details.
The client intake form is the first look a new client has into how your firm works and it sets the tone for the relationship going forward. A strong intake form says you’re a competent, professional lawyer who they can rely on.
- Track every lead in a market-leading CRM or case management system (that includes Intake Software).
- Never miss a “call” with both live and virtual receptionist and online webchat.
- Follow up with your leads with automated workflows combining email, text, and phone calls.
- Screen your leads efficiently and accurately.
- Collect all relevant information via standardized intake forms that are stored directly in the CRM or case management system.
- Automate the signing process with e-signature.