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

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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
Lead Generation Management Software
Prioritize. Qualify. Score

More Benefits and Attributes

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.

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.